Griffin Saddler, CFP®

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About Griffin Saddler, CFP®

I’m Griffin.

I’m a CERTIFIED FINANCIAL PLANNER™ and the founder of Watershed Wealth.

My passion is empowering the next generation of business owners to create actionable financial plans and navigate the unique complexities of their financial situations.

I started the firm because I recognized the need for financial planning that caters specifically to young entrepreneurs who struggle to find guidance tailored to their unique financial situations despite their accomplishments in business.

When not meeting with clients or creating content for Bullet Points Finance, I like to hunt, hike, golf, and work out with my wife Abby, and our golden retriever Peach.

Read Griffin’s Blog here: www.watershedwm.com/bullet-points

Jason McWilliams, CFP®, CPA

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About Jason McWilliams, CFP®, CPA

Growing up, I was blessed to have two incredibly hardworking and dedicated parents – my mother a teacher, and my father a firefighter. Their example of dedication to their family, work, and community instilled in me a strong sense of service and commitment to helping others. I watched my parents navigate the financial services industry by being sold products by commissioned salespeople when they needed sound, unbiased fiduciary advice.

This realization led me to pursue a career as a fee-only financial planner and fiduciary, committed to putting my client’s interests first. I am passionate about helping individuals and families reach their financial goals through personalized planning and investment strategies, with an added focus on tax planning.

I am a Pennsylvania-licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. I’m a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs. I hold a Bachelor of Science degree in Accounting from Rowan University.

I live in Delaware County, Pennsylvania with my wonderful wife Whitley and beautiful daughter Vivian.

Read Jason’s blog here: https://www.jrmtaxwm.com/blog

Steven Schleupner, CFP®, CDFA®

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About Steven Schleupner, CFP®, CDFA®, ChFC®, CDC®, MBA

The divorce process is hard for many. But when you really look, it is loaded with opportunities for improvement. So many divorcees, as they chart unfamiliar waters, unnecessarily stack “avoidable costs” on their MONEY, TIME, ENERGY and HEALTH. When these forms of prosperity exit their life, they walk around trapped, thinking “My divorce sucks”. It’s not a coincidence these same forms of prosperity wind up being crucial building blocks for moving on with their life.

I specialize in successful divorce transitions. I believe every divorcee can create the better outcomes he/she truly wants. Many people respond when hearing I work in divorce by saying “That must be hard”. No, it’s not hard. It’s rewarding.

I learned over my 20+ years as a financial planner that the high impact-moments in a person’s financial life are during the transition periods, such as retirement, college, serious illness, death, and divorce. It’s during these transitions that the tool of money comes alive. But it’s also during these periods where many mistakes are made, and where clients come face-to-face with their unique relationship with money and what the money represents.

I bring a unique blend of life coaching and financial expertise to my clients. Divorce requires both of these skills, that is, if you want to move from merely completing a divorce to successfully divorcing.

My work is fee-only. I do not sell products, charge for assets under management, or have any relationships that infringe on my ability to be completely objective and independent. I can work alongside your other advisors, or as part of your divorce team.

My services include:
– Divorce Financial Analysis, Planning, and Mistake Avoidance
– One-on-One Divorce Life Coaching
– Easing the Impacts of High-Conflict Divorce
– Mediation and Legal Support
– Case Consulting for Fellow Financial Professionals
– Complex Divorces Involving Business Owners, Senior Leaders, and Key Producers
– Employee Assistance Program (EAP) Resources and Support
– Business Divorces

Whether your are a prospective client, or a fellow financial professional, who wants to learn more, head to www.youtreecoaching.com to schedule a free consultation.

Jim Holtzman, CFP®, CPA

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About Jim Holtzman, CFP®, CPA

James J. Holtzman, CFP®, CPA (inactive), is the CEO, President and Wealth Advisor with Legend Financial Advisors, Inc.® (Legend) and EmergingWealth Investment Management, Inc.® Jim assists all types of clients with their financial planning and investment needs. Jim has extensive experience providing financial advice to retirement-focused clients, medical practices and businesses. Jim also serves as the firm’s Income Tax and Education Funding and Planning Specialist and is also one of the firm’s Retirement Specialists. Jim’s responsibilities at Legend include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates. His areas of concentration include investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning.

Mr. Holtzman is a member of the firm’s financial planning, investment management, and advanced technology and education committees. Mr. Holtzman’s previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses. Jim has also provided financial advice to various Fortune 500 and public company executives.

Mr. Holtzman graduated from La Roche University with Bachelor of Science degree in Accounting as well as in Administration and Management. Jim is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest Fee-Only professional organization. Jim is also a member of the Financial Planning Association (FPA), the Pennsylvania and American Institute of Certified Public Accountants (AICPA), The Economic Club of Pittsburgh and the Pittsburgh Civic Leadership Academy. He is also a graduate of the Pittsburgh Leadership Development Initiative, which provides young leaders with the tools necessary to affect positive change in the Pittsburgh region, and Pittsburgh Leadership Onboard Programs.

Jim also serves on the La Roche College Executive Board of the Alumni Association, is a member of Pittsburgh Cares, and is a former member of the Finance Committee for the Pittsburgh Downtown Partnership.

Mr. Holtzman was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered Section 529 Plan Consultant through the www.savingforcollege.com Website.

