Nycole Freer, CFP®, BFA™

About Nycole Freer, CFP®, BFA™

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.

“When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole.

Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole.

“I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”

Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results.

Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies and debt management techniques, as well as how to understand financial statements.

As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.

“There is no Plan B for your A game.” –Bo Eason

Credentials + Certifications
• CFP® Designation, Cal State Fullerton
• BFA™ Designation, Think2Perfom
• Series 66 Licensee
• Series 7 Securities Licensee
• Accident, Life and Health Insurance Licensee
• Bachelor’s Degree, Personal Finance, Cal State Fullerton
• Author, “Haisley’s Birthday Money”

Professional + Community Organizations
• Member, XY Planning Network (XYPN)
• Member, Financial Planning Association (FPA)
• Member, National Association of Personal Financial Advisors (NAPFA)
• Independent Consultant, Arbonne International
• Member, Aliso Viejo Chamber of Commerce
• Member, Orange County Young Republicans
• Member, Saddleback Church

Nick Booth, CFP®, CDAA

About Nick Booth, CFP®, CDAA

I’m an advice-only financial planner based in Rockville MD. I offer three services: 30-Minute Virtual Consultation (complimentary), The Clubhouse (on-going financial planning membership for Millennials) and Portfolio Scouting Report (one-time financial review for a fixed fee).

To learn more, visit www.nineinningfinance.com.

I graduated from the University of Wisconsin-Madison with a B.A. in History and from Georgetown University SCS with an M.P.S in Sports Industry Management.

Previously, I was a Financial Advisor at Merrill Lynch Wealth Management and a Vice President at JP Morgan Wealth Management.

Read Nick’s blog here: https://moundvisits.substack.com/

Megan Kiesel, CFP®, CSLP

About Megan Kiesel, CFP®, CSLP

Hi, I’m Megan. I’ve had the joy of spending most of my career helping people master their finances in one way or another. I truly enjoy demystifying the concepts of investing and personal finance for people and helping them make confident decisions. I’m a helper and educator by nature. In fact, part of my career was spent working at some excellent Philadelphia-based nonprofits that help people from all kinds of backgrounds overcome financial challenges.

Of course there is a lot more to it than dollars and cents. I believe that the seemingly mundane decisions we make about the money that passes through our lives each day can have a profound impact on our lives and our world. I have a background in social work that I draw on to help people become more mindful about those decisions and make plans that live up to their values, goals, and ideals.

I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Student Loan Professional. I also hold a Masters in Social Work from Temple University. I live in South Philadelphia with my quirky husband, clever daughter, and cheerful son. On my favorite days you can find me wandering around Passyunk Avenue, slinging kettlebells, or heading down the shore.

Taylor Peters, CFP®

About Taylor Peters, CFP®

Taylor Peters, CFP®, is a financial planner in Chattanooga, TN who specializes in working with young professionals and young families.

About the firm: Legacy Care Wealth recognizes the importance of flexibility and balance in the lives of our clients, and we are driven by the meaningful work completed while collaborating with them. Our mission is to plan for more life in the lives of our clients by providing effective financial planning strategies to those who dare to dream big.

Ultimately, Taylor’s goal is to cultivate calm when it comes to personal finances and help clients in their pursuit a joyful and purpose driven life.

Phil Francois, CFP®

About Phil Francois, CFP®

Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances. Specifically, we love to help young families with financial planning and biblically responsible investing from a Catholic point of view.

When it comes to financial advisors and financial planners, there are hundreds of excellent options. However, not many understand your biblical viewpoint, your desire to steward God’s resources, and your why.

The Bible has clear lessons on how to manage your finances and as Christians, we know that ultimately nothing belongs to us, it all belongs to God. We are called to steward the resources God has provided us. In addition to that, Catholics know this earth is not our final destination. So while it is important to manage your finances prudently, it is just as important to keep it all in perspective

Colin Zizzi, CFP®, AIF®

About Colin Zizzi, CFP®, AIF®, CEPA®

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions.

