Chris Lloyd, CFP®

About Chris Lloyd, CFP®

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Over the last six years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.

Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.

Christopher is a Certified Financial Planner certificant.

Matt Stebnicki, CFP®, MBA

About Matt Stebnicki, CFP®, MBA

Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt has been been practicing financial planning for over 20 years. He was an Associate with Standard & Poor’s and held management positions at several Bay Area Tech Companies. Matt earned his bachelor’s degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client’s interests first.

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.

Marty O’Leary, CFP®, ChFC®

About Marty O’Leary, CFP®, ChFC®

With an extensive background in athletics, Marty O’Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial’s clients.

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.

Curtis Crossland, CFP®, MBA

About Curtis Crossland, CFP®, MBA, EA

I’m a Phoenix native and spent over 10 years working for large wealth management firms.

I have the heart of a teacher, and a strong commitment to lifetime learning. I’m also obsessed with finances.

I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University.

I became an independent advisor because I want to help people do these better:
Build a Smarter Retirement
Tax Plan
Invest Wisely

When I’m not helping folks create their perfect plan, I’m out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book.

I’d love to get to know you, and learn how I can help you master your financial journey!

Gregory Goff, CFP®, CIMA®

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

Sound Wealth Management started out of a desire to make a better, more seamless financial planning experience. Greg launched Sound Wealth Management as a boutique, fee-only fiduciary firm anchored in uncompromising client service and attention to goal-driven details. Inspired by a passion for entrepreneurship, Greg’s desire was to stand out from the industry giants. He refuses to be marked as just another financial advisor and continues to focus his company on people, not profits.

Ryan Kaysen, CFP®

About Ryan Kaysen, CFP®

Ryan Kaysen is a Blue Bell, PA fee-only financial planner. Integritas Financial provides estate planning, asset management, and other financial planning strategies. Ryan works with a network of attorneys, insurance brokers, CPA’s, and other professionals to bring you the solutions you need for a comprehensive financial plan. As a fiduciary, Ryan will never accept commissions of any sort to maintain the integrity of the relationship.

Ryan has worked in the finance industry for over 10 years while adding other real world experience such as real estate investing, small business management, exit planning , family planning, and other life work that helped give him a well-rounded outlook on life. Without these other experiences he wouldn’t be able to look at his clients through an empathetic lens to offer them what they truly need. You can only learn so much from books whereas life can sometimes be the best teacher.

Read Ryan’s blog here: https://www.if-money.com/free-advice

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.