My journey is a testament to the power of passion and dedication. As a student, I was captivated by the intricate world of mathematics and financial models. This fascination laid the foundation for my career aspirations, embracing a disciplined approach of investing both time and money towards the future. My commitment to led me to serve in the Ohio National Guard as a Combat Engineer, a decision that reflects my dedication to both personal growth and community service. With over 30 years in the corporate realm across consulting, manufacturing, and healthcare, I have come to a profound realization: while achieving company objectives is essential, the true essence of job satisfaction lies in the philosophy of People Helping People. This principle has guided my approach to client relationships, where I strive not just to meet, but to exceed expectations. In my role, I am devoted to enhancing the financial well-being of all clients through innovative investment strategies. By skillfully managing hard-earned resources, success means transforming "stored labor" represented in dollars into opportunities for a more liberated and fulfilling life. My academic background includes a Bachelor of Science in Business Administration from the Ohio State University, an MBA from the University of Michigan-Flint, and a Masters in Christian Leadership from Liberty University. These qualifications not only reflect my commitment to continuous learning but also equip me with a diverse skill set to serve my clients effectively.
E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.
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