Sarah Gerber, CFP®, AFC®

About Sarah Gerber, CFP®, AFC®

Whether it’s deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I’ll help you get started on the right financial track for your future financial success.

After work, I’ll be running, reading, or playing with my baby daughter. Or possibly nerding out on biochemistry too 🙂

In addition, Momentum’s “Money & Marriage” program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married (or not).

New grads and early career professionals are very underserved by the financial planning industry, especially if you don’t want someone else to manage your investments. Building your financial foundation shouldn’t be so hard, and I’m here to help change that. Let’s work to build your financial confidence and execute your plan together.

Elizabeth Plot, CFP®, ChFC®

About Elizabeth Plot, CFP®, ChFC®, AFC®, EA

Hi, I’m Liz and I’m a fee-only financial planner. I started Primas Financial Planning to help individuals make financial decisions they feel good about and be confident that those choices will prepare them for the future.

As the first in my family to graduate from college, I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. I’ve been fortunate to have accumulated knowledge through various sources. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes. I recognize that not everyone is fortunate enough to have this wealth of knowledge at their fingertips and my goal with Primas FP is to help others have the same financial security and peace of mind.

I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Financial Counselor and Enrolled Agent. I’ve been working with clients for over 15 years helping them achieve their goals and build their wealth. First and foremost, I’m a fiduciary which means I’ll always put your interests first.

I’ve lived in 9 states and 4 countries and I’ll be joining you virtually from Maryland, but I work with clients all over the United States. When I’m not listening to financial planning podcasts and delighting my husband and daughters with tax lectures, you can find me hiking, kickboxing, trying not kill the plants in my garden and volunteering in my community.

I’m looking forward to hearing your life’s story. Let’s meet!

John Boyd, CFP®

About John Boyd, CFP®

Comprehensive tax, estate and financial planning with institutional level portfolio management. We believe that all clients deserve access to investments historically reserved for the ultra wealthy. We believe that all clients deserve holistic planning that goes beyond just retirement planning. We are one of the only RIAs in the country with a moneyback guarantee.

All prospective clients receive a comprehensive financial plan. If after going through the planning process you believe you would benefit from ongoing planning and portfolio help, our fees range from 1% – 0.25%. We do this because helping as many clients as possible, even if they don’t choose to enroll in ongoing help, is part of our fiduciary duty. We also believe that by helping as many clients as possible, that it will only help build the MDRN wealth brand. MDRN Wealth will be the gold standard in wealth management. Come see what makes us different.

Tommy Lopez, CFP®, CRPC®

About Tommy Lopez, CFP®, CRPC®

Welcome to Coffeehouse Capital!

I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.

As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population.

With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners.

I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM

I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.

Areas of experience include:

529 College Education Planning

Assessing and analyzing current financial and life goals

Asset allocation review, education and strategies

Cash flow and retirement planning

Creating and managing GOALs based financial plans

Creating and managing GOALs based investment portfolios

Digital asset education

Investment education

Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)

Loss of loved ones

Ongoing financial plan and investment monitoring

Organizing for Financial wellness

Reviewing and managing 401(k), 457 (b)s and traditional retirement plans

It all starts with a conversation, let’s connect!

Randall Avery, CFP®, CFA

About Randall Avery, CFP®, CFA

Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER™ with over 13 years of finance and accounting experience. My firm specializes in servicing those in the behavioral health profession (PsyD, LPC, LCSW, MFT, Ph.D., etc.). We understand the nuances of managing a career in this profession and the challenges of building wealth while serving different population types. You do not have to go it alone when facing financial decisions concerning:

• Student loans
• Budgeting
• Investing
• Retirement accounts (Roth, IRA, 401k, 403b, & TSP)
• Financially preparing to start or exit a practice

With the heart of a teacher, Randall Avery educates his client on the principles of financial literacy. We also delve deep into career planning to maximize the earning potential of our clients. Let our firm view your career ambitions through a financial lens.

Read Randall’s blog here: https://rsadeasil.com/blog/

David Hauge, CFP®, CFA®

About David Hauge, CFP®, CFA®

David started his own wealth management business for the purpose of helping others live their most fulfilling life.

He graduated from the University of Minnesota with Bachelor’s Degrees in Economics and Journalism, is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™.

David is confident that with his understanding of personal finance, coupled with his experience as a financial professional, he can help you pursue your financial objectives and prepare for the future.

David lives in Saint Louis Park, MN with his wife, Blaize, and their standard poodle, Mason. After years of avid travel, they were married in 2021 and are expecting their first baby boy Hauge in December, 2022. David is a diehard sports fan and a trained Pilates instructor, given his interest in physical and mental health.

C Garrett Moore, CFP®, ChFC®

About C Garrett Moore, CFP®, ChFC®

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people move towards a state of financial well-being.

Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what’s best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism.

I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want.

When I’m not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

David Edmisten, CFP®

About David Edmisten, CFP®

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:
-Have I saved enough to retire early and not run out of money?
-Am I paying too much in taxes?
-Are my investments set up correctly for retirement?
-​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. I’ve had a successful career at my previous firms, consistently recognized as a high achiever, leader and chosen to coach and develop my peers.

I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning. I decided to start Next Phase Financial Planning so that I can use my expertise exclusively with the people that I provide the most value to – those considering an early retirement.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

Amir Noor, CFP®

About Amir Noor, CFP®

Hello! If you’re reading this, then you probably know me, want to know me, want to sell me something, or want to do business with me! That sounds good to me. You can read a bit about me below, or you can send me a message and we can grab some coffee. Just don’t try to steal my kidney!

People that can show me or teach me something new fascinate me. More importantly, please recommend a great restaurant I should try.

I am a member of the Golden Key International Honour Society at Stony Brook University, a member of The LIincs Organization, a non-attorney member of the South Asian Bar Association of New York (SABANY), and Honoree of the Huntington Township Chamber of Commerce Young Professional Award.

Crawford Ulmer, CFP®, EA

About Crawford Ulmer, CFP®, EA

I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances well.

I was fascinated by investing at a young age. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals.

Before starting Ulmer Financial, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia’s McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional and Enrolled Agent.