Carl Goodin, CFP®

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About Carl Goodin, CFP®

Describe the education and business background of the adviser’s principal executive officer:

Carl Dwayne Goodin was born March 7, 1951, in Springfield, Missouri. He grew up in and around St. Louis, Missouri. He attended Lafayette High School in St. Louis County, MO, graduating with honors. He was conferred a BM in Education from the University of Missouri at St. Louis in May of 1973. He has completed coursework toward an MA in Finance and Economics from Webster University, St. Louis, MO. His grade point average in graduate studies is 4.0. He completed the CFP professional education program (College for Financial Planning, Denver, CO) in 1989. He continues to study, analyze, and research all matters related to personal financial planning, investments, insurance, estate planning, accounting, and taxation, generally devoting from 5 to 20 hours per week to independent study and advanced seminars.

Carl D Goodin, CFP™:

Having completed the education, examination, experience and ethics requirements he was awarded the CERTIFIED FINANCIAL PLANNER designation in March 1989.

The Financial Planning Association:

Carl Goodin has been a member in good standing of the Financial Planning Association since 1985. For many years he served on the Board of Directors of the Financial Planning Association of Greater St. Louis, serving as Director of Professional Development, Director of Public Relations, President Elect, and President.

Financial services career and education:

Carl Goodin began his career in finance and insurance in 1979 as an aircraft insurance (property and liability) underwriter. In 1981 he chose to continue serving the aviation community, but in a different capacity, primarily as a life and health insurance producer associated with the company now called Lincoln Financial Group. During this period his clientele expanded from those associated with aviation to include small business owners and other professionals. Also, during this period, he became interested in providing personal financial planning services not focused on life insurance sales. In 1986 he accepted an offer to be the regional manager of the UNUM non-cancelable disability income office in St. Louis, only to return to Lincoln Financial as regional manager in 1988.

During this period, he successfully completed the examination requirements for the Missouri Uniform Securities license (Series 63), the Investment Company/Variable Products license (Series 6), the General Securities Representative (stock/bond broker’s license, Series 7), the General Securities Principal license (stock/bond broker’s supervisor, Series 24) and the CERTIFIED FINANCIAL PLANNER.

Financial Planning Associates, Inc., A Registered Investment Adviser:

Believing that he could offer better, more objective advice for his clients in a more independent setting, he left Lincoln Financial and incorporated Financial Planning Associates, Inc. in 1998.

Carl D Goodin, Professor, College for Financial Planning:

From March 1999 until July 2005 Carl served as an adjunct faculty member of the College for Financial Planning, teaching all of the required classes for CERTIFIED FINANCIAL PLANNER candidates. Those classes included: Financial Planning, Insurance, Retirement Planning, Employee Benefits, Tax Planning, Investment Planning, and Estate Planning.

Carl D Goodin, Professor, University of Missouri at St. Louis:

In July 2005, Carl resigned his teaching activities at the College for Financial Planning and assumed a similar teaching position as an adjunct faculty member at the University of Missouri at St. Louis, where he continued until 2015.

Fee Only financial planning and investment management:

In 2009 Carl Goodin voluntarily relinquished his securities and insurance licenses and terminated all associated residual benefits in the interest of offering his clients valuable, objective advice unaffected by conflicts of interest associated with commission compensation.

Kevin Shuller, CFP®, CFA

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About Kevin Shuller, CFP®, CFA

I’m Kevin Shuller, Founder and Chief Investment Officer of Cedar Peak Wealth Advisors (CPWA). CPWA is a boutique investment manager and financial planning firm catering to the needs of families with small children and couples about to start their families.

It’s easy to obsess over everything when you have young kids. You never really know if you are making the right decisions. You don’t even know if you are asking the right questions. How do I save for college? How am I supposed to operate on 4 hours of sleep? How will I ever be able to retire if I spend this much on organic berries? You are so afraid of doing the wrong thing that you end up doing nothing. Navigating your finances can be as easy as working with a financial advisor who understands you.

That’s where CPWA can help. I am based in Denver but work with families all over the country. Many people are surprised by how collaborative good financial planning is. We will work together to figure out what you want your life to look like tomorrow, 10 years from now, and 40 years from now. After we build a comprehensive financial picture, we will make a map to get you to your goals. Your plan is just for you. I’ll be your guide, helping you stay on the path and avoid the quicksand. It’s your journey. I’ll be with you every step of the way.

