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Project MeVenture

Protecting FamiliesSecuring Legacies & Building Wealth

Overview

Financial strategy and mentorship shaped by the Five Fs: Faith, Family, Finance, Fitness, and Fun.

Helping families move with more protection, stronger legacy planning, and clearer long-term direction.

Dedicated to helping people protect what matters most while building a more secure and intentional financial future.

About

Help

How We Can Help

Core solution areas

Services

Services

Here are the services we provide.

Estate planning & legacy support

A practical section for legacy preparation, document planning, and family protection priorities.

  • Wills
  • Trusts
  • Power of Attorney (Financial & Medical)
  • Family Legacy Services
  • College Funds

Insurance, growth, and retirement

A focused group of solutions for protection, cash-value growth, and retirement-oriented planning.

  • Whole Life, IUL, Term Life, and Final Expense
  • Tax-Free Retirement and Indexed Annuities
  • 401(k) Rollovers and Infinite Banking Concepts
  • Mortgage Protection

Health, income, and mentorship

Support for income pressure, supplemental protection, and personal or business growth guidance.

  • Debt Consolidation
  • Supplemental Health, Accident, Critical Illness, and Hospital Indemnity
  • Mentorship & Coaching
  • Business Opportunity

Partner

Trusted Partner

Integrated Trust Systems (ITS)

A trusted estate-planning relationship strengthens the legal and legacy side of the client journey.

Nationwide support and structured planning help reinforce credibility and consistency.

🛡

Why this partnership matters

ITS is presented as a long-established estate-planning partner serving clients nationwide.

Partner credibility, national reach, and established planning experience.

Compliance and confidence

Structured planning, quality standards, and reputation-based reassurance.

A clean place for proof points and compliance-oriented messaging.

Team

Who We Are

Meet the Team

The people behind Project Me Venture, working together to serve clients with clarity, strategy, and care.

Augie Bowdry

Augie Bowdry

Head of Client Success

Focused on helping clients move smoothly from first conversation to the next best step.

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André Scroggie

André Scroggie

Chief Strategy

Helping shape the strategic direction behind growth, communication, and execution.

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Sean Spengler

Sean Spengler

Managing Partner

Leading the business with a focus on service, trust, and long-term relationships.

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Kevin Caballero

Kevin Caballero

Intake Advisor

Supporting intake, early conversations, and a clear onboarding path for new prospects.

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Contact

Contact Us

Let’s get in touch

Reach out for guidance, questions, opportunities, or the next step in your planning process.

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