One Wealth Map, LLC

Christopher Wurst is a CFP® professional with six years of industry experience. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for around 299 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers investment supervisory services, portfolio management, and comprehensive financial planning through a planning-driven process that incorporates layered portfolios, tax-aware overlays, and both fundamental and technical analysis.

Brian Ott is a financial advisor at One Wealth Map, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Inc., Eagle Strategies (NY Life), and New York Life Insurance Company. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm uses a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, offering both discretionary and non-discretionary management along with consolidated reporting and periodic reviews.

Andrew Kathol is a financial advisor with One Wealth Map, LLC in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes long tenures at Ameritrade, Inc. and TD Waterhouse Investor Services, Inc., as well as roles at Sequent Planning, LLC and Advisor Share Wealth Management. Outside of advising, he is also licensed as an independent insurance agent. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm emphasizes a planning-driven approach, employing coordinated financial plans, layered portfolios, and tax-aware overlays, while offering both discretionary and non-discretionary management across multiple offices.

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of advisory work, he is a member and owner of Da Rexy LLC, a real estate investment partnership. One Wealth Map, LLC is an SEC-registered firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, serving clients on discretionary and non-discretionary terms from multiple offices.

Kenneth Himmler is a financial advisor with One Wealth Map, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with H&H Retirement Design and Management since 2014. Outside of his advisory role, Himmler is involved in several non-investment businesses, including managing a tax and business consulting firm where he dedicates a significant portion of his time. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach and offers services such as portfolio management and comprehensive financial planning across multiple offices.

Julia Ponce is a financial advisor at One Wealth Map, LLC with a Series 65 designation and over eight years of industry experience. Her prior roles include positions at Gulf Coast Financial Planning, H&R Block, and the Law Office of Mary King. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers planning-driven investment supervisory services and comprehensive financial planning through multiple offices, utilizing both fundamental and technical analysis alongside tax-aware strategies.

Patrick Weber is a financial advisor at One Wealth Map, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Merrill, Bank of America, and the Nebraska Department of Health and Human Services. One Wealth Map, LLC manages approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, offering services on both discretionary and non-discretionary terms.