Building Culture in Remote Business with Dillon Kazemi & Montel Hawkins
Dillon Kazemi and Montel Hawkins are the founding partners of Modern Wealth.
Dillon is a former missionary and now, he helps clients across the country with a new way of doing financial planning, Montel is the man behind their marketing plans as he successfully exited and sold a tech businesses where he learned the power of duplication and team building. Together with their third partner, they are building a remote wealth management firm that’s breaking old barriers around investment strategies for everyday people.
This is what we talked about during our conversation.
Dillon and Montel’s background. How it all started for them.
They share their entrepreneurial journeys, lessons learned from their past experiences, and how they’ve built a company culture rooted in core values like ownership and innovation.
Montel and Dillon reveal how their early entrepreneurial ventures—from burning CDs to school candy sales—shaped their paths to building a remote-first investment firm.
They discuss the critical role of core values and intentional culture-building in their remote business.
They talk about their business plans for the future.
You can find Dillon on LinkedIn and Montel on LinkedIn. You can also check their website.
