Dale L Shafer II, CFP®, APMA®

About Dale L Shafer II, CFP®, APMA®, CDFA®

Hi, I’m Dale Shafer and I’ll serve as your guide through all the life movements you might experience along your financial path.

My own journey has included a lot of life moves, which has developed my approach to financial advice. I entered this profession

I believe real financial advice requires far more than showing a “good” rate of return on a monthly statement. I also believe a real financial advisor knows what’s important to you beyond the dollars and cents, stocks and bonds, and expected retirement date.

Chances are you have many bigger rocks to conquer along the path before reaching retirement… whatever that is anyway. Me too.

You can read a little more about my financial advice and investment philosophy by heading over to the What to Expect section of my website.

I began in this profession in 2015, initially learning how to analyze and build investment portfolios, then moved on to learn comprehensive financial planning when I noticed how much the investment activities impacted so many other areas of one’s financial life.

I earned the Accredited Portfolio Management Advisor (APMA®) designation in 2019, then the CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations in 2020.

As a CFP®, I believe the process of financial planning is among the most valuable “never fully finished” work one can do to gain stability in the face of constant uncertainty. I take an on-purpose approach to help clients focus on and define what’s most important when establishing a basis for aligning their financial decisions.

To remain active in the community, I am a member of the Scottsdale Sunrise Rotary Club (President 2022-2023) and serve an active role in the leadership of the club. I am also a member of the Phoenix Seminole Club (Vice-President); and BNI Accelerators (President 2021-2022).

I am a strong advocate for financial literacy and engages in speaking at the high school level on the topics of personal finance, college, and “real world” economics.

Michelle Petrowski, CFP®, CDFA

About Michelle Petrowski, CFP, CDFA, Mediator

Michelle Petrowski (formerly Buonincontri) is the Founder and CEO of Being in Abundance and is on a mission to provide access to financial planning for those that seek it. She believes that wealth is more than money and solid financial advice should not begin and be centered on investments as has been the tradition with advisors of the past. Having been a successful woman in tech, tax-preparer, married, divorced, a step-mom, single mom, a sandwich generation care-giver, a mid-life career changer, and an entrepreneur, she knows that life is shades of grey, and all aspects are inter-related.

Michelle focuses on creating a judgement free space for clients to discover and achieve their goals and dreams through the building and using of their financial resources; meeting clients where they are, rather than where they or society has told them they “should be” at this point in their life. Through a planning approach, that aligns values and financial choices and considers choices through a tax lens, Michelle guides clients to becoming exceptional stewards of their own finances, uncovering previously “unseen” possibilities for their life, and creating opportunities to have a fuller life of impact.

Through her other firm, Being Mindful in Divorce, she works with singles, couples and other divorce professionals committed to reducing the emotional and financial impact of divorce for themselves and their family. Many times, these clients are thriving professionals, sandwich generation wealth-protectors, or those of Grey divorce with a common goal of re-building a financial foundation and to support generational wealth.

In both her professional, personal and philanthropic work, Michelle is committed to financial wellbeing and expanding the perspective that wealth is more than money. She continues increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings thought her firm and her work with Savvy Ladies in NY and Fresh Start Women’s foundation in Phoenix.

Michelle, is a nationally-recognized financial expert, and has been featured in CNBC, MarketWatch, Forbes, Yahoo Finance, and digital outlets, has spoken at FPA Knowledge Circles and is a contributor on Wealth Management to Retirement Daily; TheStreet. She is a former Board Member of the Financial Planning Association in New York & Greater Phoenix, and she currently serves on the Board for the Maricopa Association of Family Mediators and the Alisa’s Angel Foundation, both in Arizona.

