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.

Bridget Harkins, CFP®

About Bridget Harkins, CFP®

At a young age, Bridget Harkins found empowerment in general aviation, a hobby that historically has attracted more men than women. Through her journey to earn her pilot license, she gained confidence in her ability to reach her goals. This was done by arming herself with the right coach, the right knowledge and putting in hours of hard work. She co-founded Wheels Up Wealth to impart that same confidence on her clients.

At Wheels Up Wealth, we strive to empower individuals to feel a greater sense of confidence in their financial lives. By working closely with each client, Bridget acts as a coach to simplify financial challenges and helps her clients make critical decisions toward their well-being. She brings a personalized approach by getting to understand each clients’ life goals — and creating a financial landscape that can support their vision.

With a depth of experience, Bridget has an astute perspective relating to various areas of the financial services industry, including investment research, selection and asset allocation. Bridget has an extensive background in investment advisory, having risen to regional director over her 6 years at Dimensional Fund Advisors, a leading investment management firm. After supporting over 40 independent advisors in various aspects of their work, Bridget made the shift to work directly with individuals and guide them toward their aspirations through custom-made strategies.

Beyond Wheels Up Wealth, Bridget is also part of the Financial Planning Association of the East Bay. Outside of work, Bridget and her husband are both private pilots. In their free time, you can find them flying, skiing, hiking, camping or some combination of those outdoor endeavors.

Education & Designations:

University of California, Berkeley – Bachelor of Arts in Economics, Minor in Public Policy
CERTIFIED FINANCIAL PLANNER™ professional
Licensed airplane pilot

Read Bridget’s blog here: https://wheelsupwealthinc.com/insights

Shea Newton, CFP®, RICP®

About Shea Newton, CFP®, RICP®

My name is Shea and I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned a lot through that journey that I want to share with you. By virtue of my own story and my 13+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation.

I currently live in northern Virginia with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.

I am a CFP® and a RICP®. These are my Clifton Strengths from the book Strengthsfinder 2.0:

Deliberative
Relator
Analytical
Responsibility
Futuristic

I look forward to getting to know you and supporting you in living your best life.

Nicole Brown-Griffin, CFP®, CDFA®

About Nicole Brown-Griffin, CFP®, CDFA®, AFC®, EA

Compassion and empathy are not the first couple of words you hear when discussing financial planning but that is exactly what you will be greeted with when contacting Late Bloom Advising!

Hi I’m Nicole, Founder & Principal of Late Bloom Advising. We provide Financial Planning and Investment Management to women experiencing major life transitions
& Divorce Financial Analysis through www.latebloomdivorce.com. Even though I’ve never been divorced, I followed my curiosity to learn about the monetary complexities surrounding this major life event and wanted to bring my knowledge and calm, supportive spirit to assist individuals and couples going through this transition. I help my clients learn how to position themselves to thrive financially whether it’s before, during, or after divorce.

Connect with me to discover how to avoid potential financial errors that are waiting to happen. If you are recently divorced, there are some unique financial and tax aspects you want to make sure have been addressed. To assist with that, we also provide Post Divorce Transition Guidance that gives our clients the relief they need to confidently move forward with their financial lives. We look forward to helping you!

Read Nicole’s blog here: https://www.latebloomadvising.com/blog

Terri Spath, CFP®, CFA

About Terri Spath, CFP®, CFA

Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better. She has managed billions of client assets through bull and bear markets.

A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.

Terri’s real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.

Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.