Commonwealth Financial Network announced that Sentinel Advisory Group of Middleton, Wisconsin, has joined its network of independent financial advisors.
Formerly with Northwestern Mutual, advisors include co-founders Brent Cashore, RICP, and Peter Shulla, RICP, and Nathan Keeling, CFP, ChFC, RICP, as well as Cary Grunder, CLU, ChFC, CASL, RICP, WMCP, on the staff of nine. The team currently serves more than $300 million in client assets.
Sentinel provides “hands-on” support throughout retirement to help clients understand and make choices consistent with the value of not only their money but also their time.
“We have high expectations of a firm partner, and we had an extensive list of priorities to ensure we wouldn’t settle. Of all seven of the potential partner firms we explored, only Commonwealth checked every box,” said Shulla. “We needed unified technology systems that could both ease how we do business now and enable us to extend our range of services over time while leveling up our client experience.”
Cashore, explained, “Commonwealth is adaptive and has a track record of working with teams like ours wanting more control over their destiny. Onsite training support during our transition and the ability to choose our planning software enabled a smooth transition process where we felt heard and supported. Now, we can evolve faster with the breadth of tools available to us. We can also develop our next generation of advisors and pursue an aggressive growth path for our practice.”
“The team at Sentinel Advisory Group recognized a natural fit between their core values and the Commonwealth culture, and we’re honored that when they were ready to make a change, they trusted us with their business,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “By leveraging Commonwealth’s platform and our flexible model, this entrepreneurial team can start building for the future and can prioritize focusing on their clients’ goals while operating at their highest capacity.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.