Our Team

  • Brody Rosenfeld, CPA, CFP®

    Owner & Financial Planner (Philadelphia, Pennsylvania)

    ”Excel Wizard” | Obsessed with Output | Top 100 Ranked Axe Thrower (2022 & 2023) | Volunteers picking up litter and planting trees in his neighborhood

    Brody's Bio

  • Jason Floyd, CFP®, MSFP, CFT™

    Financial Planner & Financial Therapist (Riverton, Utah)

    Financial Planning Geek | Instructor at University of Utah | Loves the Human Side of Planning | New Father

    Jason's Bio

  • Noah Hankin, CPA, CFP®

    Financial Planner (Fort Lauderdale, Florida)

    Passed the CPA and CFP® exams his first try | Rescues disoriented Sea Turtle hatchlings | Leads Scuba Diving & Lobstering Tours

    Noah's Bio

  • Elias Young, CFP®

    Financial Planner (Tucson, Arizona)

    Soon to be Father of 3 | Northern California Native | Passionate about BBQ

    Eli's Bio

  • Melissa Leonard, CFP®

    Financial Planner (Seattle, Washington)

    Nationwide Experience at Wealth Management Firms | Very Strong Technical Skills | Enjoys Helping Young Professionals

    Melissa's Bio

  • Emmett Fehlau-Barton

    Paraplanner (Boulder, Colorado)

    CFP® Candidate | Rocky Mountain Hiker | Open Water Diver

    Emmett's Bio

  • Jacob Stewart, JD

    Estate & Tax Subject Matter Expert (St. George, Utah)

    Tax Plans & Expert Estate Planning advice, from a partner of a nationwide law firm, integrated with the financial plan

    Jacob's Bio

  • Bartlett Snyder, CLU®

    Insurance Subject Matter Expert (Golden, Colorado)

    Independent life, disability, and long-term care policy reviews, integrated with the financial plan

    Bart's Bio
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