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

Michael Allison, CFP®, CFA

About Michael Allison, CFP®, CFA

Hi! I’m Mike Allison. In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity focused financial planning and investment management firm in order to serve clients more directly, after I retired from a 32 year career in the investment management industry.

Although we work primarily with professionals and business owners who are approaching or considering retirement, New Lantern Advisors does work with other clients who benefit from decades of investment management and comprehensive planning advice.

By using the language of investing, we are dedicated to empowering our clients to pursue their economic potential. This empowerment is enabled by the holistic alignment of one’s human capital alongside an evolved role for financial capital in our lives. We call this the Human Enterprise™.

Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after this very important life transition. We can help you answer “What is your What’s next?

After over 30 years in the investment management industry, the last nearly 22 of them at the same Boston, MA based firm where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. It is with this experience that I serve clients with an eye toward delivering solution oriented planning and investment results.

I’m a native of Ft. Worth, TX. Until recently relocating to upstate NY, I lived with my wife and two (now adult) children in the Boston, MA area for over 26 years. I’m a graduate of the University of Denver and have held the CFA (Chartered Financial Analyst) designation since 1996. I enjoy good food at our favorite restaurants, long walks with my wife, and on occasion babysitting my two “grand-dogs”, Honey and Winston.

Naveen Neerukonda, CFP®, MBA

About Naveen Neerukonda, CFP®, MBA

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets.

Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I’ve spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication…both of which are incorporated into our relationships with clients.

I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I’m the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I’m an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf.

Additional information can be found at www.pvafinancial.com and I can be reached at anirra@cinsvanapvny.pbz

Francisco Ayala, CFP®, CFA

About Francisco Ayala, CFP®, CFA, MBA

Francisco became a financial life planner to help his clients live authentically with financial freedom. Like many, Francisco found society’s version of well-being uninspiring. He found endless consumerism draining and lacking true happiness. It wasn’t until a long period of self-reflection and discovering his personal values that he started to understand what it meant to him to live with purpose. With this newfound perspective, he began aligning his money with his true interests and began living intentionally. He is motivated to help others do the same.

His career in the financial services industry spans more than 20 years and includes personal finance, investments and lending. Francisco has a master’s in business administration from the Thunderbird School of Global Management at Arizona State University. He has earned the CFA® designation, the premier certification for investment management professionals. He is also a CFP® (Certified Financial Planner™). He is a member of the CFA Society of Phoenix, National Association of Personal Financial Advisors (NAPFA), XY Planning Network and Fee-Only Network.

Outside of work, Francisco volunteers with Junior Achievement of Arizona to provide financial literacy to school-aged children. He also serves as a judge for the SIFMA Foundation’s Stock Market Game essay competition. Francisco enjoys traveling and staying active outdoors. He’s an avid hiker and likes to bike, run and swim. He looks forward to his daily mindfulness-meditation practice. Francisco lives in Phoenix with his family.

Jason Demland, CFP®

About Jason Demland, CFP®

I help people achieve financial independence and/or retire.
I help people make plans to pay less taxes over their lifetimes.
I help people give more money away.
I help people manage inheritances.

I help families line up their money with what they value.

Julia Lilly, CFP®, MBA

About Julia Lilly, CFP®, MBA

Julia is a Certified Financial Planner ® who is passionate about providing unbiased, holistic financial planning to her clients.

Julia has spent the majority of her career in various roles within the financial services industry ranging from investment banking, government consulting, higher education financial management, and personal financial planning. All of these experiences have provided Julia with a broad perspective on the power of proper planning.

Following graduation from the University of North Carolina – Chapel Hill as a Morehead-Cain scholar, Julia certainly never imagined that her plan would involve a career in finance. She began her professional journey in the legal world, but quickly learned that she was far more excited about the finances and operations of the law firm where she worked than she was about the legal work. This realization led Julia to pursue her M.B.A from San Diego State University while living in California during her husband’s service in the U.S. Marine Corps.

Since that time Julia has embraced her passion for finances and operations and is constantly seeking to learn as much as she can about financial planning options available today to individual investors. She is an advocate for making financial advice accessible, and believes strongly that there is an opportunity to better serve clients on their path to financial clarity.

Julia founded Ryerson Financial out of her desire to bring a unique financial planning solution to individuals and families looking to organize their financial lives. Ryerson Financial is about more than the dollars in an investment account. The firm is centered on helping clients craft a flexible financial plan that reflects their goals and dreams.

Outside of work, Julia spends most of her time with her husband and three kids. Her family recently moved to the Houston, TX area where she enjoys exploring her new neighborhood, reading, staying active, and volunteering at her children’s school. Julia also serves as a volunteer financial coach.

L McKinley, CFP®

About L McKinley, CFP®

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I’ve spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I’ve attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help. I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business. My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom. I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

Sridhar Krishnan, CFP®

About Sridhar Krishnan, CFP®

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company.

During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family’s financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER™ Professional.

I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner.

Read Sridhar’s blog here: https://www.encoverpersonalfinance.com/blog

Nick Covyeau, CFP®

About Nick Covyeau, CFP®

I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly geek out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE. This notion that money is simply a tool that we are called to steward to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous and a blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.

Throughout my career, I’ve had the privilege and opportunity to work with just about every shape and size of financial firm out there: from big, corporate giants to small, private independent wealth firms. Some charged clients commission, some were fee-only, and some were a combination of the two. But they all had one thing in common: not enough emphasis on the clients achieving their goals.

In 2021, I launched Swell Financial to help you reimagine your relationship with money, so it’s easier to achieve your goals and feel confident about your future.

Life is complicated enough; your money doesn’t have to be.

Michael Shea, CFP®, EA

About Michael Shea, CFP®, EA

Michael is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters. As an enrolled agent and has unlimited practice rights in representing clients with their tax matters before the IRS.

Michael has a B.B.A. in Finance from Kennesaw State University’s Coles College of Business. Michael obtained his certificate in financial planning from the University of Georgia’s Terry College of Business. He previously served as a board member of the Middle Tennessee Chapter of the Financial Planning Association (FPA). He is a series 65 licensed Investment Adviser Representative and always acts in his client’s best interest by adhering to the fiduciary standard.

 

Read Michael’s blog here: https://trueequitywealth.com/blog/.