He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years.

While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships.

Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Michael Green, CFP®

About Michael Green, CFP®

In 2019, Michael and his wife Emily welcomed their first child, Luca into the world and were surprised to discover that he has Down Syndrome. Suddenly all of the careful planning and preparation that they had been doing, buying a house in a competitive school district and working towards Financial Independence, went out the window as they were faced with a very new and foreign set of challenges.

As a CERTIFIED FINANCIAL PLANNER™ professional who worked with a few clients who had loved ones with special needs, Michael knew some of the basics on the financial planning front. He worked with his estate planning attorney to execute new estate planning documents included a Special Needs Trust and reevaluated life insurance coverage as now they were planning on caring for Luca beyond the typical college age. But that was only the tip of the iceberg when it comes to the world of special needs planning.

After diving into the complexities of Medicaid Waivers, Social Security and state benefits, ABLE Accounts, Letters of Intent, and much more, it became obvious that there was not a consolidated resource for families in the special needs community to find important information pertaining to their financial futures. Three Twenty One was created to fill this need and work with families across the country who have a loved one with special needs to help them live their best lives and have peace of mind that their loved one will be taken care of no matter what.

Read Michael’s blog here: https://www.threetwentyone.co/community

Joseph Schmidt, CFP®

About Joseph Schmidt, CFP®

I entered the financial planning field, because I wanted to enable people to overcome obstacles and live fulfilling lives. I began work at an advisory firm in Southwest Virginia, where I served young couples starting families and paying off student loans, middle-aged spouses wondering when they should retire, and grandparents wanting to enjoy time with their children and provide for the grandchildren’s future. Of all these groups, I felt a deep sense of connection with couples and young families.

Both couples and young families face a multitude of difficult decisions. These include choosing how to structure their wills, how to invest and reduce taxes, how much life insurance to buy, and how to pay off debts efficiently.

With the challenges of serving young families come great rewards though! It’s incredible to see new parents welcome children into the world, watch debts dwindle away or receive forgiveness, and build strong foundations for the future. I love empowering spouses to care for each other and their children well and to feel excited about their futures.

The Start of Sunrise Personal Finance…

Because of the challenges and joys I witnessed serving couples and young families, I launched Sunrise Personal Finance in 2022 to provide excellent financial planning services built for them. I meet with clients at flexible times. I know most couples want to meet with me together, but some can only find time after putting the children to bed. My dream is to help many more families overcome obstacles and live the lives they love.

I look forward to meeting you soon and hearing about your story.

-Joseph Schmidt CFP®, MBA

John Boyd, CFP®

About John Boyd, CFP®

Comprehensive tax, estate and financial planning with institutional level portfolio management. We believe that all clients deserve access to investments historically reserved for the ultra wealthy. We believe that all clients deserve holistic planning that goes beyond just retirement planning. We are one of the only RIAs in the country with a moneyback guarantee.

All prospective clients receive a comprehensive financial plan. If after going through the planning process you believe you would benefit from ongoing planning and portfolio help, our fees range from 1% – 0.25%. We do this because helping as many clients as possible, even if they don’t choose to enroll in ongoing help, is part of our fiduciary duty. We also believe that by helping as many clients as possible, that it will only help build the MDRN wealth brand. MDRN Wealth will be the gold standard in wealth management. Come see what makes us different.

Dan Slagle, CFP®

About Dan Slagle, CFP®

I am one half of the husband and wife team Fyooz Financial Planning (see Natalie Slagle‘s profile).

We are here to help guide you — whether it’s figuring out what to do with your excess savings, merging your accounts, staying on track for retirement or developing your household’s new joint investment philosophy.

Outside of work, I am a marathon runner, avid soccer fan, and always down for a good day trip.

Natalie and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.

We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.

Education: CERTIFIED FINANCIAL PLANNER (™)

University of St. Thomas; Bachelor of Arts, Financial Management