Money Concepts International Inc.

06/03/2026

Please join us in welcoming Lea Majer to the Tailwind Network of Money Concepts in Mentor, Ohio!
Lea’s dedication to helping individuals and families pursue their financial goals, combined with her client-centered approach and passion for building lasting relationships, make her a wonderful addition to the Tailwind Network. We are excited to support her continued growth and look forward to the positive impact she will make within the Money Concepts family.
Welcome to the network Lea; we’re excited for what’s ahead!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

05/29/2026

☀️ Don't let summer derail your financial goals: budget smarter, not harder!

Summer spending sneaks up fast. Between vacations, activities, and spontaneous fun, it's easy to lose track. The challenge isn't avoiding it altogether, it's about being intentional about how it fits into the bigger picture.

Advisors work with people to help separate seasonal spending from everyday expenses, prioritize what matters most, and build a plan that allows for flexibility without losing sight of long-term goals. A little planning now goes a long way toward enjoying the summer and staying on track financially.

Save this post and put these tips to work this summer!

05/28/2026

Strong communities don’t happen by chance, they’re built with intention.

Women in Business at Money Concepts is a growth-focused initiative designed to foster a culture of sharing, resourcefulness, and support across the network. It brings together professionals from a variety of roles to connect, exchange ideas, and learn from one another in meaningful ways.

A special thank you to Candace Kearney, Lori Pottinger, Abrielle Crowley, Cindy Hellman, and Melissa Jaworski for their leadership and commitment over the past five years. Through monthly virtual discussions, speaker sessions, annual charity walks, and networking opportunities at conferences, Women in Business plays a key role in our community at Money Concepts.

Looking forward to what’s ahead!

05/27/2026

Timing matters, but so do the people you choose to build with.
In this story, Bill Evans shares what clicked when he found a firm that balanced independence with real support. It wasn’t just about tools or flexibility, it was about culture, collaboration, and being surrounded by people who genuinely invest in each other’s success.
Some career moves make sense on paper. Others just feel right. This was both.

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

In this video, Bill Evans shares how his journey to Money Concepts came together at just the right time. With a background in financial planning, he recognized the opportunity to be part of a firm that offers independence, strong support, and a wide range of tools and resources. What stood out most....

05/20/2026

A big congratulations to Chrysa Snow of Haeffner Wealth Advisors in Washington, Missouri on achieving her advisory licensure!
This is a significant milestone that reflects your dedication, expertise, and commitment to serving clients with excellence. Your hard work and perseverance have truly paid off, and this achievement marks just the beginning of even greater impact in your career.
We all wish you continued success as you grow and guide others toward their financial goals! Great job!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

05/19/2026

It’s a big month for milestones! We are so excited to celebrate our May anniversaries across the Money Concepts community. 🥂

From those reaching their first year to those who have spent over two decades growing within our network, these individuals represent the heart of our community. Their commitment to their work, their clients, and their teams is truly inspiring.

Please help us celebrate:

25 Years
🌟 Mark Frazier, CPA

20 Years
🌟 Alan Sundblad
🌟 Mike Wentland

15 Years
🌟 Philip Proulx, EA
🌟 Brenna Massaro, CFP®, CDS®

10 Years
🌟 H. Brock Harris

5 Years
🌟 Jeannette Weeks
🌟 Michael Lantz, CFP®
🌟 Tony Baareman
🌟 Allison Studyvin
🌟 Karl Hering, CMA®, CRPC®, AAMS®, SE-AWMA
🌟 Joe Murphy Jr, CFP®, EA, MSFS, CFS®
🌟 Samuel Haddow
🌟 Sam Perry, CPA

1 Year
🌟 Owen Blanchard
🌟 Steven Dudley
🌟 Vince Davis, LUTCF®
🌟 Peggy Buckles
🌟 Bryant Rippy
🌟 Garett Wandle

Thank you for everything you bring to the Money Concepts family!

05/13/2026

What makes a firm feel like home?

For Andy Lee, it came down to culture, real support, genuine connection, and the freedom to grow. With the backing of Money Concepts, Andy was able to combine his real estate expertise with financial services, rising to become a top producer and Regional Director in just a few short years.

More than 30 years later, his journey is a powerful reminder: the right environment doesn’t just shape your career, it sustains it.
If you’re looking for a place where you can grow, belong, and build something lasting, this story is worth your time.

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

What makes the right firm feel like home? In this video, Andy Lee shares how his journey with Money Concepts began and why he never felt the need to look elsewhere. From day one, it was the culture, a true sense of family, support, and acceptance, that made the difference. With that foundation, Andy...

05/06/2026

We’re excited to welcome Jaime Taber from Cardinal Investment Group in Conway, Arkansas, to the Money Concepts team! With a wealth of investment knowledge and a passion for financial empowerment, Jaime is sure to make an incredible impact. We can’t wait to see what’s ahead!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

05/01/2026

At Money Concepts, we know that the most successful practices are built on strong systems and even stronger teams behind the scenes. 🤝

Our recent Administrative Assistant Workshop was a great opportunity for team members across our network to connect, swap ideas, and find new ways to elevate the support they provide to clients and their firms. It’s all part of our commitment to helping your business run more smoothly, so you can stay focused on what really matters.

To our Money Concepts community: Keep an eye on your email! We’ll be sharing the workshop recording so you and your team can take advantage of these insights.