Kelly Klingaman, CFP®, RLP®

About Kelly Klingaman, CFP®, RLP®

Hi there, I’m Kelly – financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries. You’ve got a busy life and you’re juggling a lot. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.

Professional:
Prior to founding KKFP, I spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently I was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

I received a degree in Finance from the University of Texas at Austin McCombs School of Business, and I also hold the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.

Personal:
I’m a born-and-raised Texan and have called Austin my home for 15 years. My husband Matt and I have two young kiddos, plus our “first-born” – a German Shorthaired Pointer. On the weekend you’ll find our crew hiking the trails around town and stopping at Tacodeli for lunch, and in the evening we like to put on a Star Wars movie and make homemade pizza.

As for me, my favorite ways to stay active are playing sand volleyball at Aussie’s and paddleboarding on Lady Bird Lake. And while I don’t do the cooking (thanks Hubs!) our pantry is always stocked so I can bake my famous chocolate chip cookies – ask me about the recipe sometime!

My Why:
If you’re a professional woman, I understand how it feels when there are never enough hours in a day, and how overwhelming stress often accompanies the balancing act of our personal and professional lives. On top of that, the path to career success is often fraught with roadblocks that men, on average, never face.

One area in particular that never gets the attention it deserves from successful professional women? Their personal finances. What’s worse is the financial services industry tends to neglect this need because it wasn’t designed with women in mind. A big factor: most financial advisors are men. The CFP Board recently reported that only 23.4% of CERTIFIED FINANCIAL PLANNER™ professionals are women, a number that has hovered steadily around this point for over a decade.

My own experiences and observations pushed me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.

This is the time to start optimizing your high-income years and make sure you’re using your financial resources effectively in order to enjoy life now and the journey ahead.

Madeleine Burton, CFP®

About Madeleine Burton, CFP®

Hi! I’m Maddie, a lead planner at Flow Financial Planning. Our firm is dedicated to women in their early-to-mid career in the tech industry.

We help women take advantage of the many financial opportunities that the tech industry offers. We want you to build a strong financial foundation so that you have more choice in both your personal and professional lives.

Do you:
• Make more money than you expected to? Are you anxious that you’re not doing the right thing with it?
• Have no one in your life you can talk to about your money?
• Have more money than you need right now, and you don’t want to waste this opportunity?
• Receive company stock but are unsure how to use it?
• Dream about leaving the tech industry, but wonder how you could walk away?
• Live in a high cost-of-living area and dream of buying a home?

Together we can work through it all. Get more clarity on what you want in life. Identify specific tasks you can do to organize, simplify, and strengthen your finances, so you can create that life for yourself.

We also know that your financial future depends as much on your career as it does on traditional financial guidance. In addition to being your financial guide, we want to help you cultivate a broader community of professionals–from recruiters to health professionals to career coaches–to grow your career, despite the stress and frustration that you can so often feel in this industry.

My credentials and education:
• Certified Financial Planner® professional
• Bachelor of Arts in History, Georgetown University

Prior to becoming a financial planner, I worked in the broader financial services industry and higher education for 8 years in Washington, DC and my hometown of Chicago. I have since put down roots in Tacoma (with my adorable one-eyed cat, Cammy), where I spend my free time enjoying all the natural beauty that Washington state has to offer.

If you’d like to get some financial clarity, please set up a FREE consultation. If nothing else, check out Flow’s blog, where we write about issues pertinent to women in tech.

Contey Smith, CFP®

About Contey Smith, CFP®

Contey Smith is Co-Founder and Co-CEO of Motus Wealth. After nearly a decade at two Atlanta-area firms, Contey developed a diverse background in client-facing planning and portfolio management — a wide-ranging skillset that Motus clients benefit from today.

Contey has a love for both personal finance and helping people achieve their financial goals—and it really shows. Her commitment to providing a high level of service is evident through her caring, proactive approach, and exceptional can-do attitude. In addition, Contey is extremely passionate about furthering diversity within financial planning and volunteers her time to help women and people of color who are just getting into the field.

When Contey isn’t at the office, she sits on the University of Georgia’s Financial Planning Alumni Advisory Board and serves on the membership board for the Association of African American Financial Advisors (AAAA). In her free time, she enjoys volunteering with Victory Church, cheering on the Atlanta Falcons and Georgia Bulldogs, and exploring new places and cultures with her husband and two daughters.

Kelly Berenbaum, CFP®, CEPA®

About Kelly Berenbaum, CFP®, CEPA®

Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance. We believe trust is the cornerstone of a successful relationship between client and advisor. We are passionate about helping our clients articulate their personal financial goals and think long-term to achieve them. Our founder, Kelly Berenbaum, is a CFP® professional and holds the Certified Exit Planning Advisor credential or CEPA®. CFP® professionals have met rigorous qualifications for financial planning and have agreed to abide by the standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. A Certified Exit Planning Advisor or CEPA® is a holistic business advisor that helps a business owner align business, personal, and financial goals while building transferable value into their business so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned. CEPA® credential holders have successfully completed an executive MBA style program, and passed a comprehensive exam. Blue Tree Financial is a fee-only firm focused on providing financial planning services. We do not earn commissions for selling products.

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.

Jenna VanLeeuwen, CFP®

About Jenna VanLeeuwen, CFP®

Are you so busy with your business and family life that you find yourself making reactive money decisions?

It’s hard to envision the future when so many things need your time and immediate attention.

At Aligning Wealth, we create individualized financial plans based on each client’s values and vision. Consider us your go-to financial partner, helping you create a clear action plan so you can build the ideal life you’ve been dreaming of.

