Burns, Toussaint & Associates Look Towards Growth During Uncertain Times

To say Burns, Toussaint & Associates has been busy during the pandemic would be an understatement. While other financial offices struggled to find their equilibrium during a volatile quarter, BTA found themselves in a season of unprecedented growth, both personally and professionally.

Since the Seattle-based firm opened its doors last year, they have continued to evolve. In addition to purchasing commercial real estate that they will move into in December, the team also acquired new trading and client service technology, while simultaneously rebranding their marketing efforts. They even brought on a new team member, James Gillingham, a CFP who joined both LPL and their team last month from Morgan Stanley.

With over 18 years of industry experience and expertise with investment operations, Wesley Burns and Antoine Toussaint saw Gillingham as the ideal addition. “We’ve always grown organically,” Toussaint says. “And the relationship with James felt like it fell into our laps.” For Gillingham, the choice was equally organic: he wanted to join a solid team to better service his clients. He was impressed by BTA’s service model, their commitment to comprehensive planning being that each team member is a CFP®, and their vision for the firm.

In partnership with one of LPL Financial’s large enterprise offices, The Financial Services Network, BTA has hired the firm’s Portfolio Consulting team to form an investment committee. Now, they have access to a Chartered Financial Analyst® (CFA®) and six additional team members. “It is a privilege to support Burns, Toussaint & Associates as part of our Network,” Managing Partner and Chief Investment Officer, Jeremy Olen said. “In today’s environment, advisors face an especially unique set of challenges. Our solution is designed to give advisors access to a wide universe of strategies, while elevating the overall experience associated with being an independent advisor.”

Burns and Toussaint believe their firm has never been stronger. “When you team up with the right partners, and have the right infrastructure, you don’t have to be all the things,” Burns states. “It gives you the capacity to focus on what’s most important to you and your clients. It allows you to spend more time on the main thing: being the business owner and strategic planning.”

Even through the chaos of COVID-19 and the resulting economic and social instability, Toussaint feels they are better able to care for their clients than ever before. “The human aspect is at the forefront,” he said. “The conversations and relationships we’re having with our clients can’t be emulated by a machine or robot.” What will be next for Burns, Toussaint, and their growing firm? Even after a year of exceptional change, “The best is yet to come,” Toussaint says.

The Financial Services Network Welcomes Jeff Huff & Associates

The Financial Services Network is excited to announce that Jeff Huff and Robin Miller, CFP from Jeff Huff & Associates have joined The Network’s group of advisors. Jeff Huff & Associates is an independent financial planning firm based in Tacoma, Washington.  

Founder Jeff Huff has been a part of LPL Financial for three years but started in financial services three decades ago. With a degree in Economics and business, Huff said it was an easy evolution—but he’d first had his eyes trained on getting into a different industry: “My dad was a pilot for a major airline, and I loved flying around the world for free,” Huff said. “At first I thought I could become an aircraft salesman to the airlines.” He chuckled. “I realized quickly that you needed an engineering degree to sell aircrafts, so I landed a job selling 403b plans to teachers. It was a much better fit.” Thirty years later, many of those retired teachers are still his clients. “You develop relationships with people,” he says. As a testament to their trust, he notes that during the COVID crisis he didn’t receive a single panicked phone call. “My clients know if they need something, I’m here for them.”

Robin Miller met Huff seven years ago when she was still in operations for a different office at LPL. Their circles kept overlapping, and finally, Miller joined Huff’s team at the beginning of 2019. Though she started in an administrative support role, her contribution to the firm and impact to clients clearly chartered a course towards a future in wealth management. “It just was announced that my new role and title of ‘LPL Financial Planner’ was approved,” she shared. When asked if there is a certain clientele base she gravitates towards, Miller said, “Younger women—I like to educate and work with busy moms like me.” Ultimately, though, she says she enjoys working with all their clients and is excited to help their practice continue to grow.

