Adam House, CFP®

About Adam House, CFP®

While the desire to help individuals on a personal level has led to the development of ACH Wealth Management, I bring with me four decades of experience working in the financial service industry. I began my career in the late 1990’s as a stockbroker before working as a branch manager for nearly a decade. Next, I obtained my CFP® certification and became a financial advisor at Merrill Lynch in 2011.

I have now spent seven years as a wealth management advisor to approximately 700 clients, both employed and retired. Everyday, I wake up eager to maximize clients opportunities and benefits, and give them a breath of reassurance in their financial world.

The free moments of my day are spent with my wife, Dr. Amanda House, and my elementary school aged children, Reese and Grant. We are involved with Queen of Peace Catholic Church and our neighborhood, the Town of Tioga. We are also big Gator fans, and follow University of Florida athletics regularly.

Ashley Dixon, CFP®

About Ashley Dixon, CFP®

Who am I and where in the world am I?
I am a military spouse, mother to two children, Savannah (7) and James (5), and cat, Joey. We currently live in the sunflower state, Kansas, where the sunflowers bloom for two glorious weeks and the rest of the year the weather is brutally hot, bitterly cold, or on the good days a perfect 72 degrees. I grew up in South Carolina, but have lived many amazing places, Australia as a young child, Spain during college, and through the many moves with the military in Texas, Hawaii, Colorado and this summer our next big adventure to Germany.

Why did I choose to be a CFP®?
I became a Certified Financial Planner over 10 year ago to help people who do not ‘get’ money find understanding and feel confident in making money decisions. I discovered early on when I left my small town bubble and went to the large state university that other people with different backgrounds from different areas of the state and country that not everyone understood basic money topics. I felt fortunate that my dad shared some money topics with me and that I easily understood them. I also felt like our country was and still is doing a disservice to us all in that financial literacy and education is not a higher priority in primary and secondary schooling environments.

What I am learning now?
I strongly believe that tax planning plays a very significant role in your overall money picture and ability to grow your wealth. In 2020 – 2021 I completed a Comprehensive Tax Course and prepared tax returns along side an experienced Enrolled Agent and fellow CFP®.

I also believe that behaviors and emotions drive most of our decisions made surrounding our money and spend a lot of my time understanding how to show up in a space that encourages you to also be aware of these areas to have more control. In March 2021 I became Dare to Lead™ Trained based on the research of Brené Brown, Ph.D, MSW.

What is the life part of my work/life balance?
I enjoy traveling through experiences and food, relaxing on the beach and snow skiing with my family. I will always opt for the outdoors as long as the weather is pleasant.

What I am most proud of?
I took two years off in my career to raise my babies and we lived off one-income, when I reentered the workforce the majority of my income went to childcare cost. Now that my kids are in elementary school, we still strive to live off one-income and align our spending with our love to travel and for experiences. Budgeting and spending plans are the key to this success.

What challenges have I faced that have made me who I am today?
My daughter had open heart surgery at 7 months old to close a hole, the unknowns are scary and family is invaluable.

I lost my younger brother to a heart attack at the age of 26 and it shifted my mindset that you only get one chance at this life so do not wait to do it all, start living today.

Gordon Achtermann, CFP®, CSRIC

About Gordon Achtermann, CFP®, CSRIC

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I have been fortunate to have already served clients from coast to coast and from Alaska on down while based in Fairfax, VA. Why?

Like most firms, at Your Best Path we provide comprehensive financial planning, retirement planning, and investment management to help our clients.

There are a few things about my practice are different from the great majority of planners.

– The focus is exclusively on families in their peak earning years.

– Your Best Path serves individuals and families from from all walks of life. Therefore, I have no minimums for planning or asset management.

– As of 1/1/2022 our average managed asset household had $4 million under our management because I do not push asset management unless your situation is too complex for you to manage yourself, or you prefer to delegate that activity.

