Kevin Cheeks, CFP®

About Kevin Cheeks, CFP®

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients.

2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business.

When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles!

Mike Farrow, CFP®

About Mike Farrow, CFP®

I’m Mike Farrow, and I’m the founder of FlightPath Financial Planning. I started my own firm because I wanted to have more control over implementing ideas and practices that are truly best for my clients. I grew up reading books written by some of the greatest financial minds of all time. From those books I developed an ethos deeply rooted in doing what’s best for the investor. This translates today to doing what’s best for the client. I always put my clients interests first and assist them in setting themselves up for a strong financial future.

Why take your journey with FlightPath Financial Planning?

It is often said that a house is only as good as the foundation it is built on. Likewise, I built my financial planning firm from the ground up using our industry’s best technology, tools and practices. Building it myself has allowed me to keep my costs to you quite low. I charge reasonable, flat rate and fully transparent fees based on your financial complexity, and not on how much money you have. I provide advice only. This means I do not sell products or make a commission from any of my recommendations. I have built this firm around what is best for my clients, and I will continue to make those decisions that put you and your finances above all else. That is my promise.

Ryan Brueck, CFP®

About Ryan Brueck, CFP®

I am a fee-only fiduciary financial planner with ClearWealth, a firm based out of Burlington, Iowa. Although ClearWealth is based in Burlington, I am located in Davenport, Iowa and have the capabilities to work with anyone in the US through a virtual setting. I am passionate about helping individuals organize and find efficiencies in their financial lives while educating them about their options and how those options affect them.

We’re in a world where information is at our fingertips. Whether it’s via social media or other media outlets, there is seemingly endless information. But there’s a major problem, how do you know if this information is right for you and your family’s situation?

I spend a lot of time with my clients figuring out what their ideal lifestyle is today, how to optimize for that, and plan for the future to get to financial freedom and make work optional. I am rebranding the word retirement, that seems so absolute. Who knows what you will want that far in the future at a specific age? We are all guessing at what we want and when it will happen. My job is to help you make good decisions with your money, get to financial freedom efficiently and enjoy life today.

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.

Jennifer Kang, CFP®

About Jennifer Kang, CFP®

Jennifer W. Kang, CFP® brings more than 15 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2005 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and over the span of 15 years, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for busy professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Gregory Goff, CFP®, CIMA®

About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management helps millennial real estate professionals grow and protect their wealth while saving in taxes. We work best with top-performing real estate brokers, agents, and investors who want to use their variable income to their advantage. Our clients understand that real estate is a powerful tool to build wealth, but they would like to protect their wealth against fluctuations in the real estate market.

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Philip Rutterer, CFP®

About Philip Rutterer, CFP®

I created Rutterer Planning as the financial planning firm that I would want to work with. A firm where clients could be assured that I was working in their best interest with no hidden sales or insurance commissions motivating the advice. A place where fees would not go to build a building with the company name on it and where the savings were passed on to clients. A financial partner that recognized the very families that most benefit from financial advice don’t have time to meet during regular M-F business hours.

I want to share the benefits of financial planning – control of cash flow, identification and achievement of financial goals, and peace of mind – with those who could benefit from it most.

Hannah Szarszewski, CFP®, AFC®

About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.