John E Hamel II, CExP™
Prior to founding Austec Wealth Management & Austec Business Transitions, John spent eight years as the Chief Compliance Officer, Analyst and Operations Manager of a Colorado Registered Investment Advisor full-service financial planning firm serving the needs of affluent individuals. John has extensive experience in investment management, compliance and operations. The RIA experienced dramatic growth of over 21% a year before the company was sold. Much of the success was translating the owner's vision, through a collaborative effort, with attributed changes to sales, operations, processes and procedures.
“We are passionate about helping clients experience a better, more rewarding and mutually beneficial way of investing.”
Prior to that, John spent seven years with Genworth Financial Advisors in Chicago, IL, a federally registered RIA that was a wholly owned subsidiary of Genworth Financial (formerly part of GE Capital), as an analyst, operations and investment committee member. While there, John was awarded the Genworth Compass Chairman’s Award in 2006, which is the highest award of recognition given to a Genworth employee and the Genworth Team Award in 2002. Working with over 1,100 CPA's and accountants during this period the RIA experienced significant growth of over 30% per year with assets growth to nearly $3 billion through significant changes in sales, operations, processes and procedures. Much of this success was facilitated by working in a collaborative team environment.
John also has family members and relatives, past & present, that have owned from small to very large companies. Some of these individuals have done exceptionally well and others have learned from valuable disappointing experiences they brought to the next venture. John is very familiar with the unique dynamics that surround family businesses.
John earned his Bachelor’s degree in business administration with an emphasis in finance from California State University, San Bernardino. John holds the designation of a BEI Certified Exit Planner (CExP™) from the The BEI Network of Exit Planning Professionals™. The BEI CExP™ designation is the standard for Exit Planning certification.