Our Team

Episode 56 – How Will the Election Impact Your Portfolio?

September 24, 2020 By Marc

Episode 56: How Will the Election Impact Your Portfolio? 2020 has certainly been a whirlwind of a year…between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election. On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect […]

Episode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

September 10, 2020 By Marc

If you are someone who has not thought about their long-term career plan, you are not in the minority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in […]

Episode 54 – Financial Planning After a Job Loss

September 2, 2020 By Marc

The stock and real estate market are at highs, but millions of people are still unemployed and out of work.. On this episode, Marc welcomes back John Williams, who is a wealth advisor at Bautis Financial, back to the show. Marc and John talk about how to financially plan after recently losing a job. In […]

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Marc Bautis
Wealth Manager and Founder

John Williams
Wealth Advisor

Victoria Finlay
Financial Planner

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Marc Bautis Wealth Manager and Founder

John Williams Wealth Advisor

Victoria Finlay Financial Planner

Marc Bautis
Wealth Manager and Founder

John Williams
Wealth Advisor

Victoria Finlay
Financial Planner