Friends call me

Steve

My passion is

Helping people reach great decisions by simplifying complex problems to make them understandable and solvable.

Key contributions to BBWP

Building trust and confidence with our clients to help them feel confident in their financial wellness journey. Developing our team members to reach their highest and best purpose.

Educational highlight

Starting out in corporate finance and subsequently realizing my passion was working with people. Spending the past 20 years as a CERTIFIED FINANCIAL PLANNER^TM and impacting the lives of so many families over those years.

Little known fact

You can catch me on the soccer field during the fall, coaching my son’s and daughter’s travel soccer teams. I’ve learned more from these kids about teamwork, relationships and resiliency than I could ever teach them.

Book or podcast I’m currently enjoying

Grit—The Power of Passion and Perseverance by Angela Duckworth

Personal wellness routine

Summer vacations in Sea Isle with my wife and kids, Tuesday night pick-up hoops, Alex Toussaint classes on the Peloton, and 18 holes of golf!

Quote that best describes my why

“We should do three things every day of our life. Number one is laugh. You should laugh every day. Number two is to think, we should spend some time in thought. And, number three is you should have your emotions moved to tears.”

—Jim Valvano

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Inspiration

Creating Total Wellness as an influencer, developer, strategy, relationship builder, and person who connects the dots.

Friends call me

Meg

My passion is

People and wellness.

Key contributions to BBWP

Attracting talent, strategic planning, developing partnerships and visioning.

Educational highlight

Master of Science in Organizational Leadership (MSOL).

Little known fact

I am a Shamanic Apprentice in the Pachakuti Mesa Tradition.

Book or podcast I’m currently enjoying

The Lion Tracker’s Guide to Life by Boyd Varty

Personal wellness routine

Acupuncture, network chiropractic care, meditation, working out with a PiYo instructor, astrology and spending time with my favorite people including my 4 kids, my husband, my parents, sister and cousins… drinking wine… because balance is also important!

Quote that best describes my why

“The longest journey you will ever take is the 18 inches from your head to your heart.”

—Thích Nhat Hanh

Friends call me

Jim

My passion is

Hearing clients tell me they feel confident in the plan we have laid out for them, and that they look forward to what is ahead.

Key contributions to BBWP

Created our Investment Committee and built out many of the portfolios that are found in our clients’ accounts today. I also work every day with clients to make sure they are making smart financial decisions and continuing on their wellness journey.

Educational highlight

After receiving my undergraduate degree in history, I shifted gears and got my M.B.A. in finance. That helped lead me down the road of financial services and to BBWP in 2015.

Little known fact

I impress my kids daily with my juggling skills.

Book or podcast I’m currently enjoying

No Laying Up podcast and Financial Advisor Success podcast with Michael Kitces.

Personal wellness routine

Trips to the North Carolina coast with my wife and three children, early morning rounds of golf with friends, meditation, and the occasional glass of bourbon.

Quote that best describes my why

“Every day I am reminded that our life’s journey is really about the people that touch us.”

—Stuart Scott

Friends call me

John (but sometimes Jim by mistake!)

My passion is

Helping people improve their lives.

Key contributions to BBWP

Bringing my 32 years of experience in the industry to the team. Developing deeply personal relationships with my clients that go far beyond our service meetings.

Educational highlight

I made a mid-career transition into the financial planning arena.

Little known fact

As a lover of the outdoors, I take joy in working in my yard and manicuring my lawn. It’s gratifying to see the results of your labor instantly.

Book or podcast I’m currently enjoying

I’m enjoying listening to the Mike Rowe podcast The Way I Heard It—all 258 episodes!

Personal wellness routine

Remaining active, always on the go, playing golf, doing yard work, enjoying life, and not being sedentary. I don’t have a workout routine, but I prefer daily activity to keep me healthy.

Quote that best describes my why

“I am here for a purpose and that purpose is to grow into a mountain, not to shrink into a grain of sand. Henceforth will I apply ALL my efforts to become the highest mountain of all and I will strain my potential until it cries for mercy.”

—Og Mandino

Inspiration

I want to focus on a core group of clients and forge longstanding relationships.

Friends call me

Chris

My passion is

Fitness and wellness, with emphasis on living a healthy lifestyle through nutrition and physical activity.

Key contributions to BBWP

Making sure accounts are tactically aligned with clients’ financial goals, and helping clients get to a state of confidence with their finances.

Educational highlight

I’m a first generation college graduate, followed by my sister and brother, and the three of us are really proud to be able to accomplish what our parents were not able to do.

