Brennan Zizzi, CFPĀ®

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About Brennan Zizzi, CFPĀ®

Brennan is the Cofounder and Investment Advisor of Zizzi Investments. He primarily focuses on personal wealth management and small business retirement plans.

Brennan is a Certified Financial Planner, and his love for the technical side of finance drives his passion to continually learn and improve his knowledge. Brennan earned his CFPĀ® in 2022, which expanded his expertise in the areas of investment, tax, education, retirement, risk management, and estate planning.

Brennan is a 2015 graduate of George Mason University, where he played on the NCAA Division 1 Menā€™s Soccer team. Brennan has played soccer since he was five years old, and his experience as a team player helped foster his passion for working with clients and developing strong relationships necessary to achieve their long-term goals.

Outside of work, Brennan enjoys traveling and tasting wine with his wife Kayla, playing amateur golf events, and cooking. Brennanā€™s family members all live in Central PA, and he enjoys spending time with his niece and three nephews.

David Fowler, CFPĀ®, ChFCĀ®

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About David Fowler, CFPĀ®, ChFCĀ®

Hi, Iā€™m David Fowler ā€“ the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory firm located in New Jersey, and with the use of modern technology able to serve clients across the entire United States.

With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary available to everyone ā€“ regardless of how much or how little they may have accumulated (so far).

ABOUT HMFC

High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives ā€“ both today and tomorrow.

Our Mission ā€“ To guide individuals and families to building a life they love ā€“ through coaching, education, and planning.

WHO I SERVE

As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:

ā€¢ Outdoor Industry Professionals
ā€¢ Outdoor Enthusiasts
ā€¢ Solopreneurs

If you love being outdoors, work outdoors, or work for yourself – you are in the right place and have found your planner!

Book a complimentary meeting to see how we can collaborate and achieve your goals atĀ https://www.highmountainfinancial.com/free-consultation

HOW I HELP

ā€¢ I help you to discover and build a plan to have freedom ā€“ money freedom, time freedom, and mental freedom
ā€¢ I help you identify and eliminate any gambling or speculating that may be occurring with your investments
ā€¢ I simplify the planning process ā€“ breaking your planning to actionable attainable steps

CERTIFICATIONS & QUALIFICATIONS

ā€¢ I am a CERTIFIED FINANCIAL PLANNERā„¢
ā€¢ I have earned the Chartered Financial ConsultantĀ® (ChFCĀ®) designation
ā€¢ I am currently pursuing the Certified Kingdom AdvisorĀ® (CKAĀ®) designation
ā€¢ I am independent
ā€¢ I am a Fee-Only financial planner
ā€¢ I am a Fiduciary

NEXT STEPS

ā€¢ Learn more on the HMFC website –Ā https://www.highmountainfinancial.com/
ā€¢ Book a 30 minute conversation on my calendar –Ā https://www.highmountainfinancial.com/free-consultation
ā€¢ send me an email –Ā dfowler@highmountainfinancial.com

Jonathan Kiehl, CFPĀ®, CKAĀ®

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About Jonathan Kiehl, CFPĀ®, CKAĀ®

Jonathan spent over a decade working for Rolex Watch, USA prior to becoming a financial advisor. Serving as Rolexā€™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 clientsā€™ financial plans. Jonathan specializes in tax-efficient, values-aligned financial planning and investment management. He employs a personalized planning approach that provides clients with peace of mind and clarity.

As a CERTIFIED FINANCIAL PLANNERā„¢, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFPĀ®, he received his Bachelor of Science in Business Administration from Elizabethtown College (Elizabethtown, PA), and his MBA in Personal Financial Planning from Indiana Wesleyan University (Marion, Indiana).

Jonathan met his wife Katelyn as a result of a self-supported bicycle ā€œbikepackingā€ 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 and daughter, Avery.

Jessica Kirwin, CFPĀ®, MBA

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About Jessica Kirwin, CFPĀ®, 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, Iā€™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 PLANNERā„¢ designation. I wanted to make a difference in the financial industry. ā€œThe percentage of women CFPĀ® professionals has remained flat at 23% for at least a decade.ā€ The requirements for obtaining the CFPĀ® 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.

Tyler Smith, CFPĀ®

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About Tyler Smith, CFPĀ®

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 clientsā€™ 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 Plannerā„¢ 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.

Laura Higgins, CFPĀ®, MBA

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About Laura Higgins, CFPĀ®, MBA

I specialize in advice-only financial planning to help individuals and families answer their most pressing questions. My services offer advice on how to proceed or prepare for an upcoming life change, provide reassurance that you are on track in order to achieve your goals and offer advice to help you manage your investments.

I started Approachable Financial Planning because I believe everyone should have access to personalized unbiased financial advice in order to make informed decisions with confidence. If you have questions about a financial decision or are wondering if you are on track or missing anything, please reach out, Iā€™d love to talk to you!

Learn more by visiting my website:Ā www.approachablefp.com

If youā€™d like to talk, please donā€™t hesitate to contact me to set up a complimentary introduction call. This will be a casual call with no commitment required!

Jim Garvin, CFPĀ®

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About Jim Garvin, CFPĀ®

Hi, my name is Jim! šŸ™‚

I am a financial planner, traveler, rock climber, and photographer who loves to work with like-minded, down to earth people.

My focus is on people in tech. I work with folks from start-up companies (series B to tender offer to IPO) as well as large tech employees (ex. Google, Microsoft & Amazon).

