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James Lee, CFP®

Lee Investment Management

Saratoga Springs, NY

Client Specialties: Baby Boomers, Holistic Financial Planning, Investment Planning & Management, Retirement Planning

Quick Bio:

Providing peace of mind and time to individuals, families and business owners through comprehensive financial planning and investment advice.

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Matt Smith, CFP®, CIMA®

Concert Financial Planning, LLC

Houston, TX

Client Specialties: Attorneys, Family Financial Planning, Gen Y/Millennials, HENRY

Quick Bio:

CFP® Professional with 15 years of industry experience. I focus on helping high income professionals in the prime of their career navigate the challenges that come with a demanding career, family, and goals, as well as all of the changes that come along with those things. I offer services tailored to those that have a high income, regardless of the size of their investment account, and I do so in a welcoming and relaxed way.

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Trevore Meyer, CFP®

Financial Design Studio, Inc.

Deer Park, IL

Client Specialties: Christian Faith Based, Engineering Professionals, Gen Y/Millennials, Young Professionals

Quick Bio:

Hi, I’m Trevore. I’m incredibly passionate about helping folks to visualize and explore what their ideal lives look like and following it up by helping them get there.

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Wendy Marsden, CFP®, CPA

ProsperiTea Planning

Greenfield, MA

Client Specialties: Baby Boomers, LGBTQIA, Retirement Planning, Tax Planning

Quick Bio:

Wendy Marsden, CPA, CFP® provides deeply integrated financial services combining investment advising, comprehensive planning and tax planning and preparation. She is registered as an investment advisor in Massachusetts.

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Brendan Dooley, CFP®, CRPC®

Meaningful Wealth Management LLC

Philadelphia, PA

Client Specialties: Biotech Professionals, Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Scientific Professionals

Quick Bio:

Hi there! I’m Brendan Dooley, and I work with clients that recognize money is a tool to help them accomplish their goals. My clients don’t log in to their accounts to bask in the glow of the balances, but recognize money can help them accomplish what is meaningful to them. If you’re a busy professional looking for personal advice in alignment with your values, let’s talk about what is meaningful to you.

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Mark S. Kelly, CFP®

University Financial Strategies, LLC.

Raleigh, NC

Client Specialties: College Planning, Gen X, Investment Planning & Management, Retirement Planning

Quick Bio:

As a Dave Ramsey Master Financial Coach Mark knows how nearly 80% of people in the country are living paycheck to paycheck. Baby Step 5 in Dave’s 7 Steps is paying for college. Most advisors think college planning is only a savings issue with a 529 plan. Mark has learned it is about being intentional with your money and helps clients achieve a balance in paying for both college and retirement.

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Steve Zakelj, CFP®

Flatirons Wealth Management

Boulder, CO

Client Specialties: Baby Boomers, Business Owners, Family Financial Planning, Technology Professionals

Quick Bio:

Looking for a financial planner who values honesty, integrity and a commitment to working in your best interests? I founded Flatirons Wealth Management with the simple idea of giving clients honest and straight-forward advice backed by years of experience in financial planning and investment analysis. Our motto is simple, “Planning and investing the way you would if you knew what we knew.”

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Shehara Wooten, CFP®

Your Story Financial, LLC

Virtual, FL

Client Specialties: Coronavirus Relief, Engineering Professionals, Gen X, Technology Professionals, Women Professionals

Quick Bio:

With over 14 years of experience in financial services, Shehara is the founder and fee-only financial planner of Your Story Financial, LLC, a virtual, fee-only fiduciary boutique firm committed to helping women and #STEM professionals oversee their financial affairs by providing unbiased financial advice. Your Story Financial was established in July 2016 and is a Registered Investment Adviser in the states of Florida and Arizona, and the firm services clients throughout the United States.

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Brian Bickett, CFP®

Iron Mountain Financial Planning, LLC

Rapid City, SD

Client Specialties: Christian Faith Based, Gen X, Motorcycle Owners & RV Owners, Retirement Planning

Quick Bio:

Brian Bickett is the founder of Iron Mountain Financial Planning, LLC, a financial planning and investment management firm based in Rapid City, South Dakota. Let him Organize, Educate, and Implement a plan for your finances so that you can focus on what is truly important in life.

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Neil Mahoney, CFP®

ABW Advisors

South Jordan, UT

Client Specialties: Gen X, Special Needs

Quick Bio:

I’m Neil Mahoney, founder of ABW Advisors. I help special needs families and people with disabilities make the most out of the money they have so they can reduce stress and increase quality of life. I also help people of all abilities build, grow, protect and give wealth in a way that balances between current and future needs, positively impacts self, family and community and ultimately builds a better world.

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Colin Overweg, CFP®

Advize Wealth Management

Ann Arbor, MI

Client Specialties: Baby Boomers, Retirement Planning, Social Security, Wealth Management

Quick Bio:

HI, I’M COLIN.
I help people make smart financial decisions so they can retire on their terms.
Getting ready to retire in the next 5-10 years?
Lets make sure you are organized, prepared, and ready to make a confident decision!

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Maggie Beach, CFP®, CPA/PFS

New Vision Wealth Management

Mt Prospect, IL

Client Specialties: Caretakers, Elder Care Planning, Family Financial Planning, Intergenerational Families

Quick Bio:

New Vision Wealth Management was born out of the realization that our clients, like us, were experiencing the stress and financial burden of caring for aging parents while raising their own children.

We found ourselves coaching our clients through this difficult transition and want to help others manage these changes. The stress and anxiety can be overwhelming. Additionally, caregiving can have serious financial consequences for everyone involved, which is why it’s important to take control and develop a plan to be financially prepared. Without proper planning, you may find yourself in debt at a time in your life where you need to be planning for your own retirement. We work with you to identify your priorities and develop a life plan that gives structure to your finances while providing the flexibility to change and grow with you. In short, we create clarity, so you can focus on caring for your loved ones.

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From the Blog

September 25, 2020

Good Financial Reads: Your Guide to Equity Compensation

You Sold Your Company's Options or Shares. Now What?

by Massi De Santis, Desmo Wealth Advisors, LLC

Equity as a form of employee compensation is becoming more and more common, and not just in the tech industry. However, many employees have a hard time understanding the value of that compensation and how that should fit within their financial plans. When they finally have an opportunity to cash out, they may not know what to do with the proceeds, they may find that the amount they will take home is much less than they expected, and run the risk of making investment mistakes. Here are some principles to help you decide how to allocate the proceeds from selling your equity shares. While we don’t discuss option strategies here, knowing what to do with the proceedings is important in helping you decide when and if to exercise your options or sell your shares.

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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James Lee, CFP®

Matt Smith, CFP®, CIMA®

Trevore Meyer, CFP®

Wendy Marsden, CFP®, CPA

Brendan Dooley, CFP®, CRPC®

Mark S. Kelly, CFP®

Steve Zakelj, CFP®

Shehara Wooten, CFP®

Brian Bickett, CFP®

Neil Mahoney, CFP®

Colin Overweg, CFP®

Maggie Beach, CFP®, CPA/PFS

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From the Blog

Good Financial Reads: Your Guide to Equity Compensation

You Sold Your Company's Options or Shares. Now What?

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You Deserve Trusted Financial Advice.

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From the Blog

You Sold Your Company's Options or Shares. Now What?

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