Resources for Billd: Strategies for a

Brighter Financial Future

Tue, July 19, 2022 | 12 pm CT

Resources for Billd: Strategies for a

Brighter Financial Future

Tue, July 19, 2022 | 12 pm CT

Topics To Be Covered

Meet The Experts

Katelyn Bombardiere, CFP® 

Zoe Certified Advisor 

Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.

Jeff Neikrie

Head of Business Development at Zoe

With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees. In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.

Meet The Experts

Katelyn Bombardiere, CFP® 

Zoe Certified Advisor 

Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.

Jeff Neikrie

Head of Business Development at Zoe

With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees.
In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.

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Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you