FULL CIRCLE WEALTH STRATEGIES - Key Persons
Holli Radakovich is the Operations Manager at Full Circle Wealth Strategies, bringing more than nine years of experience in the financial services industry to the firm. In her role, Holli is responsible for managing day-to-day operations, setting up client accounts and meeting with clients to make them feel welcomed and valued.
Education
Holli received her Bachelor of Science in Business Administration from the University of Wyoming.
Interests
In her spare time, Holli enjoys traveling, spending time with family and chasing her daughter, Bailee, across the country with her husband Jason to watch her run track and play volleyball. Holli is an Advisory Board Member of the Holy Spirit Parish Counsel and previously spent seven years on the Cowboys Against Cancer foundation, until 2014.
Jared Walker is a Financial Advisor at Full Circle Wealth Strategies, bringing more than three years of financial services experience to the firm. In his role, Jared is responsible for portfolio design and construction, completing and organizing client account paperwork and executing client orders and follow-up. He and Jason, along with other independent advisors, meet quarterly to discuss portfolio performance to make decisions on current allocations in the existing market environment.
Education
Jared earned his Bachelor in Finance with a Bank Management minor from the University of Wyoming.
Interests
Outside of the office, Jared enjoys golfing, playing basketball and spending time with his wife, Annie, family and friends.
Jason Radakovich is President of Full Circle Wealth Strategies bringing more than 15 years of financial services experience to the firm. In his role, Jason not only manages the direction of the firm, but he also serves in the capacity of a Financial Advisor. Jason takes pride in building and designing custom portfolios tailored to each individual's needs, setting up and maintaining small business retirement plans, and concentrating on rollovers and helping guide clients through retirement. He specializes in working with retirees, small business owners and their employees, and mentoring young investors, educating them on the investment process.
Education
Jason received his Bachelor of Science in Finance with a minor in Banking from the University of Wyoming. He currently holds his Charter Mutual Fund Counselor (CMFC) designation. The CMFC is awarded to individuals that have demonstrated a thorough knowledge of mutual funds and can effectively identify, analyze and recommend those that are appropriate for clients' needs.
Interests
In his spare time, Jason helps teach high school students in a personal finance class at Rock Springs High School. Jason enjoys mountain hunting in the high country, golfing and spending time at his family cabin in the Hoback. He and his wife, Holli, also love traveling around the country watching their daughter, Bailee, run track and play volleyball.
Job Titles:
- Client Service Specialist
Kelsey Abbott is a Client Service Specialist at Full Circle Wealth Strategies. In her role, Kelsey is responsible for helping manage the day-to-day operations of the firm and client accounts. Her duties include scheduling appointments, daily processing of new account forms, marketing and recruiting support and assisting in advisor licensing and renewals.
Education
Kelsey attended Central Wyoming Community College from fall 2003 to spring 2004, and later attended Western Wyoming Community College from fall 2014 to summer 2015. Kelsey is currently working on getting her Administrative Assistant certification.
Interests
Kelsey and her husband, Josh, love spending time with family and friends. They also enjoy traveling to watch their children, Stryder and Bryn, compete in rodeo and motocross.