Brent Teague is Managing Partner and Founder of Financial Wellness Partners. Brent has molded his 13 years of experience in employee benefits and financial services into an innovative new business model focused on financial wellness. In working with more than 100 different employers on their employee benefit programs, he realized that the current distribution model was broken and employees were confused and financially distraught. This realization has lead to the creation of Financial Wellness Partners which works with employers, employees, and individuals to put together comprehensive plans to help them appropriately allocate their financial resources and better understand the benefits that are available to them. This innovative approach to employer program transparency also includes non-standard education in Executive Packages, Debt Management, Student Loans, College Savings, Risk Management, and other customizable programs to fit employee needs.
Brent is well known as a valuable consultant for his clients and has demonstrated his knowledge and reach working across the country for the last 12 years with a focus in the Merger and Acquisitions industry. This experience has allowed Brent to better understand the challenges of multi-location businesses and regional rules and regulations.
Brent earned two degrees from The University of Akron in Personal Finance and Corporate Finance. He is also an Accredited Investment Fiduciary® (AIF®), awarded by the Center for Fiduciary Studies, and a Chartered Retirement Plans Specialist® (CRPS®), awarded by the College for Financial Planning. Brent proudly served in the United States Air Force prior to working in Financial Services.
He has been recognized nationally by the National Association of Plan Advisors as a NAPA Top 50 under 40 Young Gun* in 2016 and 2017, and he has spoken at multiple HR conferences across the country on the topic of Financial Wellness.
Brent resides in Strongsville, OH with his wife Eva and their two daughters, Mackenzie and Kerri. He enjoys traveling with his family, helping coach his daughter's soccer team, and watching (definitely not coaching) his daughters' dance.
*Nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth Partners, Smooth 401k, and Financial Wellness Partners are separate entities from LPL Financial.
This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.
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