Jim was profiled for the cover story of the March 2006 issue of Equity, a publication that focuses on financial and practice strategies for today’s physician, and is received by a readership of over 25,000 physicians across America. Jim has also written articles for publications including SmartBusiness Pittsburgh and the Pittsburgh Business Times. He has also been quoted in The Wall Street Journal, The Wall Street Journal Online, MSN Money, CBS Marketwatch, Pittsburgh Post-Gazette, Bloomberg Wealth Manager, Financial Planning Magazine, Financial Advisor Magazine, National Underwriter, Money Magazine, SmartMoney, Investment News, Physician’s Personal Advisory, and in Bottom Line Personal. Jim has been interviewed on CNNfn’s “Your Money” and “Business Unusual,” as well as WPXI-TV’s “Our Region’s Business” television programs. He has also been a guest speaker on various radio and Website broadcasts including “The American Entrepreneur” Radio Show (www.taeradio.com), “The American Entreprenuer” CBS Radio, E*Trade On-Air and “The Wealth Advisor” Show on WALE radio. On a number of occasions, Jim has been requested to speak on investing and financial planning topics at various Rotary Clubs.

George Jameson, CFP®, MBA

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About George Jameson, CFP®, MBA

I’m George Jameson, a retirement-focused financial planner and investment manager. After beginning my career at Morgan Stanley and a large independent advisory firm, I founded Capital Wealth Group LLC with the aim of offering tax-efficient retirement planning and evidence-based investment management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary, I’m obligated to act in my clients’ best interests at all times and do not sell financial products for commissions.

My ideal clients are those aged 50 and older who are serious about retirement or already retired and need an expert to guide them. I work with clients in person in Columbia, SC, Charleston, SC, Greenville, SC, and Charlotte, NC, as well as virtually nationwide.

Nicole Carson, CFP®, MBA

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About Nicole Carson, CFP®, MBA

Nicole C. Carson, CFP®, MBA is the Owner and Wealth Advisor of 2nd Story Wealth Planners. As an Advisor for over twenty years, she has partnered with professionals and business owners to share their own money stories and design a personalized plan to help achieve their goals.

2nd Story Wealth Planners was created to provide an opportunity for everyday people (not just the 1%) to have access to quality and holistic financial planning. Many of us have not had access to partner with Financial Advisors and we are changing that one client at a time. Nicole is on a mission to make financial guidance and education available for all.

Nicole earned her Bachelor of Science in Finance from DeSales University, and went on to earn her Masters in Business Administration at Holy Family University, graduating with Honors. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Some of her memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors.

When she is not spending time with her clients, she is spending quality time with her husband Tarif, daughters Karessa and Kennedy, and sons Chris and Michael.

Jordan DeBoer, CFP®, AWMA®

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About Jordan DeBoer, CFP®, AWMA®

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan . With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances.

I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial.

Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with – it’s a lot, but it’s just a part of giving back in a small community.

Becky Walsh, CFP®

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About Becky Walsh, CFP®

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association.

My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Julia Colantuono, CFP®, APMA™

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About Julia Colantuono, CFP®, APMA™

RULES I LIVE BY:
1. Know your numbers, but trust your gut.
2. Don’t leave money on the table (to taxes, fees, or anything that doesn’t bring you joy)
3. Like a business plan, a personal financial plan will never be ‘correct’. Have one anyway.
4. Life is short. Don’t wait on your dreams.

I’m a CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor™, and the Founder of One Financial Design.

As a self-development enthusiast, I’ve spent countless hours thinking about how to use money to live a true and fulfilling life. Personally, my husband and I often come back to the goal of spending more time and money on family experiences with our two kids, before time passes us by.

After working in wealth management for over a decade at some of the most respected financial institutions (JPMorgan Chase, Morgan Stanley, and Ameriprise Financial), I noticed the traditional financial advisor’s business model was not designed to serve today’s business owners. So I decided to take the leap and opened my own business so that I could do it my way–can you relate?

I live outside Boston with my wonderful husband Nick (who also happens to be a CFP®), and two adorable children, Laura and Jordan. Financial decisions are rarely black and white. We’ve had to be proactive about getting on the same page financially, which has required several hard conversations and compromises (and has also paid off immensely).

We always come back to our mission of being intentional with our money, and putting the right systems in place to support what matters most to us.

Are you ready to explore your financial possibilities? I can’t wait to hear your story.

Jiayi Xu, CFP®, MBA

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About Jiayi Xu, CFP®, MBA

Kristy Jiayi Xu is the founder of Global Wealth Harbor, a Fee-Only Registered Investment Advisor in San Francisco Bay area. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®). Global Wealth Harbor offers investment management and financial planning services to clients in both the wealth accumulation and wealth preservation stages. Kristy specializes in serving tech professionals, business owners, and Chinese immigrants who moved to the U.S. for education/work/business with cross-border financial planning needs.

Kristy is originally from China (and is a native mandarin speaker) and came to the U.S. at age 16 entered a boarding school in Pennsylvania. She received her bachelor degree from New York University, Stern School of Business and worked at Raymond James and The Stanich Group analyzing securities and developing investment portfolios for clients. She then came to realize that she wanted to meet the clients whom she built the investment portfolios for and directly help them with their investments and financial plans. So, Kristy pursued an MBA degree at Carnegie Mellon University, Tepper School of Business, where she met her husband who was pursuing a PhD in Physics in the same university and they moved to the bay area after graduation. Kristy got to know many tech professionals from Carnegie Mellon University and they came to her asking questions about their investments. This is when she made up her mind to start her own company to help those who are great at their profession but need some help with their personal finance.

Kristy is passionate about utilizing her expertise to help her clients achieve their financial goals. She also enjoys sharing her financial planning knowledge, so you will see her sharing thoughts on Bloomberg, Yahoo Finance, Investor Business Daily, Wealth Management, etc. She writes blog posts on financial planning subjects in her spare time.

Read Kristy’s blog here: https://www.globalwealthharbor.com/blog-posts