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Mark Wilson, CFP®, APA

MILE Wealth Management LLC

Irvine, CA

Client Specialties: Baby Boomers, Coronavirus Relief, Financial Coaching, HENRY, Pro Bono, Wealth Management

Quick Bio:

I’m Mark Wilson, APA, CFP®, a proud father of two teens and lucky husband of one amazing wife. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE).

My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary.

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Glen Monroe, CFP®, AAMS®

Monroe Wealth Management LLC

Berkeley, CA

Client Specialties: Gen Y/Millennials, HENRY, Technology Professionals, Young Professionals

Quick Bio:

Glen Monroe, CFP®, AAMS®, is the founder of Monroe Wealth Management, a Fee-Only financial advisory firm. As a Financial Planning and Investment Management firm for H.E.N.R.Y.s™ [High Earners, Not Rich Yet], MWM is on a mission to educate and empower 20-somethings and 30-somethings who are largely ignored by traditional financial firms. Although I’m based in Berkeley, California, I work with clients nationwide.

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Nate Goodman, CFP®

Family Investment Center

Lenexa, KS

Client Specialties: Gen X, Holistic Financial Planning, Investment Planning & Management, Tax Planning

Quick Bio:

An experienced fee-only financial planner, I work with a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class clients allows us to provide holistic, fiduciary advice and investment management on a fee-only basis.

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Michal Skowronski, CFP®

Skylark Wealth, LLC

San Francisco, CA

Client Specialties: Business Owners, Expatriates, Gen Y/Millennials, Parents, Pro Bono

Quick Bio:

Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.

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Katie Brewer, CFP®

Your Richest Life

Rockwall, TX

Client Specialties: Business Owners, Gen X, Medical Professionals, Women Professionals

Quick Bio:

Hi. I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that busy individuals working to balance their professional and personal lives should have access to a financial coach who specializes in what they need. When you’re a professional under 55, you’re juggling a high-intensity job along with the demands of life and family. I understand your struggle to make time for your finances, and I’d like to help.

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Greg Brown, CFP®

Pathway Financial Planning, LLC

Novi, MI

Client Specialties: Automotive Enthusiasts, Engineering Professionals, Gen X, Technology Professionals

Quick Bio:

Hi, I’m Greg. My mission is to help engineers and technology professionals gain control of their money and build wealth smarter.

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William Hatton, CFP®

Billfold Budget Counseling

Los Angeles, CA

Client Specialties: Cash Flow/Budgeting, Debt Management, Financial Coaching, Gen Y/Millennials, Pro Bono

Quick Bio:

Hello! My name is Billy. I’m a Certified Financial Planner (CFP®), Coach, and “Explain It Like I’m Five” Translator for many of your money questions. My pronouns are he/him. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place.

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Erica Blake, CFP®, CFA®

Mountain Flower Investments & Planning

Lafayette, CO

Client Specialties: Business Owners, Non-Traditional Life Path, Socially Responsible Investing (SRI)

Quick Bio:

Mountain Flower Investments & Planning is a registered Public Benefit Corporation offering accessible financial advice and socially responsible investments.

The vision statement is to make true financial wellness a reality for everyone and client’s come first with the firm’s independent, fee-only, fiduciary service model.

Currently accepting new clients!

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Wakefield Hare, CFP®

Greater Than Financial, LLC

Kansas City, MO

Client Specialties: Christian Faith Based, Family Financial Planning, Gen X, Single Income Family

Quick Bio:

Wakefield has 12 years of financial planning experience and is President of Greater Than Financial. Wakefield’s favorite work is in planning for the busy families of Kansas City’s Northland and all across the United States.

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Jovan Johnson, CFP®, CPA/PFS

Piece of Wealth Planning LLC

Atlanta, GA

Client Specialties: Charitable Giving, Educators, Teachers, and Academics, Gen Y/Millennials, Medical Professionals

Quick Bio:

Hello, I’m Jovan Johnson and I created Piece of Wealth Planning to serve medical professionals, educators, and charitably inclined individuals and families who want to make a meaningful impact. Piece of Wealth aspires to help bridge the wealth gap through educating, enlightening, and empowering everyday individuals to build sustainable multi-generational wealth. We believe in partnering with clients to help them live well, give generously, serve others, and leave a legacy.

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Todd Sensing, CFP®, CFA®

FamilyVest

Destin, FL

Client Specialties: Gen X, Intergenerational Families, Investment Planning & Management, Special Needs

Quick Bio:

Todd Sensing started FamilyVest because he wanted to draw on his more than two decades of financial and investment experience for the benefit of families. As a father of two children diagnosed with Autism, he understands how much planning goes into taking care of a family, particularly those with children with special needs. He finds it gratifying to help families achieve peace of mind in knowing that they are prepared to provide for their loved ones’ futures.

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Ryan Moore, CFP®

Jato Wealth Advisory

Alpharetta, GA

Client Specialties: Engineering Professionals, Gen Y/Millennials, Technology Professionals, Young Professionals

Quick Bio:

As you navigate through life and grow in your career, your financial plan grows with you. Retirement, benefits packages, college planning, home purchases, personal budgeting, wealth building, and investment allocations only represent a few of the decisions that you may face in your lifetime, and we are here to help guide you. At Jato Wealth we are a coach in your corner of the ring, allowing you to focus on what is important in life.

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From the Blog

June 11, 2021

Good Financial Reads: Let's Talk Portfolio Composition

Investment Portfolio Rebalancing: Passive vs. Active

by Rob Stoll, Financial Design Studio

One of the most important parts of investing your money for long-term goals such as retirement is to make sure you are rebalancing your portfolio often. This is so they are on track and you are not taking on too much risk or too little risk with your investments.

So let’s look at an example of how that might work:

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Mark Wilson, CFP®, APA

Glen Monroe, CFP®, AAMS®

Nate Goodman, CFP®

Michal Skowronski, CFP®

Katie Brewer, CFP®

Greg Brown, CFP®

William Hatton, CFP®

Erica Blake, CFP®, CFA®

Wakefield Hare, CFP®

Jovan Johnson, CFP®, CPA/PFS

Todd Sensing, CFP®, CFA®

Ryan Moore, CFP®

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Good Financial Reads: Let's Talk Portfolio Composition

Investment Portfolio Rebalancing: Passive vs. Active

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From the Blog

Investment Portfolio Rebalancing: Passive vs. Active

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