Schedule a free intro call to explore how we can work together to empower your financial future: https://www.beinginabundance.com/contact

Read Michelle’s blog here: https://www.beinginabundance.com/blog

Tips for the Softer Side of Retirement Planning – https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning

Marry or Live Together? Considerations for LGBTQ Couples – https://www.thestreet.com/retirement-daily/your-money/marry-or-live-together-considerations-for-lgbtq-couples

Breaking-up is Hard to Do – 3 Tax Tips to Help – https://www.thestreet.com/retirement-daily/your-money/breaking-up-is-hard-to-do-3-tax-tips-to-help

Ask Bob: We’re Divorced & Dating – How Do We Handle Long-Term Financial Decisions? https://www.thestreet.com/retirement-daily/ask-bob/ask-bob-were-divorced-dating-how-do-we-handle-long-term-financial-decisions

Five Tips for Surviving Grey Divorce in Retirement https://www.thestreet.com/retirement-daily/your-money/tips-for-surviving-grey-divorce-in-retirement

Everything You Need to Know About Social Security and Divorced Spousal Benefits –
https://www.thestreet.com/retirement-daily/planning-living-retirement/divorce-and-social-security-myths

Healthcare for Military Service Members: TRICARE
https://www.thestreet.com/retirement-daily/your-money/healthcare-for-military-service-members-tricare-14645400

Should You Keep the Family Home in Retirement? –
https://www.thestreet.com/retirement-daily/planning-living-retirement/should-you-keep-the-family-home-in-retirement-14665783

Nicole Brown-Griffin, CFP®, CDFA®

About Nicole Brown-Griffin, CFP®, CDFA®, AFC®, EA

Compassion and empathy are not the first couple of words you hear when discussing financial planning but that is exactly what you will be greeted with when contacting Late Bloom Advising!

Hi I’m Nicole, Founder & Principal of Late Bloom Advising. We provide Financial Planning and Investment Management to women experiencing major life transitions
& Divorce Financial Analysis through www.latebloomdivorce.com. Even though I’ve never been divorced, I followed my curiosity to learn about the monetary complexities surrounding this major life event and wanted to bring my knowledge and calm, supportive spirit to assist individuals and couples going through this transition. I help my clients learn how to position themselves to thrive financially whether it’s before, during, or after divorce.

Connect with me to discover how to avoid potential financial errors that are waiting to happen. If you are recently divorced, there are some unique financial and tax aspects you want to make sure have been addressed. To assist with that, we also provide Post Divorce Transition Guidance that gives our clients the relief they need to confidently move forward with their financial lives. We look forward to helping you!

Read Nicole’s blog here: https://www.latebloomadvising.com/blog

Tessa Elrod, CFP®, CDFA®

About Tessa Elrod, CFP®, CDFA®

I am Tessa Elrod, co-owner of Next Step Financial Transitions. I fell in love with financial planning from my first semester in the financial planning department at Texas Tech. What I discovered over the tenure of my experience is that my passion truly lies in the impact I am blessed to make in people’s lives. I love witnessing the immediate relief my clients experience when they understand their financial situation and peace of mind that comes with having clear direction. My mission is to bring that emotion to clients of all ages and transitions.

I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Certified Divorce Financial Analyst®. In 2008, I took my first step into the professional world with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella. In addition to playing a key role in the development of UCPWC’s advice and planning group in Lubbock, TX I also held the Relationship Manager role in both the Bethesda, MD and Houston, TX offices.

In 2014, I joined Houston-based Strategic Financial Advisor, where I discovered and developed my passion for family-oriented financial planning and the next generation’s financial needs. As a mother of three myself, I understand how difficult financial planning can be, especially for families with children that have special needs. This is a difficult truth that I have learned from my personal experience.

My career trajectory also brought me in contact with several people (mostly women) who had difficulty dealing with the financial repercussions of divorce and unjust settlements. As a Certified Divorce Financial Analyst®, I helped these people take control of their financial life when I was with SFA. Then in 2018 I started Next Step Divorce Solutions LLC, with a desire to do more during the divorce process.

Rachael Burns, CFP®, CDFA

About Rachael Burns, CFP®, CDFA®, AWMA

I’m Rachael, and I help newly single women achieve financial independence after the loss of their partner to death or divorce. I’m a fee-only Certified Financial Planner® and Certified Divorce Financial Analyst® based in Northern California and serving clients across the US.

Over the past 13 years, I’ve advised hundreds of high net worth families, working for ‘traditional’ wealth management firms including Morgan Stanley, Merrill Lynch, and Ameriprise. I learned the lessons, habits, and values that led these families to their wealth, and wanted to share these insights with other women who were earlier in their financial journey.

Through my own personal experiences navigating grief and finances, I found my calling — to support and empower other women during the most challenging transitions of their lives.

