Natalie Foy, CFP®, CFA

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About Natalie Foy, CFP®, CFA

Hi! I’m Natalie. I joined Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC, in June 2020. But my heart has been with Greenway for longer; my husband, Nick, founded Greenway in 2018.

Greenway’s mission is to help generous people improve their margin so they have more time and more money to pursue what’s most important to them. We love to serve the needs of Generation X & Y clients who tend to have views on money, finances, and retirement that are very different from those of prior generations.

Prior to joining Greenway, I spent 15 years in banking. My banking experience was mostly on trading desks as a credit analyst or as a portfolio manager, and I loved the energy, the people, and the ability to think critically and act quickly on the spot.

I decided to make a move to personal wealth management because I wanted to use a broader skill set, and I wanted to work with people like you! I love what I do. I love hearing your stories, learning about your dreams, and helping you process big and small decisions.

I grew up in the east bay of San Francisco, but have called Charlotte home since graduating from the University of Richmond (go Spiders!) with a B.S. in Business Administration with Magna Cum Laude honors in 2005. I am a CFA charter holder and have earned the CERTIFIED FINANCIAL PLANNER™ designation. I volunteer as a financial advisor mentor for 3rd Decade, writing coach with Carolina Youth Coalition, and Treasurer for my kids’ school.

Nick and I have two kids, Theo and Nora, who keep us on our toes. In my free time, you can find me running with friends in an early morning workout group, hiking with family, or watching (and coaching) kids’ sports teams.

George Kao, CFP®, ChFC®

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About George Kao, CFP®, ChFC®, CRPC™, MBA

My philosophy is to help as many as I can (Reach), while at the same time, make those I’m helping smarter and more savvy with their finances (Teach).

I became a financial planner through divine intervention. That’s right! If God didn’t make me walk down this path, I may have never taken the leap.

You see, I spent the first 25 years of my career focused on building some of the world’s most innovative technologies (at that time). This was what I was trained in. These cool tech include virtual classrooms and virtual meetings, webinars, podcasting (in 1997!), streaming videos, wearable smart name badges, private corporate social communities, mobile targeted advertising, autonomous vehicles, just to name a few.

It was thrilling. It was fun. It was rewarding.

But then in 2019, I came to a fork in the road. For reasons that can only be explained by the divine, all doors that normally would be open weren’t, and the proverbial door slightly ajar during that time was this one door leading to financial advising.

In a decision base on faith, I stepped through that one door, and another door opened up. I stepped through that door and another door opened. This is how I started on my financial advising journey.

Now, I’m a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Chartered Retirement Planning Counselor™, and a fee-only advisor.

Looking back on it now, it makes a lot of sense.

I made my share of mistakes with my own funds. I don’t want that to happen to anyone else. I also had worked with a financial advisor since my 20’s. Now, I’m setting out to be the advisor I wish I had. I love my clients, and enjoy every minute closely working with them to ensure a well-planned and protected future.

At the same time, I’m on a life-long pursuit to seek and discover what it means to be a great financial professional, and I expect to continuously be learning new ways to perfect and innovate in this craft.

Born in Hong Kong, I immigrated to the US with my family when I was a young boy. We settled in Framingham, a suburb of Boston. I’m a die-hard Celtics, Red Sox, Patriots and Bruins fan, which I’ve proudly passed down to my kids. I earned my degrees in Math and Computer Science, as well as Cognitive Science and Psychology from Carnegie Mellon University, and a MBA from the University of Arizona’s Eller School of Business.

I’ve been married to the love of my life for 23 years, and we are blessed with three awesome children. I’m fluent in Mandarin Chinese and attend and serve at Cornerstone Church in Chandler.

Thanks for visiting. I look forward to getting to know you more.

Dillon Kenniston, CFP®

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About Dillon Kenniston, CFP®

I’m a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that’s not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly.

I’ve spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity.

I’ll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church.

Read Dillon’s blog here: https://rewealth.substack.com/

Nate Skelly, CFP®

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About Nate Skelly, CFP®

Nate Skelly is a fee-only financial planner and founder of Financial Pathway. He is passionate about financial education and enjoys traveling, watching/playing sports, and serving in his church. Nate lives in Pensacola, Florida, with his wife, Charity, and their three kids: Jaden, Judah, and Juliet.

Phil Francois, CFP®

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About Phil Francois, CFP®

Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances. Specifically, we love to help young families with financial planning and biblically responsible investing from a Catholic point of view.

When it comes to financial advisors and financial planners, there are hundreds of excellent options. However, not many understand your biblical viewpoint, your desire to steward God’s resources, and your why.

The Bible has clear lessons on how to manage your finances and as Christians, we know that ultimately nothing belongs to us, it all belongs to God. We are called to steward the resources God has provided us. In addition to that, Catholics know this earth is not our final destination. So while it is important to manage your finances prudently, it is just as important to keep it all in perspective

Jeff Grimes, CFP®

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About Jeff Grimes, CFP®

I started Parakaleo Planning with a vision to bring hope to those who need it after becoming divorced or even to those in a life or career transition.

I have been in the financial services industry since 2008. My initial career aspiration was to serve as a full-time Christian overseas missionary.

I struggled to raise support as a newlywed 21-year recent college grad, so I stumbled into becoming a financial advisor after trying to learn more about personal finance.

I felt like a failure and floundered for years with the loss of purpose and carrying a sentiment that I let my family down.

As a result of losing hope, I went through a divorce in 2019. It was not something I wanted but deserved as I reaped what I had sowed. I have three amazing kids and am thankful for that season in my life. I have regrets but can also recognize the good that came from it.

I am a work in progress. But I press on to take hold of all that has been made available to me at the Cross. I hope to encourage you and help you find a community of brothers.

Crawford Ulmer, CFP®, EA

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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.

Brian Tegtmeyer, CFP®, CKA®

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About Brian Tegtmeyer, CFP®, CKA®

Brian Tegtmeyer, CFP® is a fee-only financial planner based out of Columbus, OH. Brian started Truly Prosper Financial Planning to provide a more thoughtful approach to retirement planning.

Before starting Truly Prosper, Brian worked for over ten years at a fee-only wealth management firm. He was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies. He enjoyed the work and appreciated his time there, but felt called to create a different kind of financial planning business.

In 2020, Truly Prosper was founded on the idea that retirement planning should be available to all people, not just the wealthy. That pricing should be based on the service received and not the size of the investment portfolio. That financial life planning is the key to helping clients live the best life possible with the money they have.

When Brian’s not working, he enjoys spending time with his wife and three kids. They love playing board games, going for adventure walks, or playing a game of backyard kickball.

Tyler Hackenberg, CFP®, EA

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About Tyler Hackenberg, CFP®, EA

As a Catholic, you look at money differently: it’s not your own but rather a gift from God to be used with prudent discernment.

And you need a financial advisor who views it the same way.

At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.

AUTHENTICALLY CATHOLIC – As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That’s why all of the services are aligned with the USCCB’s guidelines for investing your money morally.

INTO THE DEEP – How much easier would it be to answer God’s call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you “put out into the deep” and trust His providence.

Kaysian Gordon, CFP®, CPA

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About Kaysian Gordon, CFP®, CPA, MBA

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning – A Place Where Faith and Financial Planning Meet.

I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue.

I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals – but to plan for the long term.

Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals.

I can help you with that.

And a favorite question I help clients to think about: How will you spend your time in retirement?

Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well.

I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.