Both Huff and Miller said they were excited to work with The Network because of the feeling of connection and community. “We like the fact that we have an ear we can bend—we’ve got someone looking out for us,” Huff said. Miller added, “It makes your circle smaller.” Christopher Mercado, Managing Partner and Chief Investment Strategist said he was delighted to welcome both Huff and Miller aboard. “We’re excited to add this dynamic team to our Network of advisors,” he said. “With Robin’s new role within the firm, we are proud to help support the next generation of female CFP Practitioners in the industry. Coupled with Jeff’s leadership and guidance, the possibilities for the continued success of the firm are inspiring.”

The Financial Services Network (The Network) http://www.fsnweb.com, is a national enterprise office (OSJ) and multi-custodial hybrid RIA with over $17B under advisement across the organization. Assets are custodied at their affiliated broker/dealer – LPL Financial, and/or their custodial partners, including LPL Financial, Schwab, Fidelity, and TD Ameritrade.

The consultants of The Financial Services Network are registered representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

Jeff Huff & Associates, The Financial Services Network and LPL Financial are separate entities.

*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.

The Financial Services Network Welcomes Clark Osterhout

The Financial Services Network, along with West Capital Wealth Management welcomes a new financial advisor to their team and to LPL Financial, Clark Osterhout. West Capital Wealth Management (WCWM) is an independent financial planning firm located in Roseville, California through The Network’s hybrid RIA affiliation. Osterhout joins from Edward Jones.  

Founding Partner Andrew Chen says when Osterhout reached out to him and colleague Angelo Theodorou asking if they were looking to bring on a new advisor, Chen didn’t hesitate. “Not only do we have the same background, we have the same philosophies,” Chen states. “We knew he’d add the right kind of experience to the team.” He believes that Osterhout espouses their firm’s most important value: “Clark cares about the client and treats the client first over revenue.”

Osterhout says that’s one of the things he loved most about changing careers over a decade ago, moving from tech and startups into wealth management. “We’re in the trust business and relationship business,” he says. “Together, we’ll find a strategy that fits and works for the client – not only for the individual, but one that helps them develop a legacy.” Moving to LPL Financial was a natural shift. “Now, I can focus on my clients and being the type of advisor I’ve always wanted to be,” Osterhout states.

In addition to his enthusiasm for joining LPL, Osterhout says he was pleased with The Network’s onboarding support, making an otherwise painful process “a smooth and quick transition.” “They did everything that they said they’d do,” he adds.

Christopher Mercado, Managing Partner with The Financial Services Network, says, “The Network is thrilled to have Clark join the team. We have no doubt that his professional expertise blended with his strong commitment to his family and community will only enhance the client experience at West Capital Wealth Management.”

The Financial Services Network (The Network), is a national enterprise office (OSJ) and multi-custodial hybrid RIA with over $16B under advisement across the organization. Assets are custodied at their affiliated broker/dealer – LPL Financial, and/or their custodial partners, including LPL Financial, Schwab, Fidelity, and TD Ameritrade. Strategic Wealth Advisors Group (SWAG) is The Network’s wholly owned RIA with over $3.5B in assets under management. The Network supports advisors who are independent and affiliate traditionally with an independent broker/dealer (for both brokerage and advisory business through the corporate RIA) through their OSJ model. The Network’s hybrid RIA, SWAG, also supports advisors who manage a Fee Only/RIA Only business as well as those in need of a Hybrid RIA.

The consultants of The Financial Services Network are registered representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC. Fee-based investment advisory services may be offered through Strategic Wealth Advisors Group (SWAG) or LPL Financial. Neither SWAG nor The Financial Services Network are affiliated with LPL Financial. Schwab, Fidelity and TD Ameritrade are separate entities from LPL Financial.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

West Capital Wealth Management and LPL Financial are separate entities.

*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.

What are your 2020 Goals?

Accomplish them with support from The Network. Our six core services are designed to help you reach for the stars. Contact us today to learn more.