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PATH TO PROSPERITY

No matter where you are going, we want to help you get there!

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INSIGHTS

Check out our many publications covering the economy, the financial markets, financial planning concepts, and much more!

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EVENTS

Sign up for one of our upcoming events!

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MEET OUR TEAM

We believe in a coordinated and collaborative team approach and have team members that specialize in many areas of the financial world, creating a one stop shop for implementing the many parts of your financial plan

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What We Do

AdvisorNet Financial Partners provides innovative and prudent financial stewardship to guide our clients in achieving their life goals and dreams.

As we walk our clients down a clients' path to prosperity, we work with them in building, preserving, and transferring their wealth. With an actionable financial plan, we seek to simplify financial decisions, help clients achieve their financial goals, and live today with true peace of mind.

 

Build

When you are on the path to building wealth, it helps to have an experienced guide who can help show you the way, explain your options when you come to a fork, and provide you with assurance and encouragement when the trail gets rocky.

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Preserve

The financial world is constantly changing, just like winding trail through a forest, and a surprise could be waiting around any turn. So, we don’t just walk with you, but ahead of you as well, to blaze the trail and eliminate any surprises that may put your wealth preservation at risk.

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Transfer

Once you have completed your journey, you will leave family, loved ones, or cherished institutions that are still walking down their own path to prosperity, and you may wish to transfer your wealth to them. We can guide you in planning your legacy, transferring your wealth, and walking those you care about down their own unique path to prosperity!

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Who We Serve

We provide our comprehensive financial planning and wealth management solutions to select families, individuals, non-profits and endowments, trustees, and small businesses.

 

Families & Individuals

We work to develop a personal relationship and a life-long partnership in walking our family and individual clients down their path to prosperity. Our strong and diverse team will not only develop the plan for your unique journey, we will also walk with you as everything is implemented to ensure the highest probability of success.

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Non-Profits & Endowments

AdvisorNet Financial Partners is proud to support any organization working to make the world a better place. Our proactive wealth management solutions make us a great partner to these organizations so they can focus on achieving the mission for which they have been called.

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Trusts, Plan Sponsors, & Small Business

The path for trusts, plan sponsors, and small businesses can be a tricky one to navigate in today’s environment. With ever increasing regulatory and compliance requirements, we work to guide our clients as well as shoulder some of the burden so they can remain focused on their goals.

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Who We Are

We believe in a coordinated and collaborative team approach and have team members that specialize in many areas of the financial world, creating a one stop shop for implementing the many parts of your financial plan. Learn more about our team and who is committed to walking you down your Path To Prosperity.

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Daniel R. Meier, AWMA

Partner
Wealth Advisor
Portfolio Manager

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Daniel R. Meier, AWMA

Phone: Extension #102

Email: dan@wealthadv4u.com

Education, Training, Experience

Since graduating from the University of Minnesota in 2005, Dan has worked directly and successfully with clients to address and solve their specific investment needs as well as with small business owners to help them achieve their financial goals. His experience includes comprehensive financial planning, proactive portfolio management, and tax and estate planning strategies. Although Dan has used his desire to serve and build strong personal relationships with his clients in order to best meet their individual and unique goals, he also has an entrepreneurial side that makes him a big picture thinker. Additionally, there is a competitive side to Dan that comes from his participation as a disciplined and dedicated scholar athlete – winning a national Top 3 finish on the Minnesota Mens’ Crew Team. He is a well-rounded person to have in your investment corner.

Dan was formerly a District Manager and Financial Planning Specialist with Ameriprise Financial, while also serving clients. He went on to found Insight Financial Group, an independent financial planning and investment business. Now, as Managing Partner at Wealth Management International, Dan is bringing his investment experience and perspectives to assist the firm’s clients in growing and preserving their wealth.

Life outside of the office for Dan includes a busy family life with his wife Renee and three children, Clara, Gabriel, and Coralynn.  He is a big sports fan and also likes to stay active himself. He is also very involved with his church, Advent Lutheran, where he is the President of the Endowment Committee.

