The MCAP Advantage: Benefits of Working with an MCAP Advisor
Building a secure financial future requires careful planning and access to a variety of resources. Partnering with a member of the Money Concepts Advanced Planning Unit (MCAP), a designation reserved for Money Concepts' most experienced advisors, offers several advantages. Through collaboration with fellow members, Tom DeJong stays informed about the latest strategies, allowing him to tailor a comprehensive wealth management plan that reflects your unique goals and risk tolerance. This membership also signifies his commitment to ongoing professional development, helping ensure you benefit from the collective experience of Money Concepts' leading advisors.
Click here to visit the MCAP website and learn more!
President, The Planning Firm™
Tom DeJong
Financial Planner, President CCG
Chris Puffer
Owner, Apex Wealth Management; Co-Network Director, Artisan Network
Breanna Warren, CFP®, CDS®
Network Director, The Tailwind Network
Brian Dodds, CEP®
President, Money Concepts
Candace Kearney
Founder, Maestro Associates
Chris Blair, CFP®
Network Director, Money Concepts
Andrew Lee
Owner, Wisebridge Wealth Management
Cindy Helman, RFC, CFS®
President, Money Concepts
Kyle Hackney, MBA
VP, CIP, & Wealth Advisor, Peterman Financial Group
Nathan Boyle, MS, CFP®, MRFC®
Director of Financial Planning