49 Financial

“𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗹𝗲𝘀𝘀𝗼𝗻𝘀 𝗜’𝘃𝗲 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗶𝘀 𝘁𝗼 𝗲𝗺𝗯𝗿𝗮𝗰𝗲 𝘁𝗵𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝘂𝗻𝘁𝗶𝗹 𝗜 𝗳𝗲𝗲𝗹 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝗱𝗼 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴. 𝗚𝗿𝗼𝘄𝘁𝗵 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝘀 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗶𝗻 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝘀𝘁𝗿𝗲𝘁𝗰𝗵 𝘆𝗼𝘂.”
— Maddie Mason

Maddie entered college thinking she would become an attorney. Today, she's building a career as a financial advisor and helping lead others along the way.

One of the biggest things the journey has taught her? You don't have to feel completely ready before taking the next step.

Through coaching, client conversations and the uncomfortable moments that come with building a practice, Maddie has learned to seek feedback, ask better questions and intentionally put herself in situations that require her to grow.

Because sometimes growth starts by moving before you feel ready.

https://www.49financial.com/before-you-feel-ready-maddies-story/

“𝗧𝗵𝗲 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴 𝗽𝗲𝗼𝗽𝗹𝗲 𝗰𝗮𝗻’𝘁 𝗯𝘂𝘆 𝗯𝗮𝗰𝗸 𝗶𝘀 𝘁𝗶𝗺𝗲.”

Kyle Sims, Founding Partner at 49 Financial, recently spoke with InvestmentNews about how parents can help young adults build strong financial habits early—not just by providing support, but by helping them understand the purpose behind each dollar.

From investing for long-term goals to building financial discipline early, Kyle shared how starting sooner can give the next generation an advantage that goes well beyond their first paycheck.

Thank you to Gregg Greenberg and InvestmentNews for including Kyle in the conversation.

Read the full article:

https://www.investmentnews.com/practice-management/preparing-young-college-graduates-with-investing/268211

𝗦𝗼𝗺𝗲𝘁𝗶𝗺𝗲𝘀 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗸𝗻𝗼𝘄 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗳 𝗮 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝘂𝗻𝘁𝗶𝗹 𝘆𝗲𝗮𝗿𝘀 𝗹𝗮𝘁𝗲𝗿.

Ryan Botzong shared a story with our team about an uncomfortable conversation he chose to have with a client early in his career—a conversation that ultimately helped ensure the client's family was cared for when the unexpected happened.

His reminder to our advisors: you may not always see the impact of your work right away. Make the call. Have the conversation. Do the work that matters.

One call can matter.

25 years later, we remember the lives lost, the heroes who stepped forward, and the strength shown in the days that followed.

We will never forget. 🇺🇸

A big congratulations to Greg Rosner, Senior Vice President at 49 Financial and leader of our Charlotte and Jacksonville offices, on being named a 2026 ThinkAdvisor Luminaries Next-Gen Rising Star!

The recognition highlights emerging leaders in financial services who are already making an impact through their leadership, ideas, and service to clients.

We’re proud to see Greg recognized for the work he’s doing across our firm and the industry, and excited to see the impact he continues to make.

𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗵𝗮𝗱 𝘁𝗵𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗚𝗿𝗲𝗴 𝗼𝗿 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗶𝗺𝗽𝗮𝗰𝘁𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗵𝗲 𝘀𝗲𝗿𝘃𝗲𝘀 𝗮𝗻𝗱 𝗹𝗲𝗮𝗱𝘀, 𝗵𝗲𝗹𝗽 𝘂𝘀 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝗵𝗶𝗺 𝗯𝘆 𝘀𝗵𝗮𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀.

Congrats, Greg!

Another congratulations to Tim Rodgers on being named to the 2026 Forty Under 40 class!

It was great to celebrate Tim alongside his team and see his story featured by Talk Business & Politics. From developing advisors and leaders to helping launch new markets across the Midwest, Tim continues to make an impact well beyond his own practice.

𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂’𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗧𝗶𝗺, 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗵𝗶𝗺, 𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝗵𝗶𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗳𝗶𝗿𝘀𝘁𝗵𝗮𝗻𝗱, 𝘀𝗵𝗮𝗿𝗲 𝘄𝗵𝗮𝘁 𝘀𝘁𝗮𝗻𝗱𝘀 𝗼𝘂𝘁 𝘁𝗼 𝘆𝗼𝘂 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗮𝘀 𝘄𝗲 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝘁𝗵𝗶𝘀 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻.

Congratulations again, Tim! We’re grateful for your leadership and excited to see what’s ahead.

Read Tim’s full feature: https://talkbusiness.net/2026/08/forty-under-40-tim-rodgers/

Make It Count is a reminder to be intentional with what's in front of us—and Grace McCasland, Associate Vice President in Northwest Arkansas, brought that back to two things we can control every day: our attitude and our effort.

We can't always control our circumstances or what's already happened. But we can control how we respond and the effort we give to what comes next.

Grace's challenge to our team was simple: make it count today by being excellent in your attitude and effort.

“The actual value of the culture—you can’t quantify it. We don’t know how to quantify how everyone else around us drives our lives forward.

My life has been driven forward miles farther than I ever would have driven it forward on my own by the people I’ve gotten to do this with.”

— Jimmy Henry, BFA™

Six years into his career at 49 Financial, Jimmy can point to plenty of ways he’s grown as a financial advisor, business owner, and leader.

But some of the most valuable parts of that growth are harder to measure.

The people you surround yourself with matter. They challenge you, invest in you, and often help you see more of what you're capable of than you could have seen on your own.

For Jimmy, that impact has extended well beyond his career.

https://www.49financial.com/why-the-people-around-you-matter-jimmys-story/

49 Financial is #42 𝐨𝐧 𝐭𝐡𝐞 2026 𝐁𝐞𝐬𝐭 𝐌𝐞𝐝𝐢𝐮𝐦 𝐖𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞𝐬™ 𝐥𝐢𝐬𝐭! 🎉

This national recognition celebrates companies across the country that are creating positive, inclusive, and engaging workplaces where employees can thrive.

We’re honored to be recognized as one of the top medium workplaces in the country—and even more grateful for the people who made it possible.

Our team is what makes 49 a great place to work. Thank you to everyone who continues to invest in our people, our culture, and one another.

Learn more: https://www.greatplacetowork.com/certified-company/7026264
https://www.49financial.com/gptw-award-criteria/