Andrew Dressel, CFP®, APMA®

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About Andrew Dressel, CFP®, APMA®, CRPC®

Hi! I’m Andrew Dressel, and I’m a Financial Planner with Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.

We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.

We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.

If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Jonathan Kiehl, CFP®, CKA

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About Jonathan Kiehl, CFP®, CKA

Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans.
After several years working at a fee-only, RIA, Jonathan founded EVENKIEHL, LLC to specialize in tax-efficient planning and investing through a personalized approach aimed at providing peace of mind and clarity.

As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College and his MBA in Personal Financial Planning from Indiana Wesleyan University.
Jonathan met his wife Katelyn as a result of a self-supported bicycle “bikepacking” trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures and enjoy sharing their love of the outdoors, food and travel with their three energetic boys, Talbott, Pierson and William.

Jessica Kirwin, CFP®, MBA

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About Jessica Kirwin, CFP®, MBA

Finances have always played an important role in my life, but I never knew it would become my passion. At 25, I quit my high-paying job and had to figure out how to facilitate my first rollover. Before entering the Peace Corps, I figured out how to defer my student loan. After our wedding, I researched where my husband and I could safely invest our money while we were abroad. This might sound like drudgery to some, but for me, they were stimulating challenges.

Over my life, I’ve bought and sold homes, moved across the country and globe. I worked for fortune 500 companies and small independent firms. This path eventually led me to acquire the CERTIFIED FINANCIAL PLANNER™ designation. I wanted to make a difference in the financial industry. “The percentage of women CFP® professionals has remained flat at 23% for at least a decade.” The requirements for obtaining the CFP® designation are high: countless hours of coursework, a 6-hour extensive exam, and 6,000 hours of professional experience.

I founded Kirwin Financial because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way.

Dan Herron, CFP®, CPA/PFS

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About Dan Herron, CFP®, CPA/PFS

I founded Elemental Wealth Advisors because I believe everyone should have access to solid financial planning, period. No one should be turned away just because they don’t have a million-dollar portfolio or aren’t a higher income earner. Everyone, regardless of income or assets, has financial matters that they need to address. Our clients are those who are just starting to get their financial plans in order and who are eager to learn each step of the way!

We take an educational approach to the financial planning process and provide a means for everyone to construct and implement processes to achieve their financial goals. Together, we walk through and implement each aspect of YOUR financial plan. The financial services industry has made it difficult to see all investment costs and expenses. As a fee-only advisory firm, we believe in transparency. There are no hidden fees or surprises. We collaborate so that you will know what is going on every step of the way. This is how financial planning should be.

We work as fiduciaries, offering our clients support in every area of their personal financial lives. I’m also a CPA who looks at your whole picture including comprehensive tax planning. I earned my degree in Economics, and a Masters in Business and Portfolio Management. You’ll find me to be responsive, collaborative and down-to-earth.

When I’m not at the office, you’ll likely find me out running. I’m a Dad to an amazing furkid (below) and sometimes I even enjoy a real movie.
I look forward to connecting!

Damian Palfini, CFP®

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About Damian Palfini, CFP®

Damian is the founder and lead planner of Cavalot Capital. He is a digital nomad that loves to experiment with lifestyle independence and pushing traditional boundaries. He travels around the (mostly) Western US with his pup Rio where you’ll find them bouncing between ski resorts and fly fishing streams while in search of good pizza. In the winter you might spot him racing Masters in Utah, Colorado or California, or standing in the middle of a river during the summer in Montana, Idaho or Washington.

He started out in the investment business in the depths of the Great Financial Crisis of 2008/09 and spent the next decade + honing his portfolio management and investment analysis skills before creating Cavalot. Prior to that Damian graduated from California State University-Chico with a Bachelor of Arts in International Relations and minors in International Business and Italian.

Nowadays he focuses primarily on helping crypto and tech professionals maximize their assets so they too can pursue lifestyle and financial independence. His interest in crypto began in earnest during “DeFi summer” when he saw how revolutionary blockchain technology, smart contracts and decentralized finance would be in the lives of an entire generation. He has spent much of his time ever since learning the ins and outs of helping people bridge this new world with traditional financial planning and investing.

Damian is a CERTIFIED FINANCIAL PLANNER™ professional in addition to being a grad student in Blockchain and Digital Currency and holding various advisor-focused crypto accreditations.

Read Damian’s blog here: https://cavalotcapital.com/transforming-wealth

Jonathan Grannick, CFP®

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About Jonathan Grannick, CFP®

I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.

*Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.

*My Mission: To educate, empower, & guide you to a life full of options, not limitations.