Degrees

  • Bachelor of Science in Business, Investment Finance and Entrepreneurial Studies
  • Curtis L. Carlson School of Management, University of Minnesota
  • Accredited Wealth Management Advisor College of Financial Planning

Certifications And Licensing

  • Life/Health/Disability Insurance License
  • Investment Advisor Representative

Bio

Lynn Forman, CFP®

Chief Compliance Officer
Wealth Advisor

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Lynn Forman, CFP®

Phone: Extension #108

Email: lynn@wealthadv4u.com

Education, Training, Experience

Lynn's career includes over 20 years of banking industry experience working for large corporate clients. She moved to the financial services industry more than 10 years ago and now assists individuals, families and small-business owners with defining and achieving their financial goals. Lynn specializes in income tax reduction strategies, estate preservation & inheritance planning, retirement distribution planning, investment portfolio management, and asset protection strategies.

Degrees

  • Bachelor of Science, Accounting, The Pennsylvania State University (1980)
  • CERTIFIED FINANCIAL PLANNERTM (2009)

Certifications And Licensing

  • Investment Advisor Representative
  • Insurance License: Life, Variable Life/Variable Annuities (2000)
  • Arizona Certified Legal Document Preparer (AZCLDP) (2004)
  • Financial Planning Certificate, Kaplan University (2009)

Personal

Lynn was born and raised in Altoona, Pennsylvania. She enjoys music, sports and outdoor activities such as hiking and traveling to scenic vacation destinations with family and friends.

Motto: 

“The purpose of life is a life of purpose.”

Robert Byrne

Bio

Patrick Fearon, CFA

Chief Investment Officer
Lead Portfolio Manager

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Patrick Fearon, CFA

Phone: Extension #104

Email: patrick@wealthadv4u.com

Education, Training, Experience

Patrick has more than 20 years of experience as a global economist, investment strategist, and portfolio manager, with extensive knowledge across all major asset classes. His philosophy as an investor is to first understand the broad “megatrends” shaping today’s business environment and financial markets, and then to develop the appropriate strategies and tactics to take advantage of those trends. His experience extends from domestic bonds and stocks to foreign developed-country stocks, emerging markets, real estate, commodities, and other alternative asset classes.

Patrick’s big-picture, global approach comes in part from his academic training in international relations, public policy, and economics. However, it also stems from his early career as an intelligence analyst at the Central Intelligence Agency in Washington, DC, where he helped U.S. policymakers understand the complexities and implications of Soviet defense spending and the impact of falling defense budgets in Russia in the early 1990s. Later, he served as an economic consultant at NATO Headquarters in Brussels, Belgium, where he analyzed the nexus between defense budgets and economic performance in Europe and the rest of the Alliance.

More recently, Patrick worked at A. G. Edwards & Sons (now Wells Fargo Advisors), in St. Louis, Missouri, where he first served as the firm’s international economist and then as a futures analyst studying and issuing recommendations on interest-rates, foreign currencies, and precious metals. In recognition of his ability to connect global economic and financial trends to specific investment ideas, he was apppointed to the firm’s Investment Strategy Committee and its Research Review Committee. Directly prior to joining WMI, Patrick served as the economist, investment analyst, and portfolio manager at Terra Nova Ventures, a Phoenix-based private-equity fund focused on international agriculture investments.

Degrees & Certifications

  • Master of Business Administration (MBA) in Finance (Certificate in Investment
  • Valuation and Management): Arizona State University, 1997
  • Master of Public Policy (MPP) in Business-Government Relations: Harvard University, 1987
  • Bachelor of Arts (BA) in Government and International Relations: University of Notre Dame, 1984

Certifications And Licensing

  • Chartered Financial Analyst (CFA), 1999

Professional Involvement

  • Member, CFA Institute

Bio

Vicky L. Ulrich

Client Service Associate
Investment Processing & Transfer
Financial Paraplanner

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Vicky L. Ulrich

Phone: Extension #107

Email: vicky@wealthadv4u.com

Vicky became part of the W.M.I. team back in 1999 and was our first full time Client Service Associate. She recently relocated back to Arizona after living in her hometown of Orland Park, Illinois for the past eight years. During that time, she was a small business owner and also comanaged a National Pet Franchise Company providing client relations, sales support, and field training. Vicky has over 20 years of experience in Office Administration, Business Management and achieved her Designation of “Financial Paraplanner” through the College for Financial Planning in Denver, Colorado.

