Taylor Schulte, CFP®, Co-Founder
Founder of Define Financial, a fee-only RIA headquartered in San Diego, CA.
Outside of my firm, I host a Forbes Top 10 Personal Finance Podcast, Stay Wealth Retirement Show. I also write for Kiplinger.com.
Fun Facts:
- Married w/ 3 kids, Sawyer, Sutton, and Cece
- Carne asada burritos 😊
- Hate flying, love golf
Justin Castelli, CFP®, Co-Founder
Founder of RLS Wealth Management, an RIA located in Fishers, Indiana.
In addition to working with clients, I’m the guy behind All About Your Benjamins and The Advisor of Tomorrow.
Fun Facts:
- Married w/ 3 boys, Roman, Leo, and Silas (RLS)
- Lifelong hip-hop fan
- Fitness nut, brand enthusiast
Mallory Beckley, Community Manager
Helping members of The AGC collaborate, connect, and make the best use of their membership.
Fun Facts:
- Engaged to my best friend
- Cat mom to a 20 pound Norwegian Forest cat named Baloo
- Has a music degree
- Bartended at several upscale cocktail bars in my early 20’s and makes a mean Gimlet
- Amazing cook
- Really, really funny