BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy
Retirement Evolutions concentrates on what they label “People Centered Wealth Management”. Finances are just one dynamic of wealth and so Retirement Evolutions is there to help guide you to “invest in what you value.” Many people value that they won’t leave a mess behind for loved ones when they are gone. Some people value the thought of a secure and comfortable retirement. While other people value supporting organizations that are contributing to make the world a better place through impact / socially responsible investing and efficient philanthropy. Whatever you happen to value at this phase of life, they will help you create a comprehensive map that brings all the elements of your wealth into one clearly focused picture and help you take action toward your goals.
Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family. In 2014 he returned to the desert to join his current venture.
Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.
BrightWealth Academy delivers world-class wealth building education and best-practices personal finance training to the everyday American working professional and their families. “We help you grow wealthy … faster.”
Scott McLaine is an accomplished public speaker, financial success coach and business consultant. He is an excellent communicator who immediately builds the trust of the individuals and audiences he works with. He has trained thousands of business professionals, business owners, and entrepreneurs around the country.
Scott is the Academy Instructor, Founder and CEO of BrightWealth Academy.
Angie Merget is the Director of Business Development and the Corporate Financial Wellness Ambassador at BrightWealth Academy. Angie has a very diverse background. She studied at Rutgers where she graduated with highest honors and received a master’s degree in Engineering. Her background is in civil engineering where she was in heavy construction building bridges and highways. She’s been in the valley for over 6 years and is originally from New Jersey. She has also lived in Hawaii and Turkey and has traveled to over 20 countries. She is excited to bring financial education to the country and to help change many lives while doing so.
ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST
In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.
He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.
EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.
Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.
His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.
Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.