Phil Francois, CFP®

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®

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

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.

Sean Nisil, CFP®

About Sean Nisil, CFP®

Sean Nisil is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience. He believes that good returns and good values are not mutually exclusive.

Sean is passionate about helping Christian investors align their faith with their finances through Biblically Responsible Investing (BRI) and values based financial planning. He loves simplifying the complex and has developed wealth management solutions for clients across the country.

Uniquely equipped in this space, Sean received his undergraduate degree in Theology and Biblical Studies from Biola University, and his Executive Financial Planner Certification from San Diego State University.

His desire to provide faith based financial planning solutions for a fair and reasonable price led to the creation of Living Well Financial Advisors, LLC. Rejecting the common percentage-of-assets compensation model, the firm offers its services for a transparent annual retainer fee.

Brian Tegtmeyer, CFP®, CKA®

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

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

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.

Jason Demland, CFP®

About Jason Demland, CFP®

I specialize in helping Christians with their money so they have more to give away.

We provide value in 3 key areas:

1. Tax planning that minimizes lifetime taxes and maximizes generosity through charitable giving strategies
2. Retirement planning including: medicare/healthcare and social security strategies, retirement investment accounts, income planning, 401(k) & 403(b), and more.
3. Full service fiduciary investment management

We are driven by the belief that financial comfort is rooted in our only comfort: belonging to our faithful savior Jesus Christ

L McKinley, CFP®

About L McKinley, CFP®

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I’ve spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I’ve attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help. I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business. My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom. I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

Robert Persichitte, CFP®, CPA

About Robert Persichitte, CFP®, CPA

Robert Persichitte, MPAcc, CPA, CFP®, started as an accountant, but his love of data analysis and communicating plans led him to finance. He believes money should never get in the way of life’s priorities. That’s why he focuses on investments that align with his beliefs specializing in Environmental, Social, and Governance (ESG) stocks and investing within his Catholic values.

Tax planning, setting goals, evaluating risk, and measuring the suitability of investments are all tools in service for caring for the whole person. To be a fiduciary, he believes it is essential to understand his clients and put their beliefs, goals, and values first.

He worked as a consultant for a big-4 accounting firm, served as director of the Volunteer Income Tax Assistance (VITA) Program at Metropolitan State University of Denver, and served as a public servant leading the data analytics team in the City and County of Denver Auditor’s Office.