Brandon Juodikis, CFP®

/in , , , , , , /by

About Brandon Juodikis, CFP®

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through proactive financial planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most.

Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios.

When I am not constructing financial plans, I love spending time with my beautiful family. My wife, Kelli, is an elementary school instructional coach and we just recently welcomed our sweet daughter, Kaia. Outside of work, I try to get outdoors as much as possible- exploring community parks with the girls (and our French bulldog, Frank), playing sports, or being on the water. During the winter months, I continue my childhood hobby and skate weekly in an ice hockey league.

Joe Petry, CFP®, PhD

/in , , , , , /by

About Joe Petry, CFP®, PhD, CRPC®

Hooper, hiker, and dog lover!
Joe Petry is the founder of Mayfair Financial, a trusted financial planning firm. Mayfair Financial is an advice-only, flat-fee firm that helps clients reach their goals and achieve financial independence. We specialize in providing guidance and education as we develop clients’ action plans so that they can implement the plan themselves and manage their own money. We are a fiduciary for our clients, meaning we always act in the client’s best interest–we receive no commissions, loads, sales fees or referral fees of any sort for any of the products or services we recommend.

Over three decades, Joe has worked in financial markets and educated others on how they work. He has built a process that emphasizes simplicity, detailed customization, and dedicated service. He works closely with individuals and families, helping them untangle the complexities and capitalize on their wealth opportunities.

Joe began his career in 1991 after completing a Ph.D. in economics from the University of Illinois. He went on to work as an Economist at Citibank and Credit Suisse First Boston and taught economics and finance at NYU Stern School, IUPUI, and the University of Illinois. Throughout his career, Joe has thought carefully and deeply about wealth management and the evidence-based practices that differentiate the very best advisory services. Joe earned his Master’s in Personal Financial Planning from the College of Financial Planning and holds the Chartered Retirement Planning Counselor® credential. He is active with the Financial Planning Association and the XY Planning Network. Joe is a fiduciary for his clients, meaning that all decisions are made with their best interests at heart.

Beyond financial planning, Joe is an active member of St. Peter Catholic Church and the ACTS retreat community. He served on the Illinois Association of Park District Board of Directors, Champaign Park District Board, East Central Illinois Foundation, and Prairie Rivers Board. He has received awards for his volunteerism and leadership and believes in the power of random acts of kindness as one way to better the world around us. Joe enjoys spending time with his wife, Ann, family (including dogs Finn and Emy), and friends. He loves being out in nature, hiking, camping and is a voracious reader. He also loves playing basketball with his buddies.

Read Joe’s blog here: https://www.mayfair-financial.com/blog

Jason Tank, CFP®, CFA

/in , , , , , /by

About Jason Tank, CFP®, CFA

Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades, and is also the founder of the Money Series, a nonprofit committed to providing open access to financial education, for all.

Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota. He later applied his actuarial background to serve clients as a wealth manager in Northern Michigan.

Jason graduated from Michigan State University in 1994 with a Bachelor’s degree in Mathematics. In 1999, Jason became an Associate of the Society of Actuaries (ASA, ’99-’04). Currently, he is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®) certificant. Jason is a member of the CFA Institute, CFP Board and NAPFA.

Eric Kirste, CFP®, CIMA®

/in , , , , , , /by

About Eric Kirste, CFP®, CIMA®, AIF®

Eric Kirste, CFP®, CIMA®, AIF® is a founding Principal Wealth Manager for Savvy Advisors, Inc. in 2022. Prior to Savvy, Eric brings 21 years of wealth management experience working closely with clients, families, and their businesses and serving in different leadership capacities. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Eric holds a Bachelor of Science in Business Finance from Miami University in Ohio, has completed his CFP education at Northwestern University, and has completed the Investment Management Education Program from the University of Chicago’s Booth School of Business.

Read Eric’s blog here: https://www.savvywealth.com/blog

Erik Nero, CFP®, CCFC

/in , , , , , /by

About Erik Nero, CFP®, CCFC

Erik believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms.

Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC).

Erik is a husband of over 20 years to his wife, Nicole. They have three children, and a chocolate Labrador. Although he spent many years of his career in New York City, Erik and his family have made a home in Saratoga Springs, New York. He is a native of New York’s Hudson Valley region and a graduate of Siena College. He loves being present and involved in the many activities his children participate in, as well as the art, culture, restaurants, and activities that are abundant in Saratoga Springs.

Brenna Baucum, CFP®

/in , , , , , , /by

About Brenna Baucum, CFP®

Brenna is passionate about making a difference in her communities. Her empathy, kindness, and drive have helped numerous organizations. She earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award in 2017 and the Salem Chamber‘s Outstanding Young Professional Award in 2020. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.

With nearly a decade of industry experience, Brenna is passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.

Eric Niergarth, CFP®, RICP®

/in , , , , , /by

About Eric Niergarth, CFP®, RICP®

Eric Niergarth, CFP® holds over a decade of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement.

Before founding Retirement Roadmap Financial Planning, Eric was a Financial Planner under two of the most sought after Wealth Management firms in San Diego, where he helped high-earning and high-net-worth families work towards their ideal retirement.

Prior to that Eric worked with financial advisors at TD Ameritrade Institutional. There he was able to gain valuable experience through consulting advisory firms on a magnitude of industry topics.

Away from the office, Eric can be found spending time with his wife and two kids. He enjoys hiking, surfing, sailing, pickleball, and golf.

Eric Amzalag, CFP®

/in , , , , , , /by

About Eric Amzalag, CFP®

Eric Amzalag is a Woodland Hills, CA fee-only financial planner and owner and founder of Peak Financial Planning.

Hi – I’m Eric Amzalag, founder of Peak Financial Planning. While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others. I didn’t know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long – I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies.

I decided to leave the brokerage and insurance world to launch Peak Financial Planning.

I have completed the Certified Financial Planner coursework and am in the process of completing the RICP coursework. I look forward to providing value and being of service to you and your household.

Rick Raybin, CFP®

/in , , , , , /by

About Rick Raybin, CFP®

Rick Raybin, CFP helps individuals and families properly plan to achieve their financial goals and dreams. With his assistance, clients are able to “do more.” Rick uses his education and noteworthy professional experience to bring informed insight, valuable ideas and reliable guidance to each situation.
http://lifetimecapitalgroup.com/
Earlier in his career, Rick was a CPA with Coopers & Lybrand and the CFO of Rosenberg Real Estate Equity Funds (RREEF), a nationally recognized real estate investment manager. While at RREEF, Rick was a co-founder of an industry consortium, the National Council of Real Estate Investment Fiduciaries (NCREIF), which is a major provider of real estate-related indices. His educational credentials include a Bachelor of Arts degree in Economics from Bowdoin College and an MBA from Columbia University’s Graduate School of Business with a specialization in finance and accounting.

In 2006, Rick founded Lifetime Capital Group, a boutique financial services firm. His driving philosophy is that the better he gets to know his clients the better he is able to help them live the life they desire. What sets Rick apart is his creative approach to tailoring financial strategies that work for his clients.

Rick authored the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, in 2017. It walks the reader through an evidence-based approach to investing and how an investor can follow this approach on their own or find an advisor to help them.

Jessi Dolmage, CFP®

/in , , , , , , /by

About Jessi Dolmage, CFP®

PFA serves clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from starting a family and changing jobs to handling inheritance and transitioning into retirement. PFA financial advisors work as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized.

We offer both Financial Planning + Asset Management or stand-alone Financial Planning at sliding-scale fees.

PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly.

As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.