Elizabeth Snyder, CFP®

About Elizabeth Snyder, CFP®

I am Elizabeth Snyder. I am a financial planner and investment manager. I transitioned to financial planning after 20 years as a mental health therapist. I saw a need for creating a non-judgmental and non-threatening place where individuals can get their financial questions answered and create a plan. I enjoy working with women who have recently gone through a transition: widowhood, divorce, death or other life transition. I often encounter my clients in the midst of a transition – mixed with loss or sudden money and possibly bigger financial responsibilities than they have ever had before. Ideally, I start working with people before a big transition, however sometimes it takes a big change to take the step and reach out for assistance. This can be a vulnerable time for individuals and I am protective of those I work with as a fee-only and fiduciary planner. I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. I partner with you to assist you in making the choices you want.

I am a mother of two children plus a dog and I was born and raised in the Pacific Northwest. I love to get outside and enjoy our beautiful region.

Jacki Farrar, CFP®, CDFA

About Jacki Farrar, CFP®, CDFA

Integrity Financial Strategies is a boutique, fee-only financial planning firm that specializes in helping those in transition gain clarity and confidence in their financial future.

We offer investment management, financial planning and transition planning including career changes, divorce, retirement, death of a loved one, starting a family, blending families, inheriting wealth or selling a business.

With 15 years in financial services, Jacki has extensive experience working with women who mange their finances on their own – single, divorced, widowed, women who experience sudden wealth and women lead households. She is passionate about partnering with her clients to help them navigate their financial lives and gain a sense of control over their financial future.

In her free time Jacki enjoys the gym, paddleboarding, walking with her pup Cadence and time with friends and family.

Harry Moran, CFP®, AIF®

About Harry Moran, CFP®, AIF®, CeFT®

Harry Moran is a 30-plus year veteran of the advisory profession. After beginning his career with as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC. Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.

Andrew Gray, CFP®, CRPC®

About Andrew Gray, CFP®, CRPC®

I’ve found that clients come to me with a series of specific challenges that they’d like help with as they approach retirement and living in retirement. These challenges center around how to best:

Replace their employment income from the assets they’ve saved
Minimize taxes paid now and in retirement
protect against the risks of the future (i.e. inflation, market downturns, unplanned health issues, assets taken from them unjustly, longevity, etc.)
How to avoid common mistakes that can be very costly over the course of their lifetime.
There are dozens of important financial decisions you face that can easily feel confusing and overwhelming.

This is where I can help you.

I launched Gray Wealth Strategies to bring highly personal, truly objective, evidence-based advice to your key financial decisions. This is what we should expect as we make critical financial choices. Regrettably, however, a vast majority of the financial services industry does not operate under such a standard where the advice/products being recommended truly align with your best interests. In fact, you may have even experienced a few of those “advisors” yourself.

I aim to change that experience for you. I operate under a “fiduciary standard”. This means that I am legally bound to provide objective advice in your best interests with zero product sales or commissions as your flat-fee only CERTIFIED FINANCIAL PLANNER™.

My flat-fee only structure is unique in the industry. We offer clients two flat-fee only options: 1) a one-time retirement plan which is intended for DIY investors who want to get a second opinion and validate their decisions and 2) a full-service wealth management relationship. As part of our full-service relationship, we focus on leveraging your retirement roadmap (i.e. initial financial plan) and using it to inform, customize, and optimize your investments, taxes, and estate planning needs.

Clients who are familiar with the standard asset under management (AUM) fee structure (i.e. being charged a percentage of your assets) will appreciate these flexible, flat-fee only offerings, and I personally think it’s a great way to objectively help pre-retirees and retirees.

I absolutely love the work I do and I am proud of the value I bring to my client’s key financial decisions.

That said, my #1 pride is my family: my wife, Jessica, and our three children (Waverly, Everton, and Zealand). We split time between the outdoor wonderland of the Pacific Northwest where we mountain bike, ski, camp, and raise our littles, and the great city of Austin, TX where family resides and Lake Austin calls for fun family time.

That’s my “why”: being the best advisor I can be to my clients and living the best life possible with my family and friends.

What’s your “why”? And how can I best help you live it with the resources you have?

Please reach out and I look forward to getting to know you.

