Glenn Brown, CFP®, CRPC

About Glenn Brown, CFP®, CRPC

I help parents take control of planning and investing, so they can balance raising kids, caring for aging parents and building financial independence.

My name is Glenn Brown. I’m a Certified Financial Planner™, Chartered Retirement Planning Counselor, portfolio manager and founder of PlanDynamic, LLC. I provide fee-only fiduciary advice, investment management and financial planning to help my clients gain clarity, make timely decisions and be confident in executing their vision of independence.

I’ve worked in wealth management for 25 years, my previous role was Managing Director, Portfolio Strategist for a multi-billion dollar ETF investment manager. In 2017, I founded PlanDynamic to return working directly with motivated people on all aspects of their financial lives. Rather than help people retire at 65, I believe financial independence should be my client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey.

When we work together, we leverage adaptable technology to make your plan dynamic. You save time by collaborating online, letting me lead scenarios and educating you on impact. Each of us can update actions taken, plus you see your goals, financials and investments evolve as one in real-time.

Beyond experience and education, how I run PlanDynamnic is greatly influenced by my family. As a ‘Sandwicher’ raising two young daughters and caring for aging parents with my wife Karina, I understand the challenges of finding time, balance and making smart decisions to benefit all — now and in the future.

At PlanDynamic, I will help you think different, focus on your “why” and enjoy the journey.

Brian Leben CFP®, CPA

About Brian Leben CFP®, CPA, PFS, MBA, CGMA

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master’s of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams.

Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor.

Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Kelly Ennis, CFP®

About Kelly Ennis, CFP®, ChFC

I am Kelly Ennis, founder of Infinity Financial Strategies, LLC, a fee-only registered investment adviser working with clients locally in southern New England and virtually throughout the United States. I have more than 20 years of experience in the financial services industry and I am passionate about helping others to understand and use financial strategies to improve their lives.

I started Infinity Financial Strategies to work with clients who need financial advice that covers their entire financial situation including their retirement plans, employment benefits and other areas that are often overlooked. My mission is to help clients view money as a tool used to achieve their goals rather than being the end goal itself and then to teach clients how to best use that tool.

When I’m not working directly with clients I work with students teaching financial literacy and leadership skills. When I am not helping people pursue their financial goals I can be found gardening or hanging out with my husband and teenage sons.

If you are ready to commit to designing your ideal financial future contact me to learn how we can work together.

Michael J. Martinez, CFP®, CRPC

About Michael J. Martinez, CFP®, CRPC

Michael Martinez is the Founder of Live, Learn, Grow Wealth Management, LLC. Michael has worked in the financial services industry for nearly a decade, first in the late 1990’s and then returning to the industry in 2011. He likes to say that the reason he entered the industry is because, “we all need support and I enjoy helping people”.
Michael received a Bachelor of Science in Administration with a Finance Concentration from California State University, San Bernardino. He began his career at a large broker/dealer. While it was certainly valuable experience, Michael believed that the best way to help people enjoy their journey towards achieving their goals was to establish his own Registered Investment Advisory firm which led him to forming Live, Learn, Grow Wealth Management, LLC.
Michael has worked hard to study and develop a platform that supports the needs of his clients. He finds the greatest enjoyment in working with a select group of clients who can utilize his expertise in their lives. Michael labors to build strong and lasting ties with his clients and takes great pride in their personal and financial success through education, understanding and growth.
In his spare time, Michael enjoys spending time with family and friends, riding Harley’s and attempting to hit a golf ball.

Steven Fox, CFP®, EA

About Steven Fox, CFP®, EA

 Hi! I’m Steven Fox, and I started Next Gen Financial Planning to provide young professionals with a better way to get financial advice tailored to their needs. Most financial advisors focus on serving either retirees or the ultra-wealthy, and aren’t familiar with the issues that younger clients need help with.

I will partner with you to define your own version of your ideal life, and help you use money as a tool to get you there. Together, we’ll create a plan that will help you answer the financial questions you’ve been wondering about such as:

– What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?

– I just had a baby, should I start saving for their college education? What’s the best way to do it?

– What’s the best way to balance paying down my debt while trying to save for the future?

