David Hauge, CFP®, CFA®

About David Hauge, CFP®, CFA®

David started his own wealth management business for the purpose of helping others live their most fulfilling life.

He graduated from the University of Minnesota with Bachelor’s Degrees in Economics and Journalism, is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™.

David is confident that with his understanding of personal finance, coupled with his experience as a financial professional, he can help you pursue your financial objectives and prepare for the future.

David lives in Saint Louis Park, MN with his wife, Blaize, and their standard poodle, Mason. After years of avid travel, they were married in 2021 and are expecting their first baby boy Hauge in December, 2022. David is a diehard sports fan and a trained Pilates instructor, given his interest in physical and mental health.

Frank Maurno, CFP®

About Frank Maurno, CFP®

Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.

As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.

Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.

Valerie Rivera, CFP®

About Valerie Rivera, CFP®

Hi! I’m Valerie. Thanks for checking out my profile! A little bit about me:

I am a First in my family. The first to go to college. The first to break barriers at work. The first to make more money than my parents ever did. I did not grow up reading the Wall Street Journal on my dad’s lap. There was no financial safety net. I built my own. I entered financial services nearly 15 years ago and fell in love with empowering people to build financial confidence.

What I noticed throughout my career was that generally, no one looked like me, both on the advisor side AND the client side. Despite money being such a critical part of our livelihood, we don’t learn about this stuff in school and quality advice is generally only provided to those who have already achieved financial success.

I’m on a mission to provide financial planning to all the Firsts and act as a catalyst for people to feel secure about their own financial success. I have a huge focus on providing education and meeting people where they are in life with no shame, no judgment financial advice.

I founded FirstGen Wealth to normalize quality, fiduciary, fee-only financial advice for people who are the first to build wealth in their families. We guide people in all areas where money touches your life. Spoiler: It’s A LOT of areas.

We do our best work for early to mid-career individuals and families who are the First to grow wealth in their world. Do you want a collaborative financial guide and sounding board as you build your most abundant life?

Then, you belong here.

Join the wealth-building revolution and change the trajectory of your life and generations to come.

For all the Firsts. From a First.

Amy Rosenow, CFP®, CFA

About Amy Rosenow, CFP®, CFA

Amy Rosenow is the founder of Fearless Financial Planning, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.

Prior to Fearless, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns.

She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation.

Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their chocolate Labrador retriever.

She is involved in a variety of community and non-profit initiatives, serving on the board of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology, and as the Treasurer of the Latin School of Chicago Parent Association. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Konnor Tranoris, CFP®

About Konnor Tranoris, CFP®

Hello! My name is Konnor and I help individuals and families in pursuit of their financial goals. I am a fee-only fiduciary with no assets under management minimums or net worth requirements. I am looking to serve all walks of life in their journey towards financial independence. I started Wealth Den Financial after working for a few years in the industry with a mix of small, medium, and large financial institutions and realizing not everyone is client focused. I currently live in Minneapolis area with my wife but work virtually with clients throughout Minnesota. I believe firmly in the accessibility of qualified financial advice to all, and not just those of us who have been successful already. I am always interested in connecting and learning more about everyone’s story. Feel free to reach out and connect.

James Woodall, CFP®

About James Woodall, CFP®

James Woodall is the Founder and CEO of Woodall Wealth Management. James’ passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn’t for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather’s passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University’s program.

The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn’t working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.

Ronald Saul II, CFP®

About Ronald Saul II, CFP®

Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people and families as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.

Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.

Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.

Alison James, CFP®, PMP

About Alison James, CFP®, PMP

“A goal without a plan is just a wish.” – Antoine de Saint-Exupery

I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. I specialize in helping families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. I particularly enjoy working with young families just starting to build wealth and helping LGBTQ families navigate their unique challenges.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and a Project Management Professional® with a Bachelor of Arts degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals!

I live in Houston, Texas with my husband and youngest son while my oldest attends college – a very expensive out-of-state private college I might add, so I know from personal experience how that can be! When I’m not working with my clients or reading about financial news and trends, I enjoy cooking, wine, gardening and SCUBA diving.

I look forward to meeting with you to discuss how I can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

Jesse Carlucci, CFP®, Ph.D.

About Jesse Carlucci, CFP®, Ph.D.

Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom.

Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously.

The Arrow process:
1.) Initial consultation
2.) Gather data
3.) Analyze and recommend
4.) Implement the plan
5.) Monitor and update the plan

Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors.

Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.

Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at “Arrow Investment Education”.

Erik Barnes, CFP®

About Erik Barnes, CFP®

Smarter Planning. Smarter Portfolios. Smarter Fees.

With almost more than decade of experience in financial planning, I bring my experience and perspective to the table as an extra set of eyes for your finances. With my education, experience, and attentive nature on your side, you can become more confident in your own financial path.

I’m a native Chicagoan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I wanted to change that.

In 2012, I launched Retirement Portfolio Partners. Now I can devote more time to fewer clients to deliver a superior client experience as a CFP® professional working with my clients on the same side of the table. I help my clients answer questions like:

Can I afford to retire?
Is my portfolio suitable for retirement?
Can I eliminate or at least reduce threats to my retirement?

I’m have a B.A. in Economics from North Central College (Cardinals Rule!) and a graduate of the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not perfecting financial plans, you can find me fishing with my family in Hayward, WI, relaxing on the beach in Indian Rocks Beach, FL, searching for the next best steak burrito, or reading the next great Jack Reacher book