Socium Advisors

Last week, our Partner Justin Boeving - Northwestern Mutual, spent some time with the Mizzou Football Team. Justin is an expert at delivering planning expertise for collegiate level athletes with the insight of planning at the pro level. A true partner for the journey ahead.

We are grateful for the trust our athlete clients place in us to guide them side by side and are thrilled to partner with the University of Missouri Football team!

Justin Boeving

Please join us for an exciting debrief on the current market during our upcoming Investment Webcast.

During the webcast, you'll hear from Socium's Director of Investments, Daniel Trgovich with special guest, Ronald Joelson and moderated by our Partner, Michelle Magner, CLU®, ChFC®, CASL®, RICP®. We hope you will join us for a compelling conversation on the current state of the market and potential outlook to come in an election year.

You can use the link to get registered below:

https://zoom.us/webinar/register/WN_Fuer5mGsTdG1-N9O0y7chQ #/registration

We are thrilled to welcome Suneel Garg as Partner at Socium Advisors, where he will continue to serve his clients at Northwestern Mutual.

Suneel brings a wealth of experience and expertise to Socium Advisors. With almost 20 years of experience focusing on wealth accumulation and effective tax strategies, Suneel has been recognized for his achievements and regularly speaks at industry events and training sessions for advisors. His comprehensive understanding of investment asset classes, risk management, and analytics will undoubtedly make significant contributions to Socium.

Suneel’s proven track record of helping clients and his ability to educate and mentor newer advisors and representatives align perfectly with Socium’s mission and values.

We are thrilled for this monumental partnership. Join us in welcoming Suneel to our Partnership team!

Proud moment for Socium Advisors! At Northwestern Mutual Annual Meeting, our very own Michelle Magner shared her expertise during a breakout session on prospecting within the high-net-worth space. As a leader within the industry, it’s important to us that we often share our learnings to impact others in how they serve their clients. As the first non-contracted Partner at Northwestern Mutual, Michelle knows what it’s like to be a trailblazer and show others the way.

Thank you, Michelle, for representing us so well!

Northwestern Mutual Annual Meeting is always a special time and this past year has been all about our growth as a firm. From adding four new partners to our grand opening of our new Saint Louis Headquarters, we couldn't accomplish great things without the continued trust of our clients and the dedication of our team.

We continue to strive to be on the forefront of the industry and comprehensive wealth planning for our clients and are proud of the impact we make within our client's lives.

Thank you to Northwestern Mutual John Roberts and John Schlifske for the very special recognition of Team Socium this year.

We are excited to announce that our newest Partner, Christopher Koon, is featured in the St. Louis Business Journal’s People on the Move!

With over 30 years in the financial services industry, Christopher has consistently demonstrated excellence and commitment. An accomplished author and motivational speaker, he inspires others to maximize their potential and achieve financial security. He is thrilled to continue to serve his clients at Northwestern Mutual.

Check out the feature to learn more about Christopher’s impressive career and contributions: https://www.bizjournals.com/stlouis/potmsearch/detail/submission/6548249/Christopher_Koon?utm_medium=email&_hsenc=p2ANqtz--5c7So2QGY7dDOEWNQupc1TxUNpGtrjU-hFBinN03GfmTTTYgPksK8Nhhrc2Iy00LhsNZhCRLLNPBpKg5236bnP_ihCg&_hsmi=311464932&utm_content=311464932&utm_source=hs_automation

Socium Advisors is proud to cheer on our favorite people as they compete on the world stage at the Paris Olympics. Their dedication, hard work and perseverance inspire us all.

To each athlete striving for excellence, know that the Socium Advisors team is cheering you on every step of the way. Best of luck in your events-bring home the gold!

We are thrilled to welcome Christopher Koon as Partner at Socium Advisors, where he will continue to serve his clients at Northwestern Mutual. Renowned for delivering world-class service, Chris’s expertise and dedication to his clients are truly unparalleled. As an accomplished author, he inspires individuals to maximize their potential and gain confidence in their financial security. His addition strengthens our commitment to providing exceptional leadership to our trusted clients.

We are thrilled for this monumental partnership. Join us in welcoming Chris to our team!

It’s not the destination, it’s the journey.

We are thrilled to share with you our gorgeous new office space but first a little behind the scenes of getting in our centerpiece chandelier for our grand conference room. Swipe to see the process!

We always find a way 😉

What a great night with clients and friends!

Thrilling times in New York City as our team attends the CAIS Live Seminar to enhance our alternative investment offerings and their integration into our comprehensive planning process. Justin Tate and Tommy OToole had a blast representing Socium Advisors at the New York Stock Exchange.

We are thrilled to welcome Mady Gilkin as our new Client Experience and Events Manager at Socium Advisors! Mady brings a wealth of experience and creativity to our team, and we are excited to have her on board to enhance our client experiences and elevate our events.