Other than a brief period in my teens where I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I’ve picked stocks at massive mutual fund complexes and small hedge funds. I’ve done portfolio construction and investment research at a $750m independent advisor. I’ve seen all angles of the financial system. I want to use that knowledge and understanding to guide you to your goals. I started by investing my Bar Mitzvah money. That’s how I’ve accumulated 25+ years of investing experience while still being young enough to guide you through the financial jungle for decades to come. I’ve been through many bull and bear markets. I will help you focus on the long-term no matter what the headlines say.

I have a BS with University Honors in Finance and Accountancy from Miami University. I have an MBA from the Johnson School at Cornell University with a focus on Capital Markets and Asset Management. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. My wife and I live in Denver with our two young kids and a dog. When I’m not investing or thinking about investing, you will find me burying my nose in a book, swinging kettlebells, or fondly remembering all of the hobbies I had before kids.

Ryan Brueck, CFP®

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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.

Marty O’Leary, CFP®, ChFC®

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About Marty O’Leary, CFP®, ChFC®

With an extensive background in athletics, Marty O’Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial’s clients.

Drew Feutz, CFP®

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About Drew Feutz, CFP®

Drew Feutz, CFP® is a Co-Founder and Financial Planner at Migration Wealth Management, which is an independent fee-only Registered Investment Advisor that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.

Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon his graduation in May 2015.

Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning as well as Investments in May of 2015.

During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student.

He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis.

Currently, Drew serves as a Board member on the Indiana State University Financial Planning Advisory Board, as Chair-Elect of the NAPFA Genesis Committee, as Treasurer of the Young Professionals of Central Indiana, and as a Fellow with the Mitch Daniels Leadership Foundation.

Read Drew’s blog here: https://migrationwealthmanagement.com/blog/

Harrison Hinz, CFP®

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About Harrison Hinz, CFP®

As we learned in 2020, nurses are a pillar of our everyday lives. They spend their careers helping others. Thank you, nurses, for what you do!

My wife is in nursing school and comes from a family of nurses. We have three kids now and hope to have some more down the road. With similar life experiences, combined with the CFP® designation, I both understand your struggles as a nurse and help you find a more clear direction on where you want your finances to go.

I specifically work with nurses that have young children or plan to have children in the next 5 years. Together we prioritize financial goals, discuss saving for child expenses, review cashflow/tax opportunities, plan for retirement, evaluate/establish investment portfolios, and navigate the ever-changing financial world.

I love being able to help nurses understand their financial picture and establish a plan for their future.

Are you ready to take control of your finances? Let’s Talk!

Ronnie Colvin, CFP®

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About Ronnie Colvin, CFP®

I spent 31 years climbing the tech career ladder, starting out doing simple data entry, through tech support, network engineer, and Director of IT. If you check my LinkedIn profile, you’ll see I went through a wide variety of industries including DoD, NASA, consulting, petrochemical and telecom manufacturing.

I lived the life of the W2 tech employee, maximizing my salary, benefits, stock options, etc, and when I married another tech employee we had to figure out how to coordinate our benefits most effectively, get our retirement funds balanced properly, insurance issues, even estate planning.

Now that we’re older, we’re also dealing with caring for aging parents while navigating our own lives. I know what it’s like and now I want to help others get through it as well. Not necessarily the executives (though I’ll help them too), but the front-line engineers, scientists, accountants, marketing staff, tech support – all the people who do the day-to-day work in tech who have financial questions and problems to solve are the ones I’m here for.

Read Ronnie’s blog here: http://www.frenchpressfinance.com/blog

Paul Carriere, CFP®, AAMS

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About Paul Carriere, CFP®, AAMS

I help mid to late career professionals take control of their financial situation with clear, confident decisions. Whether you are looking for a way make more money or want less stress in your life finance is an important part that can impact both aspects – so I work closely with my clients developing personalized investment strategies based on what they need most at this stage in life.

I am here because: 1) You deserve impeccable service 2) My mission as CFP® professional means providing unparalleled value while improving YOUR well-being 3). The results? Clarity and confidence knowing YOU have taken proper steps financially.

Matthew Williams, CFP®, RICP

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About Matthew Williams, CFP®, RICP, CExP, CASL

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view.

Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money.

Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends.

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe”

– Abraham Lincoln

Curtis Bailey, CFP®, CRPC®

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About Curtis Bailey, CFP®, CRPC®, EA, CFA

I’m focused on helping families have the confidence to make memories today knowing that they are making progress on financial independence.

I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm.

Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path.

My specialties include:
– Financial Planning
– Investment Management
– Tax Planning & Preparation
– Asset Protection
– Wealth Transfer & Legacy Planning
– Retirement Planning Income & Distribution Planning
– Charitable Giving