Marcus Holzberg, CFP®

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About Marcus Holzberg, CFP®

Holzberg Wealth Management was founded in 2013 by Harris Holzberg, ChFC®, CLU® as a family-owned and operated financial planning and investment management firm that helps individuals and families optimize the decision-making process in ever-changing markets.

In an effort to provide high-level enhancement to your financial well-being, we embrace your individual circumstances. We have developed a suite of customizable services to better assist you in structuring and achieving your short, intermediate, and long-term goals.

We help you transform the ‘guesswork’ of making financial decisions into a more measured strategy by utilizing sophisticated yet easy-to-understand methods of analysis. Our client-first strategy, coupled with best-in-class research and technology, has been the key to our excellent track record.

Our clients immediately feel more at ease after onboarding with us, knowing they are getting the most value out of the decisions they make. We leverage our four decades of experience to help you prepare for life transitions and unexpected events, as well as help reduce the stress and frustration often associated with complicated choices.

Through our extensive and objective research, we strive to provide the vital information you need to make safe and profitable financial decisions as we travel together through the unchartered waters ahead.

Read Marcus’ blog here: https://www.hwmfa.org/previous-newsletters

Benjamin Smith, CFP®

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About Benjamin Smith, CFP®

Benjamin is the founder and CEO of an investment advisory firm in Gig Harbor, WA named Briarwood Financial Planning. At Briarwood, he is focused on creating customized investment portfolios guided by strategic wealth planning.

He is experienced in and offers services for the following:

• Financial Planning
• Investment Management
• Business Planning and Consulting
• Tax Preparation and Planning
• Estate Planning

Credentials:

• CERTIFIED FINANCIAL PLANNER™ Certification
• Certificate in Financial Planning from the College for Financial Planning (CFFP).
• BA in Business Administration: Economics from Seattle Pacific University.

Benjamin is also active in the community being a coach for his high school’s wrestling team and volunteering for other various organizations.

Carolyn Masline, CFP®, MBA

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About Carolyn Masline, CFP®, MBA

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women.

My clients may be widowed, divorced, primary breadwinners, entrepreneurs, retirees, or inheritors. They’re looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes.

Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I am a CERTIFIED FINANCIAL PLANNER(™) professional, and hold the Accredited Behavioral Finance Professional(℠) credential.

I live in Northern California with my husband where we raised our three children after living in Southern California and the Midwest earlier in my life. When I’m not working with clients, I love to visit my kids in Brooklyn, Phoenix, and Los Angeles. (If you’re curious, ask me about how this relates to my Family Mission Statement.) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

David Born, CFP®, CFA

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About David Born, CFP®, CFA

Dave’s experience in investment management and financial planning uniquely position him to serve as his client’s independent trusted advisor – a personal chief financial officer that can discreetly navigate the tides affecting your financial life.
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Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron’s in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families.
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David’s education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor’s degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad.
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David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life’s contingencies and investing for your future – David helps his client’s understand what they should be doing, and then helps them get it done.

Bob DePasquale, CFP®, CAP®

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About Bob DePasquale, CFP®, CAP®, CKA®

Financial management should be a collaborative process where a team of people shares one vision and works together to make the best decision for each situation.

We all have a unique set of gifts, talents, and possessions. It is our responsibility to steward them the best we can. I love partnering with purpose-driven families to execute their unique financial and legacy management system.

Initiate Impact seeks partnerships with families who care deeply about what they have and how they can make a positive impact in the world. The organization was founded by my business partner, Stacee Jacobs, and me after we spent a combined 27 years working in an alternate financial services business model.

Stacee and I spent many years working with people from various walks of life and noticed that every situation is unique. There was never any one product or service that fit every scenario. The one constant was that each situation required a lot of information gathering, research, comparisons, expertise in different areas, and decision making. We realized this because there were always multiple investment options, policies to choose from, contracts to decipher, elections to make, and other critical choices. We determined that advice was valuable. But what was most important, was a collaborative effort where everyone worked together and there was one central plan.

Partnering with Initiate Impact is a detailed, yet enjoyable process. We serve families on an ongoing basis making sure we are well-prepared for expected changes and nimble enough for those that are unexpected. I feel that this approach helps us be the best we can be and provides a fulfillment our previous role could not.

I live with my loving wife, Trisha (2007), and our cat, Kobe in Weston, FL. Trisha teaches kindergarten and enjoy exercising and traveling together.

Chad Holmes, CFP®, CPA

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About Chad Holmes, CFP®, CPA, CPWA®, CRPS®

I work with baby boomers and their elderly parents in order to minimize taxes across two generations and make the inheritance process most efficient.

Multigeneration planning is very different than your average financial advisor engagement. Many common strategies won’t apply, and many other opportunities are uniquely available to your family. As your fiduciary planner, I would love to get to know the unique dynamics that make up your family (the good and the bad!). As we get to know each other, we’ll design implementable strategies that work for you so you can focus on what really matters: time with family.

Your parents have lived a long life, and have accrued a lasting legacy… assuming it’s managed appropriately. They helped you along the way and now it’s time to repay the favor. Partner with Formula Wealth as your financial concierge to make sure their wishes (and yours!) are pursued efficiently and effectively.

Don’t be so focused on their healthcare that you miss opportunities for wealthcare!

Mark Parrett, CFP®, MBA

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About Mark Parrett, CFP®, MBA

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist.

After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital.

Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.

Steven Kampschmidt, CFP®

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About Steven Kampschmidt, CFP®

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born.

Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Shaun Erickson, CFP®

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About Shaun Erickson, CFP®

Project Management for your financial life.

Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”.

We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.

In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of.

Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics:

– We want to be engaged in the financial decision-making process

– We have the ability to manage our own finances, but, don’t have the bandwidth

– We are willing to be completely transparent about our financial life

– We recognize that there are currently overlooked areas in our financial life

– We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making

– We embrace the use of technology

– We prefer low-cost index investments

As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Adam D. Van Wie, CFP®

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About Adam D. Van Wie, CFP®

Hello. I’m Adam Van Wie, and I started Van Wie Financial with my father, Steven Van Wie, in order to help other families plan for their financial futures. As a member of Gen X with a young family myself, I know that it can be complicated to balance the demands of careers, children, saving, spending, and the million other demands on your time and money. I want to help take your financial concerns away and leave you more time to concentrate on what is really important to you.

At Van Wie Financial, we are fee-only, fiduciary financial advisors with over 20 years of combined experience in this field. We are truly independent, and wouldn’t have it any other way.

We host a weekly radio show at 10 AM every Saturday morning on WBOB in the Jacksonville market. The show can also be found on the internet, and commercial-free podcasts are available on our website or on iTunes. This is great way to get a feel for what we are all about if you are considering hiring a financial planner.