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.

Michael Henzes, CFP®, MBA, EA

Michael Henzes, CFP®, MBA, EA

Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!!

My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.

Some ways we’re different from other advisors:
Advice Only – Never worry about being sold something you don’t want.
Flat dollar fee – You won’t pay more because your accounts are growing.
No upfront fees – You get billed after the work is done – not before.
CFP® Professional – Rigorously trained and dedicated to your best interest.
Choice – You choose the level of service that fits your needs.
Low annual fee – Planning and investment management for one low fee.
No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.

I’m originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA).

I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service.

I started my career in accounting but found my calling in financial planning when I was introduced to the profession by my parent’s advisor. I’ve now accrued more than 20 years of experience in the accounting and financial services industry in a number of different capacities. I most recently served as Vice President of a large registered investment advisory firm in the Philadelphia suburbs and previously served as principal for one of Pennsylvania’s largest regional accounting firms. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients.

You can learn more about my professional background here:
LinkedIn: https://www.linkedin.com/in/finplanningspecialist/

In my limited free time, it’s all about family. I’ve been married for 16 years to my wife, Maria, and we have four young children so college planning is a big focus personally and professionally!! We enjoy being outdoors so you can typically find us spending time at the soccer field, hiking a mountain with the scouts, four-wheeling, catching waves at the Jersey shore or carving turns at our local ski resorts.

If you’d like to further explore how we might be able to help, I would encourage you to send us an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon.
– Michael Henzes

Audrey Morrison CFP®, MBA, CDFA©

About Audrey Morrison CFP®, MBA, CDFA©

Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement.

Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris.

In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children’s school and attending their sporting events.

Mark S. Kelly, CFP®

About Mark S. Kelly, CFP®

How do you balance paying for your child’s college education and still have the Retirement you deserve? Mark’s role is to guide through these difficult questions.

As a Dave Ramsey Master Financial Coach, Mark has seen how nearly 80% of people in the country are living paycheck to paycheck. The 5th Baby Step in Dave Ramsey’s 7 Step Process is about paying for college while Baby Step 4 is about saving for your own Retirement. What we often see is clients often reverse these steps which can have long term consequences. It is important to understand you can’t get Financial Aid for Retirement, but you can for college. Most advisors typically think college planning is only a savings issue with a 529 plan or similar as the method to accomplish your goal. Mark has learned it is about being intentional with your money and helps clients achieve a balance in paying for both college and retirement.

As a father of two daughters, Mark learned how complicated and emotional it is in helping choose and pay for a child’s education. Although, he had 25 plus years in Financial Services and a wife who worked in College Admissions, he came to a greater understanding of the impact sending your children has on your overall financial health.

Mark completed his Personal Financial Planning coursework at Southern Methodist University in Dallas, TX and earned his Undergraduate degree in business from St. Bonaventure University in western New York. As an avid supporter of Dave Ramsey’s 7 Baby Steps he also has completed the Ramsey Financial Coach Master Training program.

Our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save ON college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Today, parents of college-bound children should be able to expect more than just simplistic, one-size-fits-all savings strategies from their financial advisor. With us, you can expect more and I’ll deliver more!

Originally from just outside New York City, Mark has been a North Carolina resident since 2014 after living in Barrington, Rhode Island and Dallas, TX. He lives in Five Points in Raleigh. Mark is active member of the North Raleigh/Wake Forest Community and is an active member of the WakeField Rotary Club of Wake Forest. The Club focuses on community activities to help the youth in the community. We help the local YMCA, Boys and Girls Club and other community organizations. He is happy to be here as his wife grew up in NC and has family in Morehead City and Beaufort.

See me on Facebook:
https://www.facebook.com/universityfinancialstrategies

Book an appointment now:
https://calendly.com/getaplan/fee-only-initial-consultation

Tamara Witham, CFP®, CFA®, MBA

About Tamara Witham, CFP®, CFA®, MBA

I am a credentialed advisor providing unbiased objective advice and I never accept commissions or sell products. I have 24 years of experience in asset management and planning with Goldman Sachs & Co., PIMCO, GenSpring Family Offices, Bank of America, and 400 Capital Management.

