2024 & 2025 Growth Aided By Addition of Relationship Manager Bettina Zimei

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, experienced significant growth in 2024, which has continued into Q1’25 and is supported by the hiring of Relationship Manager Bettina Zimei.

“We have been fortunate to attract the attention of numerous financial advisors in 2024 and 2025 who are seeking to solve for succession, join a new advisory practice, or affiliate with a different RIA,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Hiring high-achieving team members like Bettina is critical to our ability to serve these advisors, particularly because of our white-glove approach. Our Relationship Managers work alongside our advisors and ensure the core principles of our firm are demonstrated during every interaction an advisor – or their clients – have with the Blueprint Financial Advisors team.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“It is motivating to be part of a team of problem-solvers, people who are naturally wired to act quickly and address potential challenges proactively,” says Zimei. “And it’s so rewarding to hear relief and appreciation in the voice of an advisor or their client when I’m able to help them get back to business and life as usual by taking a question or problem off their plate and onto my own.”

Zimei was introduced to the firm via Hemlock Creek Wealth Management, an independent financial planning and wealth management firm that joined the Blueprint Financial Advisors network in 2024. She remains a Partner at Hemlock Creek Wealth Management in addition to her role as Relationship Manager at Blueprint Financial Advisors. As a Relationship Manager, her primary focus is continuing to serve Hemlock Creek Wealth Management’s clients while also working with other advisors and clients in the network.