Owner & Financial Planner (Philadelphia, Pennsylvania)

”Excel Wizard” | Obsessed with Output | Top 100 Ranked Axe Thrower | Volunteers picking up litter and planting trees

Financial Planner & Financial Therapist (Riverton, Utah)

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

Financial Planner (Fort Lauderdale, Florida)

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

Financial Planner (Seattle, Washington)

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

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

Insurance Subject Matter Expert (Golden, Colorado)

Independent policy reviews, integrated with the financial plan