When you partner with us, you get the resources of an entire team built to serve your needs. You can tap into the capabilities of our advisors, investment committee members, case managers, planning specialists, and risk management professionals to help you every step of the way.
Andy Davis, CFP® professional, AAMS®, APMA®
Fusionist, Author, and Lecturer
Andy, owner/CEO of Remagiment Advisors, lost his battle with cancer on January 6, 2023. He planned for the future of his clients, employees, and business to continue with his succession team at Remagiment. Andy was committed to guiding his team to help clients clarify their vision, identify roadblocks, and set new goals. He also provided insight on how to approach and build a fulfilling aging plan.
Andy was committed to helping clients clarify their vision, identify roadblocks, and set new goals. He also provided insight on how to approach and build a fulfilling aging plan.
The term "Fusionist" was given to Andy because of his ability to see diverse, disconnected ideas and somehow connect them.
“Retirement is not a goal; it is a point in life, a point in time. It marks a point of divergence from one pathway of life to another,” said Andy. He believed baby boomers are the first generation to have the time and the money to reimagine what their life can be after retirement. It is an opportunity to decide what they want the next 30 to 40 years to be. “Retirement should not be an end to something; it should be a new beginning,” said Andy. Remagiment™ was Andy’s word for this rebirth. Remagiment™ is “Your Life Reimagined.”
Unfortunately, without proper guidance and leadership, retirement can become a period of uncertainty, stress, and turmoil. That’s not the way it should be.
Andy believed that discussions on retirement planning have traditionally approached this life stage from the point of view of the various industries that work with retirees. That could be the financial services industry or the health care industry or even the charitable and religious sides. He believed each of these industries has good intentions and valid concerns that need to be addressed, but there is a lack of balance and, in some cases, an actual dehumanization of the individual. “This occurs because cash flow is cash flow; or because specific drugs treat specific ailments; or any other problem/solution continuum where the person is not the determining factor in the solution,” said Andy.
It is easy to fall into this trap, but Andy believed there are unintended consequences, and these consequences are often devastating. His objective was to open the discussion and to address the issues and opportunities of aging. “It was his privilege to aid people in reimagining themselves as they age.”
Andy was a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist (AAMS®) professional, and an Accredited Portfolio Management Advisor (APMA®) designee.
Andy was active in his community. He was the chair of the Board of Trustees of the Madison Youth Performing Arts Foundation, founder of the Pretos Leadership Institute, a lecturer, and an author.
Andy's book, Charlie's Journey: A Leadership Fable outlines leadership lessons for anyone that takes a leadership role. His latest book, Building a Fulfilling Aging Plan looks at how retirement affects individuals and their families and takes the discussion beyond just the financial repercussions.
Shawn firmly believes she was born into this career.
Her grandmother was in banking starting back in the 1940s, working with business owners. “She was a pioneer for the times,” said Shawn. Her aunt was a vice president at a local bank and the head of bookkeeping. Certainly not common then.
Shawn’s mother became a financial advisor in the early 1980s. “Another pioneer of the financial services industry. I worked for my mother, and eventually, I took over her business,” said Shawn.
Shawn could not help but become another pioneer in this industry she loves.
While she is a fully licensed advisor, Shawn believes her most important role within the firm is what the team calls the “case manager.” Shawn makes sure everyone on the team is on the same page with every client. She ensures that meetings have the right people, for the proper topic, at the appropriate time.
“We look out four years to determine the topics to be covered for every client. When life events occur, we adjust. I make certain that is always the case,” said Shawn.
In her spare time, Shawn also works with all estate settlements and assists the planning department with some analyses.
“I do all of this because it is critical, but I also see clients as an advisor, because you are the reason I am here. Working with you directly energizes me and reminds me why we do what we do.”
Steven has spent 30 years in the financial services industry as a successful solo practitioner. He always enjoyed his work, but Steven feels like he did not truly evolve until he joined the Remagiment Advisors team.
“I asked for the opportunity to develop the risk management committee within the team because it is important to prepare for the ‘certainty of uncertainty,’” said Steven.
The risk management committee’s objective is to help our clients build a protection portfolio designed to help protect three things: what our clients have already accumulated, their sustainable future income, and their predictable future expenses.
Remagiment’s goal is to work with you to implement a comprehensive protection portfolio consistent with your risk management philosophies and life goals.
Steven is also deeply passionate about multigenerational planning. “Planning is never about one person. What affects you affects your family, and what affects your family affects you,” said Steven. He believes family is the cornerstone of society, which is why he calls Remagiment’s risk management committee the Cornerstone Committee.
“I look forward to protecting that cornerstone, one family at a time.”
One of Susan’s earliest jobs was as a special education assistant in the Verona School district. She often finds those skills help here today as the managing partner of the Remagiment Advisors team.
“I have been in supervisory and leadership roles throughout my life, whether in the financial services field, my years with a national retailing firm, supporting local nonprofit groups, and in my ‘mom’ role raising my husband and children,” said Susan.