*What We Do: Holistic financial planning on an ongoing or one-time basis.

*Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20’s, 30’s, and 40’s.

*Financial Planning Specialties:
– Ask powerful questions to explore your money mindset
– Create a life vision that inspires you
– Prioritize income: Pay down debt vs investing vs experiencing life now
– Automate your savings & debt payments for consistency & simplicity
– Student loan payoff strategies and planning
– Create & execute an investment strategy
– Create a plan to pay for your children’s education
– Run long-term financial freedom projections
– Review to make sure you have the proper insurance in place
– Maximize the value of your employee benefits
– Review for tax reduction strategies
– Guidance on your estate plan
– Credit card rewards planning for free travel
– Rent or buy decisions: How much house can you afford & tradeoffs

Schedule a free 30 minute introductory call to chat further!

https://calendly.com/wonderwealth/30min

Matt Gray, CFP®

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About Matt Gray, CFP®

My name is Matt Gray and I help working professionals give back to causes they care about while achieving their own financial goals.

I do things a little differently than most advisors in that I do away with the overly formal advisor schtick. There aren’t very many approachable financial planning firms so I decided to create one! No jargon, ties, or expensive offices. We just give good advice in a familiar and simple way.

Most of my clients are working professionals and young families, but I work with clients across many demographics and life stages. During the middle of your career, you often are taking care of parents, raising a family, and have more complexity at work than ever before. We take your financial life off your plate so you can focus on everything else.

My background is in both economics and finance as I earned degrees in both disciplines at Fresno State. I’ve spent my entire career working directly with clients in a financial planning capacity.

Demel Gonzalez, CFP®, CKA

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About Demel Gonzalez, CFP®, CKA

As President, Mr. Gonzalez leads his team in a vision to build and cultivate deeper client relationships while providing exceptional service and performance to the clientele of Heartwood Financial Services. Utilizing his natural skill to assist and educate in a manner of respect and friendship, Mr. Gonzalez has set a new benchmark for the way that financial advisors interact with their clients. From its inception, and forward into the future of Heartwood, Mr. Gonzalez plays a vital role in the growth and development of his company.

A graduate of the University of Central Florida (UCF) in Business Administration, his cumulative 14 years spent at Fidelity Investments started with an internship during his final year of studies. Mr. Gonzalez was then retained by Fidelity upon graduation and proceeded to work his way through the ranks, quickly becoming a Vice President & Senior Account Executive, where he was directly responsible for overseeing assets valued at one billion dollars. Mr. Gonzalez advised his clients on investments, retirement planning, risk-management as well as trust and estate planning. His exemplary work ethic and dedication to his clients allowed him to have received multiple awards of excellence including three President’s Circle awards.

Arriving in the United States from Cuba at the age of four, Mr. Gonzalez attributes much of his success to his father. The hard work and strong values exemplified by his father after leaving the oppression in his homeland are the same drive and values Mr. Gonzalez uses today to work for his clients.

Mr. Gonzalez is most proud of the family that surrounds him. Alongside his wife of thirteen years, Christa, and children Andrew and Sam, he is a faithful member of Lakeside Fellowship United Methodist Church in Sanford and volunteers his time there as the Finance Chair. He also coordinates and facilitates the teaching of Financial Peace University; a Dave Ramsey course teaching Biblically based financial principles. As a father with a son on the Autism spectrum, Mr. Gonzalez has a big heart for children with special needs, volunteering with the Special Olympics whenever he can. He also enjoys mountain biking, playing tennis, Crossfit and watching Miami Dolphins football.

Mr. Gonzalez is a CERTIFIED FINANCIAL PLANNER™ professional. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Kevin Arruda, CFP®, CFA

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About Kevin Arruda, CFP®, CFA, CKA

As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.

Tyler Smith, CFP®

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About Tyler Smith, CFP®

I founded BBK Wealth in May of 2020 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets.

That’s correct – May of 2020. The timing could not have been worse. I realized building this company that relationships have never been more important. I strive to provide cutting edge technology for those interested. I also will strive to provide cutting edge dialogue for those happy with a good meal and conversation.

I currently work with professors, teachers, doctors, business owners, and retirees. I care about my clients and independently understand their specific financial challenges.

My services are customized to my clients’ needs. This can include incorporating socially responsible investments, digital assets, real assets or alternatives into client portfolios. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship.

I am a Certified Financial Planner™ professional with a finance degree from Notre Dame. I am an Eagle Scout. I also am a proud graduate of the Alliance for Catholic Education program. I was built for this – undergrad in finance, masters in education.

My commitment to you means more than any of that – If it makes sense to work together we will.