Gavin Wildermuth, CFP®, ChFC®

Experience

• 

  Jackson Center High School Basketball Program

  Jan 2011 - Jan 2014

  Volunteer Camp Worker

  For a whole week, I would coach and help teach grade school to middle school kids the game of basketball. I was put in charge of a certain group each year to help develop their skills and teach them the basic fundamental skills of basketball.

• 

  Capital University Men's Basketball Program

  Jul 2015 - Jul 2019

  Volunteer Coach and Mentor

  Three weeks out of July from 2015-2019 I dedicated my time to help teach young children ranging from grade school age to middle school the game of basketball. Not only did I have to create drills and keep the kids interested in my group, I was responsible for them for 2-3 days depending on the camp because it was an overnight camp.

• 

  Capital University

  Aug 2015 - May 2019

  Men's Basketball Team B.A. Financial Economics

  • Student Athlete

    Aug 2015 - May 2019

  • Student

    Aug 2015 - May 2019
• 

  Dicke's Lawn Service

  May 2017 - Aug 2017

  Hardscape Crew Leader

  During the summer of 2017, I was tasked with being a hardscape crew leader. I was expected to coordinate with 2 other members by myself during the day at the job site. Our main task were laying paver patios and retaining walls.

• 

  Northwestern Mutual

  May 2018 - Nov 2018

  College Financial Representative

  Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Doing joint work with an experienced advisor, we used a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.

• 

  Nationwide Financial

  May 2019 - Mar 2020

  o Assist in coordinating and planning events through marketing campaigns. Served as a single point of contact for assigned events and coordinated all event details, ensuring we were in compliance with FINRA and NW policieso Manage 4 territories throughout the U.S. consulting with advisorso Assist 4 External Partners with day to day territory planning to achieve goalso Prospect for new business -Managed 4 territories throughout the U.S. consulting with advisors-Assisted 4 External Partners with day to day territory planning to achieve goals-Gained and maintained relationships with advisors throughout territories-Provided excellent customer service on every call-Prospected for new business

  • Territory Management Analyst

    Dec 2019 - Mar 2020

  • Territory Management Representative

    May 2019 - Dec 2019
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  Northwestern Mutual

  Mar 2020 - now

  • Financial Advisor, The Cross Wealth Management Group

    Oct 2020 - now

  • Associate Financial Advisor, The Cross Wealth Management Group

    Mar 2020 - Oct 2020