Wealth Formula Banking

In my quest to uncover the secrets of the wealthy, no other concept blew me away more than the one that we call Wealth Formula Banking.

Imagine that you could put money into an account and grow it at the tax equivalent of 9-10 percent compounding interest TAX FREE. Imagine that money was bulletproof not only to the tax man but to creditors as well.

Now here's my favorite part:

"Imagine you could invest the SAME money in two different places at the same time! You did not hear that wrong folks"

I'm talking about double dipping your investments.

When I first heard about this, I COULDN"T BELIEVE I DIDN"T KNOW ABOUT IT! I wished someone had told me about this concept 10 years ago.

You do not have to be wealthy to make this concept part of your own reality—this is going to help you get there.

This is the real deal folks. Watch this webinar. It could very well change your financial life!

The truth is that these strategies have been around a long time-- BUT ONLY to people with net worth of $10 million or more. Now here's the good news... I have discovered a way for you to use this same exclusive strategy if you make at least $100K/year! I truly believe that this strategy could be “game-changing” for many of you who are trying to figure out how to maximize your retirement accounts. Whether you pull the trigger on this or not, you owe it to yourself to watch this webinar and know that this powerful concept exists.

Podcaster, best selling financial author, real asset investor, and board certified surgeon Wealth Formula is about you, the overworked but well paid individual looking for a better life. We define wealth as freedom to do what you want with your life. We want you to decide for yourself if you want to work 80 hours per week and not see your children. Your decisions should not be dictated by your golden handcuffs–the need to make lots of money to fund the life that you have created. We want to help you to create other multiple streams of income that do not involve trading more of your time for money. Through a strong foundation of financial education, we advocate the use of entrepreneurship to generate money which, in turn, works for you to create a cycle of perpetual wealth.

Christian joined the financial services industry in 2004. Over the course of his career to date, he has developed a broad-based knowledge and experience set. He began as a traditional advisor, working with local clients in his home state. In that context, he began a movement of successfully partnering with other professionals, including accountants and attorneys, to assist clients in implementing sound financial strategies. He spent more than five years in management with 2 regional planning firms, during which time he assisted new and seasoned professionals in creating efficient systems and methods to build meaningful practices. Over the last several years, he has expanded to working across the country, teaching financial principles, and working with clients across a broad spectrum, including wealth accumulation, retirement distribution planning, as well as innovative, advanced planning strategies for both high-income and high-net-worth individuals and businesses. He’s a member of AALU, and holds the designations of Accredited Asset Management SpecialistSM and Accredited Wealth Management AdvisorSM Christian is married and has two children, and is an avid sports fan.

Rod has been in financial services since 2009. Prior to going into business for himself, he worked in marketing and finance with several small businesses. He had the opportunity to purchase an existing furniture business in 2007, just prior to the Great Recession. The experience of struggling to stay afloat amid difficult economic conditions inspires Rod every day in his efforts to educate and assist his clients in implementing sound financial strategies. He strongly advocates for establishing a firm foundation, utilizing proven strategies and financial tools to create a strong base upon which we can each build our financial house. In addition to focusing on Wealth Formula Banking and Velocity Plus, he has expertise in retirement income planning. Rod has a bachelor’s degree in Marketing Communications, and an MBA with an emphasis in Entrepreneurship. He and his wife Jodi are the proud parents of 7 wonderful children. As a family they thrive on spending time exploring nature, playing games and doing projects together. He enjoys sports, music and reading.

Brenyn started in the finance industry in 2019 after he graduated with a bachelor’s degree in Marketing with a minor in Management from Utah Valley University. While Brenyn was in school, he managed a sales team in New York and Connecticut for 3 years. He learned while training, mentoring, and leading more than 75 sales reps that most of his reps had very little financial education. This ignited Brenyn’s own financial education and is what ultimately guided him into the financial industry.

Brenyn started at a finance firm in Salt Lake City and quickly built his own practice with the same ideals and strategies that we believe in. Naturally, this led to a great fit between Brenyn and the Wealth Formula Banking team. He joined the team in 2020 and helps facilitate the education, implementation, and ongoing strategic review efforts of our clients. He is also our resident expert in disability income insurance.

Brenyn enjoys furthering his education in the alternative investment space through books, podcasts, and webinars. He has been married for 5 years to his wife Aubri, and they enjoy boating, camping, and traveling.

Wealth Formula Banking®

How to invest the SAME money in two different places at the same time!

Velocity Plus™

A New Wealth Weapon for High Paid Professionals.

The Wealth Accelerator™

Make up for lost time and leave a legacy.

Buck Joffrey, MD

Christian Allen, AAMS, AWMA

Rod Zabriskie, MBA

Brenyn McConnell

Velocity Plus

Sign Up for a Free Consultation

The Team

Buck Joffrey, MD

Christian Allen, AAMS, AWMA

Rod Zabriskie, MBA

Brenyn McConnell