The importance of asset protection for retirement accounts
Asset protection is one of the most frequently asked questions by our customers, many of whom are considering legal help. Rocket Dollar customers might be concerned about their retirement assets under legal action, family law, landlord-tenant law, and more. Retirement accounts also have unique protections compared to other entities. We have teamed up with Cloud Peak Law, which has expertise in Colorado LLCs, Wyoming LLCs, asset protection, and retirement accounts to dive in and cover some of these complex topics.
Meet the hosts
Business & Sales Operations Manager
Brendan Walsh is a fintech entrepreneur and Wisconsin-Madison graduate, coming from the financial advising and the retirement industry in Chicago. Before joining Rocket Dollar, He consulted various fintech, crypto, and blockchain startups growing throughout his home city. He is also the first to relocate from outside Austin to join the growing Rocket Dollar home office.
He specializes in sales and customer service automation, operations, and partnership management. Brendan has a talent for recognizing opportunities in new markets and creating efficiencies to accelerate the speed of a fintech organization. Using his experience as a financial planner and a 401(k) advisor, Brendan also manages the ever-expanding customer knowledge base for Rocket Dollar.
Brendan can usually be found enjoying the live music scene of Austin, local tech events, biking outdoors, as well as sailing on Lake Travis and around the world.
Jonathan N. Feniak, J.D., M.B.A
Attorney at Law
Cloud Peak Law
Jonathan N. Feniak is a Partner at Cloud Law Peak Group, P.C. and its subsidiary, Colorado Online Attorney. He has a wide array of experiences including finance, estate planning, real estate, trusts, and business law. Cloud Peak Law Group, P.C. and its affiliated entities focus on providing asset protection and privacy-related legal products and services at affordable prices.
Chief Investment Officer & Managing Partner
Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging.
Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.
Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.
Chris started his professional investment career as a portfolio manager for Key Asset Management managing institutional and private client discretionary accounts and was responsible for sales, asset research/valuation and portfolio management.
Chris is currently a member of the Charles Wright Academy Endowment Committee, serving on the Committee since March 2017. He co-founded the Seattle Alternative Investment Association in 2004 and is Co-Head of the executive board of the Seattle CAIA chapter launched in 2017. He earned his Chartered Financial Analyst (CFA) designation in 1998, Chartered Alternative Investment Analyst in 2011, and holds a BBA from the University of Portland..
Register to watch
Sign up to gain access to the recording.