My goal with clients is to find out what is important to them and how they can best ‘optimize’ their life. The most common things we help people with are stock options decisions, stock compensation analysis, buying homes / real estate investments, optimizing taxes & investment strategies, early retirement & making sure you are on the right track financially.

A little bit about my background:
I grew up in the Youngstown, Ohio area, which was once a prospering steel town located in the heart of the Rust Belt. While growing up, I was taught at an early age to appreciate the value of the dollar and a hard dayā€™s work. As I grew older, I became fascinated with entrepreneurship, tech, and my own personal finances. This fascination lead me to obtain my Certified Financial Planner designation (CFPĀ®)

Before joining SeedSafe Financial, I worked as a small business consultant with the Small Business Administration. There, I worked alongside small business owners to improve their cash flows, profitability, and to help them understand their customer base. I spent several years working with Edward Jones Investments and eventually opened my own outsourced financial planning firm, Garvin Planning Co.

Nowadays, I work with folks from all over the United States virtually and help them gain clarity around their finances.

On a personal note:
I grew up in the Boy Scouts of America and obtained my Eagle Scout. I am a big outdoorsman and traveler and recently have been getting into rock climbing. Some of my favorite hobbies include skiing, running, and scuba diving. Every free chance I get to be outside and enjoy nature, I take it! As a virtual advisor, I cherish my location independence and I am in the process of traveling through my personal bucket list.

Life Motto:
ā€œLife is either an incredible adventure, or it is nothing at all.ā€

David McPherson, CFPĀ®

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About David McPherson, CFPĀ®

David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs. He is a former newspaper reporter and editor who worked for several New England newspapers including a stint as assistant business editor of The Providence Journal in Rhode Island.

David holds a Bachelor of Arts degree from Stonehill College and a certificate in financial planning from Boston University. Along with the XY Planning Network, he is a member of the Garrett Planning Network, National Association of Personal Financial Advisors and Financial Planning Association.

Davidā€™s personal interests include running, hiking and other outdoor activities. He serves on the Board of Trustees of Sturgis Charter Public School in Hyannis, Mass., and on the Financial Planning Association of Massachusetts Board of Directors.

Five things to know about David:

– He spent a summer living in Tokyo, Japan, as an exchange student when he was 15.

– During his reporting days, he watched former President Clinton play the saxophone while Carly Simon sang.

– He once hitchhiked into Belfast, Northern Ireland, when The Troubles were still under way.

– His retirement dream includes working as a cross-country ski patroller in the winter and a national park employee in the summer.

– His favorite movie isĀ Good Will Hunting.

Matthew Crum, CFPĀ®

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AboutĀ Matthew Crum, CFPĀ®

I am a CERTIFIED FINANCIAL PLANNERā„¢ Professional and the founder of True North Financial Services. My career started 10 years ago after graduating with a degree in Finance and Economics from the University of Delaware. Since then, the diverse experience Iā€™ve gained working with clients and financial advisors has been invaluable, but itā€™s also given me a unique prospective on where thereā€™s still a great deal of opportunity to improve.

My moment of clarity came while working for an institutional wealth management firm in Connecticut. I notice that, although clients were typically looking for an advisor to help them better understand and manage their financial lives, most advisors I encountered were primarily focused on managing investments. Many offered financial planning as a free add-on service, but because the advisors were paid based solely on the value of clientā€™s investments, their focus remained on managing their clientā€™s portfolios. Despite this misalignment of priorities, I found that many clients continued to work with investment-focused advisors simply because they saw no other option.

I founded True North Financial Services to change that very dynamic and offer people a different kind of relationship with their advisor. To better align our focus with the kind of help clients are seeking, True North instead charges a flat monthly fee for on-going financial planning and advice. Investment management and other services are also provided, but they are just one component of the on-going financial planning we provide to our clients.
This seemingly small change allows a shift in overall focus from simply managing investments to helping our clients make better-informed financial decisions.

Although I work with many different kinds of investors, I predominantly work with young professionals and women in transition because of my own personal and professional experiences. Most importantly, Iā€™ve found that both groups are searching for, and benefit most from, working with an advisor focused on more than just investments.

At True North, our goal is to help our clients bring clarity to their vision of success and help map their unique path to achieve it. What does your vision of success look like?

Allow us to help guide you on your lifeā€™s journey.

David McPherson, CFPĀ®

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About David McPherson, CFPĀ®

David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs. He is a former newspaper reporter and editor who worked for several New England newspapers including a stint as assistant business editor of The Providence Journal in Rhode Island.

David holds a Bachelor of Arts degree from Stonehill College and a certificate in financial planning from Boston University. Along with the XY Planning Network, he is a member of the Garrett Planning Network, National Association of Personal Financial Advisors and Financial Planning Association.

Davidā€™s personal interests include running, hiking and other outdoor activities. He serves on the Board of Trustees of Sturgis Charter Public School in Hyannis, Mass., and on the Financial Planning Association of Massachusetts Board of Directors.

Five things to know about David:

– He spent a summer living in Tokyo, Japan, as an exchange student when he was 15.

– During his reporting days, he watched former President Clinton play the saxophone while Carly Simon sang.

– He once hitchhiked into Belfast, Northern Ireland, when The Troubles were still under way.

– His retirement dream includes working as a cross-country ski patroller in the winter and a national park employee in the summer.

– His favorite movie isĀ Good Will Hunting.