My firm, True Worth Financial Planning, offers customized financial planning, divorce financial analysis, and investment management that supports your unique needs and goals. Schedule a free intro call to explore how we can work together: https://trueworthfp.com/book-a-call

Read Rachael’s blog here: https://trueworthfp.com/blog/

Jill Isbell, CFP®

About Jill Isbell, CFP®

Jill Isbell has made it her life’s passion to provide guidance and education to all her clients that they may take control of their finances and live the life they deserve both today and tomorrow.  She believes every person should have access to a financial professional they can trust; she works first to solve short term needs then focuses on preserving and preparing for long term goals.  Jill graduated from the University of Colorado at Colorado Springs with an Accounting degree and enjoyed working in the Accounting profession for several years.  In 2007 she changed her career path to wealth management and her passion was official when she received her CFP in 2015.  Jill prides herself on being a student of her craft and is always on a path to increase her knowledge and expertise to better serve her clients.

Jill moved to Colorado in 1996 from California and has had the opportunity to take advantage of what the beautiful state of Colorado has to offer.  She has come to learn that the world is best seen from the perspective given at the top of a mountain.  She has twin boys whom she has lived her life for and has loved more than life itself.  Current hobbies outside of the office involve time spent in either the garden or the mountains, and most precious moments are those shared with her children and good friends.  She has spent much of her available time involved in the community that she is proud to call home.  In recent years she has served as President of both Lions Club and the local Chamber of Commerce.  The most rewarding part of her career is the relationships she makes with her clients and she considers it a privilege to be of service to them in the most important and sometimes difficult times of their lives.

Audrey Morrison CFP®, MBA, CDFA©

About Audrey Morrison CFP®, MBA, CDFA©

Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement.

Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris.

In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children’s school and attending their sporting events.

Chris Chen, CFP®, CDFA

About Chris Chen, CFP®, CDFA, RLP

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, expatriation, and divorce.

A strong life and financial plan makes other wealth decisions much easier. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals.

Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner and a Certified Divorce Financial Analyst™. He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C.

Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris is the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the Financial Planning Association, The Divorce Center, and the Massachusetts Council on Family Mediation.

Nancy Nawn, CFP®, CIMA®

About Nancy Nawn, CFP®, CIMA®

Raised by a single mom with two other siblings, Nancy learned the value and importance of sound financial management at an early age. She started her first job in sixth grade with a daily paper route to help her pay for personal items her mother couldn’t afford. Nancy continued to work full and part-time jobs throughout high school, undergraduate and graduate studies to pay her education and living expenses. After working several years in the industry, Nancy ultimately wanted to become a financial planner to help other people understand and manage their financial lives. Through comprehensive financial planning, she has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success.

Nancy has over 20 years of experience in the financial services industry. She has worked in various areas of the business throughout her career including product management, business development, marketing and most prominently as a financial planner. Nancy‘s education has been focused exclusively on finance. She earned two finance degrees, a BS from Rowan University and a MBA from St. Joseph’s University. Nancy is also a Certified Financial Planner™ and a Certified Investment Management Analyst®. Both designations demonstrate her deep knowledge, skills and commitment to the financial planning profession.

Although Nancy works with many types of clients, her practice is now focused specifically on women who have historically been underserved by the financial planning community. Regardless of a woman’s relationship status or circumstances, she believes it is imperative to empower women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.

Alex Weinberger, CFP®, CDFA®

About Alex Weinberger, CFP®, CDFA®, MBA

Alex Weinberger is a Portfolio Manager at Weinberger Asset Management, and Director of Marriage Financial Solutions, an affiliated company providing financial planning services to family law practitioners and divorcing parties www.MarriageFinancialSolutions.com.

Alex’s comprehensive expertise comes from over a decade in investment analysis and company and security valuation. This includes managing assets for ultra-high net worth individuals and families which required complex portfolio strategies and investment solutions at Hall Capital Partners in San Francisco. While at Houlihan Lokey in Los Angeles, Alex performed extensive valuation analysis including fairness and solvency opinions and employee compensation plan valuations on companies spanning all industries and market capitalizations.

Alex earned a B.S.B.A from Washington University in Saint Louis, and an M.B.A. from the University of Southern California’s Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™.