Here's to a successful journey together at !

Thank YOU to our clients and friends who joined us for our Women's Luncheon at the beautiful Waldorf Astoria Washington DC.

During our luncheon, Partner Michelle Magner led us through a compelling conversation on women & wealth. From the build-your- own Flower Bar by local Women Owned Business Floral Pop Co., to the buzz around the room, we hope you all enjoyed connecting and learning on Friday afternoon.

Our partner Michelle Magner, CLU®, ChFC®, CASL®, RICP® was featured on Fox News this morning, discussing tips for women to potentially boost their salaries. Let's take Michelle's advice and be proactive in seeking guidance to navigate the complexities of financial planning. Congratulations, Michelle!

Unlocking fair pay: Expert Tips to close the gender wage gap ST. LOUIS — March is Women’s History Month. Something many women have dealt with throughout history is earning less money than their male counterparts. According to a 2022 study, women …

We are excited to announce that Jeff Schaumburg, CFA, MBA will be joining Socium Advisors as Chief Financial Officer! As we continue to expand, Jeff’s extensive experience in the financial industry will be a valuable addition to our team. We are thrilled to welcome Jeff and look forward to our continued success with him on board.

NEW HQ SNEAK PEAK!

We are gearing up for our new Saint Louis Headquarters to be ready to go and hope you'll enjoy this sneak peak of our new space. Our new HQ will expand over 10,000+ square feet designed with the ultimate client and employee experience in mind.

As you preview what's to come, we hope you'll enjoy this interview of 75 Rapid Fire Questions with our Founder and CEO, Scott Underwood

We can't wait to have you visit in Saint Louis!

Socium Advisors – Scott Underwood Scott Underwood of Socium Advisors provides an inside look at what makes Socium unique and an inside look at their office expansion

Regional Meeting is always a great time to recalibrate with our friends, peers and colleagues. What a phenomenal week in San Antonio, TX!

We are proud of what we’ve accomplished but even more excited for what’s to come. Thank you to our clients for your continued trust in Socium Advisors.

This past week we attended Northwestern Mutual's Regional Meeting in San Antonio, Texas. It's always incredible to spend time with our friends, peers and colleagues as we work to share "what's next" and hear amazing stories of others.

We are proud of what we've accomplished but even more excited for what's to come. Thank you to our clients for your continued trust in Socium Advisors.

from left to right: PJ McDaniel Adam Gilmore Tripp Kelly Michelle Magner, CLU®, ChFC®, CASL®, RICP® Justin Boeving Sr. Scott Underwood

Thrilled to share that our Chief Marketing Officer, Jenny Meassick, has officially joined the Forbes Communications Council! As a Forbes Communications Council Member, she will be sharing her expertise in marketing and communications on Forbes.com. Socium Advisors is proud to have a deep bench of experts equipped to serve you and your family now and for generations to come.

Check out her latest tip on how marketing teams can leverage AI live now on Forbes.com

As we eye further growth into 2024, we are thrilled to share Socium's milestones along the way, our deep bench of expertise within our team and the continual innovation of our client experience. Led by our Partners, Socium continues to reach new heights and we can't wait to share everything 2024 has in store!

Pictured here our Partners from left to right: Tripp Kelly, Justin Boeving, Scott Underwood and Michelle Magner RICP®, CLU®, ChFC®, CASL®

Please join us in welcoming Darren Davis to Socium Advisors!

Darren joins us as our newest Associate Advisor. With his wealth of experience and dedication to client success, we are confident that Darren will contribute to delivering exceptional service and strategic guidance to our valued clients.

Welcome to the team Darren and cheers to your success!

Last week we were honored to attend our Network Office’s Growth and Celebration Meeting.

During the meeting, our Advisor Tommy OToole accepted an award on behalf of Socium, dedicated to our continued commitment to our clients. Each year, our sights remain set on helping our clients to partner, plan, protect and prosper.

Thank you to our Agency for the kind acknowledgment and to our clients for your continued trust in Socium Advisors.

Check out Socium Advisors' own PJ McDaniel in the latest edition of St. Louis Business Journal's People on the Move feature! As our Chief Growth Officer, PJ brings over two decades of experience in financial services, driving business development and mergers and acquisitions. Don't miss the chance to connect with him and learn more about his expertise in business growth and development.

Read more: https://lnkd.in/gGUT9Znb

Today is MOVING DAY at Socium Advisors HQ in Saint Louis!

Due to our growth, we are building out an incredible new space that is designed to provide both clients and employees the ultimate in-office experience. We can't wait to share all the details with you!

But first, let's take a look at our current space. We've loved having our clients in over the years as we work side by side to build the blueprint of their unique planning needs. From implementation meetings to just a quick hello, thank you for being a part of our journey and growth!

New Headquarters reveal coming soon!