Sentinel Wealth Group SBDC Success Story
Economic Impact
- Business Start
- Owner Investment
- 2 Jobs Created
Erika dreamed of transforming her extensive experience in wealth management into a business of her own. With years of industry expertise, she envisioned creating a firm that provided personalized financial planning, focused on a client-first approach. However, turning that vision into reality came with its fair share of challenges. Navigating the complexities of starting a business was no small feat, and Erika knew she needed guidance to ensure she was on the right path. That’s when she decided to reach out to the Angelo State University Small Business Development Center (ASU SBDC).
From the very first conversation, Erika found the support she needed. She connected with Dezaray Johnson and Elisabeth Dantzler, certified business advisors at the ASU SBDC, who worked closely with her to help her idea take shape. Transitioning from an established wealth management firm to becoming her own boss was no easy task, but with personalized one-on-one advising sessions, Erika was able to overcome the hurdles that come with starting a business. Dezaray and Elisabeth assisted her in crafting her vision into a clear and actionable business plan, which laid out her mission, target market, and financial projections. They also guided her through the often confusing legal process of forming an LLC, ensuring she met all state requirements and had the necessary documentation in place.
The guidance provided by the SBDC advisors gave her not only the knowledge but also the confidence to take the leap into entrepreneurship. Erika credits the support she received as being critical to her success, sharing that “Dezaray and Elisabeth were instrumental in getting our business up and running! From getting the idea on paper to getting our LLC, they helped us every step.”
With Sentinel Wealth Group now officially launched, Erika is looking ahead with plans to expand her client base and continue offering highly personalized financial planning services.
“Dezaray and Elisabeth were instrumental in getting our business up and running! From getting the idea on paper to getting our LLC, they helped us every step.”