Natalie Slagle, CFP®

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About Natalie Slagle, CFP®

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

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

After the work day, I’m found exploring new recipes, researching ways to simplify and be more sustainable, and enjoy healing conversations with friends and family.

Dan 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, Leadership and Management

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.

Amir Noor, CFP®

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About Amir Noor, CFP®

Hello! If you’re reading this, then you probably know me, want to know me, want to sell me something, or want to do business with me! That sounds good to me. You can read a bit about me below, or you can send me a message and we can grab some coffee. Just don’t try to steal my kidney!

People that can show me or teach me something new fascinate me. More importantly, please recommend a great restaurant I should try.

I am a member of the Golden Key International Honour Society at Stony Brook University, a member of The LIincs Organization, a non-attorney member of the South Asian Bar Association of New York (SABANY), and Honoree of the Huntington Township Chamber of Commerce Young Professional Award.

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!

Jessy Gilger, CFP®

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About Jessy Gilger, CFP®

Jessy has worked in the Financial Planning world since 2013 and brings extensive experience to his clients. He served for 3 years on the Board of Directors for the Financial Planning Association (FPA).

Working for large names in the financial world to boutique firms has made him realize his passion for helping young families like his to be able to feel the freedom in their finances.

He works to deepen personal relationships with clients, ultimately connecting their life to their finances. He believes in helping people pursue what matters most to them, and enjoys being the behind-the-scenes nerd to get them there. From budgeting to taxes to goals, Jessy doesn’t skip a beat in looking at the whole picture.

Bryan Minogue, CFP®, CFA

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About Bryan Minogue, CFP®, CFA

I founded Kardinal Financial to leverage my experience and passion to serve growing families, and to do so in an honest, independent, and fiduciary setting. I know the impact financial stress can have on a family and strive to replace this uncertainty with confidence. Every aspect of Kardinal Financial – from the technology to the meeting framework to the fees – has been crafted to serve my clients’ best interests. It’s the financial planning service and approach I am proud to provide.

I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and serving as an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. I continue to expand my skillset through industry associations and relentless self-study of articles, podcasts, and books.

I live in Madison, WI with my wife, Maggie, and daughter, Rose. In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).

Alison James, CFP®, PMP

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About Alison James, CFP®, PMP

“A goal without a plan is just a wish.” – Antoine de Saint-Exupery

I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. I specialize in helping families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. I particularly enjoy working with young families just starting to build wealth and helping LGBTQ families navigate their unique challenges.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and a Project Management Professional® with a Bachelor of Arts degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals!

I live in Houston, Texas with my husband and youngest son while my oldest attends college – a very expensive out-of-state private college I might add, so I know from personal experience how that can be! When I’m not working with my clients or reading about financial news and trends, I enjoy cooking, wine, gardening and SCUBA diving.

I look forward to meeting with you to discuss how I can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

Jay Lee, CFP®, CFA

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About Jay Lee, CFP®, CFA

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals.

With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth.

Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron’s and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

Kyle Kues, CFP®, MBA

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About Kyle Kues, CFP®, MBA

I graduated from the University of Oklahoma with a degree in Business Management. After a few years I moved to Germany and earned a MBA from Pforzheim University, and lived and worked in Berlin for a few years. For the last three and a half years, after moving back to the US, I have been a Financial Planner and now run Snowcap Financial.

Through Snowcap Financial I primarily serve young professionals and their families. We are planning for the long term together. Marriage, kids, buying a home, planning for college, etc. I am right there with you on this journey. I have run small businesses (including launching my own) and have worked for one of the 25 largest companies in the world helping to lead an international department.

I understand the challenges you face, and want to be a resource for you as you look to figure out what money means to you and how best to use it to do something meaningful in your life.

Jonathan Huss, CFP®

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About Jonathan Huss, CFP®

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients’ financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!