Business Advisory Services
USSFCU has partnered with Fellows Financial Group to offer our small business account holders access to professional business planning and advisory services.
Securing a future with growing savings and a plan for every eventuality is the dream of every business owner. All too often, however, this dream is pushed aside because of time, resources, or a fear of not having enough money.
Fellows Financial Group offers an extensive range of services available to your business. Fellows Business advisors will work with you to balance the responsibility of being a business owner and neutralize the risks that you are exposed to by creating a plan that can adapt as your business grows and changes.
Connect with a Fellows Business Advisor Today.
571.205.1515 | [email protected]
Fellows Business Services
Business Continuity Planning
Can your business survive without you? Fellows can help you put a plan in place that will allow your hard work to continue without you. By asking questions and listening to your visions and dreams, they’ll help you build a solid foundation that will allow your legacy to live on (and on and on).
Business Succession Planning
Fellows Financial Group has worked with business owners on developing unique succession plans that work for their specific businesses. They do this by working through dozens of competing and sometimes conflicting issues and sorting through these options to write a plan that secures the present while planning for the future.
Income Protection Plans
Income Protection Plans have valuable coverage, providing you with monthly benefits to help pay for everyday living expenses should you become too sick or injured to work. Fellows’ offers insurance policies designed to help you continue to receive a regular income until you retire or are able to return to work.
Employee Insurance Programs
Insurance protects your business interests while providing a perk for your employees. Your business' unique organization and asset structure directly impact what insurance you need and when. Fellows Financial Group will work with you to determine what you'll need and help you implement the coverage.
You cannot control everything, but you can be prepared for it. With the right protection, you won’t have to worry about damaging scenarios and how to pay for them. Fellows’ insurance advisors can help you identify gaps in coverage, look for ways to save money, and keep your assets and income protected.
Executive Compensation Strategies
Hiring the right people can make or break a business. Therefore, finding the right executive team is critical to finding business success. Fellows’ executive compensation strategies are designed to help you attract, select and retain top talent.
Learn more about Fellows' Business Planning Services on their website at www.fellowsfg.com/businesses.
Meet the Fellows Team
Blake Fellows | President and Advisor
For more than 18 years Blake has been a trusted advisor, planner, and advocate for entrepreneurs, business owners, and individuals seeking personal service and deep knowledge. Blake has worked very hard to position Fellows to be a full-service planning, investment, and insurance resource to his clients. He believes in taking care of and treating everyone he works with the same way he'd want to be taken care of and treated.
Blake is a Loudoun County native and a graduate from James Madison University. He is blessed to have the opportunity to also serve on the board for Youth for Tomorrow, an organization founded by Joe Gibbs.
Jeff Schalk | Chief Operating Officer
Jeff Schalk is Fellows' Chief Operating Officer and the co-founder of Fellows Insurance Group, the firm’s commercial and personal insurance company. Jeff has been in the industry for over 3 years and enjoys helping people plan for their future and protect their family’s assets from the risks that face every business owner and individual. Helping people into a situation where they should not need to say ”I never planned to be in this situation” is what drives Jeff every day. A native of Ohio, Jeff holds a bachelor’s Degree from Miami University in Oxford, OH.
Michael Schimmel | Financial Advisor
Michael Schimmel is a Financial Advisor at Fellows Financial Group. Michael studied in Oxford, Ohio at Miami University and graduated with a BA in Political Science and Economics. He has worked for Global and National banks from HSBC Bank to Wachovia in various capacities within financial services. Most recently he was Vice President and Cluster Manager responsible for new client growth, wealth management, mortgage, and banking solutions along with integrating with their community development strategy.
Michael’s passion is helping people. He helps clients with financial decisions and implementation; allowing clients to concentrate on what's in front of them rather than what ifs. He also helps people by volunteering and organizing community-building events through Rotary where he is a board member and serves within the Northern Virginia area.
Keri Blake | Financial Advisor
Keri Blake is a partner and financial advisor with Fellows & Blake Financial Group in Indianola, Iowa. Her practice focuses on you, the client, and trust. It’s about your goals, your dreams, your concerns. She partners with clients throughout their lifetime using a goals-based experience approach to help clients live their best life. Keri has earned the credentials Accredited Asset Management Specialist and she enjoys continuing her education to better serve her clients.
Ken Harvey | Business Development
Ken Harvey, the former Redskins linebacker, joined the industry after working several years as a motivational speaker. Harvey attended University of California, Berkeley and went on to an 11-year career in the NFL playing with the Redskins and Cardinals. Upon retirement, he became a leader off the field by supporting the youth and charities. Ken is an accomplished author, penning 4 children’s books and two novels. Harvey coined the phrase “Everyday I…” to motivate others to ensure each day they live to be the best version of themselves. As he lives in accordance to that motto, you will be in the hands of an individual who always gives his best.
Jasmine Lambert | Client Services Associate
Originally from Central Pennsylvania, Jasmine Lambert joined Fellows in October 2018, after completing her bachelors at Johnson & Wales University. The Johnson & Wales graduate delivers comprehensive service to clients by attending to their account management needs. She excels at finding ways to better serve our clients based on her combined experience of having served in both administrative and business development roles within the practice. Working closely with the wealth managers, she prepares reporting materials, executes client requests, and coordinates any additional matters related to their accounts.
Meghan Cotter | Customer Services Associate
Meg, a native Virginian, holds a degree in the Veterinary Clinical Sciences. Her professional background includes Information Technology, Banking and the Financial Services industry predominantly in Property and Casualty insurance. She has over 10 years’ experience. Always establishing herself as a go to person, she takes great pride in reviewing her client’s needs and making sure they are covered properly and protected for the events that can occur in life. She enjoys being a teacher and educating on the various way’s insurance products can help protect one’s future and daily life.
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Part of Fellows' adherence to offering clients comprehensive services and products sometimes involves engagement with outside service providers. These relationships are constantly monitored and evaluated to ensure their value-adds to Fellows clients. While they partner with many corporations, there are a few that stand out as primary providers and are listed below.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV. Personal and Commercial insurance services are offered through Fellows Insurance Group LLC. Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.
LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investments are not NCUA insured. No credit union guarantee. Investments may lose value. Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners are third party partnerships and are not affiliated with United States Senate Federal Credit Union and USSFCU Best Life.