Chris Parker, CFP®, MS

About Chris Parker, CFP®, MS

Chris entered the financial industry through a banking internship in college. During a 12 year banking career, he rose up the ranks to a private wealth management VP and Client Advisor. In this position, he gained extensive experience in providing personal financial planning services based on each lifestage of the client.

He is a Sr. Financial Planner and Wealth Manager and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2005. He holds a Master’s degree in Personal Financial Planning and is a Graduate of the Master Planner Advanced Studies Program from the College for Financial Planning. He also teaches personal finance courses as an Adjunct Professor.

Chris is married with two children. He enjoys time with his family, outdoor sports and activities, sprint triathlons, and is an active volunteer in his church and community. He is an active Youth sports coach including Youth Soccer and Youth Tennis. One of his most enjoyable pursuits is scuba diving as a PADI certified diver. Part of his personal retirement plan is finding sunken treasure on a future dive.

Dustin Suttle, CFP®, MBA

About Dustin Suttle, CFP®, MBA, CRPC®, AAMS®

Hi there! My name is Dustin, and I’m on a mission to make financial services accessible to as many people as possible.

When I joined this industry over 20 years ago, I was struck by how much people were forced to pay for investing and planning services. I know firsthand how transformative financial guidance can be, but I also watched as countless individuals and businesses were overcharged, hurting their ability to reach their goals in the long run.

I held firmly to my belief that low-cost financial planning would fill a critical need in the industry, so I built it myself. Suttle Crossland Wealth Advisors was born, and the rest is history!

Today, I devote my career to helping clients from all walks of life meet their financial goals. As a Certified Financial Planner™, Accredited Asset Management Specialist®, and Chartered Retirement Planning Counselor® with an MBA, I’m well positioned to guide clients through countless financial journeys and transitions. I treasure each client relationship, learning where my clients would like to go and how we can work together to make their dreams a reality.

Regardless of your specific situation, my goal is to provide you with the peace of mind to pursue and achieve your desired results. Life doesn’t always go as planned (in fact, it usually doesn’t!), and having a solid financial plan gives you a safety net for life’s many surprises. Together, we’ll prepare you for the road ahead–whatever it may bring.

My specific areas of expertise include portfolio construction, retirement planning, risk minimization, life transition events (career change, retirement, etc.), tax strategies, business ownership, and financial planning. I offer ongoing portfolio management and one-time financial plans depending on your unique needs and goals.

Outside of the finance world, I enjoy spending quality time with my fiancé, family, and friends. I’m also a proud member of the Phoenix Men’s Arts Council. In my spare time, you’ll often find me camping, hiking, volunteering in my community, or learning something new in a great book.

I welcome the opportunity to discuss your financial goals and how I can help you reach them. Let’s start a new chapter in your financial story!

Maggie Klokkenga, CFP®, CPA

About Maggie Klokkenga, CFP®, CPA, AFC® candidate

I’m a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and AFC® candidate and have worked in the financial services industry for over 25 years. In that time, I’ve worked with couples to help them make their money work for them.

When the government shut down on December 22, 2018 and lasted until January 15, 2019, I remember reading a news article about furloughed government workers who could not afford the gas to drive to work. They had been living paycheck to paycheck, and the shutdown meant that their paycheck stopped. Reading about that circumstance shocked me. I told myself that I needed to do something.

Curious but not a total believer, a couple months later I became a Financial Peace University instructor with my husband at our church. Over half of the attendees were people who had already attended FPU at least one other time. These couples tried to get out of debt and start saving, but they found themselves back in the hamster wheel, going in circles and not getting anywhere with their finances. I wondered why. I told myself that there was more that I could do, but I was trying to determine what that would be.

I started reading more into the whys: the psychology of money. Why do people do what they do with their money? What I have studied is FASCINATING. It’s liberating. And frankly, it’s a relief to so many.

I set up my firm, Make A Money Mindshift, to offer financial coaching first: I will teach you the WHYs surrounding your money and use tools to show you the HOWs so you can achieve your WHATs. Financial planning is offered after the completion of a financial coaching package, if desired.

You can view my financial coaching packages at https://makeamoneymindshift.com.

Lance Elrod, CFP®

About Lance Elrod, CFP®

I am Lance Elrod – co-owner of Next Step Financial Transitions. I believe that most financial planning concepts have become overcomplicated; my goal is to declassify these concepts into conversational terms and educate you enough so that you understand and feel comfortable with any decision you make. We founded our firm with a focus on helping families navigate financial transitions, no matter the stage of life.

Most traditional advisors like to focus solely on your investments, we do things a little differently by taking a holistic approach to financial planning. This means the first thing we do is get to know you – your values, your goals, and your personality. It is not until we fully know you as an individual or family that we can begin to build out your financial plan to serve as a roadmap for your future, because you can’t take your next step until you know where you are going.