GET FINANCIALLY ALIGNED IN LIFE
• Saving for retirement
• Saving for college
• Buying your dream home
• Taking your dream trip
• Thoughtfully managing investments
• Dreaming up a giving plan
• Creating a spending plan
• Sticking to a debt payment plan

GET FINANCIALLY ALIGNED IN BUSINESS
• Minimizing taxes
• Budgeting to scale your team
• Growing your income
• Creating your retirement plan
• Planning a maternity or paternity leave
• Understanding health insurance options
• Selling or buying a business

Jenna VanLeeuwen, CFP® is the founder of Aligning Wealth. She has years of experience working as a financial planner with families and business owners in the NYC metro area. She has partnered with business owners through all phases of a business owner’s life, from starting to growing to selling their business.

When not working with clients, Jenna is usually spending quality time with her husband Brian, her toddler Charlotte, and her two doggies, Ikki and Korra. Most Saturdays, you’ll find her whole family popping into a coffee shop and then taking a walk to smell the flowers or play in the park.

Jessica Goedtel, CFP®

About Jessica Goedtel, CFP®

Money is a tool for creating the life you want to live, and our purpose is to help you understand how your money can work for you. We are driven to provide financial advice that is free of judgement and shame and is instead focused on empowerment, social consciousness, and personal well-being.
Pavilion Financial Planning’s core market consists of young professionals in their 20s to 40s earning over $100k in salary annually. Our clients want someone to partner with for financial planning, education, and accountability.
We work hard to create an environment of inclusivity where everyone is welcome. We especially love working with women who receive equity compensation (RSUs, stock options, ESPP) as a part of their income package, and women in the online sex work industry.

Jessica became a financial planner because of her passion for personal finance and a frustration with the lack of financial literacy education. She started in the industry beginning in 2013 and learned financial planning working at firms both big and small. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. Jessica has a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement.

Jessica is an avid runner, having run 3 marathons and dozens of half marathons. She received her Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. A self-confessed nerd (before it was cool), she could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology. She also enjoys reading, baking, collecting fossils, and trying to keep her various plants alive.

Read Jessica’s blog here: https://www.pavilionfp.com/blog/

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

Jennifer Macedo, CFP®

About Jennifer Macedo, CFP®

Aloha and thank you for taking your valuable time to better understand Front Street Financial. We Listen. You Prosper. We want to be your coach, your partner and your guide.

Are you looking for relief from money burdens? Are you too busy with your everyday life to be able to deal with your investments, retirement, insurance, estate planning and other financial issues?

We can help you ease your money anxieties, keep your financial life organized and achieve a better return on your investments. Did you know that people with financial advisors have better returns than people without financial advisors? A survey in 2019 by Vanguard shows the value of expert advice can improve returns by 3% annually!

We will help keep you on track to achieve success with your financial desires and goals.
Out of 625,000 financial advisors in the United States, women CFP Practitioners total about 20,600 or ONLY 3% of advisors. You might ask why you would want a Woman Certified Financial Planning Practitioner?

A. Women are empathetic and good listeners. We Listen
B. CFP’s® have a Fiduciary duty to very client. You Prosper

Fiduciary duty is the key to why our fees are transparent and based not what we sell but on what is best for you. Period.

We offer one-time or ongoing financial planning to address the following:

  • Business Planning
  • Cash Flow and Debt Management
  • College Savings and Planning
  • Employee Benefits Optimization
  • Estate Planning
  • Insurance and Risk Management Review and Recommendations
  • Investment Analysis, recommendations and management
  • Retirement Planning
  • Tax Planning and Projections

…and the list goes on, but this doesn’t even speak to the mental and emotional relief of having assistance with the things we have spent years studying and gaining experience with.

If you are interested in collaborating with us we will look forward to our team work together, support of your dreams and enjoyment of a long lasting mutually beneficial relationship. Aloha!

Kyle Eaton, CFP®, CDFA®

About Kyle Eaton, CFP®, CDFA®

Education

I attended Oklahoma State University, where I played for the OSU Cowboys football team. Most of my time was spent on the practice field—Hedge field—preparing for fall Saturdays. Although most people only saw what happened on Saturday, it was on Hedge field that the truly important occurred. I learned the importance of setting and achieving my personal goals, working through adversity, and being part of something bigger than myself. Learning these disciplines was as valuable as any college degree that I earned.

While at Oklahoma State, I earned my Masters in Family Financial Planning. You might wonder, “How does this make me different from your run-of-the-mill financial advisor or planner?” The program that I completed was in the college that studied the science of the human environment, not the business college. It included studying family systems and counseling, both elements that taught me how to look beyond the portfolio to the person.

Beliefs

I live in Denton with my wife Rachel and four children—Kyrie, Adelynn, Elias, and Titus. I believe that all skills and talents I have are God-given, to be used for His glory. For this reason, I strive for excellence. I want my work to reflect my beliefs. I also believe that all people are created in the image of God. Therefore, everyone has inherit value and worth no matter their lot in life. They deserve to be treated that way.

Finally, I believe that of whom much is given, much is expected. It is what drove me to become a two-time Verizon Academic All-American and National Football Foundation National Scholar-Athlete in college. It is what continues to drive me each day of my life. This is my personal why. It is why I get out of bed each morning. And it is for these reasons that I founded Hedgefield. It is why I want Hedgefield to be an agent of change in the lives of women and the community as a whole. One of my deepest desires is to encourage others to figure out their own why. And not only discover their own why, but also use their resources to pursue it wholeheartedly.