Hannah Szarszewski, CFP®, AFC®

About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Dale L Shafer II, CFP®, APMA®

About Dale L Shafer II, CFP®, APMA®, CDFA®

Hi, I’m Dale Shafer and I’ll serve as your guide through all the life movements you might experience along your financial path.

My own journey has included a lot of life moves, which has developed my approach to financial advice. I entered this profession

I believe real financial advice requires far more than showing a “good” rate of return on a monthly statement. I also believe a real financial advisor knows what’s important to you beyond the dollars and cents, stocks and bonds, and expected retirement date.

Chances are you have many bigger rocks to conquer along the path before reaching retirement… whatever that is anyway. Me too.

You can read a little more about my financial advice and investment philosophy by heading over to the What to Expect section of my website.

I began in this profession in 2015, initially learning how to analyze and build investment portfolios, then moved on to learn comprehensive financial planning when I noticed how much the investment activities impacted so many other areas of one’s financial life.

I earned the Accredited Portfolio Management Advisor (APMA®) designation in 2019, then the CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations in 2020.

As a CFP®, I believe the process of financial planning is among the most valuable “never fully finished” work one can do to gain stability in the face of constant uncertainty. I take an on-purpose approach to help clients focus on and define what’s most important when establishing a basis for aligning their financial decisions.

To remain active in the community, I am a member of the Scottsdale Sunrise Rotary Club (President 2022-2023) and serve an active role in the leadership of the club. I am also a member of the Phoenix Seminole Club (Vice-President); and BNI Accelerators (President 2021-2022).

I am a strong advocate for financial literacy and engages in speaking at the high school level on the topics of personal finance, college, and “real world” economics.

Jarrod Sandra, CFP®

About Jarrod Sandra, CFP®

Jarrod Sandra, MS, CFP®, CPFA®, QKA®

Jarrod grew up on the Chisholm Trail in southwest Oklahoma and currently resides on it today in the Fort Worth area. The firm’s namesake serves as a reminder of the journey he has experienced along the way to owning his own firm. It also serves as an analogy and constant reminder to his work with clients. In the days of the Trail, the cattle owners built up their herd in Texas and planned extensively for up to an 800 mile journey to sell. It wasn’t done overnight, they were disciplined in meeting their objective, and they had a plan. Jarrod’s goal is the same regarding a company retirement plan and individual’s financial plan: it takes time and thoughtful planning from start to finish.

Jarrod is married to his wife, Christina, and they have a daughter (who, for some reason, enjoys listening to 401k and financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in his life, he particularly enjoys cycling, being outdoors, and serving at Christ Chapel Bible Church.

In 2006, Jarrod began working in the financial services industry and in 2008 he moved into the wealth management side of the business. In 2013, he joined Fidelity Investments to help companies administer their retirement plans where he left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, he started Chisholm Wealth Management. This allows him to offer truly independent advice and the highest level of service to his clients. He specializes in two specific areas: helping companies with their 401(k) plans and helping business owners and families with their personal financial plan.

Jarrod has a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations.

Stephen Adekeye, CFP®, CFA

About Stephen Adekeye, CFP®, CFA, AIF®, EA

Like you, most of the people I work with have done a good job of saving and building a mission driven organization over the years.

But you aren’t fully convinced that you have saved enough for your personal goals and have the right resources to support your organization’s mission.

Hi, I am Stephen – a Wealth Advisor & Portfolio Manager. I focus on helping mission driven organization owners/stewards navigate towards their personal and business goals so they can be confident they’re making coordinated and correct choices along the way.

My mission is to touch many lives, by deploying all professional resources within my disposal, through the impactful work of people like you who serve others.

To me this is a fulfilling act of obedience and I hold the opportunity to work with you in high esteem.

Theeli Wealth LLC is my project designed to achieve this. Join me and others like you.

My personal background:

I live and work in Virginia with my wife and 2 daughters. We enjoy reading, church involvement and travelling. Each summer through spring, you will find us watching soccer and passionately rooting for our favorite team, Arsenal Football Club.

Having served mission led business and organizations for many years and upped on the dad life, I am familiar with the pressures of balancing competing priorities of planning for my family’s financial future with successfully running a mission driven business.

