What is MCAP?
The MCAP unit is a hand-selected group of Money Concept’s most advanced financial planners who, through collaboration, develop top-tier financial planning solutions that expand the scope of services they’re able to provide clients. All the while, MCAP designs replicable processes and training that is shared with the entire Money Concepts community.
Through consistent collaboration, members delve deep into both common and unique financial scenarios, crafting best practices that will continually educate and keep our community at the forefront of financial planning innovation.
How can this enhance my practice?
Our MCAP philosophy is simple: “you don’t have to know everything, you just have to call us.”
Every MCAP member wants to see you succeed, and their efforts are all centered around that goal. From lightening your workload to collaborating on cases, we want this partnership to leave you feeling confident and primed for success.
- Attract and retain the new generation of clients
- Expand your practice with new offerings
- Open up new planning opportunities
- Increase client satisfaction and retention
- Expand specialized offerings
- Gain experience in new areas
- Increase your business
- Do business with confidence
Doing what is best for my clients and moving them closer to their goals has always been my top priority. Working with the MCAP group has expanded my knowledge and resources to do just that at an extremely elevated level. I am having deeper, more confident conversations with clients. We now have the ability to not only impact our clients' lives, but also change generational trajectories—and that feels pretty amazing.
How to work with an MCAP member?
We wanted our partnering process to be simple; our focus should be placed on helping you grow your business, not getting lost in paperwork.
Here are a few resources outlining the general structure and proceedings that we recommend you look at before our first call.
MCAP Team
MCAP Members
Chris Puffer
Financial Planner, President CCG
Chris Blair, CFP®
Founder, Maestro Associates
Nathan Boyle, MS, CFP®, MRFC®
VP, CIP, & Wealth Advisor, Peterman Financial Group
Tyler Braun
Director of Financial Planning
Tom DeJong
President, The Planning Firm™
Brian Dodds, CEP®
Network Director, The Tailwind Network
Kyle Hackney, MBA
President, Money Concepts
Cindy Helman, RFC, CFS®
Owner, Wisebridge Wealth Management
Candace Kearney
President, Money Concepts
Andrew Lee
Network Director, Money Concepts
Brenna Massaro, CFP®, CDS®
Owner, Apex Wealth Management; Co-Network Director, Artisan Network
MCAP Facilitators
Allen Porter
Sr. Vice President of Marketing and Business Development, Money Concepts
Duane Porter
Vice President of Professional Development, Money Concepts
Melissa Jaworski
Director of Marketing, Money Concepts
Mike Sorensen
National Director of Insurance Solutions, The Pinnacle Group
Have a client opportunity or a situation that you would like to discuss?
Resource Library
- Get started with Retirees
- Get started with High Net Worth
- Get started with High-Earner, Not Yet Rich (HENRY)
- Get started with Business Owners
- Wealth & Generational Planning Playbook
Let's Partner Together
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