I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Like many new graduates, I began the early part of my career trying to discover my place and passion within my industry. During that time, I worked short stints with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella, and May and Barnhard, P.C., which recently changed their name to Councilor, Buchanan & Mitchell, P.C… Although I enjoyed financial planning, I felt compelled to take a brief detour as a Mud Engineer because Oil & Gas is what you do when you move to Houston, right?

In 2015 I rejoined the industry, where I dug into my career and recognized my desire to serve individuals and families in the under-served, early stage of life.

Read Lance’s blog here: https://nsfinancialtransitions.com/blog/

Donita Baze, CFP®

About Donita Baze, CFP®

DeeDee Baze, CFP® loves helping highly successful, very passionate people use their money in a way to express their deepest held ideals and values to honor their soul. She is an expert in Financial Planning who has worked with thousands of households since entering the business in 2007. She offers a unique approach by combining Soul-Based Financial Planning and Sustainable Investing to help people honor who they truly are.

When asked the best way to describe herself, she said, “I have the heart of a kindergarten teacher, the sense of humor of a middle school teacher, but the credentials of a stock broker.”

DeeDee received her undergraduate degree in Education from Oklahoma State University as well as completed post graduate work in the area of Psychology. She spent a decade and a half teaching in the public school system. First as Elementary Science Teacher then moved to Middle School Mathematics for the majority of her career. After leaving the classroom she obtained multiple insurance licenses such as life, health, disability and property/casualty. Working in the insurance industry for several years she learned a lot but found her true passion in securities and financial planning after meeting woman, Trish Prawl, who would become her mentor and role model. She completed post graduate courses at the College for Financial Planning in preparation to pass her CERTIFIED FINANCIAL PLANNER™ Exam which she passed on the first attempt. She is a life long learner who loves to read. She usually is reading three different books at a time, one for professional growth, one for personal growth, and one for health. She will often write reviews for the authors she reads. She will occasionally throw in a fantasy novel to mix things up.

The pandemic in 2020 was the catalyst for her to reexamine her life and what truly made her happy. She was working at a credit union at the time with over 650 clients in her book of business. She felt her life was out of balance. She commuted an hour, worked 8 hours, commuted an hour home then would work into the evening on financial plans. Went to bed, to do it again the next day. She was becoming exhausted and felt she had way too many clients to give them the care they truly needed. So she took a leap of faith and started her own firm with the intent of not having more than 100 clients total.

By starting her own firm she was also able to align her own deepest values and work on doing what she could to lower her carbon footprint and honor who she truly was. She struggled working in a predominantly man’s world feeling like a bit of an outsider so when she left she realized it was the best decision she could have made in her career. She brings a softer more compassionate touch to financial planning and investing. She believes in aligning your inner self with your money. She believes in contributing to the greater good. All these things she was able to weave into her practice and now only works with clients who want the same thing for themselves.

After studying under the amazing Bill and Anne Bachrach for Values Based Financial Planning(tm), she decided to take their philosophy deeper and look at honoring one’s soul while planning for one’s financial future. She is the author of the forthcoming book, Soul-Based Financial Planning which will include a workbook and DIY course as well.

Tess Downing, CFP®, MBA

About Tess Downing, CFP®, MBA

Hello, I’m Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.

Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicated journey of finance. By partnering with us, your financial roadmap becomes clear and the stress of wondering if you are making the right decisions will fade away.

Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them.

I have worked with individuals and families from all different backgrounds for well over a decade. My passion for helping people make better money decisions is what lead me to found Complete View Financial LLC.

I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors.

I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast.

On a personal note, when I am not working with clients, I am with my family, my husband and two daughters (3 year old and a 1 year old). We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Anthony T. Reynolds, CFP®, ChFC, MBA

About Anthony T. Reynolds, CFP®, ChFC, MBA

I’m Anthony Reynolds, the founder of CoreTegic Capital Wealth Management. I’ve been in this business for more than a decade and I’m still as passionate as the day I started. Why? Because I get to connect with people and hear their stories, dreams, and challenges, and then work with them to create a wealth management plan perfectly tailored to their lives.

After more than 20 years of service in the Army National Guard, I have plenty of experience as a problem solver. It is my honor to work closely with my clients to develop, manage, grow, and protect their assets, no matter what chapter of life they are in. I am also a Certified Financial Planner(™) with a master’s degree in business administration from The University of Iowa.

When I’m not meeting with clients or finding new ways to grow my knowledge and better serve my clients, I enjoy running, exploring breweries, overlanding, exploring new whiskies and cooking my signature chicken fettuccine alfredo.