Richmond team plants trees in memory of loved ones
The Richmond Blueprint office plants white dogwood remembrance trees each October for clients and friends that have lost a family member or loved one in the previous year. We hope that this small gift serves as a meaningful way to honor those that we have lost.
Don Creech's Team Joins Blueprint Financial Group
As of September 2020, Don Creech and his team have officially joined Blueprint! We are excited about our partnership and the expanded capabilities we can offer our clients from two locations - the D.C. area and Richmond - with this merger.
BLUEPRINT FINANCIAL GROUP HONORED WITH NORTHWESTERN MUTUAL DC'S COMMUNITY SERVICE AWARD
The Blueprint Financial Team was honored to be recognized with Northwestern Mutual DC’s 2019 Community Service Award for our ongoing work with Homestretch!
The “Jonathan Seager All In Award” recognizes teams and advisors for their commitment to the community. The grant money that was awarded to Homestretch will go a long way in their impactful programs within our community.
About Homestretch: The mission of Homestretch is to empower homeless parents with children to attain permanent housing and self-sufficiency by giving them the skills, knowledge and hope they need to become productive participants in the community. Since 1990 Homestretch has helped over 2,000 families achieve permanent housing and self-sufficiency.
Harry Thomas' team joins Blueprint Financial Group
As of January 2020, Harry Thomas and his team have officially joined Blueprint Financial! We are excited about our partnership and the expanded capabilities with the merger. A reception was hosted by Harry to introduce members of the Blueprint team to his loyal clients.
Ted Shanahan and Brent Schutte Present at National Beer Wholesaler’s Association National Meeting in New Orleans
Ted Shanahan and Brent Schutte (Chief Investment Strategist, Northwestern Mutual) facilitated an economic discussion at the recent NBWA National Meeting in New Orleans. Ted and Brent answered questions from the attendees about the market and discussed current trends. The attendees appreciated the expertise and candor of both Ted and Brent!
Blueprint Financial Group Recognized by Homestretch for Generous Support
Blueprint continues its proud partnership with Homestretch and was honored to be recognized by Christopher Fay, Executive Director of Homestretch, for its generous support in 2019. The mission of Homestretch is to empower homeless families with children living in Virginia to attain permanent housing and self-sufficiency by giving them the skills, knowledge and hope they need to become productive participants in the community.
Blueprint Financial Group announces Kevin Hanley, CFP, Financial Advisor.
Kevin joined Northwestern Mutual in 2005 and has extensive experience working with executives from across the country. Kevin provides invaluable guidance in the areas of executive benefits, group insurance benefits, key-person planning, business succession planning, and retirement distribution strategies.
Kevin is an Ohio native and an avid sports fan. He and his wife enjoy hiking, biking, and exploring national parks in their spare time.
Blueprint Financial Group presents at Northwestern Mutual's Annual Meeting
Members of the Blueprint Financial team were honored to speak in front of our national colleagues around the concept of teaming. Ted, Nick, and Liz were proud to present about our team structure and how it benefits our clients.
Blueprint Financial Group announces Shaun Halberda, Financial Representative.
After joining the Blueprint team in 2018, Shaun has now assumed the role of Financial Representative. He has a passion for client relationships and investment strategies for closely-held businesses.
Shaun has been in the financial services industry since 2008. He lives in Arlington, VA with his son. He has a passion for woodworking and design. Together, Shaun and his son spend their time with travel soccer, various STEM-related activities, and enjoying Washington, D.C. sports.
5th Annual Impact Day
Blueprint Financial Group participated in our firm’s 5th Annual Impact Day by volunteering at Homestretch’s headquarters in Falls Church. The team assisted Homestretch with some much needed landscaping and building improvement projects. The mission of Homestretch is to empower homeless parents with children to attain permanent housing and self-sufficiency by giving them the skills, knowledge and hope they need to become productive participants in the community. Since 1990 Homestretch has helped over 2,000 families achieve permanent housing and self-sufficiency. Blueprint Financial Group has been actively involved with Homestretch since 2016.
DCA Live and GovCon CEO Dinner
Blueprint Financial Group and DCA Live hosted 10 GovCon CEOs on May 30th for wine and dinner. Ted Shanahan, Shaun Halberda and Kevin Hanley joined the discussion on the most pressing challenges GovCon CEOs face and the opportunities in front of them. Thank you to Doug Anderson and Angie Fox at DCA Live and the GovCon banking team at Old Dominion National Bank for co-hosting the dinner and for the great discussion.
Songwriters and Storytellers: Tales Behind the Tunes
On May 8 at the beautiful Wolf Trap Barns, Northwestern Mutual DC and Blueprint Financial Group hosted Songwriters and Storytellers: Tales Behind the Tunes. We partnered with Nashville-based singers-songwriters Tim James, Brett James, and Rivers Rutherford who have written over 40 number one country and pop hits. Throughout the evening the songwriters shared the stories of how their top songs came to life and performed them live!