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 (listens to every Kitces podcast he can!) | Instructor at the University of Utah | Loves the Human Side of Planning | New Father

    Jason's Bio

  • Emmett Fehlau-Barton

    Paraplanner (Boulder, Colorado)

    Candidate for CFP® certification (pending experience requirement) | Rocky Mountain Hiker | Open Water Diver | skilled at “What-If” Scenario Planning

    Emmett's Bio

  • Jacob Stewart, Esq. / JD

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

    Expert estate plan reviews, asset protection planning, & tax strategy consultations from the partner of a nationwide law firm, integrated with the financial plan

    Jacob's Bio

  • Bartlett Snyder, CLU®, AEP®

    Insurance Subject Matter Expert (Golden, Colorado)

    Independent life, disability, & long-term care policy reviews & needs analysis, integrated with the financial plan

    Bart's Bio

  • Tierney Aldridge, CAPA

    Insurance Subject Matter Expert (Denver, Colorado)

    Homeowners, auto, & umbrella policy reviews & needs analysis for high net worth clients, integrated with the financial plan

    Bio Pending

  • Elias Young, CFP®

    Financial Planner (Tucson, Arizona)

    Father of 3 | Northern California Native | Passionate about BBQ

    Eli's Bio
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