Mike Farrow, CFP®

About Mike Farrow, CFP®

I’m Mike Farrow, and I’m the founder of FlightPath Financial Planning. I started my own firm because I wanted to have more control over implementing ideas and practices that are truly best for my clients. I grew up reading books written by some of the greatest financial minds of all time. From those books I developed an ethos deeply rooted in doing what’s best for the investor. This translates today to doing what’s best for the client. I always put my clients interests first and assist them in setting themselves up for a strong financial future.

Why take your journey with FlightPath Financial Planning?

It is often said that a house is only as good as the foundation it is built on. Likewise, I built my financial planning firm from the ground up using our industry’s best technology, tools and practices. Building it myself has allowed me to keep my costs to you quite low. I charge reasonable, flat rate and fully transparent fees based on your financial complexity, and not on how much money you have. I provide advice only. This means I do not sell products or make a commission from any of my recommendations. I have built this firm around what is best for my clients, and I will continue to make those decisions that put you and your finances above all else. That is my promise.

Philip Rutterer, CFP®

About Philip Rutterer, CFP®

I created Rutterer Planning as the financial planning firm that I would want to work with. A firm where clients could be assured that I was working in their best interest with no hidden sales or insurance commissions motivating the advice. A place where fees would not go to build a building with the company name on it and where the savings were passed on to clients. A financial partner that recognized the very families that most benefit from financial advice don’t have time to meet during regular M-F business hours.

I want to share the benefits of financial planning – control of cash flow, identification and achievement of financial goals, and peace of mind – with those who could benefit from it most.

Nate Baim, CFP®, MBA

Nate Baim, CFP®, MBA

My name is Nate Baim, and I’m a financial planner who enjoys helping Millennial professionals, families, and recent graduates with advanced degrees plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your goals. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I place a strong focus on actionable strategies, accountability, and monitoring of your ever-evolving plan.

For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title “financial advisor.” So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent firm not beholden to selling products. As a Fee-Only firm we are focused on providing our best advice.

My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University’s Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I served to work on and led back-country trail maintenance teams. This led me to become interested in the intersection between sustainability and finance. Thus, I went back to school, and I earned an MBA at Willamette University’s Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon’s Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, climbing, hiking, backpacking, camping, or exploring with my wife and daughter.

Cory Moore, CFP®, MBA

About Cory Moore, CFP®, MBA

After earning a finance degree from the University of Central Oklahoma in 2006, I moved to the Philadelphia area to pursue a career in personal finance. Through persistence, hard work, and a positive can-do attitude, I navigated a successful career path at Vanguard and Prudential Financial, two trillion-dollar financial services firms. At both Vanguard and Prudential, I ascended the career ladder, working my way up from an Associate to a Vice President position while also earning an MBA from Rutgers University. My unique journey (which includes relocations and promotions as well as setbacks) has influenced and shaped my perspective on the essential elements of financial planning excellence. It has provided me with both the practical and theoretical experience I need to help you reach your financial goals.

I reside in Oklahoma City, OK, having relocated here from the Philadelphia area. I am a self-proclaimed “nerd at the cool table”. In my spare time, I enjoy reading, biking, fishing, traveling, sports, and having fun!

I would love to hear about your financial dreams and discuss how I could help them come to fruition. Let’s talk!

Tim Hicks, CFP®

About Tim Hicks, CFP®

I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.

I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.

My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.

I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.

Shannon Grey, CFP®, CRPC®

About Shannon Grey, CFP®, CRPC®, MPAS®

Here to Help because You are Unique. So Is Your Financial Journey.

I began my financial career in 1999 as a financial advisor with Charles Schwab and Co. I hold a Master in Science in Personal Financial Planning, am a CERTIFIED FINANCIAL PLANNER™ certificate, and also hold the Chartered Retirement Planning Counselor℠ designation.

