Andrew Dressel, CFP®, APMA®

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 Grannick, CFP®

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

Marcel Winger, CFP®, MS

About Marcel Winger, CFP®, MS

My mission is to be an integral part of my clients successes in retirement. Developing a life-long partnership to see your biggest goals and objectives come to fruition is what I live for.

I am driven to help clients make smarter decisions with their overall finances, allowing them to gain a bigger sense of enjoyment from their savings, and providing them with a clearer mind even in the face of an eventual market downturn.

It is my belief that the biggest financial decision that will be thrust upon your shoulders will be the decision to eventually retire. My firms mission is to make sure that you have a clear understanding of the impact that this decision will have on your life, prior to making it.

Having a natural curiosity towards retirement planning, I have made it my firm’s speciality. I believe that the window five years before and after retirement, requires a heightened level of detail to ensure that you live out the retirement that you envision.

The reason? A market downturn, during this time in your life can significantly impact the amount you can safely withdraw from your retirement savings, potentially requiring you to make tough choices that may include, delaying a planned retirement, cutting your spending, or seeking part-time work to cover the income gap that has now developed.

Taking a pro-active approach to planning allow us to account for this risk before it takes place. Developing a personalized withdrawal plan will allow you to maximize the enjoyment of your hard earned savings, without putting your financial future in jeopardy.

Eric Simonson, CFP®, CRPC®

About Eric Simonson, CFP®, CRPC®, CLTC®

Hi! I’m Eric Simonson, and I’m the Owner of 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.

Taylor Anderson, CFP®

About Taylor Anderson, CFP®

Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. She loves to share her personal experience regarding her first sabbatical and since then, why she has not shied away from taking them year after year.

Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective.

Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

David Tuzzolino, CFA, CFP®

About David Tuzzolino, CFA, CFP®

Are you concerned about running out of money in retirement? Do you often wonder how you’re going to pay for health care? These are common issues faced by all of us and made even more complicated when planning a life filled with rewarding but potentially expensive travel.

I have created a firm that goes beyond the typical financial planning process. I cover common retirement concerns such as saving enough money, keeping taxes low, acquiring affordable health care, and managing investments wisely. But I also dive deeply into how these issues uniquely affect travelers.

Have you outlined in detail the travel life you want both before and after retirement? Have you incorporated these additional expenses into your retirement planning projections? Did you know Medicare won’t cover you when you’re traveling internationally? What type of insurance will pay for an expensive medical evacuation from another country? Together we will answer these questions and plan for the future you desire.

PathBridge Financial is a fee-only firm that never receives commissions or sales incentives. All initial consultations are complimentary. Thank you for your time, and I look forward to hearing from you.

T.J. van Gerven, ​CFP®

About T.J. van Gerven, CFP®

Hi, my name is Theodore van Gerven, but you can call me TJ!

I’m the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice located in the Greater Boston area.

At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.

While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.

Meaning, you don’t have to be located in Massachusetts to work with me.

I started MWB, so I could remove the complexity behind financial planning and work with hard-working, like-minded professionals.

Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach (Martha’s Vineyard), or crafting a finance friendly meme. 🙂

Review our case studies at modernwealthbuilders.com if you’re interested in getting an in-depth description of the types of clients we do our best work for.

You can also schedule your initial phone call and get your free assessment at modernwealthbuilders.com.

Marcel Winger, CFP®, MS

About Marcel Winger, CFP®, MS

My mission is to be an integral part of my clients successes in retirement. Developing a life-long partnership to see your biggest goals and objectives come to fruition is what I live for.

I am driven to help clients make smarter decisions with their overall finances, allowing them to gain a bigger sense of enjoyment from their savings, and providing them with a clearer mind even in the face of an eventual market downturn.

It is my belief that the biggest financial decision that will be thrust upon your shoulders will be the decision to eventually retire. My firms mission is to make sure that you have a clear understanding of the impact that this decision will have on your life, prior to making it.

Having a natural curiosity towards retirement planning, I have made it my firm’s speciality. I believe that the window five years before and after retirement, requires a heightened level of detail to ensure that you live out the retirement that you envision.

The reason? A market downturn, during this time in your life can significantly impact the amount you can safely withdraw from your retirement savings, potentially requiring you to make tough choices that may include, delaying a planned retirement, cutting your spending, or seeking part-time work to cover the income gap that has now developed.

Taking a pro-active approach to planning allow us to account for this risk before it takes place. Developing a personalized withdrawal plan will allow you to maximize the enjoyment of your hard earned savings, without putting your financial future in jeopardy.

Kailie Abascal, CFP®

About Kailie Abascal, CFP®

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return.

Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning.

Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!)

If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Steve Nading, CFP®, CPA

About Steve Nading, CFP®, CPA

My mission is to help you and your family set out on your path as soon as possible. I’m here to serve and guide you along your unique path, towards a life of financial freedom and security. I focus on providing clarity and saving you time by handling what, for most, is an arduous task. This allows you to focus on living and enjoying life with the knowledge your financial future has been well thought out. I will guide you through your options and assist in making informed decisions without overwhelming you with jargon.
I believe that time is your most precious asset and hope to give you much more of it, free from doubt that you may be making mistakes or missing opportunities that will affect your financial wellbeing now and in the future. Time is also one of the key factors in investing success. The sooner you can get started the better your results will be down the road!
I’m inspired by a minimalist mindset and view wealth in terms greater than tangible dollars and cents. I strive toward solutions that are simple without being simplistic. It would be a disservice to characterize your financial life as anything other than complex. You have so many things competing for your resources and it can be difficult to find focus. Without oversimplifying your life, I will help you discover guiding principles that will assist in decision making now and far into the future. My services also extend beyond maximizing the dollar amounts in your accounts. I want to empower you to live your greatest life. You shouldn’t be in service of your wealth – it should be in service of you!