Read Andrew’s blog here: https://graywealthstrategies.com/blog/

Shannon Grey, CFP®, CRPC®

About Shannon Grey, CFP®, CRPC®, MPAS®

Here to Help because You are Unique. So Is Your Financial Journey.

I began my financial career in 1999 as a financial advisor with Charles Schwab and Co. I hold a Master in Science in Personal Financial Planning, am a CERTIFIED FINANCIAL PLANNER™ certificate, and also hold the Chartered Retirement Planning Counselor℠ designation.

Having 20 plus years of financial consulting, I found that people all too often invest for their future without building a proper financial plan which is much like driving to an unknown destination without a map or GPS. Gain clarity and confidence with working towards your financial goals. I can provide expert guidance to help you optimize your finances with managing cash flow and expenses, minimize expenses with forward-looking tax planning, help you prepare or manage your retirement, ensure protection for your assets, legacy, and help you navigate through the twist and turns of the stock market cycles with your investment portfolio, and address all your wealth concerns. The unique approach I offer to investing marries the fundamentals with the technical trends of the market which in essence is another layer of risk management for your investment portfolio. I believe with providing ongoing financial education, awareness, and coaching; investing and planning for your future become measurable goals that are not out of reach. When we partner together, your service is always custom-tailored to address your needs and priorities. As a fee-only advisor, I am not compensated with sales commissions or bonuses and am bound to the fiduciary duty to always act in your best interest. Let’s start collaborating today!

Kaysian Gordon, CFP®, CPA

About Kaysian Gordon, CFP®, CPA, MBA

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning – A Place Where Faith and Financial Planning Meet.

I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue.

I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals – but to plan for the long term.

Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals.

I can help you with that.

And a favorite question I help clients to think about: How will you spend your time in retirement?

Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well.

I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Anne Marie Webster, CFP®

About Anne Marie Webster, CFP®

Well, hello there! I became an advisor in March of 2009 when the market was at its lowest in the financial crisis–and about to make a stunning rebound. (The clients I convinced to start investing in 2009 think I’m a genius now.) I graduated from Salem College in 1999 with a Bachelor of Arts in Communications which was a helpful degree to pursue considering what I do now. (Good job, 22-year-old self!) About ten years into my career as an advisor I earned the CFP® designation- an accomplishment of which I am very proud. I run my life on an excel spreadsheet and love nerding out to numbers, but my passion for this career lies in the relational and very human side of personal finance.

I’ve worked in both privately held and publicly traded financial firms large and small, but nothing compares to the joy of founding my own financial firm working with the clients of my choice. I live in Lewisville with my husband, three kiddos, two dogs, and a recording studio. We play and make a lot of music and are living proof that creatives can be great with money.

Michelle Petrowski, CFP®, CDFA

About Michelle Petrowski, CFP, CDFA, Mediator

Michelle Petrowski (formerly Buonincontri) is the Founder and CEO of Being in Abundance and is on a mission to provide access to financial planning for those that seek it. She believes that wealth is more than money and solid financial advice should not begin and be centered on investments as has been the tradition with advisors of the past. Having been a successful woman in tech, tax-preparer, married, divorced, a step-mom, single mom, a sandwich generation care-giver, a mid-life career changer, and an entrepreneur, she knows that life is shades of grey, and all aspects are inter-related.

Michelle focuses on creating a judgement free space for clients to discover and achieve their goals and dreams through the building and using of their financial resources; meeting clients where they are, rather than where they or society has told them they “should be” at this point in their life. Through a planning approach, that aligns values and financial choices and considers choices through a tax lens, Michelle guides clients to becoming exceptional stewards of their own finances, uncovering previously “unseen” possibilities for their life, and creating opportunities to have a fuller life of impact.

Through her other firm, Being Mindful in Divorce, she works with singles, couples and other divorce professionals committed to reducing the emotional and financial impact of divorce for themselves and their family. Many times, these clients are thriving professionals, sandwich generation wealth-protectors, or those of Grey divorce with a common goal of re-building a financial foundation and to support generational wealth.

In both her professional, personal and philanthropic work, Michelle is committed to financial wellbeing and expanding the perspective that wealth is more than money. She continues increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings thought her firm and her work with Savvy Ladies in NY and Fresh Start Women’s foundation in Phoenix.

