Brian Rood, CFP®, CCFC

About Brian Rood, CFP®, CCFC

I am the founder of Artisan Financial Planning and a fee-only financial planner working virtually across the country with professional musicians to achieve their financial goals.

Brian Rood is a CERTIFIED FINANCIAL PLANNER™ professional and a CCFC practitioner, a member of the XY Planning Network, National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.

I hold a Bachelor of Music Degree from the University of Michigan and completed the CFP® Certification Professional Education Program from the College for Financial Planning.

My family and I live in Overland Park, KS where I was a member of the Kansas City Symphony for 27 years. Equally at home serving others off-stage, I chaired each Musicians’ negotiation committee from 1997-2020 and also served as the first chair of the KCS 403(b) Retirement Committee. I was a long-time member of the KCS Board of Trustees and Finance Committee as well as co-chair of the 1998 Strategic Plan Task Force, which created collaborative and cooperative governance structures that remain today and are unique within the orchestra industry.

In 2015 I was honored to receive the title of president emeritus from the International Conference of Symphony and Opera Musicians. I spent 17 years on the ICSOM Media Committee, the last three as its chair and 17 years as an AFM Symphony-Opera Orchestra Strike Fund trustee.

I continue to serve as a trustee of the American Federation of Musicians and Employers’ Pension Fund and am presently a co-chair of the Investment Committee.

In my spare time I enjoy sailing and spending time with my family.

Eric Figueroa, CFP®

About Eric Figueroa, CFP®

Hi! I founded Hesperian Wealth to democratize access to great financial advice. No matter what stage of life you’re in or how much you have to invest, I can empower you to take control of your financial destiny. And through SRI/ESG investing, you can save toward your financial goals while supporting the issues important to you—in ways that can bring about real change.

My commitment to making an impact goes beyond the portfolio. I offer free financial planning each year to members of my community who can’t afford it. And I extend my clients’ reach by donating 10% of my investment management fees to organizations working tirelessly toward a better world.

A little about me: In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world. We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. My firm is based in Folsom, CA, but I call California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.

CREDENTIALS

I am a CERTIFIED FINANCIAL PLANNER™, or CFP®, a designation that certifies I have met rigorous education, experience, and examination requirements and have made a commitment to CFP Board’s code of ethics.

EXPERIENCE

Before starting Hesperian, I was a vice president at a worldwide asset management network and large wealth management firm. I helped manage their professionals-only research service, guiding other financial advisors as a research consultant. Advisors both inside the firm and across the country relied on me as a trusted resource on sustainable investing, investment selection, portfolio management, and client communication. Now I apply my expertise in the service of my own clients.

EDUCATION

Executive Certificate in Financial Planning—Santa Clara University (2018)

Masters in International Business—Université de Nice-Sophia Antipolis (2013)

Masters in Business Administration—San Francisco State University (2012)

Graduate Degree in Business Administration—Université de Nice-Sophia Antipolis (2011)

Bachelor of Arts in Cinema—San Francisco State University (2008)

AFFILIATIONS

I am a member of the XY Planning Network, an association of independent investment advisors, and the Northern California Chapter of the Financial Planning Association, a nationwide professional organization for financial planners. I am also a member of NAPFA, the leading association of fee-only financial advisors. NAPFA-affiliated advisors take an oath to maintain the highest level of competency and place their clients’ interests first.

Read Eric’s blog here: https://hesperianwealth.com/the-impactful-blog/

Spenser Liszt, CFP®, CCFC

About Spenser Liszt, CFP®, CCFC

I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs.

Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I became a Certified College Financial Consultant (CCFC) in 2020 and a CERTIFIED FINANCIAL PLANNER™ Professional in 2021.

In my free time I enjoy woodworking and spending quality time with my wife.

 

Mike Johnson, CFP®

About Mike Johnson, CFP®

Hello, I’m Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession.

I am trying to change that. Teachers deserve better!

Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients.

At Teacher Wealth clients get holistic, life-centered financial planning advice. We like to say that “it’s not just about the money.” Instead, the focus is on how the money can best create clarity, security, and fulfillment in our lives.

Professionally, I’m a board member of the Financial Planning Association of Iowa and the Iowa Jump$tart Coalition.

On the personal side, I’ve been married to my best friend Tisa for over 15 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

David Erlandson, CFP®, AIF®

About David Erlandson, CFP®, AIF®

Dave is a Certified Financial Planner™ (CFP) and a registered Accredited Investment Fiduciary (AIF®).

He is registered as a fee-only advisor with The National Association of Personal Financial Advisors (NAPFA). Erlandson Wealth Management, LLC is a Registered Investment Adviser (RIA) firm.

Dave has a B.A. degree in Mandarin Chinese from the University of Oregon, and he has been serving clients at Erlandson Wealth since 2011. Preceding this, he was a franchise owner and financial advisor at Ameriprise Financial for 17 years.

