Taylor Jessee, CFP®, CPA

/in , , , /by

About Taylor Jessee, CFP®, CPA

Hey there,

I’m Taylor, founder of Impact Financial. Thanks for stopping by.

You’d probably like to know a little bit more about me.

Don’t worry. I won’t bore you with the basics you can easily read on LinkedIn.

After nearly a decade of working for various wealth management firms (of all sizes…big, medium, and small), I founded Impact Financial in 2022.

Why?

Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling.

But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the siren song of ‘more’ – more money, more clients, more market share – when all I really wanted more of was life.

So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial.

To build a firm centered on the simple idea that true financial planning is not about helping the rich get richer, but about helping lift a weight off someone’s shoulder so they are free to live out their own calling in life.

To build a firm with an others-first mentality.

To build a firm that focuses first on making a positive impact in its clients’ lives and in the community, not on its own bottom line.

But that’s enough about me.

Let’s talk about your story.

Zhi Li, CFP®

/in , , , , , , , /by

About Zhi Li, CFP®

I am a big history geek (Church history fascinates me) I’m always down for a great sport narrative (Derek Redmond, you’re an inspiration) and I’ve been moved to tears by more Pixar movies than I’d like to admit. (My wife still teases me about them). When I’m not rooting for the underdog, or trying to get my daughter to enjoy books as much as I do, you can find me enjoying Saturday morning breakfasts with my wife.

If you have been considering financial planning, you have come to the right place. Our finances can be a source of shame and anxiety, but they can also be a source of so much joy when they allow us to do the very things that satisfy us – traveling, learning, spending time with loved ones, or supporting great causes, just to name a few. I have been on both sides of that coin. I know what it’s like to feel overwhelmed by “finance stuff” and would like nothing better than to do something, anything else. I also know the sense of satisfaction that comes when our “finance stuff’ is under control and working for the life we want to live to live instead of the life we are pressured to live.

I graduated with a degree in Accounting (Best decision of my life) and spent 11 yrs in the Financial Services Industry. As a lifelong learner, I am always eager to bring what I am continuously learning to improve people’s lives. I am inspired to help individuals and families reach joy in their lives by helping them discover their goals and walking with them to crush what they set out to do. My mission is to help you feel proud of your finances and in control of your life.

When we are working together, you can expect from me professionalism with a strong dose of humanity (finances do not need to be cold) and humor (finances do not need to be bland) You can expect humility, empathy, experience, and an eagerness to help you develop your financial wellness.

Corey Wiederholt, CFP®, CPA

/in , , , , , , , /by

About Corey Wiederholt, CFP®, CPA

I’m Corey Wiederholt, founder of Trailpoint Financial Planning.

I believe that the steps you take today make the biggest difference in improving your life down the road, where I can guide you and help hold you accountable throughout your journey.

After graduating from business school, where I majored in finance and accounting, I began my career in Denver at a regional public accounting firm, earning my CPA license. I made the switch away from public accounting when my wife and I found out we were expecting our first bundle of joy, but I came to a stark realization. I may have excelled on the books, but I didn’t know nearly enough outside of the tax world.

I hit the books, pored over website after website, and listened to too many podcasts to count, but one thing was certain; personal finance and its many strategies is my calling. No more empty nights as a corporate accountant, stuck in the rat-race. I needed to show my now-trio of children the way, by sharing my knowledge with those in need.

I feel incredibly lucky to be able to call this my job, introducing me to so many stellar individuals of all walks of life. Born out of my love for making an impact on people’s lives, combined with what I do best – organizing financial lives, I take pride in being able to serve my clients in a distinct way; free of sales quotas and account minimums, with eyes fixated on what’s best for you and your individual goals. I opted for a fee-only financial planning firm, meaning the only compensation I receive is from my clients. No commissions. No product-pushing. Just genuine partnerships.

To put it simply, selling you meaningless solutions is not my gig. I focus on a concentrated mission to help you achieve your financial dreams. My investment in my client base stems from many aspects, but mostly, I work to build a genuine rapport with a strong focus on younger professionals and families. A pivotal time, which will be instrumental in your financial success. I want to be the link between you and financial success, teaching you the ropes without a cloud of anxiety surrounding the topic of finances.

And when I’m not navigating my clients towards financial success? You can usually find me enthralled in a book, captivated by a personal finance podcast, enjoying some time away from the world with my wife and kids, or exploring the mountains here in Colorado.