Having 20 plus years of financial consulting, I found that people all too often invest for their future without building a proper financial plan which is much like driving to an unknown destination without a map or GPS. Gain clarity and confidence with working towards your financial goals. I can provide expert guidance to help you optimize your finances with managing cash flow and expenses, minimize expenses with forward-looking tax planning, help you prepare or manage your retirement, ensure protection for your assets, legacy, and help you navigate through the twist and turns of the stock market cycles with your investment portfolio, and address all your wealth concerns. The unique approach I offer to investing marries the fundamentals with the technical trends of the market which in essence is another layer of risk management for your investment portfolio. I believe with providing ongoing financial education, awareness, and coaching; investing and planning for your future become measurable goals that are not out of reach. When we partner together, your service is always custom-tailored to address your needs and priorities. As a fee-only advisor, I am not compensated with sales commissions or bonuses and am bound to the fiduciary duty to always act in your best interest. Let’s start collaborating today!

Naveen Neerukonda, CFP®, MBA

About Naveen Neerukonda, CFP®, MBA

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets.

Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I’ve spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication…both of which are incorporated into our relationships with clients.

I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I’m the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I’m an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf.

Additional information can be found at www.pvafinancial.com and I can be reached at anirra@cinsvanapvny.pbz

David Fowler, CFP®, ChFC®

About David Fowler, CFP®, ChFC®

Hi, I’m David Fowler – the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory firm located in New Jersey, and with the use of modern technology able to serve clients across the entire United States.

With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far).

ABOUT HMFC

High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.

Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.

WHO I SERVE

As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:

• Outdoor Industry Professionals
• Outdoor Enthusiasts
• Solopreneurs

If you love being outdoors, work outdoors, or work for yourself – you are in the right place and have found your planner!

Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation

HOW I HELP

• I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
• I help you identify and eliminate any gambling or speculating that may be occurring with your investments
• I simplify the planning process – breaking your planning to actionable attainable steps

CERTIFICATIONS & QUALIFICATIONS

• I am a CERTIFIED FINANCIAL PLANNER™
• I have earned the Chartered Financial Consultant® (ChFC®) designation
• I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
• I am independent
• I am a Fee-Only financial planner
• I am a Fiduciary

NEXT STEPS

• Learn more on the HMFC website – https://www.highmountainfinancial.com/
• Book a 30 minute conversation on my calendar – https://www.highmountainfinancial.com/free-consultation
• send me an email – dfowler@highmountainfinancial.com

Julia Lilly, CFP®, MBA

About Julia Lilly, CFP®, MBA, ABFP℠

Julia is a Certified Financial Planner ® who is passionate about providing unbiased, holistic financial planning to her clients.

Julia has spent the majority of her career in various roles within the financial services industry ranging from investment banking, government consulting, higher education financial management, and personal financial planning. All of these experiences have provided Julia with a broad perspective on the power of proper planning.

Following graduation from the University of North Carolina – Chapel Hill as a Morehead-Cain scholar, Julia certainly never imagined that her plan would involve a career in finance. She began her professional journey in the legal world, but quickly learned that she was far more excited about the finances and operations of the law firm where she worked than she was about the legal work. This realization led Julia to pursue her M.B.A from San Diego State University while living in California during her husband’s service in the U.S. Marine Corps.

Since that time Julia has embraced her passion for finances and operations and is constantly seeking to learn as much as she can about financial planning options available today to individual investors. She is an advocate for making financial advice accessible, and believes strongly that there is an opportunity to better serve clients on their path to financial clarity.

Julia founded Ryerson Financial out of her desire to bring a unique financial planning solution to individuals and families looking to organize their financial lives. Ryerson Financial is about more than the dollars in an investment account. The firm is centered on helping clients craft a flexible financial plan that reflects their goals and dreams.

Outside of work, Julia spends most of her time with her husband and three kids. Her family recently moved to the Houston, TX area where she enjoys exploring her new neighborhood, reading, staying active, and volunteering at her children’s school. Julia also serves as a volunteer financial coach.

Sridhar Krishnan, CFP®

About Sridhar Krishnan, CFP®

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company.

During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family’s financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER™ Professional.

I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner.

Read Sridhar’s blog here: https://www.encoverpersonalfinance.com/blog