Your Valuable Team at the Yoke

erik@screamingeaglewm.com

My passion for financial planning all began upon my father's passing. With his preplanning, my family and I were able to fully fund our educations and my mom was left without worry. I got a job as a Financial Advisor at MetLife, with a referral from a friend, and starting building my practice. Lots of long nights & weekends calling, in the first few years, but a time that I value today as I know it was necessary. After working there over ten years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.

Upon having this realization, I decided to pursue my own practice under the Commonwealth Financial Network^® umbrella and I've never looked back. Since then, our team has continued to work with all of our valued families and bring on a selective few annually.

Everyday, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Screaming Eagle Wealth Management will continue to grow and make a real difference in the community. Outside of work, my wife, Jordan & son Douglas, and I enjoy traveling and the beach. When we’re not doing that, we look for ways to serve the health community to raise awareness and cures for blood disorders. 

To learn more about the roots of Screaming Eagle Wealth Management, please visit OUR STORY.

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If you had a million dollars to spend, what would be the first three things you would buy?
I would pay off the mortgage, fully supply my son's college fund, buy whatever my wife wants (love you!), and if anything is left over...an epic surf trip.

What’s the most likely place people could find you on a Saturday night?
BBQing and watching a movie at home with my wife & son, enjoying a cold beer.

Which would you pick: Living on the beach or living near the mountains?
I would choose the beach, preferably tropical with a good south swell.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and a cure for blood disorders.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Cherish your loved ones & ALWAYS go in for the hug.

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jordan@screamingeaglewm.com

From a very young age, I was interested in art & marketing, capitalizing on bi-annual family yard sales with the best signs in town. This passion led me to pursue Integrated Marketing Communication Specialization at San Diego State University, where we dealt with the psychology behind the consumer. Eventually I was able to go on to pursue a Certificate in Graphic Design & combine my two passions.

While I was able to work in the Financial Services Industry as a Marketing Director since out of college, managing the largest Marketing Team in the county with MetLife, I wanted something where I could directly see my impact & contribution within a practice. 

Since joining Screaming Eagle Wealth Management, my knowledge and insight into business development have continued to grow and expand. A life-long learner, I am constantly evaluating our team's direction & effectiveness, not only within the marketing realm, but also developing our business strategies moving forward, ensuring our clients are at the forefront. In my free time, I enjoy spending time with my family, hiking & recently, the art of yoga.

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If you had a million dollars to spend, what would be the first three things you would buy?
I would buy an old restored VW Vangaon and invest the rest for our family and our children's future.

What’s the most likely place people could find you on a Saturday night?
At home with my husband, son and daughter, playing in the yard.

Which would you pick: Living on the beach or living near the mountains?
Oh, that's tough! My heart will always be with the mountains I think. I am a Northern California gal!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for better health for myself, better health for the planet & more wishes, der.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Believe in yourself, you got this!

CHELSEA@SCREAMINGEAGLEWM.COM

When attending University of Southern California, I wanted a broad major that I felt like would benefit my future in multiple fields and graduated with a Bachelor of Science in Business Administration. Upon entering the workforce and receiving my student loan bills, I wanted to take more control over what I was reading and the language behind the bill.

I started taking Personal Financial Planning Courses at UCLA Extension, eventually obtaining a certificate in the topic, sitting for the CFP^® exam, and passing. 

With over 10 years in the industry, I've been exposed to numerous realms of the financial planning process and genuinely enjoy it. I am thrilled to be a member of Screaming Eagle Wealth Management and grow my knowledge base even more.

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If you had a million dollars to spend, what would be the first three things you would buy? Vacation, for sure.

What’s the most likely place people could find you on a Saturday night? Out to dinner or learning about a niche topic that may or may not be practically useful in my life.

Which would you pick: Living on the beach or living near the mountains? Tough call, a beach with trees and trails nearby?  It’s the best of both worlds.  

Imagine being approached by a genie who offers you three wishes. What might those wishes be? Health, wealth, & contentment.  It wouldn’t hurt to be the funniest person in any room, either.  

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self? Start investing now 😊 

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I joined Screaming Eagle in September of 2024. In May 2024, I graduated from the College of Holy Cross in Worcester, Massachusetts, where I majored in Economics and minored in Environmental Studies and creative writing. I’ve been passionate about the environment for as long as I can remember. 

I truly enjoy helping others; this is why I am so excited to learn and grow in my relationships with advisors and clients alike.

If you had a million dollars to spend, what would be the first three things you would buy?
A new car, a trip to Europe with my mother, and invest the rest!

What’s the most likely place people could find you on a Saturday night?
Hmmm, maybe at the movies, or hanging out with my friends! Or concerts… I love live music.

Which would you pick: Living on the beach or living near the mountains?
I feel at home at the beach; I’m going to need to live by the ocean.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
Unlimited travel throughout my life, health for my family & loved ones, and a tiny little glimpse into my future – just a quick one.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
You can do anything you put your mind to! Don’t be afraid to reach out to new people & try new things.