Tyler R. Elliott, CFP® JD

About Tyler R. Elliott, CFP®, JD

I am the founder and principal of Watershed Wealth Planning LLC. My practice is focused on households in their 20’s, 30’s, and 40’s who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. As a financial planner, I am able to pull on my prior experience as a bankruptcy attorney to help people avoid common pitfalls and cut out the noise that can complicate important financial decisions.

My clients have concerns that are more unique than “retirement” or “college planning,” such as: How do we travel internationally every year without compromising our long-term plan? As someone who has traveled to 33 countries in my 44 years, I love helping clients answer these types of questions.

When meeting with people for the first time, I’m often asked, “Why did you give up a career as an attorney to become a financial planner?” Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with young households as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.

 

 

Treavor Dodsworth, CFP®, CPA

About Treavor Dodsworth CFP®, CPA, CKA®

I became set on doing financial planning while studying at Olivet Nazarene University. Financial planning gives me an opportunity to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them until they begin planning intentionally. Financial planning allows me to help individuals articulate their dreams and then start on a path to fulfill them.

In my free time, I enjoy spending time with my wife and kids. I love playing board/card games, being outside, and going on the classic dinner/movie date with my wife. A girl in the youth group where we volunteered once told me- “You are like Spiderman… the nerdy guy that got the popular girl.” That pretty much sums it up. I feel very blessed to have the family that I do.

I work with clients both virtually and in person. I would love an opportunity to connect with you. Talk to you soon!

Anna Sergunina, CFP®

About Anna Sergunina, CFP®

Hi. My name is Anna Sergunina, CFP® and I am the President & CEO at MainStreet Financial Planning, Inc.

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I discovered that my mission in life is to serve others via financial planning.

The greatest satisfaction in my career comes from helping clients to understand what stops them from achieving their financial dreams and getting them headed back in the right direction. For me, there is nothing more rewarding than to hear how my service helped my clients buy a house, save for children’s college, start a new business, travel around the world, or afford to retire early. That is how I get my “kicks” and that is what fuels my passion- realizing that I am an important part of someone else’s life and that I help them realize their goals and fullest potential.

I’ve been involved in the financial services industry since 2003. I graduated from Towson University with a degree in Business Administration and a concentration in Finance and earned the right to use the CFP mark from the CFP Board of Standards in 2009.

I am an active member of Garrett Planning Network (GPN), the National Association of Personal Financial Advisors (NAPFA), and a board member of the Financial Planning Association (FPA) for two CA chapters (Silicon Valley and San Francisco).

Prior to joining MainStreet Financial Planning in 2006, I held a few other jobs as Broker’s Intern at Solomon Smith Barney in Baltimore and a Sales Rep for a retirement and health savings plans administration firm before I discovered my passion for personal financial planning. For 3 years, on a part-time basis, I volunteered as an Ambassador (public educator) for College Savings Plans of Maryland, educating parents on how to save for college.

In December of 2013, I executed a succession plan with Jim Ludwick (founder of MainStreet Financial Planning) and became the 1st Garrett Planning Network Advisor to successfully purchase 100% of a mature practice. My long-term goal is to grow MainStreet into a household brand for financial planning.

I now run an online all-women financial planners firm and focus on working with busy families with small children.

During my personal time, you can find me playing with my son Liam at the park, getting my nails done, writing blogs & recording new podcast episodes for Money Boss Podcast, and running my personal brand at annasergunina.com.

My Favorite Quote:

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” ~Aristotle

I challenge you to work on developing good money habits; and let me help you with the rest!

Mark Struthers, CFP®, CFA®

About Mark Struthers, CFP®, CFA®

Mark Struthers is a fee-only financial planner at Sona Wealth located in Edina, MN, St. Louis Park, MN, Minneapolis, MN, Chanhassen, MN, and virtually serving the greater Minneapolis/St. Paul metro area and the US. He is an expert in:
– Equity Compensation
– Retirement Planning & Income
– Alternative Investments
– SMAs & Direct Indexing (high net worth taxable, ESG, or concentrated positions)
– Financial Planning for College

He specializes in working with professional families and producing income in retirement. Mark started Sona Wealth (2016) so he could be a true fiduciary and act in the client’s best interest, not sell products for commissions.

Mark has:

– Almost 20 years of experience in the financial services industry
– Been a Chartered Financial Analyst charterholder (CFA – investing) for almost 18 years
– Been a CERTIFIED FINANCIAL PLANNER™ Professional (CFP® – planning & tax) for nearly 10 years
– Previously held multiple Series licenses, including Series 7, 4, and 65
– Mark is a frequent contributor to the Bloomberg Wealth Newsletter and occasionally helps with other publications

Joe Morgan, CFP®, CFA®

About Joe Morgan, CFP®, CFA®

I am passionate about creating customized financial advice to individuals and families who seek clarity in their financial lives. My clients have a wide range of wealth, income, and investable assets and I am privileged to act as advisor, educator, guide and protector of their wealth.

Family financial challenges have always been an afterthought for Wall Street as evidenced by the lack of appropriate services and an unwillingness to engage on a personal level. I want to end the destructive risks that come from false and misleading statements that come out of the financial world by providing guidance that allows you to make your best financial decisions.

To do this, I started Best Financial Life after earning the Certified Financial Planner (CFP®) designation. Quickly, I found a tremendous amount of value is created by simply having a clear understanding of the financial situation at hand and the potential options for moving forward.

For more information on my background, take a look at my LinkedIn profile and the Wall Street Journal article discussing how I helped clients navigate the 2008 financial crisis. At the time, my clients avoided a messy situation and potential significant losses that caught many corporate and individual investors by surprise.

And I did it by simply doing my homework, educating my clients, and refusing to bend my principles.

After being the Chief Investment Officer of Silicon Valley Bank for ten years, it is a joy to spend all of my time in the local community. Originally from Texas, I have lived in the Bay Area for over 20 years. In my spare time, you can find me on the tennis courts or hiking the trails in the East Bay.