Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
When markets get rocky, the urge to sell and wait it out can be hard to resist — but Matt Jude, CFP® and Rebalance Vice President of Wealth Management, warns that trying to time the market almost always backfires. At Rebalance, Matt helps clients stay disciplined by being available to talk through the uncertainty and reassess their financial plan with current market conditions in mind.
Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News.
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Money can feel like a taboo topic — but at Rebalance, talking about it openly is exactly what they do. From practical tips for young investors to helping clients align their financial goals with their biggest life dreams, Rebalance advisors act as coaches to help you make your money work for you.
As a former D1 swimmer, Matt Jude, CFP® and Rebalance Vice President of Wealth Management, knows firsthand how hard student athletes work to balance sports and academics. At Rebalance, Matt and his team help young athletes navigate the financial opportunities that come with their success — and set themselves up for a great future.
Rebalance Chief Marketing Officer Lauren Simpson is on a mission to retire by 35 — and she’s well on her way. A passionate advocate of the FIRE movement, Lauren and her husband became millionaires before 30 by saving, investing, and planning strategically. She believes that with the right financial plan, you don’t have to choose between living well today and building the future you want.
Rebalance, an award-winning national wealth management firm, is proud to announce the addition of two highly accomplished professionals to its evolving team, Jill Carothers, CFP®, and Dan Mavraides.
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