My professional background:

Experience – Investment Analyst, Investment Strategist, Portfolio Manager, Wealth Advisor, Business Developer, Chief Operating Officer & Managing Director.
Education – MSc Global Finance (NYU Stern Business School & Hong Kong University of Science & Technology), and an MBA (Lagos Business School).
Professional Certifications: I am a CFA Charterholder, a CFP® Certificant, and an Accredited Investment Fiduciary (AIF®).

Licenses: I am enrolled to practice as a U.S. Internal Revenue Service (IRS) Enrolled Agent (EA) and Virginia Life, Health & Annuities agent.

Fun Fact: I have worked, and schooled in 6 countries including USA, UK, Hong Kong, China, Nigeria & South Africa.

Ron Heymann, CFP®, ChFC®

About Ron Heymann, CFP®, ChFC®

Born and raised until age 16 in Mountainside, New Jersey. Learned investing and stock trading from a retired floor trader on the NYSE and began investing around age 13. Moved to Amelia Island, FL to complete high-school at the Episcopal School of Jacksonville and attended Florida State University, graduating with a Bachelor’s in Science (’97) Worked for the Ritz-Carlton Hotel Co from 1997-2005 in Amelia Island, Sarasota, and Naples. Learned what “5-Star service” is from the best in the business. Earned Master’s in Business Administration from the Coggin College of Business (’06) and switched careers, joining Fidelity Investments as a HNW Portfolio Advisory Services Specialist in Jacksonville FL, eventually relocating to Johnson City, TN as a branch rep. Left Fidelity Investments in 2013 to join Davis Capital Management, an independent fiduciary Registered Investment Advisor firm located in Jacksonville. Currently serving as Executive Wealth Advisor and partner in the firm. On Tuesday and Thursday afternoons, I can be found at the University of North Florida, where I am the Program Director for the BBA in Financial Planning program, as well as visiting faculty, lecturing the next generation of CFP® Professionals on estate planning, risk management, and investing.

When not working, I spend as much time as possible either on the water – or under it – with my wife and two children. We’re all certified scuba divers, avid boaters, and surfers.

David Miller, CFP®

About David Miller, CFP®

David Miller, CFP®
Rule72 Financial
Potomac Falls, VA

CLIENT SPECIALTIES:
Business Owners, Charitable Giving, Retired Military & Veterans, High-Net worth, US Expatriates, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

QUICK BIO:
As a retired Air Force veteran and CERTIFIED FINANCIAL PLANNER™ professional, I provide retired military and veterans ways to live their best lives financially, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or looking for responsible investing. I help business owners provide financial planning to their employees as a benefit. I provide asset management and serve as a personal consultant delivering tailored financial advice.

James Woodall, CFP®

About James Woodall, CFP®

James Woodall is the Founder and CEO of Woodall Wealth Management. James’ passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn’t for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather’s passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University’s program.

The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn’t working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.

Contey Smith, CFP®

About Contey Smith, CFP®

Contey Smith is Co-Founder and Co-CEO of Motus Wealth. After nearly a decade at two Atlanta-area firms, Contey developed a diverse background in client-facing planning and portfolio management — a wide-ranging skillset that Motus clients benefit from today.

Contey has a love for both personal finance and helping people achieve their financial goals—and it really shows. Her commitment to providing a high level of service is evident through her caring, proactive approach, and exceptional can-do attitude. In addition, Contey is extremely passionate about furthering diversity within financial planning and volunteers her time to help women and people of color who are just getting into the field.

When Contey isn’t at the office, she sits on the University of Georgia’s Financial Planning Alumni Advisory Board and serves on the membership board for the Association of African American Financial Advisors (AAAA). In her free time, she enjoys volunteering with Victory Church, cheering on the Atlanta Falcons and Georgia Bulldogs, and exploring new places and cultures with her husband and two daughters.

L McKinley, CFP®

About L McKinley, CFP®

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I’ve spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I’ve attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help. I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business. My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom. I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

Brett Spencer, CFP®, CEPA

About Brett Spencer, CFP®, CEPA

Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today.

During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well.

Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA).

Brett is also the Chicago chapter president of the Exit Planning Institute which is an organization that educates and connects advisors on business succession planning.

In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.