Motiv8 Investments LLC

Catherine Hietala is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at several firms including MML Investor Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and MSI Financial Services. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, employing a variety of analytical methods and investment strategies while utilizing custodial and third-party platforms to manage client assets.

Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at BBVA Insurance Agency Inc., JP Morgan Chase Bank, JP Morgan Securities LLC, and Edward Jones. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning for individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on clients’ goals and risk tolerance, utilizing a range of analytical methods and implementing various investment strategies while leveraging custodial and third-party platforms to manage client portfolios.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Jane Bourette is a financial advisor at Motiv8 Investments LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Coast to Coast Financial Planning, LLC and Jwkodak Capital Management. Outside of advising, she is licensed to sell insurance and annuity products and is a licensed real estate salesperson for referral purposes. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, utilizing a range of analytical methods and investment strategies.

Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at multiple firms, including OnPointe Advisory and Financial Services, Munnerlyn Insurance and Investments, Well Preserved Advisory Group, and Eunice Khoury Insurance. Outside of advisory work, he is involved in insurance sales focusing on life, health, long-term care, and annuity products, along with long-term care and Medicare planning. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and third-party platforms to tailor advice and portfolio management according to each client’s goals and risk tolerance.

Owen Tennyson is a financial advisor at Motiv8 Investments LLC in Boise, ID, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Silver Key Benefits, and American Senior Benefits. He is also an independent insurance agent and broker for multiple life and health companies. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, focusing on asset allocation, continuous monitoring, and periodic rebalancing.

Marci Hodge is a financial advisor with Motiv8 Investments LLC, holding a Series 65 designation and three years of industry experience. Her prior work includes positions at Faithful Financial Group, Silver Key Benefits, and American Senior Benefits. She also provides Medicare insurance policies, life insurance, long-term care, and fixed annuities through a separate business activity. Motiv8 Investments LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, trusts, and business entities. The firm employs various analytical methods and investment strategies tailored to client goals, utilizing multiple custodial and third-party platforms for portfolio execution and monitoring.

Sean Mason is a financial advisor with Motiv8 Investments LLC in Fresno, CA, holding a Series 65 designation and 11 years of industry experience. His career includes roles at Resolute Capital Partners, ChangePath, LLC/CreativeOne Wealth, LLC, and American Retirement Institute. Mason is also involved in providing financial education through the nonprofit Society of Financial Awareness via workshops and seminars. Motiv8 Investments LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis alongside various custodial and third-party platforms.