Jay Lee, CFP®, CFA

About Jay Lee, CFP®, CFA

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals.

With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth.

Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron’s and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

Kyle Kues, CFP®, MBA

About Kyle Kues, CFP®, MBA

I graduated from the University of Oklahoma with a degree in Business Management. After a few years I moved to Germany and earned a MBA from Pforzheim University, and lived and worked in Berlin for a few years. For the last three and a half years, after moving back to the US, I have been a Financial Planner and now run Snowcap Financial.

Through Snowcap Financial I primarily serve young professionals and their families. We are planning for the long term together. Marriage, kids, buying a home, planning for college, etc. I am right there with you on this journey. I have run small businesses (including launching my own) and have worked for one of the 25 largest companies in the world helping to lead an international department.

I understand the challenges you face, and want to be a resource for you as you look to figure out what money means to you and how best to use it to do something meaningful in your life.

Erik Barnes, CFP®

About Erik Barnes, CFP®

Smarter Planning. Smarter Portfolios. Smarter Fees.

With almost more than decade of experience in financial planning, I bring my experience and perspective to the table as an extra set of eyes for your finances. With my education, experience, and attentive nature on your side, you can become more confident in your own financial path.

I’m a native Chicagoan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I wanted to change that.

In 2012, I launched Retirement Portfolio Partners. Now I can devote more time to fewer clients to deliver a superior client experience as a CFP® professional working with my clients on the same side of the table. I help my clients answer questions like:

Can I afford to retire?
Is my portfolio suitable for retirement?
Can I eliminate or at least reduce threats to my retirement?

I’m have a B.A. in Economics from North Central College (Cardinals Rule!) and a graduate of the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not perfecting financial plans, you can find me fishing with my family in Hayward, WI, relaxing on the beach in Indian Rocks Beach, FL, searching for the next best steak burrito, or reading the next great Jack Reacher book

Dan Herron, CFP®, CPA/PFS

About Dan Herron, CFP®, CPA/PFS

I founded Elemental Wealth Advisors because I believe everyone should have access to solid financial planning, period. No one should be turned away just because they don’t have a million-dollar portfolio or aren’t a higher income earner. Everyone, regardless of income or assets, has financial matters that they need to address. Our clients are those who are just starting to get their financial plans in order and who are eager to learn each step of the way!

We take an educational approach to the financial planning process and provide a means for everyone to construct and implement processes to achieve their financial goals. Together, we walk through and implement each aspect of YOUR financial plan. The financial services industry has made it difficult to see all investment costs and expenses. As a fee-only advisory firm, we believe in transparency. There are no hidden fees or surprises. We collaborate so that you will know what is going on every step of the way. This is how financial planning should be.

We work as fiduciaries, offering our clients support in every area of their personal financial lives. I’m also a CPA who looks at your whole picture including comprehensive tax planning. I earned my degree in Economics, and a Masters in Business and Portfolio Management. You’ll find me to be responsive, collaborative and down-to-earth.

When I’m not at the office, you’ll likely find me out running. I’m a Dad to an amazing furkid (below) and sometimes I even enjoy a real movie.
I look forward to connecting!

Brandon Amaral, CFP®, EA

About Brandon Amaral, CFP®, EA

I’ve always been passionate about personal finances and financial planning. After graduating from San Diego Staten University with a degree in Financial Planning, I spent some time working for a large Broker-Dealer and then transitioned to a boutique fee-only firm. I became a CFP® and an Enrolled Agent, and began to focus on the nuances of taxes and stock options.

As a first-generation college student, I quickly realized the importance of understanding your finances and saving as early as possible. I’ve spent the last 8 years working in the Financial Services industry and the past 5 years working directly with financial planning clients.

My goal is to provide affordable financial advice to all individuals and families. I want to help people go from confused and overwhelmed to confident and informed.

Chris Kimmet, CFP®, MBA

About Chris Kimmet, CFP®, MBA

Hi, My name is Chris Kimmet and I’m a fee-only CERTIFIED FINANCIAL PLANNER™ who loves to help families navigate the intimidating world of saving, investing and planning for their financial future.

I started Steady Climb Financial Planning because I understand the challenges families face when trying to make sound financial decisions. I enjoy breaking down personal finance and investing into easily understandable concepts, and eliminating the intimidation that comes from dealing with 401Ks, IRAs, and HSAs, along with everything else. By working together we can create a solid financial plan that aligns your goals with your values, and provides you with the peace of mind that you are making the best decisions for you and your family.

My sweet spot is working with professionals with kids and helping them navigate the tradeoffs between investing for retirement, saving for their kids education, paying down debt, family vacations and making decisions on investment allocation, equity compensation, career changes, insurance, and more.

Today is the best time to get started building a plan to enable you to meet your goals. Whether that’s buying your dream house, saving the right amount for your child’s education, or preparing to enjoy your retirement, I am here to help.

Steven Gilbert, CFP®, RICP

About Steven Gilbert, CFP®, RICP, APMA

Steven Gilbert founded Gilbert Wealth LLC in 2021 to create a company that is focused on creating long-term relationships with clients through providing deep financial planning expertise along with investment management advice founded in time-tested strategies.

Gilbert Wealth serves clients in all walks of life whether it’s saving for college, transitioning to a new career, preparing for normal or early retirement, or addressing your insurance needs.

Steven Gilbert is passionate about continuing education to provide strategies to his clients that address the ever-changing environment. The practice is a tax-centric practice and delves into many strategies to reduce taxes over a lifetime.

Stefanie Pickard, CFP®, EA

About Stefanie Pickard, CFP®, EA

At Old Growth Financial I do things differently. I am not here to sell you financial products you don’t need, or pressure you to open accounts. As a fee-only fiduciary, I provide clients with independent advice, transparency, and individual attention. Financial planning and investment management do not have to be overwhelming. Let’s work together to clarify your financial goals and develop a manageable plan to live the life that you want. Our initial consult is always free. Reach out today!

Matt Gray, CFP®

About Matt Gray, CFP®

My name is Matt Gray and I help working professionals give back to causes they care about while achieving their own financial goals.

I do things a little differently than most advisors in that I do away with the overly formal advisor schtick. There aren’t very many approachable financial planning firms so I decided to create one! No jargon, ties, or expensive offices. We just give good advice in a familiar and simple way.

Most of my clients are working professionals and young families, but I work with clients across many demographics and life stages. During the middle of your career, you often are taking care of parents, raising a family, and have more complexity at work than ever before. We take your financial life off your plate so you can focus on everything else.

My background is in both economics and finance as I earned degrees in both disciplines at Fresno State. I’ve spent my entire career working directly with clients in a financial planning capacity.

James Blue II, CFP®

About James Blue II, CFP®

I founded Blue Advisors to work with a select number of families to help them achieve and maintain financial independence. I’ll serve as your chief financial officer to navigate the many complex facets of wealth management, from planning to coordination to execution. My focus allows me to adequately arrange for your family goals, estate plans, income tax preparations, insurance needs, investments and other financial-related issues.

Please call me at 724-914-1414 or email me at wvz@woyhrnqivfbef.pbz to schedule an introductory call today.