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Daryl Tegtmeier is a financial wealth advisor. In this episode, Daryl shares his young lessons of the family business, employee entrepreneurialism, knowing what to own, modeling your business around your paradigm, the safety of business ownership, the gift of choice; and we have a discussion on financial literacy, the attraction of donor dollars in non-profits, and being there at your inflection point.
Daryl Tegtmeier is the owner of Epoch Family Wealth. Daryl has decades of experience in the financial services industry, mastering the craft in various roles. Through these experiences, he learned the best way to serve his clients is as a strategic partner, rather than simply selling financial products.
Daryl’s focus has been towards family businesses. His understanding of stewardship coupled with his deep financial literacy allows him to be a valuable resource to support the sustainability of businesses. Through Daryl’s history with family business, he is both empathetic and strategic when advising the owners he collaborates with.
Daryl is a graduate of Concordia University with a BA in Business Administration and Management. He is a Certified Financial Planner, a Certified Exit Planning Advisor, and holds a Certificate of Foresight from the University of Houston.
To learn more about Daryl, visit:
https://epochfamilywealth.com/
To learn more, visit:
linkedin.com/in/jason-Shupp-18b4619b
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Jason-Shupp/
