Taylor Schulte, CFP®
Founder of Define Financial, a fee-only RIA headquartered in San Diego, CA.
Outside of my firm, I host two podcasts, Stay Wealthy and Experiments in Advisor Marketing.
- Married with two boys, Sawyer (aka Soy Sauce) and Sutton
- Carne asada burritos ????
- Hate flying, love golf
- Marketing nerd
Justin Castelli, CFP®
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.
- Married with 3 boys, Roman, Leo, and Silas (RLS)
- Lifelong hip-hop fan
- Fitness nut
- Brand enthusiast