Jonathan Grannick, CFP®

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About Jonathan Grannick, CFP®

I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.

*Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.

*My Mission: To educate, empower, & guide you to a life full of options, not limitations.

*What We Do: Holistic financial planning on an ongoing or one-time basis.

*Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20’s, 30’s, and 40’s.

*Financial Planning Specialties:
– Ask powerful questions to explore your money mindset
– Create a life vision that inspires you
– Prioritize income: Pay down debt vs investing vs experiencing life now
– Automate your savings & debt payments for consistency & simplicity
– Student loan payoff strategies and planning
– Create & execute an investment strategy
– Create a plan to pay for your children’s education
– Run long-term financial freedom projections
– Review to make sure you have the proper insurance in place
– Maximize the value of your employee benefits
– Review for tax reduction strategies
– Guidance on your estate plan
– Credit card rewards planning for free travel
– Rent or buy decisions: How much house can you afford & tradeoffs

Schedule a free 30 minute introductory call to chat further!

https://calendly.com/wonderwealth/30min

Jim Crider, CFP®

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About Jim Crider, CFP®

I’m the founder of Intentional Living FP, a firm created to help families, like my own, achieve early financial independence. Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this. Together, we navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.

I am highly trained in financial planning and investment management having earned the Certified Financial Planner (CFP) designation in addition to years of experience as a financial planner at nationally recognized firms. I’ve worked with tens of thousands of families in aligning their financial decisions with their lives. If you’re looking for early financial independence and work optionality I am highly suited to help you and your family. Beyond the countless planning situations I’ve helped others navigate, my family and I are in a similar position. My wife, Kendra, and I are working toward early financial independence so we can have more time to spend with those we love and do more of the things we enjoy. This begins with becoming clear on what is important to you and your family then making intentional decisions to align your actions and your values.

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

Phil Patten, CFP®, RICP

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About Phil Patten, CFP®, RICP

My financial career started straight out of college where I worked with Northwestern Mutual for 6 years. However, things started to change for me in the summer of 2017 as I studied the Parable of the Talents (Matthew 25:14-30) before work at Starbucks. As I studied the scripture, I realized my foundation for managing finances was built on sand.

Let me tell you more about my foundation. In high school, I was driving in the car with my dad listening to Dave Ramsey discuss Roth IRAs. This made me interested in accruing wealth because of the amount of money I could have later on in life (not a bad thing right?!). This mindset stayed with me until the summer of 2017, when I realized it was a bad thing…for me.

Has someone ever taught you something NEW about a Scripture you’ve known all your life?? Well that’s what happened for me in the summer of 2017. My teacher was the Holy Spirit and the Scripture was Matthew 25:14-30. I am sure you are familiar with the Scripture but Jesus is teaching about the Kingdom through a parable. The story is about a wealthy man who gives three servants three amounts of money to manage. Two of them double what they received and the third buried his in the ground. I could write a message here but let me boil it down to the main idea the Holy Spirit taught me:

There is a difference between being an owner of your finances and being a manager.

From this point, God took me on a (difficult but necessary) journey to renew my mind around finances (both personally and professionally). And ultimately He led me to build Pursuit Financial.

Michael Kelly, CFP®, CFA

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About Michael Kelly, CFP®, CFA

I am Michael Kelly, the President of Switchback Financial, a Registered Investment Advisory firm in Connecticut. After working nearly a decade within some of the nation’s largest banks I realized that continuing my climb up the corporate ladder wasn’t going to provide me with the life that I was looking for. Instead, it would simply be me chasing the vision of success most others have dictated for me.

After taking the time to properly plan and build my required knowledge base (I am a CFA charterholder and CERTIFIED FINANCIAL PLANNER™️), I decided to pursue my passion of helping those around me optimize their financial lives and find balance/fulfillment. I work to help my peers, professionals, and young families (especially those with equity compensation), wade through the jargon and over-complication caused by the industry to provide them with a life they want to live today while maintaining financial security for the future.

My goal is to be a financial guide for those who are blazing their own trails in their chosen industry. I provide planning through down-to-earth and straightforward methods. I work with my clients as a partner and don’t simply direct them or talk down from above. Ultimately my clients walk away enlightened, empowered, and educated.

I currently live in Madison, CT with my wife and our two daughters. When not spending time with family or running Switchback, I attempt to stay in shape, try to catch my teams on tv, or on rare occasions try not to hack up the local golf track too bad. Overall, though it is mostly a lot of daddy time (with two under five that’s just how it goes).

Cody Garrett, CFP®

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About Cody Garrett, CFP®

Comprehensive financial planning for families on the path to financial independence as DIY investors.

