Magnus Financial Group LLC

Timothy Seymour is a financial advisor at Magnus Financial Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Seymour Asset Management LLC and Triogem Asset Management. He serves on the board of Cheech and Chong Global, a consumer products company. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team, combining comprehensive planning with diversified asset allocation across various investment vehicles.

Chase Wickenheiser is a financial advisor at Magnus Financial Group LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, Modus Park Associates, Mass Mutual Life Insurance Company, IHS Markit, and Ipreo, LLC. Outside of advisory work, he is involved in life and health insurance activities. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with long-term, diversified asset allocation across various investment vehicles.

Drew Collins is a CFA® charterholder with six years of industry experience. He has worked at Magnus Financial Group LLC since 2022 and previously spent eleven years at Greenwich Investment Management, Inc. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in regulatory assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified asset allocation.

James Kephart is a financial advisor at Magnus Financial Group LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual. In addition to his advisory role, he is also licensed to sell individual and group life and health insurance. Magnus Financial Group provides personalized financial planning and investment management to individuals and entities such as family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients, employing a multi-advisor team approach that integrates comprehensive planning with diversified, long-term asset allocation across various investment vehicles.

Jake Blum is a CFP® professional with eight years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2025. Prior to joining Magnus, he worked at Northwestern Mutual Investment Services, LLC for six years. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team, utilizing comprehensive planning and diversified asset allocation strategies.

Michael Schwartz is a CFP® with 24 years of industry experience. He has worked at Magnus Financial Group LLC since 2017 and previously spent 18 years with Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is an independent insurance agent. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets and employs a team-based approach that integrates comprehensive planning with diversified asset allocation across various investment vehicles.

Paul Hoerrner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC since 2018. He previously worked at Northwestern Mutual Investment Services, LLC for 11 years. Hoerrner is also an independent insurance agent, dedicating approximately 20 hours per month to that activity. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and emphasizes periodic client reporting supported by custodial and third-party research.

Sharon Hayut is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Magnus Financial Group LLC since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and an emphasis on client reporting and research-driven communications.

Ronald Deutsch is a CFA® charterholder with four years of industry experience. He has been with Magnus Financial Group LLC since 2018 and previously worked at Dynasty Wealth Management and Laebenthal Asset. Ronald holds a Series 63 license. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in regulatory assets and employs a multi-advisor team approach that emphasizes comprehensive planning and diversified asset allocation.

William Bowden is a financial advisor at Magnus Financial Group LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he is a passive investor and co-founder of an internet marketing company. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified, long-term asset allocation.