I educate and empower young families for financial success.

Are you:
*Going through a move to your first home, a change in jobs, the birth of a child, having a child heading to private school or college, or a loss of a loved one?

Do you:
* Live in a high cost-of-living area and need help budgeting?
*Do you need help with college planning?
* Are you thinking of buying a new home?
* Have a 401(k) and want to optimize your allocations?
* Want to be tax savvy in all your financial decisions?
Together we can clarify your goals and make a plan for your future together.

I hold the credentials and have the education to help:
* Certified Financial Planner™ professional.
* Chartered Financial Analyst designation.
* Masters of Business, University of Chicago Booth School of Business, Concentration in Finance.
* Bachelor of Arts in Psychology and Political Science, University of Rochester.

Schedule a free 30-minute consultation to get started.

Dean Lyman, CFP®, CCFC

About Dean Lyman, CFP®, CCFC

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like sending a child off to college. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and college by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements.

I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC – https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more.

I’m a member of several organizations to both advocate and constantly improve my knowledge:
National Association of Personal Financial Advisors – (https://www.napfa.org/firm/44663/26063)
Certified Financial Planner – (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f)
Fee-Only Network – (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/)

On a personal note, I live in the Midwest, but I meet clients throughout the US using the magic of technology. My wife and I have five children that keep us on our toes. Our family likes to do activities in the outdoors and travel.

If you’d like to talk to me about planning for you as a family, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Quinn Arnold, CFP®

About Quinn Arnold, CFP®

Arnold & Mote Wealth Management was founded to help families and professionals from all walks of life make better decisions about how to use their money. Our clients are busy, with challenging careers and hectic family lives, and don’t always know where to turn for unbiased, quality guidance. Sure, there’s the internet, but more than just information, they need a partner who can help them figure out goals and strategies. Whether planning for their imminent retirement, struggling with setting aside money for their kids’ college years, or dreaming about a later-in-life career change, our clients want an independent voice to help them make and execute a plan.

We are based in Hiawatha, Iowa, but work virtually with clients as well. You get access to the latest online tools to formulate your plan, and we can meet on your schedule, from the convenience of your home, office, or even the car!

Quinn worked for nineteen years in HR consulting and corporate finance before realizing he wanted a more direct way to help people improve their lives. When he’s not working with clients, you’ll probably find him tag-teaming the work of raising two little boys with his wife, Brie. If there’s time left over, he’ll be catching up on the Netflix queue or reading his way through an ever-growing stack of books.

Kelly Ennis, CFP®

About Kelly Ennis, CFP®, ChFC

I am Kelly Ennis, founder of Infinity Financial Strategies, LLC, a fee-only registered investment adviser working with clients locally in southern New England and virtually throughout the United States. I have more than 20 years of experience in the financial services industry and I am passionate about helping others to understand and use financial strategies to improve their lives.

I started Infinity Financial Strategies to work with clients who need financial advice that covers their entire financial situation including their retirement plans, employment benefits and other areas that are often overlooked. My mission is to help clients view money as a tool used to achieve their goals rather than being the end goal itself and then to teach clients how to best use that tool.

When I’m not working directly with clients I work with students teaching financial literacy and leadership skills. When I am not helping people pursue their financial goals I can be found gardening or hanging out with my husband and teenage sons.

If you are ready to commit to designing your ideal financial future contact me to learn how we can work together.

Jeff Brainard, CFP®, CFS

About Jeff Brainard, CFP®, CFS

A native of the Denver area, Jeff has been married to his wife, Christa, for 17 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance.

He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter.

Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it…most of the other things will require some help from a professional.

David Shotwell, CFP®

About David Shotwell, CFP®

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association.

Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.