Samuel Lewis, CFP®, ChFC

About Samuel Lewis, CFP®, ChFC

I’m Sam Lewis, Founder of SJLF and CERTIFIED FINANCIAL PLANNER™.

I’ve lived in Delaware my entire life but have been fortunate to travel around the world. I joined the military while still in high school and continue serving today, almost 23 years later! I’ve worked as a farmhand, drafter, land surveyor, personal trainer, air cargo craftsman, recruiter and senior enlisted leader.

But my passion is for financial planning.

I wasn’t always smart with money, but when I met the love of my life, I knew I had to do better. The spark was lit when I picked up a copy of Kiplinger’s Personal Finance magazine in an airport gift shop when embarking on a family trip to Disney World in 2013. It was a real wake-up call to admit how much I didn’t know about the financial considerations that would shape our future.

Along my journey, I consumed every bit of knowledge I could get my hands on. In 2018, I earned a full Veteran’s Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. I began the rigorous coursework for the Chartered Financial Consultant (ChFC) curriculum. In 2020, I passed the Securities Industry Essentials and Series 65 exams leading to the ultimate achievement of passing the CERTIFIED FINANCIAL PLANNER™ Exam and was awarded the CFP® Certification 2022.

My mission now is to serve you, to help you understand your financial situation, set clear goals for your future, and give you a well-marked path to help you get there. Whatever the goal, we can plan for that!

Scott Grissom, CFP®

About Scott Grissom, CFP®

Fee-only Financial Advice for Professors and Others

As a long-time college professor, I teach fellow professors how to graduate from academic freedom to financial freedom. I help professors early in their careers develop a successful financial plan and help seasoned professors adjust their plans as retirement approaches.

As a professor, I prepare for the first day of class. As a financial advisor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a financial advisor, I help professors develop a financial plan to achieve their life goals.

Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests.

My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank (a ceramic pig that I still have) and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals!

Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Austin Lee, CFP®, MBA

About Austin Lee, CFP®, MBA

Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-Only™ advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and a is Certified Financial Planner™ professional.

Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household.

Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.

Tommy Lopez, CFP®, CRPC®

About Tommy Lopez, CFP®, CRPC®

Welcome to Coffeehouse Capital!

I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.

As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population.

With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners.

I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM

I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.

Areas of experience include:

529 College Education Planning

Assessing and analyzing current financial and life goals

Asset allocation review, education and strategies

Cash flow and retirement planning

Creating and managing GOALs based financial plans

Creating and managing GOALs based investment portfolios

Digital asset education

Investment education

Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)

Loss of loved ones

Ongoing financial plan and investment monitoring

Organizing for Financial wellness

Reviewing and managing 401(k), 457 (b)s and traditional retirement plans

It all starts with a conversation, let’s connect!

Roch Monnig, CFP®

About Roch Monnig, CFP®

Roch (pronounced “Rock”) has years of experience helping individuals and families navigate the complexities of money. Whether you’re just getting your start, balancing a family and a career, or nearing financial independence, Roch understands the many roles money plays in you living the life you want to live both today and tomorrow. In his free time, you can find Roch walking with his wife, spending time with his friends at a local restaurant or brewery, or vacuuming up hair from his dogs.

Deeper Pockets offers flat-fee, advice-only financial planning and education helping people craft personalized, comprehensive financial plans or simply focus on one or more areas that matter most. It's the guidance you want and need – on your terms.

Harry Moran, CFP®, AIF®

About Harry Moran, CFP®, AIF®, CeFT®

Harry Moran is a 30-plus year veteran of the advisory profession. After beginning his career with as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC. Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.

David Hauge, CFP®, CFA®

About David Hauge, CFP®, CFA®

David started his own wealth management business for the purpose of helping others live their most fulfilling life.

He graduated from the University of Minnesota with Bachelor’s Degrees in Economics and Journalism, is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™.

David is confident that with his understanding of personal finance, coupled with his experience as a financial professional, he can help you pursue your financial objectives and prepare for the future.

David lives in Saint Louis Park, MN with his wife, Blaize, and their standard poodle, Mason. After years of avid travel, they were married in 2021 and are expecting their first baby boy Hauge in December, 2022. David is a diehard sports fan and a trained Pilates instructor, given his interest in physical and mental health.

Philip Mock, CFP®, CFA

About Philip Mock, CFP®, CFA

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma.

1522 Financial is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary.

I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I’ve spent most of the last decade building on my knowledge of financial planning, financial markets, and investing in an effort to be the best possible resource for my clients.

When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.

Ross Cutler, CFP®, MBA

About Ross Cutler, CFP®, MBA, CTFA, ATFA

Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, responsible for over 150 million in client assets. He believes in focusing on client service – listening their concerns, developing their individual path forward, and helping them achieve success. Ross provides comprehensive financial planning through a personal approach with each client.

Ross is passionate about helping every client review their personal situation – this includes understanding their investment strategy, risk planning, estate planning, and tax planning.

Ross holds the CFP® – CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Read Ross’ blog here: https://www.kingtideadvisors.com/blog

David Edmisten, CFP®

About David Edmisten, CFP®

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:
-Have I saved enough to retire early and not run out of money?
-Am I paying too much in taxes?
-Are my investments set up correctly for retirement?
-​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. I’ve had a successful career at my previous firms, consistently recognized as a high achiever, leader and chosen to coach and develop my peers.

I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning. I decided to start Next Phase Financial Planning so that I can use my expertise exclusively with the people that I provide the most value to – those considering an early retirement.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.