The 3-month collaborative planning process includes a full analysis of your finances, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.

To maintain transparency and avoid conflicts of interest, I provide truly comprehensive financial advice for a simple flat fee, without managing your investments or selling any commissioned products.

Financial planning with Measure Twice Financial is most appropriate for families who would like to go ‘beyond the basics’ and receive professional guidance and education when making financial decisions, but prefer to implement those decisions themselves.

Jorge Soriano, CFP®, EA

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About Jorge Soriano, CFP®, EA

Jorge Soriano is the founder and CEO of Financial Optimist, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. Jorge loves all things strategy, optimization, personal finance, travel rewards—and a good deal—all while recognizing that relationships are top priority in everything he does.

After spending the first decade of his career working for financial firms in Tampa Bay, he knew it was time to launch his own company. He founded Financial Planning For Good to guide motivated professionals and mission-driven couples to build solid relationships with their money and create financial planning strategies that are designed to grow wealth. He became a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent professional to help others pursue their goals, with a commitment to keeping things simple, with no fancy financial jargon or complex investment terms. He is passionate about your personal vision and goals, and how he can help you on your way to financial success. One of the most important things to know about him, is that he cares, and he cares a lot.

When asked what defines success, Jorge replies, “A healthy, balanced lifestyle; enjoying quality family time; and providing the best advice for my clients to better themselves in life, all while making a difference in the community. If you do what you love, you will never work a day in your life. I’m passionate about helping others live a life they’re proud of.” With the heart and passion of a teacher, he was destined to help others in one form or another.

Outside the office, Soriano has been an advocate for the University of South Florida and nationally recognized financial literacy organizations such as Junior Achievement, Foundation For Financial Planning, and Family Reach. When not helping clients, volunteering, or supporting the local arts, you can find him playing board games or enjoying outdoor activities in sunny St. Pete.

Lance Elrod, CFP®

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About Lance Elrod, CFP®

I am Lance Elrod – co-owner of Next Step Financial Transitions. I believe that most financial planning concepts have become overcomplicated; my goal is to declassify these concepts into conversational terms and educate you enough so that you understand and feel comfortable with any decision you make. We founded our firm with a focus on helping families navigate financial transitions, no matter the stage of life.

Most traditional advisors like to focus solely on your investments, we do things a little differently by taking a holistic approach to financial planning. This means the first thing we do is get to know you – your values, your goals, and your personality. It is not until we fully know you as an individual or family that we can begin to build out your financial plan to serve as a roadmap for your future, because you can’t take your next step until you know where you are going.

I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Like many new graduates, I began the early part of my career trying to discover my place and passion within my industry. During that time, I worked short stints with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella, and May and Barnhard, P.C., which recently changed their name to Councilor, Buchanan & Mitchell, P.C… Although I enjoyed financial planning, I felt compelled to take a brief detour as a Mud Engineer because Oil & Gas is what you do when you move to Houston, right?

In 2015 I rejoined the industry, where I dug into my career and recognized my desire to serve individuals and families in the under-served, early stage of life.

Read Lance’s blog here: https://nsfinancialtransitions.com/blog/

Jordan Nietzel, CFP®, CFA

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About Jordan Nietzel, CFP®, CFA

Hi, I’m Jordan Nietzel and I started Trek Wealth Planning because I wanted to help families in their 30s and 40s gain freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.

➡️ Do you wonder how quickly you can reach financial independence?
➡️ Are you confused by all the financial lingo?
➡️ Can you afford a pay cut in order to take your dream job?
➡️ Do you have insurance set up to protect your family in a worst-case scenario?
➡️ Are you putting your hard-earned savings to work for you?

We will develop a plan to help you answer these questions, so you can focus on the things that are most important to you.

Trek Wealth Planning was built around some key values.

✅ Provide quality fiduciary advice and transparent fees
✅ Educate our clients on the why behind our recommendations
✅ Keep it simple – don’t overcomplicate

My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob and enjoy visiting local breweries. When I’m not creating financial plans, you may find me reading a book, watching the NBA, or cheering for my alma mater, the Missouri Tigers.

Eileen McPeake, CFP®, MBA

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About Eileen McPeake, CFP®, MBA

I’ve been working as a financial advisor for over a decade. Previously, I worked as an investment banker with Robertson, Stephens in San Francisco, and a management consultant with McKinsey in London and New York. I earned my B.A. in Government from Cornell and my M.B.A. in Finance from The Anderson School at UCLA. I completed a Certificate in Personal Financial Planning from UC Berkeley Extension. I’m a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER.

Dan Slagle, CFP®

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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