Dave also spent 10 years working in trade with Asia and Southeast Asia, which included residing with his family in China for one year and Singapore for three.

David Deller, CFP®, AAMS®

About David Deller, CFP®, AAMS®

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice.

David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018.

Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Louise Bryant, CFP®

About Louise Bryant, CFP®

Successful professionals, who work with Louise Bryant, a Fee-Only Certified Financial Planner (CFP®), and founder of Financial Spyglass®, experience top-notch personal comprehensive financial planning services that ensure your entire financial house is in order, so you know you are making smart financial decisions.

Louise brings over three decades of finance experience to Financial Spyglass®. Previously, Louise worked with JPMorgan and predecessor banks. Her personal experience during an estate settlement process inspired her to start her own comprehensive financial planning firm in 2005 to deliver a level of service that she believes her clients deserve. She lives the advice she routinely gives to clients to maintain a balanced and high quality of life, in order to spend more time with her family, friends, and in her community.

Louise enjoys helping people make smart choices about their money for the reasons that are important to you. This not only identifies long-range goals but assists you in exploring the values upon which the choices are based. Her clients appreciate the clarity and simplicity that come from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject matter expert for your benefit. You will also appreciate the coaching and accountability culture Louise brings with regard to the implementation of the recommendations of the entire team.

Louise draws on her professional experience, as well as her education from Middlebury College in VT, NYU’s Stern School of Business in Manhattan, and welcomes the continuing education opportunities required to maintain her CFP® designation and XY Planning Network of fee-only advisors. Louise possesses the skill for what she believes is essential in today’s financial climate: Having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team. Developing, implementing and coordinating the overall financial plan is Louise’s specialty. She is a member of the National Association of Personal Financial Planners (NAPFA), the Rye Chamber of Commerce, collaborates with community partners to promote Financial Literacy, and quietly supports other pro-bono and philanthropic efforts.

Louise met her husband, G.B. racing International One Designs on Long Island Sound. They married and settled in Rye in 1994. They have a son, Hutch pursuing a degree in computer science at the New York Institute of Technology and daughter, Brakeley, Boston University’s Questrom School of Business, Class of 2019. Hutch and Brakeley both started rowing at Greenwich Water Club and have each represented their teams at the Head of the Charles and Youth Nationals. The family lives in Rye with their springer spaniel, Skip. The entire family enjoys all that Rye has to offer, spending time in Rhode Island, and in Telluride, Colorado. Happy times for Louise include celebrating with clients, family and friends, as often as possible; and dancing with GB.

Rob DeLucas, CFP®, ChFC®

About Rob DeLucas, CFP®, ChFC®, RICP®, MBA

A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives.

Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies.

– How much do we need to be saving?
– Are we on track for the goals we’ve set out to accomplish?
– How are we going to pay for college for our kids?
– Are there things we should be thinking about that we may not even be aware of?
– Should our focus be paying down debt or maximizing contributions to our retirement plans?
– Family and work take all our time….how do we partner with someone to help bring control to the financial aspects of our lives?

These are questions we help families address regularly.

Our planning process is designed intentionally to help families proactively navigate life’s changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let’s schedule some time and let’s find out if we’d make a great partnership!

John Chesbrough, CFP®

About John Chesbrough, CFP®

My path to financial planning has been sinuous, varied, adventuresome. The way I work with people and their financial lives can be understood through my journey Trailo today. Thus, I will start my story at the beginning.

I grew up in Corvallis, Oregon – elementary school, kid soccer, high school, first kiss, Bachelor of Science in Civil Engineering – the whole bit. I was fortunate to have two loving parents. My mom was the financial stability in the family – she worked at a steady job with the university, helping scientists with their writing. She is now known as the “Grammar Grandma” in our family. She taught me to love words, but also gave me a chronic case of the worries. My dad was more of a maverick, boldly lunging from one line business venture to another. He valued people and life experiences over career. He taught me to love the world and its inhabitants, but also stuck me with a “grass is greener” mentality.

After finishing university in 1994, I longed to expand my world. I bounced around Oregon, then moved to Montana to work as a wilderness therapist. I spent week-long shifts as a guide/therapist with groups of juvenile delinquents who were working through the consequences of their actions. We explored the wilds of nature and the wilds of the human spirit. There, I met a girl who captured my heart – Amy. Amy was a free spirit, but also highly practical. She was, and is, very careful with her money; she embraces frugality. She continues to teach me to love a life we are living rather than long for a life we are not.

I enjoyed working with teens but yearned for more academic work, so I went back to school to become a high school teacher. I earned a Masters of Science in Physics and a teaching certificate. After graduation, but before starting a family, Amy and I wanted to explore. We found jobs working as educators at an international school in South Africa. We got married, and four days later moved to Johannesburg. We lived there for two years, where we were blessed to forge deep friendships with people around the world. We also were earning our first real paychecks and found ourselves with extra money. I realized that despite earning heavily math-based degrees, I did not understand the math of money whatsoever. I needed a new education. So I began a path of self-study, reading every book and website I could about investing and personal finance.