Personal

Vicky resides in Peoria, AZ and enjoys spending time with her two daughters, Ashley and Nicole. Vicky’s interests include biking, creative arts, watersports and traveling.

Motto: The best things in life are not things, it’s the people who make you feel loved and cared for

Quote

Whatever you do, do with kindness
Whatever you say, say with kindness
Wherever you go, radiate kindness

Jonathan Lockwood Huie

Bio

Mary Kay Wilson

Client Service Associate
Investment Processing & Transfer

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Mary Kay Wilson

Phone: Extension #103

Email: marykay@wealthadv4u.com

Mary Kay has been with Wealth Management since October 2002. She works full-time as a CSA; helps cover the front desk as well as office manager for our new building. She is also responsible for supplies, leasing out office space and basic maintenance for new office building. Mary Kay semi-retired from the phone company in Illinois after working there for more than 25 years.

Mary Kay was a part of a big Irish Catholic Family growing up with 7 siblings. She currently lives in Peoria, AZ with her Daughter, Son-in-Law and a variety of pets (dogs and cats). Her extra time is spent with family, pets and she loves to bake.

Motto: What you see is what you get!!!! (I do not try to be something that I am not)

Bio

Judy Thomas

Director Of Marketing

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Judy Thomas

Phone: Extension #116

Email: judy@wealthadv4u.com

As the Event Planner and Director of Marketing, Judy brings a wealth of experience to WMI. It all started years ago as a work at home mom with 3 children – planning birthday parties, school and neighborhood fund raisers, and then entertaining clients to help her husband grow their family-owned printing business in California. After she and her husband retired the first time, they relocated back to hometown – Kansas City. It didn’t take long for Judy to get back to planning events. The next 14 years were spent with the Sunflower Group, a privately owned marketing and product sampling company. With a company band, company jet and some very well-known clients such as Pepsi, Frito Lay, Pillsbury, and Kraft Foods, to name a few, Judy had some great events to plan. These events included taking the band on the road for a client appreciation tour, sales team trip to a dude ranch in Colorado, an employee family trip to the Lake of the Ozarks, and last but certainly not least a few sampling events at the Fiesta Bowl. Coming out of retirement a second time has been exciting and fun. Planning events for WMI has given Judy a chance to stay active, productive, meet new people and help Dan and Rich provide financial information/support through quarterly investment update meetings and symposiums as well as to say “thank you” at client appreciation events.

Personal

Judy loves to play golf and bridge, knit, travel, and spend time at the beach with her family.

Bio

Kim Pozdol

Director of First Impressions

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Kim Pozdol

Phone: Extension #100

Email: info@wealthadv4u.com

Bio

Paul Lee

Director of First Impressions

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Paul Lee

Phone: Extension #100

Email: info@wealthadv4u.com

Bio

Our Insights and Events

Communication is paramount for us, and we believe in communicating in a variety of formats. Click below to see how we communicate through the written word, presentations, and photos and videos.

 

Insights

We believe in continual, detailed analysis of the economy and financial markets in order to build unique insights into evolving investment opportunities and risks. We regularly communicate our insights to clients so they can better understand how we are managing their assets.

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Upcoming Events

We offer regular investment symposia and other presentations where clients and the general public can hear our insights in person, learn about unique investment strategies and financial management techniques, and ask questions about our approach and services.

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Photos and Videos

A picture is worth a thousand words, and a video is event better! We hope you’ll enjoy taking a look at some media of our recent events.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 623-875-5204
Toll Free: 1-888-912-7738

Email: info@wealthadv4u.com

23131 N. Lake Pleasant Parkway, Peoria, AZ 85383

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Advisory services offered through Wealth Management International, Ltd. (WMI), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through Strategic Tax Planning LLC (STP). Insurance and risk management services offered through Family Legacy Planning LLC (FLP). WMI and STP are separate companies, but affiliated by ownership and control. AWM and FLP are separate companies and not affiliated with any other entity.

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