Join us for a financial wellness conversation with Adam Stalnaker, financial advisor at Rockport Wealth Advisors and owner/founder of Veteran Investment Planning, and Austin Steed, U.S. Navy Veteran and Real Estate Agent at Lim Realty Group. Sometimes the hardest part of determining your financial goals is getting started. Adam specializes in planning for retirement and will share his expertise and advice tailored for Veterans, but applicable to the general public as well.
Adam Stalnaker is a Financial Advisor with Rockport Wealth Advisors. After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the assurance department. For the next seven years he worked in the accounting industry. In 2009 Adam joined New England Financial where Adam began his career as a Financial Advisor. After four years there, he joined Rockport Wealth Advisors. Adam has been actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs.
The belief is that everyone needs a financial plan and at Rockport they have developed programs to make that a reality no matter the asset level or income level.
Recently Adam and his partner Joe created a financial literacy program exclusively for Veterans and their families (veteraninvestmentplanning.com). With the opportunity to give back and help support Veteran’s organizations has become a priority in both his personal and work life.
Rockport and VIP host an annual golf outing to support Veteran groups and their missions (salutetoservicegolf.com) and Adam also teaches financial literacy as part of rangerforlife.com.
Adam lives in Bay Village with his wife Jen, and their children, Nolan and Emily. He enjoys playing golf, basketball, working out and spending time with family.
Austin Steed is a United States Navy Veteran, established real estate agent and investor. After serving as an Aircraft Mechanic in the service, he received his Bachelor’s Degree from The Ohio State University’s Fisher College of Business in 2019. It was during college that Austin first found his passion of building assets and wealth through real estate.
Austin is a part of Lim Realty Group and has sold $21MM in Real Estate, has raised $1.5MM for Real Estate development and holds 3.4MM AUM. His purpose is to help people acquire income producing Real Estate and build generational wealth. Through his understanding and usage of VA loans, he’s been able to grow his professional portfolio to what it is today, while helping others do the same.
As a Columbus native, you can find Austin at local networking events, playing golf or on a run through the city. You can connect with Austin at austin@limrealtygroup.com. He’s happy to help another Veteran, answer any questions and assist.
About Rally Point:
Rally Point is a free, monthly event on the first Saturday of every month dedicated to connecting and educating Veterans, Veterans’ families, and those who wish to support Veterans. The programs focus on organizations and programs from which Veterans and their families directly benefit.