– Should I refinance or consolidate my student loans? How do special student loan programs like PSLF, PAYE, and ICR work?

– I’m thinking about a major life change like getting married or starting a business. How does that affect my finances?

– It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits?

– I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?

– I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage for me, and am I paying too much?

– Do I need a will, trust, or other estate planning documents?

– I just received a big bonus at work! Should I invest it, pay down my mortgage, or finally take that Caribbean diving trip I’ve been itching for?

Once you realize that every decision is a financial decision, it changes the way that you approach planning for your future. I can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.

As a young United States Marine, I was taught to live my life in accordance with the core values of honor, courage, and commitment. These lessons have carried over into my current life as a financial planner, and contributed to the development of the principles that I follow when serving clients. Here are a few of the most important ones:

– Everyone can benefit from working with a well-trained and competent financial advisor, not just those who are already wealthy.

– Real financial planning starts with your personal values and life goals. You deserve to be treated like the living, breathing, thinking, and feeling individual that you are, not as a spreadsheet with a series of financial formulas for your advisor to solve.

– Providing financial planning services on a fee-only basis (meaning that no commissions are collected for any financial products recommended) removes conflicts of interest and results in more objective advice.

– Every client deserves qualified, proficient advice and guidance. I have a duty to learn as much as I can about every area of financial planning in order to give the best possible advice. If I don’t know the answer to a question, I’ll find it. When subject matter experts are required to solve a unique problem, I’ll refer out to them.

– If I do everything in my power to provide clients with excellent service, then they’ll stick around for a long time and we both win.

Personal finance doesn’t have to feel stressful or overwhelming. It’s time to make a plan, build confidence in your financial future, and create your own version of your ideal life.

If you’d like to learn more about how I can help, please go ahead and schedule a free introductory meeting (online or at my office in San Diego) so we can get started!

Lucas Casarez, CFP®

About Lucas Casarez, CFP®

Have you ever thought to yourself, this does not feel right, there haves to be a better way??? That is exactly the feeling I had when it came to financial planning and my previous employers. I understand businesses are created to make profits, but it should not dominate your why and be the reason why you want clients to work with you.

Luckily, I had another option. START Level Up Financial Planning and build it from the ground up to be focused on providing a ridiculous amount of value for my clients. I am personally vested in your success and am genuinely excited about all the cool and fun things you have planned for your life.

I have seen the dramatic difference that providing education, clarity, focus, and accountability has on my clients’ current financial confidence and the impact it has on their wealth potential.

I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.

David Shotwell, CFP®

About David Shotwell, CFP®

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association.

Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

Charlie Bolognino, CFP®, ChFC®

About Charlie Bolognino, CFP®, ChFC®

Hi – I’m Charlie. It’s my mission to help people live a better life today and tomorrow through financial planning. I specialize in helping emerging and growing households figure out their money so that they are freed up to enjoy life more and worry about money less. Learn more about how I partner with clients at

Your Better Future Awaits!

Chuck Donalies, CFP®

About Chuck Donalies, CFP®

I founded Donalies Financial Planning, LLC with the goal of providing affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. Working for clients with a wide variety of ages, income levels, and family situations has helped me build an extensive knowledge base.

When I’m not doing financial planning you can find me chasing after my children, at my local CrossFit box, or creating artwork inspired by old-school video games.

Ben Brown, CFP®, EA

About Ben Brown, CFP®, EA

Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.

No sales. No minimums. No hidden fees. No nonsense.

We believe in the power of financial planning as a process that continuously adjusts to the life events of our clients, and that our best work is accomplished for clients on an ongoing basis when they simultaneously engage us to fulfill their investment and tax strategies.

Financial Life Management

We call this integration of financial planning, investment management, and tax planning & preparation Financial Life Management, and charge one flat annual fee for this service that isn’t arbitrarily tied to the value of your investment portfolio or net worth. Unlike other advisors, we aren’t compensated by the sale of financial products, by charging 1-2% of assets under our management, or by a complexity calculation that attempts to justify higher fees based on your income or net worth. Our fees are based simply on the value of the comprehensive services we provide to clients who want to fully optimize their financial lives.