Who We Are

Our mission is to build genuine client relationships, establish a foundation for your financial success, and walk through each stage of the financial journey alongside you.

WE DO WHAT’S BEST FOR YOU

As fiduciaries, ChangePath advisers are not bound to specific products and solutions. They are independent advisers with a suite of offerings to meet the unique needs of their clients. They are on your side, doing what’s best for you.

MEET OUR INVESTMENT RESEARCH TEAM

A path forward. A focus on growth. A partner for you.

Dimitar Hristov
Managing Director

Dimitar Hristov

Managing Director

As a Managing Director at GeoWealth, Dimitar oversees investment product development and is also responsible for the overall business strategy of the firm, finding and establishing partnerships, and future business or client relationships.Dimitar has more than 15 years of financial services experience having worked as a Portfolio Manager at O’Shaughnessy Capital Management in Greenwich, Connecticut (a quantitative asset management firm with $2B of AUM), an Associate Portfolio Manager at First Princeton Asset Management in Princeton, New Jersey ($300 million of AUM), and an Analyst at Merrill Lynch in New York City (as part of the Latin America Investment Strategy Team). Dimitar graduated from Rutgers University, Rutgers Business School in 1999, majoring in Finance with a Mathematics minor.

Ivo Ivanov
CFA, CIPM Chief Investment Officer

Ivo Ivanov

CFA, CIPM Chief Investment Officer

Chief Investment Officer, GeoWealth As the Portfolio Manager and Chief Investment Officer at GeoWealth, Ivo oversees all aspects of the portfolio management process. Ivo specializes in designing strategic asset allocation models and strategies. Prior to joining GeoWealth, Ivo was a Director at TD Ameritrade and the Chief Portfolio Manager for Amerivest (over $3B in AUM). Ivo has also served as Vice President and Director of Research at Bear Stearns Asset Management and as a Portfolio Manager and Director of Research at O’Shaughnessy Capital Management/Netfolio. Ivo received a B.S. in economics from Sofia, Bulgaria, an M.S. in Mathematics and Statistics from Southern Illinois University in 1995, and an MBA from Thunderbird – The Gavin School of International Management in 1997. He also obtained the CFA designation i 2001 and his CIPM designation in 2017.

Robert Kellogg, CFA
Investment Officer & Head of Financial Planning

Robert Kellogg, CFA

Investment Officer & Head of Financial Planning

As the head of Financial Planners at ChangePath, Robert oversees the development of financial plans for the clients of the firm, and also the development of the Case Design process within the firm. Prior to joining ChangePath, Robert was an Associate Client Portfolio Manager for Nuance Investments in Kansas City, Missouri. He has also worked for Ivy Investments (formerly Ivy Funds) in Mission, Kansas, and LaSalle Investment Management based out of Chicago, Illinois. Robert received a B.A. in Economics from Northwestern University in Evanston, Illinois. He obtained his CFA designation in 2018.

Alex Stewart
CFAVP, Portfolio Management, Head of Trading

Alex Stewart

CFAVP, Portfolio Management, Head of Trading

As a Vice President of Portfolio Management and Head of Trading, Alex is responsible for implementation and maintenance of portfolios managed by GeoWealth. He also works with our clients to help them implement their in- house portfolios on the platform. Before joining the GeoWealth team, Alex spent over three years at Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Alex graduated from the University of Nebraska at Lincoln College of Business Administration with a B.S.B. in Economics in 2010. He also obtained the CFA designation in 2016.

 

Strategic Partners

We chose to create partnerships in order to provide solutions that meet the needs of our customers.

As a full service wealth management firm, we understand that your financial needs will evolve with time. Because of this, we structure our wealth management services and partnerships to move in sync with your life.

Investment Management Partners
Custodial Partners

Find an Adviser Near You

We are committed to ensuring our clients are listened to, educated, and supported on their financial path. Our team of professionals will collaborate with you and build a relationship based on discipline, transparency, and integrity. 

Retirement Wealth Solutions of Nebraska

Dave Buchanan
8700 Executive Woods Dr.
Suite 200
Lincoln, NE 68512
website
(402) 817-4474

Vista Pro Wealth

Rick Cabrera
10161 Park Run Drive
Suite 150
Las Vegas, NV 89145
website
(702) 985-7309

American Seniors Benefit, Inc

1675 Lakeland Dr.
Suite 309
Jackson, MS 39216
website
(601) 372-4433

Associated Brokerage Companies, Inc.

14297 Bergen Blvd.
Suite 150
Jackson, MS 46060
(317) 774-3145

BAM Advisory Group

3000 Lawrence St.
Suite 2
Denver, CO 80205
website
(909) 531-5055

Beacon Retirement Planning Group, Inc.

