Pandowealth.

We are thrilled to share a brand-new episode of The Finish Line Podcast that features our own Jim Rasmussen!

The podcast episode dives into Jim's story—a remarkable tale of transformation that spans from his childhood, to his successful 20-year career with Chick-fil-A, to the co-founding of Pandowealth. Discover the key moments and influences that shaped his path and led to the creation of a company with a powerful mission.

Jim opens up about the heart behind Pandowealth’s mission statement: "We grow wealth to empower purposeful living + giving." Learn how this philosophy drives everything they do, from building financial success to making a meaningful impact in the world.

Tune in to hear Jim's inspiring journey and gain insights that can empower your own path to purposeful living and giving.

‎The Finish Line Podcast: Jim Rasmussen, Financial Advisor, on Purposeful Living and Giving (Ep.101) on Apple Podcasts ‎Show The Finish Line Podcast, Ep Jim Rasmussen, Financial Advisor, on Purposeful Living and Giving (Ep.101) - Jun 30, 2024

Looking for tax talent! Sr. Preparer and Tax Manager positions available. Know anyone? https://www.pandowealth.com/about

We are excited to announce the recipients of this year’s Pando Awards highlighting each of our Core Values at Pandowealth! Each recipient was nominated by their peers as somebody who uniquely embodied one of the core values throughout the past year. This year’s award winners are:

Trust: Sean Plunkett
Generosity: Christine Brown
Better Together: Jenny Westwood
Quality: Jessica Lusakueno
Growth: Scott Burkholder

In addition to the five awards above, one team member was nominated as someone who continually embodied each of the core values over the last year. We are excited to announce that Garet Skipper was chosen, and we couldn’t be more proud of the way that he has served our clients and fostered positive team culture!

Are you someone who can lead teams of people, has strong attention to detail, loves processes and procedures, and enjoys project management? Do you thrive in ensuring clients are well served and raving fans?

We are currently seeking a Director of Operations who is familiar with the financial planning and investment management industry, and is dedicated to helping take our company to the next level. If this sounds like you, please click the link below to learn more and apply!

About | Pandowealth We grow wealth to empower purposeful living + giving.

Have you ever been told that you are uniquely gifted with both people and details? Do you thrive in a fast paced, multi-tasking environment and have a passion for fostering team culture?

We are searching for an Talent Associate who will support our organization though benefits administration, performance management, HR compliance, recruiting, onboarding, and training. If this sounds like you, please click the link below to learn more and apply!

About | Pandowealth We grow wealth to empower purposeful living + giving.

Do you enjoy fast paced environments and time sensitive projects? Do you thrive on getting things done both quickly and correctly? If you are an analytical thinker who enjoys working with a small team and can drive items to closure, then we need to talk.

Pandowealth is searching for an Executive Assistant who will support our senior leadership team by staying 5 steps ahead and clearing the path for them to make their greatest contributions to the firm. Click the link to find out more!

About | Pandowealth We grow wealth to empower purposeful living + giving.

We are hiring! Check out our latest opening, Associate Advisor, by clicking the link below. We are a remote firm that thrives by advising clients to invest in their future, maximize giving, and simplify their finances.

About | Pandowealth We grow wealth to empower purposeful living + giving.

Pandowealth is hiring a Paraplanner. We are a completely virtual firm and we serve a niche market - Chick-fil-A Operators and Support Center Staff - exclusively. We provide personal CFO services, retirement plan and tax planning and preparation to help our clients grow wealth to empower purposeful living and giving. We rely heavily on our core values to ensure a thriving culture at Pandowealth. We work hard to provide our clients with exceptional service while sharing a vision for radical generosity in wealth management. Please share with your network!

About | Pandowealth We grow wealth to empower purposeful living + giving.

Pandowealth is a completely virtual firm currently looking for a Client Service Associate. We serve a niche market - Chick-fil-A Operators and Support Center Staff exclusively - providing personal CFO services, retirement plan and tax planning and preparation to help them grow wealth to empower purposeful living and giving. We rely heavily on our core values to ensure a thriving culture at Pandowealth. We work hard to provide our clients with exceptional service while sharing a vision for radical generosity in wealth management. Please share with your network!

About | Pandowealth We grow wealth to empower purposeful living + giving.

We are excited to announce the recipients of this year’s Pandowealth Core Value Awards! Each recipient was nominated by their peers as somebody who uniquely embodied one of the core values throughout the past year.

This year’s award winners are:

Trust: Jessica Lusakueno
Generosity: Sean Plunkett
Better Together: Garet Skipper
Quality: Thomas Meek
Growth: Mark Ellison

In addition to the five awards above, one team member was nominated as someone who continually embodied each of the core values over the last year. We are excited to announce that Daniel Whitt was chosen, and we couldn’t be more proud of the way that he has served our clients and fostered positive team culture!

We are so excited to introduce you to Jenny Westwood and Allyson Hoff!

Jenny serves as an Associate Advisor on our team. She just graduated from Utah Valley University with a degree in Personal Financial Planning. During her time at UVU, she loved volunteering as a financial coach for students at the university. Jenny enjoys being outdoors and hiking the Utah mountains. Outside of work, she enjoys photography and spending quality time with her siblings, nieces and nephews.

Allyson serves as an Associate Advisor on our team. She recently graduated from Kansas State University with a Bachelors of Science in Personal Financial Planning. When she isn’t working, you can find Allyson spending time with her family and friends, riding side-by-side utility task vehicles, boating, and snowmobiling. Allyson is excited to serve you alongside the Pandowealth team in reaching your financial goals.

We know you will love working with them as much as we do!

We are so excited to introduce you to Will Green and Siria Trochez, our Summer Interns!

Will serves as an intern with our Operations team. He most recently graduated from Samford University with a degree in marketing and a concentration in sales. Outside of the office, you can catch Will plane-spotting at the nearest airport or playing a wild game of pickleball with friends. Will has spent over six years as a restaurant front-of-house employee with Chick-fil-A and is excited to further his knowledge of the wealth management industry while serving a community he loves.

Siria serves as an intern with our Personal CFO team including Financial Planning, Investments, and Tax. She is going to be graduating from UVU this August with her degree in Personal Financial Planning. While studying at UVU she grew passionate about helping people better their lives through healthy financial decisions because she knows it’s something she would’ve appreciated while growing up. Outside of the office, Siria really enjoys spending time with her family, playing pickleball, and having game/movie nights with friends. She is so excited to put her best foot forward and serve you!

We are so excited to introduce you to Julie Miller!

Julie is a Certified Public Accountant and has worked in the tax accounting field for the last seven years. She is excited to join the Pandowealth team and help our clients by using her tax knowledge to prepare tax returns and minimize tax liabilities. Julie has a husband named Zach, a daughter named Hallie and has another daughter, Emma, on the way. In her free time, she loves to travel, exercise and drink coffee.

We know you will enjoy working with Julie as much as we do!

Over time, small decisions add up to life change. We are honored to play a small part in your life as you impact your community. Listen as Alison shares her passion for serving you!

From the Heart - Alison Rice