Lisa Mesquit, CFP®, CFA

About Lisa Mesquit, CFP®, CFA

I am the Founder and CEO of Soaring Investment Management LLC, a Registered Investment Advisory firm based in Portland Oregon. In my 15 years of corporate and individual finance experience, I have managed portfolios from $250 million to over $1 billion. After graduating Oklahoma Christian University cum laude with a BS in Finance, I earned my CFA and have been a Charterholder since 1998 and I added the CFP® designation in 2022.

My salt-of-the-earth upbringing in North Texas has certainly influenced my drive to bring professional money management to individual investors in an accessible and affordable way. My childhood took me from the suburbs of Dallas to the small town of Sanger where I learned to appreciate the beauty of a cow pasture, the majesty of a thunder storm and the fun of a good football game. I also learned that things aren’t always what they seem. Modest people might surreptitiously have substantial wealth, while flashy people might be “all hat and no horse.”

In addition to my upbringing, I have held a variety of positions that have helped shaped me into the advocate for financial prudence that I am today. It began with my first job post high school at a law office. It’s there that I observed the ramifications of a national real estate collapse, the savings and loan crisis, an oil bust, and bankrupt partnerships. Vacant office space propagated the landscape throughout my college years imprinting caution and warning of boom and bust business cycles in my mind.

My long-time internship with Stifel, Nicholas brokerage firm during college introduced me to the workings of a broker/dealer, the investment banking side of municipal bonds and the training of advisors. I learned how big an impact a good advisor can have.

Upon graduation, the exemplary team at MidFirst Bank welcomed me into their Treasury Department. I am forever grateful for the disciplined approach they ingrained in me. I learned about benchmark rates of return, asset pricing, interest rate risk, corporate budgeting, and mortgage-backed securities. Eventually, I was appointed the lead analyst of the bank’s bond portfolio and maintained the Wall Street relationships there.

Arriving at Gap, Inc during a time of a fashion-miss and in the midst of the dot com boom, I kept busy securing funding in the bond market as part of their International Treasury Department. I saw up close the affects of the business cycle and strategic decisions on the shareholders and employees. I also learned, although fun at times, Corporate America was not where I wanted to be. I opt for something more personal and relational.

These business cycles and money decisions affect us all. My childhood roots coupled with valuable professional experiences helped spark my desire for families and communities to experience the blessings of financial prudence. I love being able to provide accessible and affordable professional money management through Soaring Investment Management

Rosario Chacón, CFP®, FBS®

About Rosario Chacon, CFP®, FBS®, CSLP®, MBA, CLC, EA

Hi! I am Rosario Chacón. I founded Wealth-Source Financial in 2019 to help professionals like me and my close friends and their families: Often first generation – graduating from college and/or immigrants -, with school debt and/or starting a business, while building a career and a family. In my years at multinational and boutique firms, I learned that one size does not fit all. To better serve my community and clients, I became a fiduciary (CFP®) to work for your best interest, a Financial Behavior Specialist (FBS®) to understand your values and respect your decisions, a Student Loan Planner (CSLP®) because I know first-hand that we must invest in ourselves to make changes in our journeys. I am also an Enrolled Agent, which gives me the opportunity to better serve my clients in a holistic and cost-efficient manner.

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.

Brittany Wolff, CFP®, AAMS®

About Brittany Wolff, CFP®, AAMS®

Over the course of years in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps women and couples grow and protect their wealth through comprehensive financial planning.

Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Sally Boyle, CFP®, CDFA

About Sally Boyle, CFP®, CDFA, CSRIC

Sally Boyle’s career began in finance. She has worked with individuals and business owners providing financial planning and business succession advice for over 30 years. She earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in 2010. But in the three years preceding 2000, Sally and her family lived through a very difficult litigated divorce. Since that time she has advised many individuals and families through their own divorces. Through these shared experiences she well understands the devastation of divorce for families both personally and financially. All of this led her to write a book intended to empower families with knowledge that would allow them to see choices. In her research, she also discovered a community committed to changing the divorce climate. She decided to specialize in this work and became a Certified Divorce Financial Analyst and is a member of the Institute of Divorce Financial Analysts. Her work has led her to obtain training in Collaborative Law so that she might be able to serve as a member of a team committed to helping couples avoid litigated divorce. Sally is the mother of four sons and a grandmother to beautiful twin granddaughters. Sally loves nothing more than spending the day hiking or skiing in the White Mountains, sailing in one of New England’s beautiful lakes, or enjoying a family day in her lovely town of Hanover, New Hampshire. Sally has come to believe that divorce is a part of life. She hopes to spend a great part of her remaining career helping families keep that perspective. She also hopes to be part of a movement that changes the cultural norms that influence our approach to divorce as a society.

 

Corey Beal, CFP®

About Corey Beal, CFP®

At Empowering Finance we know that you are bold, ambitious, and a total badass.

That’s why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life.

The problem is a buttoned up approach to financial planning isn’t going to meet your needs.

You’re worried that your dreams and aspirations will get lost in a cookie cutter system.

We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there.

We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions.

Here’s how we do it

1) We are a fiduciary: We are legally bound to put your interests ahead of our own

2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy.

3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees

So, Let’s Chat.

So you can stop worrying you won’t reach your dreams and instead work with a passion-driven firm focused on achieving your life’s dreams.

Read Corey’s blog here: https://empoweringfinance.com/blog/

Marianne Nolte, CFP®

About Marianne Nolte, CFP®

Planning for retirement is one of the biggest challenges many people face. You don’t have to do this alone. My name is Marianne Martini Nolte. I am a Certified Financial Planner ™ professional, and I want to help.

I specialize in working with Women and Young Professionals who are:
-Rapidly approaching retirement or recently retired
-Experiencing career or life transitions
-Just starting their financial journey and looking for guidance

I want my clients to understand their money and how it can be used; as a tool, to craft their best financial future. I help clients prioritize their goals, avoid debt, and work toward financial stability. I offer Investment Management, Project Planning, and Comprehensive Financial Planning services.

Read Marianne’s blog here: https://www.imaginefinancialservices.com/articles-videos/

Michelle Vargas, CFP®

About Michelle Vargas, CFP®

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love.

After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998.

She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future.

In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

Ella Taylor, CFP®, ADPA®

About Ella Taylor, CFP®, ADPA®, CPCC

A few key facts…
– I love being outdoors, hiking, canoeing, taking long walks and exploring Oakland and San Francisco, among others
– I love spending time with friends and family, especially when we eat and drink
– I love reading
– I volunteer to help survivors of domestic violence rebuild their finances
– As mentioned, I love to bake and cook, trying new recipes and going creatively rogue in the kitchen – and I mean rogue!

My passion is making financial planning an approachable and enjoyable experience.
I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them.

Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours!

I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.

Marie Thomasson, CFP®

About Marie Thomasson, CFP®

I’m Marie Thomasson, CFP®. a financial advisor for progressive women like you.

I know you have a lot on your plate. A successful career, an active social life, causes you care about, and dreams for your future.

You also have worries — about how you’ll reach your financial goals, how to make important financial decisions, and whether you’re doing enough to secure a comfortable retirement.

Add in everything going on in the world today, and it’s enough to make you want to move to New Zealand.

Financial Planning & Investment Management that align with your goals AND your values.

Here’s what I offer:

Advice that prioritizes both personal and collective well-being
Confidence that you’re making financial decisions today that will benefit you tomorrow
Clarity about how to make an impact in the world that goes beyond your bank account
Perspective on what’s been holding you back in your life and happiness
Accountability to make sure you’re checking off all the right boxes