John Hamel

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Personal Finance, Retirement, Investing
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“With over 17 years of experience in the financial world, John Hamel provides financial planning services and portfolio management to individuals (business owners, retiree’s) and business entities.”
Firm:

Austec Wealth Management, LLC

Job Title:

Managing Member

Biography:

John Hamel is the Managing Member at Austec Wealth Management, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry. John and his team do their best work with business owners approximately ages 54-67+, still wearing multiple hats of the company, with 10-35+ million in revenue develop an written exit option strategy plan to fix business value gaps that would either prevent the business from selling, prevent a successful family succession or leave millions of dollars on the table at the time of sale.

Austec WM was founded on the concept that most investors’ investment experience does not follow perfectly a A-Z initial progress plan. Their mission is to coach and create harmonious relationships for their clients with specialists and experts to facilitate solutions to clients’ complex financial situations in the present and for their future financial unpredictability as it develops.

John and his team know planning early increases the probability of the business continuing as a "going concern" as the owner moves beyond the company. Often this is one of the biggest concerns of a family business succession and one of the most complicated.

Education:

BA, Finance, California State University-San Bernardino

CRD Number:

4124627

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