Our Team | Bautis Financial – Bautis Financial

Marc Bautis

Wealth Manager and Founder

862-205-5800

[email protected]

John Williams, CFP®

CERTIFIED FINANCIAL PLANNER™

862-205-5800

[email protected]

Kayla Waller, CFP®

CERTIFIED FINANCIAL PLANNER™

862-205-5800

[email protected]

Kyra Mackesy

Marketing Manager

862-205-5800

[email protected]

Dylan Kramer

Paraplanner

862-205-5800

[email protected]

Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George

September 4, 2026 By Bautis Financial

Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.

Episode 306 – Branding That Drives Growth With Michael Maloney, Brand Force 5

August 28, 2026 By Bautis Financial

What if the biggest bottleneck in your business isn’t your marketing budget, but the subtle signal your brand is sending? Bad branding quietly erodes customer trust before you even make your pitch. Tune in as Brand Force 5 founder Michael Maloney breaks down how to fix hidden brand flaws and turn every customer touchpoint into a growth engine.

Episode 305 – Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen

August 14, 2026 By Bautis Financial

Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.

More Podcasts

Marc Bautis

Wealth Manager and Founder

Read Bio

John Williams, CFP®

CERTIFIED FINANCIAL PLANNER™

Read Bio

Kayla Waller, CFP®

CERTIFIED FINANCIAL PLANNER™

Read Bio

Kyra Mackesy

Marketing Manager

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Dylan Kramer

Paraplanner

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