Savvy Advisor Spotlight

2022 Edition

Kalli Collective is just as passionate about helping advisors build their businesses as we are influenced by financial advisors. Many financial advisors go above and beyond, not only by giving back to their community but also in their unique marketing choices. Join us as we celebrate a few inspirational advisor choices of the month!

Tommy Doerfler
Custom Client Events

Our first shout-out goes to Tommy Doerfler of Lighthouse Wealth Group. He genuinely shares his knowledge by hosting unique events, from financial webinars to cooking classes. He recently hosted an Investment Symposium to empower investors and build a wealthy community.

Check out all the great events Lighthouse Wealth Group invests in their clients and community here.

Kevin Williams
Giving Back

It goes without saying that 2020 was tough on all of us during the height of the pandemic. But, that didn’t stop certain individuals like Kevin Williams at Williams Financial Services

On Fridays, Kevin would go on a run and take fresh produce to the local food pantry. Since the pandemic, he has continued to help by donating according to the questions asked on his “Ask Kevin Anything” video series. Check it out here and consider sending in your own question.

Hilton Kelly
Business Niche

We are excited to showcase the niche efforts of Hilton Kelly.  Hilton has been busy co-owning and managing his business called Capital Design Private Wealth.  He took his business a step further and formed his own niche in his practice, Planning for Pilots, geared toward (you guessed it) pilots! He’s already seen an influx of referrals within his niche and is a great example of both why we promote the niche idea and want to work with more niche advisors.

David Adams
Community Involvement

Next is David Adams of David Adams Wealth Group.  This November, he will be participating in a Walk to End Alzheimer’s. David’s mother was diagnosed with Alzheimer’s, which motivated him to honor her by raising money to fund research for a cure by participating in the walk. 

This cause is also special to our own hearts here at Kalli Collective as Kalli’s grandfather was also diagnosed and eventually passed away from Alzheimer’s in her childhood. 

If you’d like to join David in the fight against Alzheimer’s, click this link.

Will & Jesse Scroggins
Missions Support

Lastly, we celebrate Will and Jesse Scroggins from Scroggins Wealth Team. They partnered with a non-profit called Neverthirst, which provides clean water for impoverished areas around the globe. Their partnership made it possible to dig a well for clean water in India. We LOVE seeing and working with advisors who choose to give back. It inspires us to do it ourselves, and we hope it inspires others to give back too.

These are just a few of the amazing advisors we know about from our relationships with them. We know there’s many more out there doing amazing work. Do you have someone in mind who deserves recognition? Fill out the form below, and we will feature them in an upcoming blog & social posts! 

Advisor spotlight nomination