Our Team
We are proud to have fostered a culture that values teamwork, collaboration, and integrity. Each of our clients is supported by their own CFP and third-party insurance and tax experts that are paid for by our company. Our tax experts and insurance experts are third parties that are contracted on behalf of our clients and they are not employees of PWM.
We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries (non-commissioned), we want you to be confident that we always operate with your best interest in mind.
Disclosure: Indyfin and Progress Wealth Management are independent and unaffiliated organizations. Please refer to the important disclosures contained in the Indyfin Advisor Profile for information regarding the ratings, reviews, and other information regarding Progress Wealth Management that is included in the Profile.
Blaine Thiederman MBA, CFP®
Founder/Principal Financial Planner
Blaine, as a CERTIFIED FINANCIAL PLANNER™, is committed to steering your financial ship towards stability and growth. His passion lies in offering unbiased financial education, advice, and guidelines. He has a dedicated crew, each contributing their unique skills to ensure your journey towards financial independence is a smooth one.
We believes in the power of comprehensive financial planning. It serves as your compass, providing the clarity and assurance you need to make informed decisions for your future. We break down complex financial topics into a simple, step-by-step action plan, helping you align your money with your personal values and goals.
Notably, Blaine’s deep insights have found their way to reputable platforms like Forbes, US Today, The Washington Post, Yahoo Finance, MarketWatch, Business Insider, and MSN. But, let’s clear the air on something: our dedication isn’t driven by commission from sales, but by the success of our clients.
We operate on a transparent fee system that you can find on our “Pricing” page. In fact, Blaine is compensated directly through these fees you pay. It’s a way to keep our interests aligned with yours, guaranteeing our commitment to your financial growth rather than to product sales.
Working with us means partnering in a journey towards your financial goals. Together, we sketch a clear, well-paced financial plan that lets you know what to expect every step of the way. Let’s simplify your financial world and make your money work for you.
Blaine’s signed fiduciary oath is included here.
Vasil Baychev, EA
Vasil Baychev is Progress Wealth Management’s Close Business Partner and the founder of V-Tax Services. He is an Enrolled Agent and a member of the National Association of Enrolled Agents & the Colorado Association of Enrolled Agents. For those who don’t know, the Enrolled Agent Designation is the gold standard of tax-related designations and the only one the IRS issues to tax professionals.
As an experienced tax professional, Vasil has consistently been recognized for his assessment and problem-solving skills. He brings 8 years of professional experience in accounting and tax.
Vasil founded V-Tax Services with a vision to enhance the quality of tax services and accessibility by making them go 100% online. As a tax professional, he has a demonstrated history of delivering exceptional tax services with his data-driven and proactive approach. Working with him is purely voluntary and isn’t required as part of working with Progress Wealth Management.
As part of working with Progress Wealth Management, you’ll get access to work with Vasil each year at no additional cost to you.
Disclosure: Vasil is not an employee of PWM. He works with our clients as part of his contract with PWM. Progress Wealth Management isn’t paid any referral fees or soft dollar arrangements as a result of this relationship. Working with him is purely voluntary and isn’t required as part of working with Progress Wealth Management.
Colleen Beckemeyer CFP
Senior Medicare Expert and Risk Management Consultant For Progress Wealth Management’s Close Business Partner, FEIP
Disclosure: Colleen is not an employee of PWM. She works with our clients as part of his contract with PWM. Progress Wealth Management isn’t paid any referral fees or soft dollar arrangements as a result of this relationship. Working with her is purely voluntary and isn’t required as part of working with Progress Wealth Management.
Chris Brauner
Director of Risk Management at Progress Wealth Management’s Close Business Partner, FEIP
Disclosure: Chris is not an employee of PWM. He works with our clients as part of his contract with PWM. Progress Wealth Management isn’t paid any referral fees or soft dollar arrangements as a result of this relationship. Working with him is purely voluntary and isn’t required as part of working with Progress Wealth Management.
Brian Seigel, JD, AEP®
Estate & Business Planning Consultant at Progress Wealth Management’s close business partner, FEIP
Disclosure: Brian is not an employee of PWM. He works with our clients as part of his contract with PWM. Progress Wealth Management isn’t paid any referral fees or soft dollar arrangements as a result of this relationship. Working with him is purely voluntary and isn’t required as part of working with Progress Wealth Management. Not all clients get access to Briand Seigel as well. In order to, you have to be worth at least 5 million.
Daniel Sullivan, JD
Lead Risk Management Expert at Progress Wealth Management’s close business partner, FEIP
Disclosure: Daniel is not an employee of PWM. He works with our clients as part of his contract with PWM. Progress Wealth Management isn’t paid any referral fees or soft dollar arrangements as a result of this relationship. Working with him is purely voluntary and isn’t required as part of working with Progress Wealth Management.
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