Jason Tank, CFP®, CFA

About Jason Tank, CFP®, CFA

Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades, and is also the founder of the Money Series, a nonprofit committed to providing open access to financial education, for all.

Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota. He later applied his actuarial background to serve clients as a wealth manager in Northern Michigan.

Jason graduated from Michigan State University in 1994 with a Bachelor’s degree in Mathematics. In 1999, Jason became an Associate of the Society of Actuaries (ASA, ’99-’04). Currently, he is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®) certificant. Jason is a member of the CFA Institute, CFP Board and NAPFA.

Stefan Jackson, CFP®

About Stefan Jackson, CFP®

My primary focus is helping my clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. Whatever it is that you are pursuing, I would love to partner with you or at least point you in the right direction.

JWM is an independent, fee-only firm that provides comprehensive financial planning in the following areas: retirement planning including investment and tax planning, cash flow and debt management, education, insurance and even estate planning. I also offer two types of service offerings to fit your situation: (1) One-time project-based plans; and (2) Highly personalized investment management solutions with ongoing financial planning included.

To connect, I am happy to meet over the phone, virtually or in-person if you live along the Front Range. I also provide complimentary investment consultations and any recommendations provided are yours to keep even if you decide not to move forward with either service.

A little about me: I graduated with a finance degree from the University of Colorado at Boulder. I also have a master’s degree from seminary, and I am a CERTIFIED FINANCIAL PLANNER™ Professional. My wife and I are both Colorado natives and have three young children. When we aren’t running around to sporting events we make every effort to enjoy all that Colorado has to offer, especially skiing.

Hope to connect soon!

Erik Nero, CFP®, CCFC

About Erik Nero, CFP®, CCFC

Erik believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms.

Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC).

Erik is a husband of over 20 years to his wife, Nicole. They have three children, and a chocolate Labrador. Although he spent many years of his career in New York City, Erik and his family have made a home in Saratoga Springs, New York. He is a native of New York’s Hudson Valley region and a graduate of Siena College. He loves being present and involved in the many activities his children participate in, as well as the art, culture, restaurants, and activities that are abundant in Saratoga Springs.

Jonathan Kolmetz, CFP®, MBA

About Jonathan Kolmetz, CFP®, MBA

Jonathan’s life is defined by family, service to others, and a passion for learning.

Jon met his wife, Kristi, when they were students at St. Pius X High School and started dating in 1995 at Homecoming. They married in 2003 and have three children – Jackson (10), Benjamin (9), and Bird (6).

“I’ve always said the biggest perk of owning my own business is the ability to create the ideal work/life balance. The kids often show up in the background of photos in my office or on my videos because we integrate our work and family life.”

In childhood and as a young adult, including his time in the US Army Reserve, Jon has always been of service to others. He has volunteered, served on boards, and even started his own non-profit that raised over $100,000 for his local community.

After graduating from Texas A&M in 2002, Jon wanted to further his education and earned an MBA in 2009 from the University of Houston. In 2010, he attended Rice University and completed his Certified Financial Planning education. He became a board-certified CFP Practitioner in 2012. Still wanting to advance his education and continue serving others, Jon enrolled in a Clinical Mental Health Counseling master’s program at the University of St. Thomas in Houston and earned his degree in 2021.

Jon is constantly listening to podcasts, TED Talks, or watching documentaries—much to the chagrin of his wife and children.

For fun, Jon spends time with his cows and getting tractors stuck at the Kolmetz farm in Livingston, Texas. You also might find him on the boat at the lake pulling his kids on a tube.

The Kolmetz family continues to be active in their local community by supporting and sponsoring activities and events, including those at St. Rose of Lima, where the Kolmetz family are parishioners and where their children attend school.

Ryan Burgess, CFP®, AIF®

About Ryan Burgess, CFP®, AIF®

Throughout his 20 years in financial services, Ryan has spent his career helping individuals make educated decisions about their money. As well as building and managing investment accounts. Since 2016, he has done over 6,000 financial consultations with people all across the country. He has also delivered countless educational presentations to thousands of attendees on most topics involving personal finance but specializes in investment and retirement planning education. Ryan has managed upwards of 80 client portfolios, totaling $50 million.

The ability to guide and help people is what drives Ryan. In addition to helping his clients understand their financial path, Ryan produces educational content in the form of webinars, blog posts, videos, and articles. More than any financial product, education is the key to managing finances and achieving goals.

Ryan lives in Roseville with his wife Nicole, their daughter Delaney, and 4 rescue dogs: Rex, Atticus, Echo, and Cooper. Outside of work, his life revolves around spending time with family, exercising, following professional sports and traveling.

Curtis Crossland, CFP®, CFA®

About Curtis Crossland, CFP®, CFA®, MBA, EA, CFA®

I’m a Phoenix native and spent years working for large wealth management firms.

I have a strong commitment to lifetime learning, the heart of a teacher, and I’m obsessed with finances.

I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University.

I’m a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS.

I have over 10 years of experience helping clients do the following:
• Build a Smarter Retirement
• Tax Plan
• Invest Wisely
• See to Their Family’s Future

Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we’ll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can.

And while I love helping everyone, I’m the best fit for the following folks:
• Retired
• Near Retirement
• Transitioning Jobs or Career
• Busy Professionals with Families

When I’m not helping clients create their ideal plan, I’m out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book.

Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Justin Bolmgren, CFP®

About Justin Bolmgren, CFP®

Justin founded Bolmgren RetirePLAN in 2013 after a decade of financial planning and executive management experience. He is a graduate of the University of Akron with a degree in Finance and makes it a priority to further his industry education. Those activities include achieving the renowned Certified Financial Planner (CFP®) certification. Justin has also received one the world’s most respected insurance expertise designations; the Chartered Life Underwriter (CLU).

His company specializes in retirement planning for individuals that work for large & small corporations, business owners and financial planning for families early to middle in their working careers. Initially started to help people plan for retirement, his company has now evolved to help people PLAN in so many other ways. Whether that is creating a budget, getting started in investing, setting goals for savings or understanding your 401(k), Bolmgren RetirePLAN is ready to help with all things personal finance.

Jason Stein, CFP®

About Jason Stein, CFP®

For over 8 years, Jason has been helping clients achieve their financial goals through transparent advice and client education. Prior to establishing Bluepoint Wealth Advisors, Jason spent nearly 6 years with The Vanguard Group in Scottsdale, AZ.

Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.

“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”

Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.

Bryan Curry, CFP®

About Bryan Curry, CFP®

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Bob Shopes, CFP®

About Bob Shopes, CFP®

I have an unusual background for a financial advisor. I have a Ph.D in Biophysics and founded several biotech companies. After one company went public, leaving me financially secure, I retired early to fullfill my dream to be a ski bum. Early retirement was not for me but I discovered while volunteering that I loved talking to people about their financial lives. Who knew?

I joined a small brokerage, got properly licensed, started learning the business and earned my CFP. After six years I left to start my own registered investment advisor firm.

Favrile Financial was founded on the fiduciary principle to always put the clients interest first. We are strictly fee only and will not accept commissions from any third party. The client deserves our undivided loyalty as a fiduciary. Secondly, we do not charge fees on the basis of your “assets under management”. This allows us to give our best advice without concern over where your assets are located. We charge a flat annual fee and that is all. We have no minimum asset or age qualifications but clients are typically 60+, near, or in, retirement and have a net worth of more than $1MM.