Our daughter, Mia, was born in South Africa, and we wanted to move back to the US, to be closer to family. We decided on Bellingham, WA. It is a quiet, livable city, with easy access to the trails of North Cascades and Chuckanut’s. Perfect. I found a job teaching high school science and math, but in my off hours, I continued to learn and experiment with financial matters. Our son, Porter, was born two years later. With two young kids, money grew tight. But, we managed to buy a house and still save some of our earnings for the future.

I started trying to get friends to participate more directly in their own financial lives. We started an investing club called “Stocks and Suds.” I’d bring spreadsheets, they would bring beer. Mostly, we just enjoyed the suds. A few friends started asking if I’d manage their money for them. So, in 2012 I started a solo investment advisory business. I focused on helping people set up little “hobby” investment accounts, like Roth IRAs, in addition to their work-based retirement plans. Within a few years though, people started asking me to help them with more of their financial lives. I became aware that there was much more to finance than just investments.

One of my wife’s therapist colleagues, Liz, started talking to me about my business. Liz was also interested in helping people with their financial lives. We discussed going into business together, with a broader focus on financial planning rather than just investments. I could see a transition coming up, so I took a half-year off from teaching. My family spent four months traveling through Southeast Asia. Our trip was a microcosm for sound financial planning – set a goal, create a budget, save for it (we’d been saving for several years), then adventure! We learned to blog together, to rejoice together, to gag together, and to exist together in tight quarters. Our trip was called “Cheeseburgers in Asia.” Our blog can still be found with a simple Google search. When I returned from our travels, Liz and I began building the business in earnest. We launched “Trail Financial Planning” in June 2017.

Our business is doing well. I can feel the windswept adventure of starting a business from scratch. But my knees are scratched and banged up from the missteps I’ve made. My dad would be proud of the journey. I get to work with people, to help them alleviate fears and worries. My mom approves. I help people care for their pennies. My wife is satisfied. Most of all, I am content. I get to work with people in an ongoing act of stewardship – while we care for their finances, we are really caring for their futures, their loved ones, their dreams, and their missions.

Shawn Ballinger, CFP®

About Shawn Ballinger, CFP®

Welcome and thank you for taking a moment to read more about Columbus Street Financial Planning!

Columbus Street Financial Planning is an independent, fee-only financial planning and investment advisory firm focused on helping individuals and families prepare for retirement and plan for the cost of college.

As a CERTIFIED FINANCIAL PLANNER™ since 2004, I have provided comprehensive financial planning and investment advisory to mass affluent and high net-worth clients for two highly regarded fee-only wealth management firms.  My areas of expertise are vast and include:

  • – Budgeting & Cash Flow
  • – College Planning
    • – Saving ON the cost of college, not just FOR the cost of college
  • – Debt Management
  • – Employer and Employee Plan Benefits
  • – Estate Planning
  • – Insurance Planning and Analysis
    • – Disability
    • – Life
    • – Long-Term Care
    • – Property & Casualty / Personal Umbrella Liability
  • – Investment Management
  • – Retirement Planning
  • – Small Business Planning
  • – Social Security Optimization
  • – Socially Responsible Investing
  • – Tax Planning
  • – Charitable Giving
  • – Wealth Transfer

Columbus Street Financial Planning is not affiliated with any bank, brokerage firm, or insurance company. This creates a conflict-free environment in which we do not sell any products by design.  Simply put, our only duty is to the clients we partner in Central Ohio and across the country.

As a fiduciary, we have an obligation to place clients’ best interests above ours through the delivery of objective and tailored advice to help clients achieve their financial goals and live life on their own terms.

I served as chapter President of Central Ohio Financial Planning Association in 2012 and 2013 and led the charge to bring Financial Planning Day to Columbus, Ohio, where pro-bono, one-on-one advice is provided by CFP® professionals at locations throughout the United States.

I am also passionate about giving back to the community and specifically helping at-risk children as a Trustee with the Kiwanis Club of Columbus. And as a Veteran, I support Honor Flight, a non-profit organization whose mission is to transport America’s Veterans to Washington, DC to visit those memorials dedicated to honor the service and sacrifices of themselves and their friends.

My wife, Susan, and I reside in Grove City, Ohio with our two children, Brady and Carter. Our leisure time is spent enjoying watching our sons play competitive lacrosse, golfing as a family, and visiting and hiking our scenic National Parks (see my website for recent pics from our trip to Yellowstone and Grand Teton).

Thank you for reading about Columbus Street Financial Planning and please visit our website for more information on how we can help you by clicking the link to the left.