Jonathan Kolmetz, CFP®, MBA

About Jonathan Kolmetz, CFP®, MBA

Jonathan’s life is defined by family, service to others, and a passion for learning.

Jon met his wife, Kristi, when they were students at St. Pius X High School and started dating in 1995 at Homecoming. They married in 2003 and have three children – Jackson (10), Benjamin (9), and Bird (6).

“I’ve always said the biggest perk of owning my own business is the ability to create the ideal work/life balance. The kids often show up in the background of photos in my office or on my videos because we integrate our work and family life.”

In childhood and as a young adult, including his time in the US Army Reserve, Jon has always been of service to others. He has volunteered, served on boards, and even started his own non-profit that raised over $100,000 for his local community.

After graduating from Texas A&M in 2002, Jon wanted to further his education and earned an MBA in 2009 from the University of Houston. In 2010, he attended Rice University and completed his Certified Financial Planning education. He became a board-certified CFP Practitioner in 2012. Still wanting to advance his education and continue serving others, Jon enrolled in a Clinical Mental Health Counseling master’s program at the University of St. Thomas in Houston and earned his degree in 2021.

Jon is constantly listening to podcasts, TED Talks, or watching documentaries—much to the chagrin of his wife and children.

For fun, Jon spends time with his cows and getting tractors stuck at the Kolmetz farm in Livingston, Texas. You also might find him on the boat at the lake pulling his kids on a tube.

The Kolmetz family continues to be active in their local community by supporting and sponsoring activities and events, including those at St. Rose of Lima, where the Kolmetz family are parishioners and where their children attend school.

Amy Rosenow, CFP®, CFA

About Amy Rosenow, CFP®, CFA

Amy Rosenow is the founder of Fearless Financial Planning, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.

Prior to Fearless, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns.

She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation.

Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their chocolate Labrador retriever.

She is involved in a variety of community and non-profit initiatives, serving on the board of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology, and as the Treasurer of the Latin School of Chicago Parent Association. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Sarah Kang, CFP®

About Sarah Kang, CFP®

Sarah is responsible for client relationships. She has passed all of the education and exam requirements of Certified Financial Planner designation. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. Her and her team’s industry experiences include international wealth strategies, executive (RSU, SO), inherited wealth, estate planning, tax strategy.

Sarah is a concert pianist whose favorite composers are Bach, Rachmaninoff, and Debussy.

Sarah Hamilton, CFP®, CSRIC

About Sarah Hamilton, CFP®, CSRIC, MBA, MSFAIM

Sarah was born in Australia and through her father’s work with the UN lived out what it is to be a global citizen. She is grateful for the growth this afforded her intellectually and the compassion the experience of being an expat instilled.

In 1997 her family moved to California and sports quickly became her sanctuary. Basketball paved the way for her to play collegiately at Loyola University Chicago, Go Ramblers!

In 2005 she landed her first job in finance. For over a decade she worked one on one with families guiding them through major life decisions and an ever evolving economy. She has seen her clients live out their dreams, achieve peace of mind, and improve relationships through the financial planning process.

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.

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/