I learned how to manage money responsibly at an early age. Each time I received my weekly allowance my dad helped me to put 10% into an envelope labeled "church," 50% into an envelope labeled "savings," and the remaining 40% was spent on baseball cards and Nerf guns.
These money management disciplines stuck with me through the years and when it came time to choose a major in college, finance seemed like a natural fit. I graduated from Bethel University (St. Paul, MN) in 2006 with a degree in finance and marketing. Before starting Wacek Financial Planning, I worked for two different fee-based financial planning firms in Minnesota, serving more than 100 higher net worth clients. I had a great experience working for each of these firms and I earned my Certified Financial Planner TM designation in 2010. I also served on the board of the local Financial Planning Association chapter for two years. I decided to launch Wacek Financial Planning in 2014 because I wanted to serve clients in any life stage and of any net worth steward their resources in a meaningful way, on a fee only basis.
Also significant to my story is that in 2011-2012 I participated in a ten month full-time training program at my church, which helped me to grow in the areas of Biblical thinking, ministry skills, and Christ-like character. It was in this program where I met my beautiful wife, Bekah! We were married in December of 2012 and now have two daughters, Lena and Harper. Bekah and I are both actively involved in the church where we met, Hope Community Church.
I love working as a financial planner because of the opportunity that I have to make a difference in peoples' lives. If I wasn't a financial planner I think I would have chosen to be either a pastor or a teacher for a similar opportunity to serve others. It is incredibly rewarding for me when I am able to help someone develop a plan that helps them to achieve their goals. Money management can seem complicated, but it really doesn't have to be. A good financial plan uses the same financial principles that my dad taught me nearly 30 years ago. Sure, the percentages have been adjusted, and it's been a few years since I've purchased a Nerf gun, but the principles are the same and they are fairly simple. I'd love to connect to see how I can help you!