Terrance Hutchins, CFP®, EA

About Terrance Hutchins, CFP®, EA, RICP, CLU

I am the founder and lead advisor at Logos Financial Group. As a fellow business owner(I also run a tax and accounting firm) and real estate investor myself, I am passionate about helping people maximize the use of their money to accomplish their life goals. I am married with 3 kids, love to travel and read and I am active at my church in North Texas.

If you are a retiree we have a planning process to determine the maximum amount of money you can generate from your assets without running out of money, the least amount of taxes you should pay in retirement and how to effectively gift or pass your money on to others.

If you own a business we help you make sense of your financials, determine the best way to distribute money from your business, strategize ways to scale your operation without running you into the ground and of course keep Uncle Sam out of your pocket.

If you own real estate or want to, we help you make sense of your portfolio, determine how your properties are performing and what is a good deal for you, how you can scale the amount of properties you own and pay little to no tax along the way.

Overall we look to help you build financial independence on your terms while keeping you organized in the process.

Bachelors in Business Entrepreneurship, University of North Texas
CFP- Certified Financial Planner
EA – IRS Enrolled Agent
RICP – Retirement Income Certified Professional
CLU – Chartered Life Underwriter

Read Terrance’s blog here: https://www.logosfinancialgroup.com/blog

Tom Poltersdorf Jr., CFP®, CEPA®

About Tom Poltersdorf Jr., CFP®, CEPA®

Tom Poltersdorf Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) and a Certified Exit Planning Advisor (CEPA) specializing in working with business owners in the Central Pennsylvania area & virtually throughout the US. My experience and certifications not only provide me with the expertise to advise on the personal side of financial planning but also on an owner’s greatest asset, their business.

Marcus Blanchard, CFP®, WMCP

About Marcus Blanchard, CFP®, WMCP, ChFC

I like to say, “I’m a nerd in your corner!”

Financial planning has been my study and passion for many years now, ever since I joined the Marine Corps and had to start making my own investment decisions.

After getting my Bachelor’s degree in Personal Financial Planning, I also earned the Certified Financial Planner (CFP®), Wealth Management Certified Professional (WMCP®), & Chartered Financial Consultant (ChFC®) designations to further my understanding of financial planning and different ways to help reduce people’s tax bills.

After a while of working for both large and small financial firms, I decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners & investors deal with, along with the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC.

Now I can better serve clients by looking where other advisors won’t, helping you breathe easier about taxes and where your dollars are going.

Read Marcus’ blog here: https://focalpointplanning.com/blog-preview

Brandon Jordan, CFP®, MSA

About Brandon Jordan, CFP®, MSA, ChFC®, CEPA®, CVGA®, CLU®

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning.

With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 10), Anna (age 8) and Luke (age 3). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at Shipyard Church, is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

Kyle Simmons, CFP®

About Kyle Simmons, CFP®

After graduating from Texas A&M, Kyle started his career in strategy and management consulting in Houston, Texas. He advised clients in many industries and developed problem solving and analytical skill sets.

Kyle joined one of his clients full time and served in finance, supply chain, and operations. He spent most of his time working on $1B of company acquisitions, integrating those acquisitions, and building shared services for the larger enterprise. Kyle’s role as a general manager required management of 50 people and a $20M annual budget.

In 2018, Kyle came back home to the family business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered with the SEC as an investment advisor representative. In his personal time, Kyle likes to hang out with his wife and three kids or riding his road bike.

Kristina Runzer, CFP®

About Kristina Runzer, CFP®

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples.

I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind.

You’re out there making it happen, and your business is growing! You’re doing a great job earning and you have more cash than you know what to do with.

You’re ready to maximize the money you’re earning and you need help managing and multiplying it. It’s time to put that money to work and use it to build wealth!

I’m that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions.

All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment.

I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances.

Email: uryyb@baebhgrsvanapvny.pbz if you have any questions, and you can schedule a complimentary intro call to learn more.

Meghan Lape-Lefevre, CFP®, AFC

About Meghan Lape-Lefevre, CFP®, AFC, EA

My biggest challenge has been that those who need my services usually can’t afford my services.

So though our firm provides robust ESG and socially responsible financial planning services, it isn’t our most popular service.

Our most successful work has been with financial wellness as an employee benefit.

By proving to businesses that financial wellness has a high return on investment, while also helping them reach their sustainable development goals, everyone in the company wins.

Ryan Shannon, CFP®

About Ryan Shannon, CFP®

R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele.
With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.

We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for them.

Josh Flatley, CFP®, MBA

About Josh Flatley, CFP®, MBA

Josh Flatley, a CERTIFIED FINANCIAL PLANNER™ professional, is the Managing Member of X Vector, Ltd. He has been in financial services since 1996. Over the years, he has been an insurance salesman, stockbroker, financial paraplanner, and an investment adviser representative and has held various licenses to include Nevada Life and Health licenses, FINRA (formerly NASD) Series 6, 7, 26, 66, and is currently a Series 65 licensee.

Prior to his interest in helping people with their financial planning needs, Josh was (and still is) an avid aviator. He had his first airplane ride through the Civil Air Patrol at age 13. And that was it! A lifetime passion for all things flight. He started in sailplanes and (finance permitting), progressed into single-engine powered lessons. He earned his Private Pilot license shortly after high school and went on to learn to fly with the military. Josh flew the C-130 Hercules for almost 10 years and then flew the KC-135 Stratotanker. He holds a Commercial, Multi-Engine Land license with Instrument Rating.

When not planning or flying, Josh enjoys spending time with his wife, Melissa, and dogs, Luna & Brrrt. Hobbies include snow-skiing and reading about the Golden Age of Pirates.

Daniel Yerger, CFP®, MBA

About Daniel Yerger, CFP®, MBA, ChFC®, AIF®, CDFA®

MY Wealth Planners is the First & Only Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.

An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.