Andrew Mastro, CFP®, CFA

About Andrew Mastro, CFP®, CFA, CAIA

Hi, I’m Andrew!

I founded Wrought Advisors in 2021 because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old wall street, who can help you reduce taxes, invest, and make smart financial decisions so you can live your best life. I love what I do and it brings me such fulfillment to see my clients’ succeed.

I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.

I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.

Read Andrew’s blog here: https://wroughtadvisors.com/wrought-insights

Sarah Hamilton, CFP®, CSRIC

About Sarah Hamilton, CFP®, CSRIC, MBA, MSFAIM

Sarah was born in Australia and through her father’s work with the UN lived out what it is to be a global citizen. She is grateful for the growth this afforded her intellectually and the compassion the experience of being an expat instilled.

In 1997 her family moved to California and sports quickly became her sanctuary. Basketball paved the way for her to play collegiately at Loyola University Chicago, Go Ramblers!

In 2005 she landed her first job in finance. For over a decade she worked one on one with families guiding them through major life decisions and an ever evolving economy. She has seen her clients live out their dreams, achieve peace of mind, and improve relationships through the financial planning process.

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.

Drew Feutz, CFP®

About Drew Feutz, CFP®

Drew Feutz, CFP® is a Co-Founder and Financial Planner at Migration Wealth Management, which is an independent fee-only Registered Investment Advisor that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.

Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon his graduation in May 2015.

Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning as well as Investments in May of 2015.

During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student.

He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis.

Currently, Drew serves as a Board member on the Indiana State University Financial Planning Advisory Board, as Chair-Elect of the NAPFA Genesis Committee, as Treasurer of the Young Professionals of Central Indiana, and as a Fellow with the Mitch Daniels Leadership Foundation.

Read Drew’s blog here: https://migrationwealthmanagement.com/blog/

Jarrod Sandra, CFP®

About Jarrod Sandra, CFP®

Jarrod Sandra, MS, CFP®, CPFA®, QKA®

Jarrod grew up on the Chisholm Trail in southwest Oklahoma and currently resides on it today in the Fort Worth area. The firm’s namesake serves as a reminder of the journey he has experienced along the way to owning his own firm. It also serves as an analogy and constant reminder to his work with clients. In the days of the Trail, the cattle owners built up their herd in Texas and planned extensively for up to an 800 mile journey to sell. It wasn’t done overnight, they were disciplined in meeting their objective, and they had a plan. Jarrod’s goal is the same regarding a company retirement plan and individual’s financial plan: it takes time and thoughtful planning from start to finish.

Jarrod is married to his wife, Christina, and they have a daughter (who, for some reason, enjoys listening to 401k and financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in his life, he particularly enjoys cycling, being outdoors, and serving at Christ Chapel Bible Church.

In 2006, Jarrod began working in the financial services industry and in 2008 he moved into the wealth management side of the business. In 2013, he joined Fidelity Investments to help companies administer their retirement plans where he left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, he started Chisholm Wealth Management. This allows him to offer truly independent advice and the highest level of service to his clients. He specializes in two specific areas: helping companies with their 401(k) plans and helping business owners and families with their personal financial plan.

Jarrod has a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations.

Ronnie Colvin, CFP®

About Ronnie Colvin, CFP®

I spent 31 years climbing the tech career ladder, starting out doing simple data entry, through tech support, network engineer, and Director of IT. If you check my LinkedIn profile, you’ll see I went through a wide variety of industries including DoD, NASA, consulting, petrochemical and telecom manufacturing.

I lived the life of the W2 tech employee, maximizing my salary, benefits, stock options, etc, and when I married another tech employee we had to figure out how to coordinate our benefits most effectively, get our retirement funds balanced properly, insurance issues, even estate planning.

Now that we’re older, we’re also dealing with caring for aging parents while navigating our own lives. I know what it’s like and now I want to help others get through it as well. Not necessarily the executives (though I’ll help them too), but the front-line engineers, scientists, accountants, marketing staff, tech support – all the people who do the day-to-day work in tech who have financial questions and problems to solve are the ones I’m here for.

Read Ronnie’s blog here: http://www.frenchpressfinance.com/blog

Jeff Wolniewicz, CFP®, RLP®

About Jeff Wolniewicz, CFP®, RLP®

Who is Jeff Wolniewicz?

Personally, golf is a huge part of my life. I’m a member of Crag Burn Golf Club where I serve on the Board of Governors as the Vice President. Spending time at Crag Burn is how I maintain balance and it is absolutely my happy place. Prior to co-founding Under Par Planning, I played golf for the Binghamton University Bearcats which ultimately led to one of my proudest accomplishments — being inducted into the Binghamton University Athletic Hall of Fame in 2018. While at Binghamton, I earned a Bachelors’s Degree in 2007 as well as an MBA in 2009. Following Binghamton I pursued my dream of becoming a professional golfer and played on mini tours for a couple years. You are reading my bio here and not seeing me compete against Tiger Woods so it didn’t work out as I dreamed, but it was an unbelievably rewarding experience that I grew and learned from.

Outside of golf, my family and friends mean the world to me. I would not be the person I am today without their love and support through the good times and not so good times. They’re awesome. You can also find me playing with my puppy Thor, having drinks somewhere, watching sunsets, listening to live music, or some combo of all those things!

Professionally, after pursuing professional golf I moved home to Buffalo, NY and began my career as a financial planner, earning and becoming a Certified Financial Planner (CFP®️) in 2014, a Retirement Income Certified Professional (RICP®️) in 2015, an Accredited Estate Planner (AEP®️) in 2019, and a Registered Life Planner (RLP®) in 2021. Personal and professional development is a huge part of who I am and I continually strives to become the best version of himself for his friends, family, and clients. I bring the same dedication and commitment to excellence to our real financial planning work that I did the golf course.

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.