Ryan McCarty, CFP®

About Ryan McCarty, CFP®

I want to redefine what financial planning means to you and your family. You deserve accessible, relatable, financial services. You deserve an independent advisor that works for you and only you. A fee-only firm, McCarty Money Matters is proud to provide a no bias approach that focuses on your needs, desires, and expectations. No sales pitches and no quotas. You are our boss.

Whether it’s portfolio management, financial coaching, or comprehensive planning, you won’t be disappointed. No commissions, no-nonsense. You want to talk about your money so that you get the most from it so you can do the voodoo that you do so well. Plain and simple.

You and your family want to win with your money. What does winning look like to you? That’s the question you will uncover, and answer, working alongside McCarty Money Matters. Let’s raise a glass to the future and meet today.

Kyle Kues, CFP®, MBA

About Kyle Kues, CFP®, MBA

I graduated from the University of Oklahoma with a degree in Business Management. After a few years I moved to Germany and earned a MBA from Pforzheim University, and lived and worked in Berlin for a few years. For the last three and a half years, after moving back to the US, I have been a Financial Planner and now run Snowcap Financial.

Through Snowcap Financial I primarily serve young professionals and their families. We are planning for the long term together. Marriage, kids, buying a home, planning for college, etc. I am right there with you on this journey. I have run small businesses (including launching my own) and have worked for one of the 25 largest companies in the world helping to lead an international department.

I understand the challenges you face, and want to be a resource for you as you look to figure out what money means to you and how best to use it to do something meaningful in your life.

Scott Alan Turner, CFP®

About Scott Alan Turner, CFP®

Financial freedom just got easier.

Figuring out how to afford your dream lifestyle can be stressful…But we believe it doesn’t have to be. Rock Star Financial provides comprehensive advice for families, DIY investors, and FI/RE enthusiasts.

We know you want to achieve financial freedom…early.

We think you deserve to live your dream lifestyle today while preparing for a secure future. In order to do that, you need to pick the right path. And then also be able to handle the things you may not understand, didn’t prepare for, or just don’t want to deal with.

The problem is the old school financial planning model just doesn’t work for everyone. Most people find themselves frustrated trying to find a guide that will bring their vision to life without requiring them to first have a million dollars, hand over their money to manage, or make a long-term commitment.

We understand your frustrations and that you might be feeling annoyed with the whole process. Let’s be real, it can be confusing and can easily leave you feeling stressed and unsure of where to turn.

But we believe there is a better way.

Our mission is simple…

To help you live like a Financial Rock Star.

Kyle Moore, CFP®

About Kyle Moore, CFP®

Kyle is a CERTIFIED FINANCIAL PLANNER™ and member of the National Association of Personal Financial Advisors. He has sworn to a fiduciary oath of putting clients interests above all else. We work with individuals who are looking for a personal relationship, not a cog in the Big Finance machine. We take a very limited number clients per advisor to make sure clients have access to help with decisions both large and small.

We work with young professionals, established professionals, and business owners and their families to help build wealth and achieve peace of mind. We are confident in building solid financial plans that are forward looking while tailoring an investment strategy for each of our clients.

Kyle is happily married to his wife Amber, and they are kept busy by their playful dog, Copper. Outside of work, Kyle is passionate about cooking and exploring the world of wine. In fact, Cru is a wine industry term used in France to describe vineyards of superior quality. When building his company, Kyle felt this aligned with his objective in the financial industry.

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

Skyler Denny, CFP®

About Skyler Denny, CFP®

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances.

Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program.

Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Jeff McDermott, CFP®, CSLP®

About Jeff McDermott, CFP®, CSLP®

At Create Wealth Financial Planning our vision is to make financial planning accessible to everyone, earlier in life, to create the greatest impact.

After 17 years working in the world of personal finance I founded CWFP to meet the needs of young families and young professionals as they grow their wealth for the purpose of living a richer life. Even if you are just starting your financial journey and haven’t built your nest egg up yet, Create Wealth Financial Planning is here to serve you. There are no minimum asset levels required to work with CWFP.

We always start by clarifying with you the elements of your ideal life. What are the things you and your family want to accomplish in the next 1, 3, 5, 10+ years? Then we create a plan that helps you align every dollar with a purpose that contributes to the life you are seeking.

When you partner with CWFP in ongoing financial planning, our service calendar kicks in to make sure that your plan gets the continued attention it deserves. Whether that is checking in on certain items at certain times of the year such as tax reviews early in the year and benefits reviews before open enrollment, or ensuring other items are adjusted at regular intervals like investment allocations and savings plans, your living, breathing financial plan is updated as you move through life. Working with CWFP on an ongoing basis means having a partner to keep an eye on your financial picture and more time for you to live your best life.

If you are ready to learn more about real financial planning, take a moment to schedule a free “Get to Know You” meeting to see if we are a good fit.

Stanley Himeno-Okamoto, CFP®, CFA

About Stanley Himeno-Okamoto, CFP®, CFA

Hi! I’m Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help technology startup employees steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard.

Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it’s preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm’s financial planning efforts.

Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work you can find me on one of the Bay Area’s many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

Mike Farrow, CFP®

About Mike Farrow, CFP®

I feel very lucky to have found a career I am passionate about. My father got me started investing at a pretty young age. It was from him that I learned the power of compound interest, and I am forever grateful to him for that. Albert Einstein is widely credited with saying “Compound Interest is the 8th wonder of the world. He who understands it, earns it… he who doesn’t… pays it.” Throughout my childhood I earned my allowance by mowing lawns. Once a month we would pull out the checkbook from my father’s desk drawer and add up the money I was depositing. What truly excited me was the amount of interest that would accrue. I quickly realized, if I didn’t spend all my money, it would start to grow on its own. The rest is pretty much history.

What I love most about my job is I get to advise individuals on how to achieve a life free from financial worries; where one can afford to choose a career that provides a real contribution to society, a life that allows for a few luxuries, the ability to help others financially, and a comfortable retirement at a time of your choosing. I think there are very few careers that are more rewarding than that.

Stephanie Trexler, CFP®

About Stephanie Trexler, CFP®

Stephanie is a CFP® professional who believes finances don’t have to be complicated. She is passionate about helping clients achieve their financial goals.

Stephanie has a BSBA undergraduate degree with a major in personal financial planning. She is working on her master’s degree in financial planning with an emphasis on financial therapy at Kansas State University. She expects to graduate with honors in May of 2021. Stephanie is also a member of the Kappa Omicron Nu honors society at Kansas State University.

Stephanie is a board member of the Financial Planning Association (FPA) of Michigan. During her time on the board, she has sat on the education, NexGen, mentorship, and symposium committee. Stephanie is also the current FPA of Michigan President Elect.

Stephanie believes that involvement in FPA is important because she is passionate about moving the financial planning profession forward. She works with many financial planning students across the state working to mentor them as they enter the profession. She is the host of the How We Do We Do series with the FPA. She has also completed the FPA residency program and is a regular attendee of industry conferences. She has hosted national conference speaking sessions as well.

In her free time, you can find Stephanie with her friends and family at the lake, a concert, or traveling. Stephanie values relationships and loves being around people. She enjoys entertaining and hosting, as well as decorating for nearly every holiday.

Stephanie and her husband Josh also volunteer with CASA of Kent County, helping and mentoring children in the foster care system. CASA volunteers act as a voice for the children throughout the legal process. If you think that you may be interested in volunteering, or you simply want to learn more about CASA, you can visit there website here: https://casakentco.org/