How Advisors Can Use Credit Card Points to Travel the World for Free

Having worked closely with several EWA team members in the past, Ben was swiftly welcomed to EWA at the onset of 2022. He has several years of experience building and implementing individualized financial plans for his clients. He thrives in building meaningful relationships and playing a key role in his clients’ financial journey. Ben graduated from Ohio State University with a B.A. in Economics. In character with his strong dedication to growth, he has the Certified Financial Planner designation, as well as an Executive Certificate in Financial Planning from Duquesne University. Ben resides in Pittsburgh and enjoys reading, trying new restaurants, and (over) managing his fantasy football and baseball teams. On a Saturday in the Fall, you might find Ben making a trip to Columbus for an Ohio State football game.

Matt has spent over a decade in financial services and founded Equilibrium Wealth Advisors in 2020 with an eye on building towards $1 billion in AUM. As he has built out his team, he has implemented principles from the EOS model and applied them to his proprietary financial advisory system. This has translated into his firm building from $550k of revenue in 2017 to $3M in 2021. That 5x growth over 4 years is enabled by the systems outlined in the Wealth Advisor Training courses.

Throughout her career Stephanie has worked for many of the largest investment firms in the country and brings over a decade of experience in nearly all aspects of wealth management, financial planning and firm operations. She has developed a broad expertise in financial operations, portfolio management, holistic planning and is thrilled to bring this expertise to Wealth Advisor Training as Chief Operating Officer. Stephanie’s role promotes cohesion and consistency within the WAT team and ensures the highest quality content and experience for subscribers. Stephanie earned her B.S. in Economics from the University of Pittsburgh. She is passionate about continuing education and has earned her M.B.A and Wealth Management Certified Professional (WMCP®) designation. She resides in the South Hills of Pittsburgh with her husband, four children and two dogs. While it’s hard to imagine she has much of it, she spends her spare time enjoying all forms of fitness, Paleo cooking and travel to anywhere with sand and great wine.