As one of the co-founders of Remagiment Advisors in 2017, Susan’s role has been to spearhead the implementation of the team’s vision. She oversees its growth, its operations and systems development, and the personal growth of all team members.
“My motto is ‘Take two minutes’. It is imperative that we do things right, in the right way, and at the right time.”
If you want something done, ask Linda. That has been Linda’s reputation for her entire life, and it is a big part of her role here at Remagiment.
Linda has always been self-sufficient and an overachiever. Having to work early in her life, Linda attended college and earned her degree while working full-time. That’s self-sufficiency!
Linda worked in the aerospace industry at Sundstrand as an executive assistant, while also serving as president of the Sundstrand Employee Association. “People just gravitate to me. At home, I raised horses. I could be in a private jet in the afternoon and mucking horse stalls in the evening—whatever it took,” said Linda.
When Sundstrand was purchased and their operations relocated to Connecticut, Linda was asked to move with them, but the Midwest has always been her home. "Also, my elderly parents needed care. That role fell to me,” said Linda.
So, in her 50s, Linda changed careers and entered the financial services industry, with all its licenses and a whole new learning curve. “People thought I was crazy, but I did it,” said Linda.
She believes that life is about continuous learning. “People look to me for answers, not because I know them, but because I will find the answers,” Maybe that is why she is still involved with the Sundstrand Retiree Group.
Like Jan, Linda is fully licensed but does not work as an advisor. She even has her Accredited Asset Management Specialist (AAMS®) designation.
When asked how she wants to be remembered when she is gone, Linda hopes people remember her as a dream catcher. “My role with Remagiment is to help our clients catch their dreams.”
Marybeth loves being the face of Remagiment Advisors. She is a nurturer and wants to see everyone happy, healthy, and taken care of.
As the firm’s Madison office receptionist, Marybeth gets to know most of our clients personally. She is not an advisor, but Marybeth shares our advisors’ commitment to our clients’ success.
“I get to speak with all our clients, from all our offices and across the country. I am often the first person to request data from you and the guardian of this data and your privacy for our team,” said Marybeth.
Marybeth also dispenses the chocolate and proudly manages our Wine Wednesdays.
“I love getting to know you.”
Nick is a managing partner. For more than 20 years, he has partnered with his clients as their personal CFO and has helped them gain more clarity and confidence in their financial lives. Nick believes the only way to be a true advocate for his clients is to be an independent advisor with a holistic approach. This ensures that he is only beholden to his clients, not a specific company or a product.
Nick is an Accredited Investment Fiduciary® (AIF®) designee, highlighting his commitment to putting his client’s best interests first. He has been named in Chicago Magazine as a Five Star Wealth Manager.1 Nick has been a guest speaker at the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Million Dollar Round Table (MDRT).2 He has served on the Commonwealth Financial Network Advisory Board and currently serves on the Chicago Board of Directors for the Muscular Dystrophy Association (MDA) and the Tripp Healy Foundation.
Nick lives in Roscoe Village, with his wife, Brigette, and three boys, Thomas, Connor, and Peter. He loves coaching his boys in baseball and football. Nick is an average golfer and enjoys skiing, live music, attempting yoga, and spending time with family and friends.
*2012, 2013, 2018 FIve Star Wealth Manager, created by Five Star Professional. The 2018 award was presented in 10/2018 based on data gathered within 12 months preceding the issue date. 5,449 award candidates were considered 435 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rollling basis based on commisions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of the advisor's future perfromance. Your experience may vary. For more information, please visit www.mdrt.org
Ryan has been an advisor since 2004. Ryan has been able to create personalized solutions to help his clients reach their goals. He believes in the principle that every recommendation made is dependent solely on the client’s individual needs and not those of the typical Wall Street business model, where a firm sells its products to meet its sales goals.
Ryan is a Chartered Financial Consultant® (ChFC®) professional, an Accredited Investment Fiduciary® (AIF®), and a CERTIFIED FINANCIAL PLANNER™ professional. Ryan holds the FINRA Series 7 and 66 securities registrations and received his bachelor's degree from the University of Illinois Champaign Urbana. Ryan is proud to have been recognized as a *Financial Times Top 401 Retirement Advisor for 2015 and 2016. He has also been named in Chicago Magazine as a **Five Star Wealth Manager since 2013.
Prior to joining Commonwealth Financial Network, Ryan was an options trader on the floor of the Chicago Board of Options Exchange for five years. He lives in Elmhurst with his wife, Andria, and his two daughters, Abigail and Delaney. Ryan enjoys coaching his daughters' sports (except dance!), skiing, fishing, live music, and spending time with his family and friends, and he even attempts to play golf from time to time.
*2016 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in Month Year for the preceding 12 months. 540 advisors were considered, 401 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2013 – 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date. 4,912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Remagiment Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.