2100 Palomar Airport Rd.
Suite 214 -218
Carlsbad, CA 92011
website
(855) 346-2663

Bevan Wealth & Tax Strategies

330 E. Coffee St.
Greenville, SC 29601
website
(864) 655-4432

Boston Independence Group

185 Turnpike Road
Suite 227
Westborough, MA 1581
website
(877) 772-1776

Bowman Financial Strategies

385 Iverness Parkway
Suite 275
Englewood, CO 80112
website
(303) 222-8034

Brightpath Wealth Management

11460 Tomahawk Creek PKWY
Olathe, KS 66062
website
(913) 303-2700

Cona Wealth

107 West Main St.
Suite 16
Visalia, CA 93291
website
(877) 883-3561

Conventry Financial Group

7373 E. Doubletree Ranch Rd.
Suite 200
Scottsdale, AZ 85258
website
(480) 659-2146

CSI Wealth

20 East Foothill Blvd.
Suite 100
Arcadia, CA 91006
website
(626) 294-0414

FTG Retirement Designers

3130 Broadway
Kansas City, MO 64111
website
(816) 756-1060

Gallager & Sons

1500 Corporate Circle
Suite 6
Southlake, TX 76092
website
(817) 400-4486

Guardian Retirement Strategies

225 Union Blvd
Suite 26.
Lakewood, CO 80228
website
(303) 974-6987

Guardian Wells Financial, Inc.

772 South Rangeline Road
Carmel, IN 46032
website
(317) 660-0929

Haven Wealth Management

505 Montgomery St.
Suite 1100
San Francisco, CA 94111
website
(415) 878-1866

Hayward L. Sawyer Financial Advisory

800 W. Main St.
Suite 1460
Boise, ID 83702
website
(208) 401-9525

Heritage Financial Group

433 Airport Blvd
Suite 228
Burlingame, CA 94010
website
(650) 579-5575

Holman Financial Solutions

6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097

(770) 856-0215

Kincaid Financial Resources

104 S Freya St.
Unit 311A
Spokane, WA 99202
(770) 856-0215

Kizrow Financial Group

5088 Corporate Exchange
Suite 200
Grand Rapids, MI 49512
(616) 698-9844

L&L Advisors

717 Roach Street
Salina, KS 67401
website
(785) 823-2158

M & P Investment Advisors, LLC

4029 East Broad St.
Columbus, OH 43213
website
(614) 316-3522

Money Bridge Wealth & Income Planning

300 Harding Blvd.
Suite 218
Roseville, CA 95678
website
(888) 608-5151

Montana Retirement Income Advisory

280 East Front St.
Missoula, MT 59802
website
(614) 316-3522

Moore Financial Group

8624 State Route 21
Naples, NY 14512
website
(585) 374-2291

MyLifeBroker.com

200 Continental Drive
Suite 401
Newark, DE 19713
website
(302) 477-6978

Oliver Asset Management

1729 Terry Street
Longmont, CO 80501
website
(303) 485-7509

Paramount Financial

99 Conifer Hill Drive
Suite 204
Danvers, MA 01923
website
(978) 406-9137

Peaks College Prep

203 Parfitt Way SW
Suite 230
Bainbridge, WA 98110< br>
website
(425) 689-0065

Preferred Planning Services

106 E Main Street
New Albany, OH 43054< br>
website
(800) 229-9666

Quest Financial, LLC

2075 W Big Beaver Rd
Suite 610< br>
Troy, MI 48084

website
(284) 599-1000

Reliant Capital Group, LLC

7676 Hazard Center Dr
Suite 500< br>
San Diego, CA 92108

website
(619) 786-1814

Schultz Financial Services, Inc.

52461 Columbia River Hwy
Scappoose, OR 97056

website
(503) 543-3844

Secure Money Strategies, Inc

4 Dominion Drive
Building 3, Suite 280
San Antonio, TX 78257

(210) 293-1893

Summit Retirement Services

30 Hebron Drive
Suite E2L

Glastonbury, CT 06033
website
(860) 951-2033

Talon RS LLC

116 Main St.
Marlborough, NH 03455

website
(603) 876-5041

Texas Retirement Strategies

1100 NW Loop 410
Suite 700
San Antonio, TX 78213

website
(210) 366-8842

The Insurance Shop Inc.

200 East Broadway St.
Washington, IN 47501

website
(812) 295-4191

Three Streams Financial

20101 E Jackson Drive
Suite C

Independance, MO 64057
website
(734) 309-3045

Triangle Advisors Group

200 Cornerstone Dr
Suite 201

Cary, NC 27519

website
(919) 309-3045

Trinity Financial Group

14301 FNB Parkway
Suite 210

Omaha, NE 68154

website
(877) 331-1217

UBC Wealth Management, LLC

18968 SW 80th CT
Miami, FL 33157

website
(305) 301-7760
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