Dan Slagle, CFP®

About Dan Slagle, CFP®

I am one half of the husband and wife team Fyooz Financial Planning (see Natalie Slagle‘s profile).

We are here to help guide you — whether it’s figuring out what to do with your excess savings, merging your accounts, staying on track for retirement or developing your household’s new joint investment philosophy.

Outside of work, I am a marathon runner, avid soccer fan, and always down for a good day trip.

Natalie and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.

We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.

Education: CERTIFIED FINANCIAL PLANNER (™)

University of St. Thomas; Bachelor of Arts, Financial Management

Natalie Slagle, CFP®

About Natalie Slagle, CFP®

I am one half of the husband and wife team Fyooz Financial Planning (see Dan Slagle’s profile).

We are here to help guide you, whether it’s figuring out what to do with your excess savings, merging accounts or staying on track for retirement.

After the work day, I’m found exploring new recipes, researching ways to simplify and be more sustainable, and enjoy healing conversations with friends and family.

Dan and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.

We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.

Education: CERTIFIED FINANCIAL PLANNER (™)

University of St. Thomas; Bachelor of Arts, Leadership and Management

Valerie Rivera, CFP®

About Valerie Rivera, CFP®

Hi! I’m Valerie. Thanks for checking out my profile! A little bit about me:

I am a First in my family. The first to go to college. The first to break barriers at work. The first to make more money than my parents ever did. I did not grow up reading the Wall Street Journal on my dad’s lap. There was no financial safety net. I built my own. I entered financial services nearly 15 years ago and fell in love with empowering people to build financial confidence.

What I noticed throughout my career was that generally, no one looked like me, both on the advisor side AND the client side. Despite money being such a critical part of our livelihood, we don’t learn about this stuff in school and quality advice is generally only provided to those who have already achieved financial success.

I’m on a mission to provide financial planning to all the Firsts and act as a catalyst for people to feel secure about their own financial success. I have a huge focus on providing education and meeting people where they are in life with no shame, no judgment financial advice.

I founded FirstGen Wealth to normalize quality, fiduciary, fee-only financial advice for people who are the first to build wealth in their families. We guide people in all areas where money touches your life. Spoiler: It’s A LOT of areas.

We do our best work for early to mid-career individuals and families who are the First to grow wealth in their world. Do you want a collaborative financial guide and sounding board as you build your most abundant life?

Then, you belong here.

Join the wealth-building revolution and change the trajectory of your life and generations to come.

For all the Firsts. From a First.

Ryan Brueck, CFP®

About Ryan Brueck, CFP®

I am a fee-only fiduciary financial planner with ClearWealth, a firm based out of Burlington, Iowa. Although ClearWealth is based in Burlington, I am located in Davenport, Iowa and have the capabilities to work with anyone in the US through a virtual setting. I am passionate about helping individuals organize and find efficiencies in their financial lives while educating them about their options and how those options affect them.

We’re in a world where information is at our fingertips. Whether it’s via social media or other media outlets, there is seemingly endless information. But there’s a major problem, how do you know if this information is right for you and your family’s situation?

I spend a lot of time with my clients figuring out what their ideal lifestyle is today, how to optimize for that, and plan for the future to get to financial freedom and make work optional. I am rebranding the word retirement, that seems so absolute. Who knows what you will want that far in the future at a specific age? We are all guessing at what we want and when it will happen. My job is to help you make good decisions with your money, get to financial freedom efficiently and enjoy life today.

Regina Neenan, CFP®

About Regina Neenan, CFP®

It’s nice to meet you! I’m Regina, and I’m part of the team at Financial Planning Fort Collins (FPFoCo) where we excel at working with successful women and couples as well as individuals serving as trustees.

Allow me to introduce myself …

• First things first, I’m Regina Neenan, and my pronouns are they/them.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional and Your Full-Time Fiduciary®.
• I started with FPFoCo in 2018 and have been loving it ever since. (That’s why I’m here!) I also became a partner in the firm in 2021.
• I hold a Bachelor of Science in Media Studies, aka communication science, and a Bachelor of Arts in Spanish, although I’m not so fluent anymore!

At Financial Planning Fort Collins …

• We offer financial planning, investment management, and income tax preparation as one comprehensive approach.
• Your first meeting with me after your initial consultation will be your data consultation: Gathering all of the hard facts, figures, and paperwork relevant to your financial life.
• Through a team-based approach, we’ll collaborate with my fellow employee-owners and CFP® professionals to build the optimal financial plan specifically for you.
• My specialties include guiding you through cash-flow planning, aka budgeting, and insurance planning.

If you’d like to know a bit about me as a person …

• I’m from the driftless midwest and am a Green Bay Packers fan. Go Pack Go!
• I’ve loved finance since I was a kid. It runs in the family: My mom is a former bank teller and dad the son of a city treasurer. Fun fact: I still balance my checkbook the old-fashioned way.
• I moved to Fort Collins in 2015 with my little family: My partner Zack and our cat Coco. I enjoy exploring Colorado, whether it’s running through my neighborhood, biking to a brewery, throwing a frisbee through a disc golf course, or hiking and camping in the Rockies.

My favorite part about working with clients like you is learning your stories — and helping you write the next chapter. But enough about me. Grab a time for a complimentary initial consultation, where you can tell me about yourself and what you’re looking for in a financial planning relationship!

Hannah Szarszewski, CFP®, AFC®

About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Bryan Minogue, CFP®, CFA

About Bryan Minogue, CFP®, CFA

I founded Kardinal Financial to leverage my experience and passion to serve growing families, and to do so in an honest, independent, and fiduciary setting. I know the impact financial stress can have on a family and strive to replace this uncertainty with confidence. Every aspect of Kardinal Financial – from the technology to the meeting framework to the fees – has been crafted to serve my clients’ best interests. It’s the financial planning service and approach I am proud to provide.

I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and serving as an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. I continue to expand my skillset through industry associations and relentless self-study of articles, podcasts, and books.

I live in Madison, WI with my wife, Maggie, and daughter, Rose. In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).

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.

Jessica Kirwin, CFP®, MBA

About Jessica Kirwin, CFP®, MBA

Finances have always played an important role in my life, but I never knew it would become my passion. At 25, I quit my high-paying job and had to figure out how to facilitate my first rollover. Before entering the Peace Corps, I figured out how to defer my student loan. After our wedding, I researched where my husband and I could safely invest our money while we were abroad. This might sound like drudgery to some, but for me, they were stimulating challenges.

Over my life, I’ve bought and sold homes, moved across the country and globe. I worked for fortune 500 companies and small independent firms. This path eventually led me to acquire the CERTIFIED FINANCIAL PLANNER™ designation. I wanted to make a difference in the financial industry. “The percentage of women CFP® professionals has remained flat at 23% for at least a decade.” The requirements for obtaining the CFP® designation are high: countless hours of coursework, a 6-hour extensive exam, and 6,000 hours of professional experience.

I founded Kirwin Financial because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way.

Hannah Szarszewski, CFP®, AFC®

About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.