Gary Shickora, CLU - Northwestern Mutual

09/01/2026

In our continued support of the Alex's Lemonade Stand Foundation and a commitment to Wealth & Wellness, Passehl Financial Partners has pledged to walk, run, bike, (and even surf!) many miles for charity for the Alex’s Lemonade Stand Foundation’s Million Mile campaign.

This year, our team is committed to reaching our goal of at least 1,745 miles and donating to this wonderful organization upon completion September 30th!
How far will we go? 🚶🏃‍♂️🚴 🏄‍♂️
Wish us luck! 🍋 🍋 🍋

🎗️

08/26/2026

In a world that often rewards being busy, it's important to remember that well-being is one of our most valuable assets.

A growing wellness focus is supporting the nervous system through intentional habits that help manage stress, improve resilience, and enhance overall well-being.

This , consider one small change that helps you slow down, recharge, and show up at your best.
Here are five simple ways to support your nervous system.

08/21/2026

I've been honored to support Urban Promise's Back to School Supply Drive for several years. Something as simple as a backpack filled with new supplies can make a tremendous difference in a student's confidence and readiness to learn. It's inspiring to be part of helping students start the school year on the right foot.

At Passehl Financial Partners, we believe that investing in our community and supporting the next generation is one of the most meaningful ways to make a lasting impact. Thank you to Urban Promise for the incredible work you do for students, teachers, and families throughout the year. We're proud to play a small part in helping students begin the school year prepared for success.

08/19/2026

With sports betting, prediction markets and other forms of gambling more accessible than ever, it’s increasingly important to understand how those decisions fit into a broader financial picture.

We’re proud to see Geoffrey Passehl, founder and partner at Passehl Financial Partners, featured in MarketWatch discussing how financial advisers can help clients navigate gambling and risk-taking. As Geoff shared, these conversations often start with asking the right questions and helping clients consider how their choices could affect the goals they’ve worked hard to achieve.

Financial planning is deeply personal, and productive conversations around risk require patience, perspective and an understanding of what matters most to each client.

Thank you to MarketWatch and Morey Stettner for including Geoff’s perspective. Read the full article here:

Financial advisers tell us how they handle clients who love to gamble

08/11/2026

Congratulations to Jill on her 2-year anniversary with Passehl Financial Partners!
We're grateful for your dedication, teamwork, and contributions over the past two years. Thank you for all you do!

08/04/2026

Congratulations on seven fantastic years with the Passehl Financial Partners team, Chris! Your expertise, dedication, and lasting impact on those around you are truly valued and appreciated.

08/03/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6185BDLuf7

07/29/2026

At Passehl Financial Partners, we believe building wealth is important—but so is staying healthy enough to enjoy it.
This , we're sharing a few reasons why people choose concierge medicine and why it's becoming an increasingly popular healthcare option.

07/27/2026

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential. http://spr.ly/6183BDMULV

07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6187B8iiBD