Little known fact

I’m training for my first bodybuilding competition, which is a huge commitment. The biggest challenge is learning the posing and routine. That, and giving up my other passion: making delicious desserts.

Book or podcast I’m currently enjoying

Zeitoun by Dave Eggers, which is about the struggles of a man in New Orleans during Hurricane Katrina. He stayed behind to help take care of others, which really inspired me.

Personal wellness routine

Lifting weights, long bike rides, hiking in nature, playing sports, friendly competitions.

Quote that best describes my why

“It’s not how much money we make that ultimately makes us happy between nine and five. It’s whether or not our work fulfills us.”

—Malcolm Gladwell

Inspiration

I strive to be a responsive resource for both our clients and our internal team, so they all feel truly heard and helped.

Friends call me

Kristen

My passion is

Holistic nutrition and fitness.

Key contributions to BBWP

Practice efficiency and maintaining talent.

Educational highlight

Bachelor’s degree in marketing.

Little known fact

I will watch just about any documentary.

Book or podcast I’m currently enjoying

The Doctor’s Farmacy with Mark Hyman, M.D.

Personal wellness routine

Peloton workouts, juicing, spending time with my family and friends.

Quote that best describes my why

“We cannot cure the world of sorrows, but we can choose to live in joy.”

—Joseph Campbell

Inspiration

Because I love logistics and simplifying complicated processes, I enjoy designing what clients see on our platform, which is based on getting to know them and learning their needs.

Friends call me

Robyn

My passion is

Volunteering with animals, which started in college at the Miami-Dade Shelter and now I help locally at Providence Animal Center.

Key contributions to BBWP

Being the designated person for clients to contact whenever they need anything, and making their lives easier by getting things completed in a timely manner.

Educational highlight

I was a marketing intern for the Miami Heat back in 2014 when they were super popular, which was perfect for my sports management degree.

Little known fact

I love horror movies. That, and I rescued a cat that had been abandoned in front of my apartment, which resembled a horror movie at first because he was absolutely crazy. He has since settled down (a little).

Book or podcast I’m currently enjoying

The Five People You Meet in Heaven by Mitch Albom

Personal wellness routine

Yoga and meditation, eating a more plant-based diet and reducing meat consumption, which has had huge benefits, both physically and mentally; I no longer feel sluggish and have far more energy.

Quote that best describes my why

“Life is beautiful.”

Years ago, I saw this on a tattoo and it has resonated with me throughout my experiences in life since then. Because even when life is hard, it is indeed beautiful.

Inspiration

Supporting Total Wellness by taking a deeper dive into all aspects of our lives to see where additional resources might be needed in order to thrive—because we are more than just the sum of our parts.

Friends call me

Cait

My passion is

Helping to lift the human spirit.

Key contributions to BBWP

Taking a vision and making it come to fruition.

Educational highlight

I was a double major in international economics/business administration and French, and I received a full-ride fellowship to pursue a master’s degree in French studies.

Little known fact

I am a singer-songwriter who wrote over 100 songs during the pandemic.

Book or podcast I’m currently enjoying

I picked up a French book called Filleby Camille Laurens at a Parisian library on a recent trip just to jog my language skills, and it is exceeding all of my expectations. What a deeply personal yet universal account of what it’s like to be a girl, a woman, a mother.

Personal wellness routine

Daily yoga and meditation, getting out in nature, drinking half my body weight in ounces of water, enjoying nourishing whole foods, making music—writing, singing, and playing—quality time with friends and family, my husband and 5 kids.

Quote that best describes my why

“Wellbeing is about the combination of our love for what we do each day, the quality of our relationships, the security of our finances, the vibrancy of our physical health, and the pride we take in what we have contributed to our communities. Most importantly, it’s about how these five elements interact.”

—Tom Rath

Inspiration

Because I love looking at numbers and making recommendations on portfolios.

Friends call me

Matt

My passion is

Constant self-improvement, whether that’s reading, exercising, meditating, or whatever else helps me wake up as a better person than I was yesterday.

Key contributions to BBWP

Seeing the big picture, and helping clients get a finger on the pulse to see a macro view of their financial situation.

Educational highlight

I am the first in my family to graduate from college, earning a BA in economics from Temple University.

Little known fact

I won a couple of back-to-back spelling bees when I was in elementary school.

Book or podcast I’m currently enjoying

Meditations by Marcus Aurelius, a series of personal writings that record his private notes to himself and explain his philosophical worldview.

Personal wellness routine

Taking care of both body and mind with daily exercise and meditation to become the best version of myself that I can be.

Quote that best describes my why

“Our life is what our thoughts make it.”

—Marcus Aurelius