Advanced Planning Partners

A Virtual Multi-family Office

Meet The Professionals Who Help You Reach Your Goals

Helping High Net Worth and High Income families accomplish their financial, philanthropic and legacy objectives. We are committed to providing our clients with tools to:

  • Develop Solutions and strategies to grow and preserve their wealth.
  • Extend their assets through generations.
  • Accomplish their charitable and other legacy objectives.
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Advance Planning Design Team

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Kevin Beauchamp

Vice President, Director of Strategic Partnerships

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Marc Schechter

Chief Executive Officer

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Jake Elias, CFP®, MBA

Senior Wealth Associate

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Jordan Smith, JD, LLM

Vice President, Advanced Design

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Andrew Dean, CAIA

Director of Client Insurance Services

Dr. Joe Hackworth, MD, FACC

Dr. Joe Hackworth, MD, FACC

cardiologist

Professional Experience Summary

Dr. Joe Hackworth is a cardiologist in Cincinnati, Ohio and specializes in Cardiovascular Disease and Interventional Cardiology. He is affiliated with Jewish Hospital-Mercy Health. He received his medical degree from University of Alabama School of Medicine and has been in practice for more than 20 years.

Ken Newton

Ken Newton

Chief Operating Officer, MedXPrime

Professional Experience Summary

Ken Newton is a native of New Orleans, Louisiana who currently resides in Northern California. I attended Louisiana State University, graduating with a major in business and communications.

My early years included 12 years with the 1st Special Forces Group (ABN), 20th Special Forces Group. I returned home and, securing insurance and investment credentials, established a financial planning business that targeted the self-employed business owner. I soon founded Entrepreneur Development Group, a seminar and training company designed to promote self-employment.

I have represented direct selling and network marketing companies in the financial services arena, consumer electronics, legal services and nutrition attaining top ranking distributor status while serving as Corporate Trainer for each of these companies.