– I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in the investing with while considering Environmental, Social, and Governance

– I also have expertise developed over years working with clients from many branches of the Federal Government so I understand the intricacies of their various benefit programs.

Read Gordon’s blog here: https://www.yourbestpathfp.com/blog

Jessica Kirwin, CFP®, MBA

About Jessica Kirwin, CFP®, MBA

Finances have always played an important role in my life, but I never knew it would become my passion. At 25, I quit my high-paying job and had to figure out how to facilitate my first rollover. Before entering the Peace Corps, I figured out how to defer my student loan. After our wedding, I researched where my husband and I could safely invest our money while we were abroad. This might sound like drudgery to some, but for me, they were stimulating challenges.

Over my life, I’ve bought and sold homes, moved across the country and globe. I worked for fortune 500 companies and small independent firms. This path eventually led me to acquire the CERTIFIED FINANCIAL PLANNER™ designation. I wanted to make a difference in the financial industry. “The percentage of women CFP® professionals has remained flat at 23% for at least a decade.” The requirements for obtaining the CFP® designation are high: countless hours of coursework, a 6-hour extensive exam, and 6,000 hours of professional experience.

I founded Kirwin Financial because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way.

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 Huss, CFP®

About Jonathan Huss, CFP®

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients’ financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

Joseph Alfonso, CFP®, ChFC

About Joseph Alfonso, CFP®, ChFC, EA, RICP®

Joseph Alfonso, CFP®, ChFC®, EA, RICP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University.

Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement.

He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Laura Higgins, CFP®, MBA

About Laura Higgins, CFP®, MBA

I specialize in financial planning for individuals and families who aren’t served by the traditional financial planning firms. Traditional firms generally work with high net worth clients that are willing to pay significant fees associated with asset management. I am able to help a wider variety of clients navigate their financial lives and plan for retirement by offering fixed costs. My services help you answer your most pressing questions, make sure you are on track to achieve your goals and offer advice for you to manage your own assets. I started Approachable Financial Planning because I believe everyone should have access to personalized unbiased financial advice in order to make informed decisions with confidence. If you have questions about a financial decision or are wondering if you are on track or missing anything, please reach out, I’d love to talk to you!

Learn more by visiting my website: www.approachablefp.com

If you’d like to talk, please don’t hesitate to contact me to set up a complimentary introduction call. This will be a casual call with no commitment required!

Gregory Crofton, CFP®, EA

About Gregory Crofton, CFP®, EA, MBA

I am a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Agent which provides tax and financial advisory services.

I help you keep more of your hard-earned money, make more money that you can spend and secure your future. I do this by leveraging my combined expertise in planning, tax law and investing.

First, I save you money by working with you to minimize what you pay in taxes over your lifetime.

Second, I help you invest using tax-optimized strategies to yield the maximum after-tax results.

And finally, I help you develop life plans to ensure you achieve your most important personal goals. I do this by leveraging the optimal combination of taxable and tax-deferred accounts, investing in a mix of investments that tax advantage of each and matching your investments with your goals.

If any of the following are true for you, I can help you:
• Unsure if you are on track for financial independence or eventual retirement
• Not sure how much or how best to save for retirement and to meet other goals
• Granted employer stock or stock options
• Most of your wealth is held in your employer’s stock, small business, or real estate
• Holding cash or sold investments because of fear of the stock market decline
• Recently widowed, divorced or retired or plan to retire soon

I am a fee-only planner and sworn fiduciary. I offer you a choice of fee models to suit your specific needs and situation. I offer financial planning, investment management and tax services on an à la carte basis.

Reach out to me to take advantage of a no-cost, no-obligation initial consultation to answer your question and help determine if working with me is what is best for you.

Spenser Liszt, CFP®, CCFC

About Spenser Liszt, CFP®, CCFC

I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs.

Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I became a Certified College Financial Consultant (CCFC) in 2020 and a CERTIFIED FINANCIAL PLANNER™ Professional in 2021.

In my free time I enjoy woodworking and spending quality time with my wife.