Matthew Ricks, CFP®

/in , , , , , , , /by

I’m Matt – the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who focuses on people with disabilities and special needs, I have found the perfect way to merge financial planning with my passion for serving others.

I am a CERTIFIED FINANCIAL PLANNER™️ professional and fiduciary that operates on a fee-only basis. I earned my MBA from the New York University Stern School of Business and earned a Finance degree from The Smeal College of Business at The Pennsylvania State University.

I currently live in New York City with my wife and our two sons., We enjoy exploring playgrounds, riding the bus and subway (pre-COVID at least), and searching for cool construction equipment. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I’m a recovering drummer), searching for the perfect grilled cheese, or contemplating my next home improvement project despite living in an NYC co-op.

Paul Fenner, CFP®, ChFC®

/in , , , /by

About Paul Fenner, CFP®, ChFC®, CRPS

TAMMA Capital founder and president Paul Fenner has the privilege of being the father of triplets and another daughter and having a beautiful and supportive wife. The first letter of each of their first names results in TAMMA. Paul and his family live in Metro Detroit, Michigan.

TAMMA was founded when Paul’s triplets were born. Paul saw firsthand how his own family struggled with financial anxiety, and the challenges and pressures it caused. This is one of the reasons why he chose to become an investment advisor and build his firm to help bring peace of mind to TAMMA families.

Paul has 22 years of wealth planning, portfolio management and tax preparation/planning experience; and equal years in business accounting, finance, and operations. He received his BA from Adrian College, and his MBA from the University of Findlay.

Giving back to our community is important to TAMMA. Paul is a board member of Camp Casey (a non-profit organization that provides horseback riding programs to children with cancer and rare blood disorders), a board member of the Adrian College Alumni Board, as well as volunteering with the Commerce Elementary School PTA.

Paul holds many up to date certifications important to expert portfolio management including:

Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Registered Investment Advisor (RIA), Series 65
Chartered Retirement Plan Specialist (CRPS®)
Chartered Financial Analyst (CFA®) Level II Candidate

Steven Kampschmidt, CFP®

/in , , , , , , /by

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.

Taylor Venanzi, CFP®

/in , , , , , /by

About Taylor Venanzi, CFP®

Activate Wealth delivers comprehensive financial planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to:

1. Save Time
2. Simplify Complex Situations
3. Grow their Wealth

What you get when you work with Activate Wealth:

TIME
One of the biggest assets we covet as young professionals is TIME. When you work with Activate Wealth, you’re getting just that. Allow us to manage your financial checklist. Stop spending your time worrying about your finances and get busy living!

A PLAN
After all, this is financial PLANNING. We will work together to create a goal and action-oriented financial plan. This plan will allow us to hold each other accountable over time and is designed to evolve as you evolve. Your goals of today are not your goals of tomorrow. Activate Wealth is excited to help you navigate the inevitable changes you have ahead of you!

ACCOUNTABILITY
When you hire Activate Wealth, you are hiring an accountability partner. As you know, it is easy to lose sight of your goals from time to time. We will work diligently to establish your goals and hold you to them over time. Think of us as your personal trainer… but for your money!

AN ADVOCATE
As a fee-only financial planning firm, our interests are directly aligned with yours. It is our job and requirement to do what is in YOUR best interest. We will steer you away from poor financial decisions and help you consider things that you hadn’t before.

Rick Valenzi, CFP®, CRPC®

/in , , , /by

About Rick Valenzi, CFP®, CRPC®

We help young families conquer financial complexity.

With a successful career and a family comes financial complexity – that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed.

You deserve a guide who can show you how to lock him up and throw away the key.

For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning.

Our process is simple:
1) Determine if you need help
2) Create a plan together
3) Execute the plan together

By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have.

Schedule your free introductory consultation today! – http://ow.ly/UjTx30qa3Wf

Or check out our website for more details – www.financialzen.com

Colin Chase, CFP®

/in , , , , , , /by

About Colin Chase, CFP®

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive.

He received an MBA with a finance concentration from Xavier University and a bachelor’s degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s.

Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Aaron Agte, CFP®

/in , , , , /by

About Aaron Agte, CFP®

I specialize in helping families make better financial decisions related to stock options and RSUs.

I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can’t help with.

In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors.

Listen to Aaron’s podcast here: https://mindmoneyspectrum.buzzsprout.com/