Albatross Financial

Thank you Invest in Others for selecting me as one of the 75 honorable mentions from their nationwide search for advisors with a commitment to their community. Thank you to the other 10 advisors within Cambridge Investment Research, Inc. for their work they are putting into their communities as well. It was a great way to shine the light on what St. Joseph Food Program is doing to uplift our community.

2026 Invest in Others Honorable Mention recognizes 75 advisors for their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves. Awards announced July 21, 2026. See investinothers.org/awards/ for more information.

Albatross Financial Jake Buman

We’re beyond proud to share that 11 advisors affiliated with Cambridge have been recognized in the 2026 Invest in Others Awards for their commitment to philanthropy and community service!

Congratulations to these two finalists for earning $25,000 for the charities they represent:

🔷 Ben French of CoreNorth Capital Planning — Catalyst Award
🔷 Mike Brady of Generosity Wealth Management — Volunteer of the Year Award

And congratulations to the following nine honorable mentions for receiving $2,000 for their charities:

🔶 Brandon Bettis of Epic Holistic Partners
🔶 Daniel Jeffery of Converge Wealth Partners
🔶 Jake Buman of Albatross Financial
🔶 Jamie Docster of Cambridge Investment Research
🔶 Javier Tafoya of Axiom Wealth Alliance
🔶 Keith Piscitello of Simply Sophisticated Wealth Planning
🔶 Kim Gaxiola of Resilient Wealth Planning
🔶 Nancy Rodriguez of Bob Richardson & Associates
🔶 Robin Morgan of Robin Morgan Financial

Please join us in celebrating all 11 of these advisors for making a difference in their communities and earning funding for such wonderful causes!

📄 More about these advisors and the nonprofits they support: https://ow.ly/UhRa50Zv7Vu

At this time, we are without power. We will be rescheduling our appointments over the next few days until it is restored. However, if you need immediate assistance, we are available via email or call/text (920) 212-8182.

On that note, we are thinking about all of the families and businesses impacted by this storm. Don’t hesitate to reach out, Cortney and I would be happy to help.

Small Lessons Create Big Results

One week at summer camp doesn't change a child's life.

But years of learning, growing, and building habits can.

Investing works much the same way.

Most wealth isn't built through one great investment. It's built through consistent saving, disciplined investing, and patience over time.

Small actions repeated consistently often produce extraordinary results.

What was your favorite summer camp, activity, or childhood summer memory growing up?

Here is a couple of ours Albatross Financial:

⛺ Camping with my Family
🏹 My kids learning golf and archery
🎙️ Choir Camp- new friends, music, and performances

Jake Buman

Every Great Trip Needs a Destination

Summer road trips start with a destination and a route. Financial planning works the same way.

Many people spend more time planning a week-long vacation than they do planning retirement. Yet retirement could last 20-30 years.

The most successful financial plans begin with a simple question:

"Where are you trying to go?"

Whether it's retiring early, helping children through college, purchasing a vacation home, or leaving a legacy, clarity creates confidence.

This summer, take a few minutes to think about your destination—not just your next vacation.

What's one place that's still on your family's summer bucket list this year?

Here is a couple of ours:

**Go to Washington Island and see the Lavender Fields
**Hike Witches Gultch in Baraboo
**Spend time with the kids at the Lake
**Take a family road trip and cross off a stateside destination (Niagara Falls, Mount Rushmore, etc...)

Jake Buman Cortney Curran

Many great financial advisors I’ve met over the years aren’t “ready to retire”… but they are starting to think about what the next chapter looks like.

If that’s you (or someone you know)—I’d welcome a conversation.

Not about “selling your book” overnight.

More about:
• Creating a thoughtful transition plan for your clients
• Preserving the relationships and trust you’ve built
• Exploring a gradual handoff vs. a hard stop
• Structuring something that works for you personally and financially

I’m a practicing advisor who cares deeply about long-term client relationships and continuity—not just transactions.

This doesn’t have to be a “big decision” conversation—just a starting point to explore options--feel free to message me directly.