Ross Cutler, CFP®, MBA

About Ross Cutler, CFP®, MBA, CTFA, ATFA

Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, responsible for over 150 million in client assets. He believes in focusing on client service – listening their concerns, developing their individual path forward, and helping them achieve success. Ross provides comprehensive financial planning through a personal approach with each client.

Ross is passionate about helping every client review their personal situation – this includes understanding their investment strategy, risk planning, estate planning, and tax planning.

Ross holds the CFP® – CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Read Ross’ blog here: https://www.kingtideadvisors.com/blog

Gregory Goff, CFP®, CIMA®

About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management helps millennial real estate professionals grow and protect their wealth while saving in taxes. We work best with top-performing real estate brokers, agents, and investors who want to use their variable income to their advantage. Our clients understand that real estate is a powerful tool to build wealth, but they would like to protect their wealth against fluctuations in the real estate market.

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.

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.

Jenna VanLeeuwen, CFP®

About Jenna VanLeeuwen, CFP®

Are you so busy with your business and family life that you find yourself making reactive money decisions?

It’s hard to envision the future when so many things need your time and immediate attention.

At Aligning Wealth, we create individualized financial plans based on each client’s values and vision. Consider us your go-to financial partner, helping you create a clear action plan so you can build the ideal life you’ve been dreaming of.

GET FINANCIALLY ALIGNED IN LIFE
• Saving for retirement
• Saving for college
• Buying your dream home
• Taking your dream trip
• Thoughtfully managing investments
• Dreaming up a giving plan
• Creating a spending plan
• Sticking to a debt payment plan

GET FINANCIALLY ALIGNED IN BUSINESS
• Minimizing taxes
• Budgeting to scale your team
• Growing your income
• Creating your retirement plan
• Planning a maternity or paternity leave
• Understanding health insurance options
• Selling or buying a business

Jenna VanLeeuwen, CFP® is the founder of Aligning Wealth. She has years of experience working as a financial planner with families and business owners in the NYC metro area. She has partnered with business owners through all phases of a business owner’s life, from starting to growing to selling their business.

When not working with clients, Jenna is usually spending quality time with her husband Brian, her toddler Charlotte, and her two doggies, Ikki and Korra. Most Saturdays, you’ll find her whole family popping into a coffee shop and then taking a walk to smell the flowers or play in the park.

Max Pashman, CFP®

About Max Pashman, CFP®

Would you ever go to a doctor and be OK if their recommendation was incentivized by the size of their check? Or by what’s actually going to solve your health problem? As obvious as this might sound, it’s not so obvious in the financial industry. As an independent fee-only company, Pashman Financial has a fiduciary obligation to always put your best interest first.

The reality is the financial industry has gotten a bad rep after the amount of distrust it has laid on it’s customers. Your priorities should be addressed by what’s best for your needs versus focusing on how large someone can cash from you. Unfortunately, the traditional business model in the financial industry has not been set up as such. Versus jumping right into a traditional advisor role, Max decided to first invest his time learning more about the industry. He did so by working for a number of successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer towards their financial goals and also obtained his Series 7, Series 66, and life + health license.

By the time he gained the appropriate knowledge, he started building his own book of business and established a successful online network to push financial education to his followers. While advising clients at One Wealth Management, Max had begun to understand how he truly wanted to create the best financial planning for his clients. He realized in order to better serve his existing and upcoming clients, he had to transform his business into a truly fiduciary model. After obtaining his CFP designation, he founded Pashman Financial as a fee-only company built on that promise.

Today, Max currently assists sales professionals with organizing their paychecks. He focuses on helping sales professionals with financial planning surrounding their commission checks, exploring their individual options, utilizing their company benefits, and understanding their stock options. You worked hard for your hard-earned dollars. Now make them work even harder for you.

Tyler Smith, CFP®

About Tyler Smith, CFP®

I founded BBK Wealth in May of 2020 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets.

That’s correct – May of 2020. The timing could not have been worse. I realized building this company that relationships have never been more important. I strive to provide cutting edge technology for those interested. I also will strive to provide cutting edge dialogue for those happy with a good meal and conversation.

I currently work with professors, teachers, doctors, business owners, and retirees. I care about my clients and independently understand their specific financial challenges.

My services are customized to my clients’ needs. This can include incorporating socially responsible investments, digital assets, real assets or alternatives into client portfolios. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship.

I am a Certified Financial Planner™ professional with a finance degree from Notre Dame. I am an Eagle Scout. I also am a proud graduate of the Alliance for Catholic Education program. I was built for this – undergrad in finance, masters in education.

My commitment to you means more than any of that – If it makes sense to work together we will.

Blake Jones, CFP®, EA

About Blake Jones, CFP®, EA

Welcome, my name is Blake Jones. I created Pomegranate Financial to refresh & simplify financial lives so families can enjoy more time together, and businesses can run more efficiently.

We specialize in serving business owners (many of which are in the transportation industry). We have no minimums, receive no commissions or kickbacks, and provide fee-only planning.

We educate you on your options to:

-Organize your finances
-Increase your tech/financial security
-Improve your cash flow
-Lower your taxes
-Consolidate investments
-Save for retirement
-Qualify for loans
-Leverage your debt
-Plan for major purchases
-Maximize your money
-Protect with sufficient insurance

Our typical planning process begins with a complimentary 60 minute meeting to get to know each other & get organized followed by an email outlining specific services we will help with, the approximate costs, and next steps.

We usually have between 5-6 meetings through video calls or in-person and include specific recommendations, tasks, and deadlines for all of us to complete.

Download our free guide “24 Rules For Businesses” at our website & schedule a complimentary meeting!

We look forward to getting to know you.

Silvia Manent, CFP®, CFA®

About Silvia Manent, CFP®, CFA®

Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that focuses on helping women understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over six years of investment and wealth management experience, including individual investment management, comprehensive financial planning and high net worth advisory.

Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help them better manage their investments, cash flow and achieve their financial goals. Prior to this, Silvia worked with international ultra-high net worth clients at Credit Suisse in Zürich, Switzerland as well as J.P. Morgan in Boston, MA. Silvia began her career in Palo Alto, CA at Cepheid, a leader in molecular diagnostics and Instrumentation Laboratory (IL), a leader in critical care, hemostasis and point-of-care diagnostics.

Silvia received her undergraduate and master’s degree in Finance and International Management from ESADE, a Top-Ranked European Business School. Silvia is a Chartered Financial Analyst (CFA®), the highest distinction in the investment management profession as well as a Certified Financial Planner (CFP®), the standard of excellence in financial planning. In addition to understanding the complexities of the changing financial climate, Silvia is held to the most rigorous ethical standards by both designations.

​Silvia speaks English, Spanish, French and Catalan.

Michael Greenen, CFP®, CPA/PFS

About Michael Greenen, CFP®, CPA/PFS, CGMA, CEPA, MBA

Michael J Greenen is a Certified Public Accountant / Personal Financial Specialist (CPA/PFS), Certified Financial Planner (CFP) and a Certified Global Management Accountant (CGMA) who founded Lantern Wealth Guardians Ltd. to provide the focused planning and advice that small business owners and entrepreneurs need. After serving four years in the Army, Michael resigned his commission to pursue a career in the private sector. This began with a manufacturing company where he worked his way up from the accounts payable department to eventually becoming the CFO of the company. From there he opened his own accounting firm in 1998, shortly after adding financial planning as a CFP in 2001. With many years of experiencing the struggles that small business owners and entrepreneurs face, Michael is committed to helping them succeed.