Michelle, is a nationally-recognized financial expert, and has been featured in CNBC, MarketWatch, Forbes, Yahoo Finance, and digital outlets, has spoken at FPA Knowledge Circles and is a contributor on Wealth Management to Retirement Daily; TheStreet. She is a former Board Member of the Financial Planning Association in New York & Greater Phoenix, and she currently serves on the Board for the Maricopa Association of Family Mediators and the Alisa’s Angel Foundation, both in Arizona.

Schedule a free intro call to explore how we can work together to empower your financial future: https://www.beinginabundance.com/contact

Read Michelle’s blog here: https://www.beinginabundance.com/blog

Tips for the Softer Side of Retirement Planning – https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning

Marry or Live Together? Considerations for LGBTQ Couples – https://www.thestreet.com/retirement-daily/your-money/marry-or-live-together-considerations-for-lgbtq-couples

Breaking-up is Hard to Do – 3 Tax Tips to Help – https://www.thestreet.com/retirement-daily/your-money/breaking-up-is-hard-to-do-3-tax-tips-to-help

Ask Bob: We’re Divorced & Dating – How Do We Handle Long-Term Financial Decisions? https://www.thestreet.com/retirement-daily/ask-bob/ask-bob-were-divorced-dating-how-do-we-handle-long-term-financial-decisions

Five Tips for Surviving Grey Divorce in Retirement https://www.thestreet.com/retirement-daily/your-money/tips-for-surviving-grey-divorce-in-retirement

Everything You Need to Know About Social Security and Divorced Spousal Benefits –
https://www.thestreet.com/retirement-daily/planning-living-retirement/divorce-and-social-security-myths

Healthcare for Military Service Members: TRICARE
https://www.thestreet.com/retirement-daily/your-money/healthcare-for-military-service-members-tricare-14645400

Should You Keep the Family Home in Retirement? –
https://www.thestreet.com/retirement-daily/planning-living-retirement/should-you-keep-the-family-home-in-retirement-14665783

Melissa Walsh, CFP®, CFA

About Melissa Walsh, CFP®, CFA, AIF

Hello there, I’m Melissa!

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way.

I see each day as a new opportunity to enhance the lives of those I serve- my clients, my family, and my community. This intrinsic feel for what’s truly important in life helps to fuel my drive for the work I do both here at Clarity Financial Design and beyond.

I am most satisfied in life by finding injustices and righting them. I think this is why a career in finance initially appealed to me; the industry has widespread and systemic problems related to conflicts of interest, gender inequality, and lack of transparency. I’ve made a commitment to improving our industry as well as our clients’ individual lives by providing fiduciary, fee-only, transparent advice.

Today, my path is working with my clients to help them find financial clarity. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.

When I’m not at work, I enjoy volunteering in my community. I’ve made a commitment to spend 10% of my time supporting organizations that are meaningfully impacting the well-being of local girls, women, and families.

I am married to my husband, Steve, and am the mother of two smart, brave, and determined daughters. Willow is 4 and enjoys swimming, dancing, and practicing her detective skills. Lila is 3 and loves to sing, dance, and pretend to be a teacher. My hobbies are running, cooking, and reading, and I pursue these hobbies during this season of life by running after my daughters, cooking for my family and friends, and reading up on all things financial. On a typical Saturday, you’ll find me out at the beach, farmer’s market, or cheering on the Michigan Wolverines (Go Blue!).

I look forward to learning your story and helping you plan for your next step.

Carolyn Masline, CFP®, MBA

About Carolyn Masline, CFP®, MBA

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women.

My clients may be widowed, divorced, primary breadwinners, entrepreneurs, retirees, or inheritors. They’re looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes.

Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I am a CERTIFIED FINANCIAL PLANNER(™) professional, and hold the Accredited Behavioral Finance Professional(℠) credential.

I live in Northern California with my husband where we raised our three children after living in Southern California and the Midwest earlier in my life. When I’m not working with clients, I love to visit my kids in Brooklyn, Phoenix, and Los Angeles. (If you’re curious, ask me about how this relates to my Family Mission Statement.) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.