Strong practices do not grow by accident. They grow through clear priorities, consistent habits and support structures that hold up over time. As the new year begins, several 1847Financial financial professionals share what they are focused on next. Their goals reflect plans for growth while protecting time, relationships and personal values.

  Chad Cole - Evergreen Financial Partners
1847Financial - Charlotte, Greenville and Atlanta Headquarters
Chad Cole focuses on continuous learning to better serve clients. He works to strengthen client follow-up processes to drive production and retention. He also prioritizes giving back through thoughtful client outreach and hands-on support for community initiatives.

  Melanie Colusci, CFP®, AEP®, EEPA® – Bridger Financial Group
1847Financial – Akron, Ohio & Pittsburgh, Pennsylvania Headquarters
Melanie Colusci focuses on intentional growth in 2026. She is deepening existing client relationships while expanding Bridger Financial Group through strategic acquisitions and continued development of the advisory team. Her priority is building a firm structure that supports advisors at every stage, with strong planning, disciplined investment management, and operational support that allows advisors to stay focused on what matters most: their clients.

  Jeff Wells, J. Arthur Financial
1847Financial - Nashville, Tennessee Headquarters
Jeff Wells prioritizes balance between work and personal life. He spends intentional time with his wife, daughters and grandchildren and invests in interests outside the business, including music, home projects, hunting, fishing and fitness. Professionally, Jeff focuses on strong relationships, consistent habits, and working with a dependable support team. His goal is to work more efficiently, engage key influencers, and structure his practice to allow extended time away without sacrificing productivity.

  Martin Valentic, CLU® - Vigilant Wealth Partners LLC
1847Financial - Akron, Ohio & Pittsburgh, Pennsylvania Headquarters
Martin (Marty) Valentic focuses on building a unified team aligned around shared goals. He works to improve every client interaction and generate more client recommendations. He also invests time in strengthening relationships with Centers of Influence to support long-term growth.

  Eric Pyles, Certified Financial Planner®
1847Financial – Utah & Arizona Headquarters
Eric Pyles sets clear performance targets, including reaching Star status and increasing GDC by 10%. Outside the office, he stays engaged through coaching football, reflecting a balanced approach to professional and personal priorities.

  John Caserta, MSFS, ChFC®, RICP®, CLU® - Caserta & de Jongh, LLC
1847Financial – New York Headquarters
John Caserta prioritizes uninterrupted time with his family. He is intentional about stepping away from work, whether for a vacation or a simple afternoon, to stay present and focused on what matters most.

  Brandon Green , CLU®, ChFC®, CLTC®, LUTCF® - Third Rail Financial
1847Financial – Kansas, Missouri & Texas Headquarters
Brandon Green focuses on high-level performance, including achieving MDRT Court of the Table recognition. He also prioritizes leadership, mentorship, philanthropy, and family as core parts of how he defines success.

Looking Ahead
Growth looks different for every financial professional. What stays consistent is the need for structure, support and a plan. At 1847Financial, professionals build businesses designed for longevity, flexibility and purpose. The year ahead is an opportunity to evaluate what matters most and who supports you along the way.

Follow 1847Financial on LinkedIn to see how experienced financial professionals approach growth. You get real stories, timely insights and a clear view of how 1847Financial can help.

^{8669599RG_Dec27}