Michael Helveston, CFP®, CRPC®

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About Michael Helveston, CFP®, CRPC®

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions and to make the most of what they have been given.

He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner (TM) coursework and first became an advisor.

Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors.

Mike has contributed articles to Forbes, Kiplinger and the Wall Street Journal. He lives in Downingtown, PA with his wife and three children. Mike has served the community as a volunteer mortgage counselor with Tabor and a classroom volunteer with Junior Achievement. When he is not helping clients, he enjoys running, playing sports and games with his family, working outside, and listening to music.

Read Michael’s blog here: https://www.whitfordfp.com/blog

Katherine Fox, CFP®

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About Katherine Fox, CFP®

I’ve always loved talking about money.

At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way.

It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER™ .

While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth.

Giving back to my community has been a long-standing pillar of my life.

As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.

I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic giving.

David Miller, CFP®

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About David Miller, CFP®

David Miller, CFP®
Rule72 Financial
Potomac Falls, VA

CLIENT SPECIALTIES:
Business Owners, Charitable Giving, Retired Military & Veterans, High-Net worth, US Expatriates, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

QUICK BIO:
As a retired Air Force veteran and CERTIFIED FINANCIAL PLANNER™ professional, I provide retired military and veterans ways to live their best lives financially, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or looking for responsible investing. I help business owners provide financial planning to their employees as a benefit. I provide asset management and serve as a personal consultant delivering tailored financial advice.

Steven Smith, CFP®, JD

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About Steven Smith, CFP®, JD

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing.

That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals.

Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including:

Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate
Starting, operating and selling his own businesses
Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation.
By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs.

Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law.
Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado.

CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Read Steven’s blog here: https://www.rightpathinvestments.com/news-resources/blog/

Kelly Berenbaum, CFP®, CEPA®

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About Kelly Berenbaum, CFP®, CEPA®

Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance. We believe trust is the cornerstone of a successful relationship between client and advisor. We are passionate about helping our clients articulate their personal financial goals and think long-term to achieve them. Our founder, Kelly Berenbaum, is a CFP® professional and holds the Certified Exit Planning Advisor credential or CEPA®. CFP® professionals have met rigorous qualifications for financial planning and have agreed to abide by the standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. A Certified Exit Planning Advisor or CEPA® is a holistic business advisor that helps a business owner align business, personal, and financial goals while building transferable value into their business so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned. CEPA® credential holders have successfully completed an executive MBA style program, and passed a comprehensive exam. Blue Tree Financial is a fee-only firm focused on providing financial planning services. We do not earn commissions for selling products.

Doug Lynch, CFP®, CFA

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About Doug Lynch, CFP®, CFA, CPA

Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. John Lynch founded Lynch Financial Group in 1989 to provide a high level of comprehensive wealth management services to clients. He chose to operate using a fee-only model — which was unique at that time — realizing the importance of providing unbiased advice to clients and always acting in their best interest. John’s son, Doug, joined the firm at its inception, fresh out of college.

We ultimately decide to focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped many clients over the years, emphasizing the value of experience, credentials, and integrity.

Doug Lynch, President of Lynch Financial Group, graduated from The Ohio State University in 1989 and holds the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations. He enjoys spending time with his wife and two children, reading, and a variety of different fitness endeavors (a long-time runner recently switched to Peloton and rowing).

Cathy Curtis, CFP®

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About Cathy Curtis, CFP®

For the last 20 years, Cathy has engaged her skills to help women get clarity and feel confident about their finances. She has deep experience working with women who manage their finances on their own – single, divorced, or widowed and women who experience sudden wealth.

As an industry-recognized author, podcaster, and thought leader, Cathy helps educate the public on personal finance through her position on the CNBC Financial Advisor Council, her award-winning blog, Of Independent Means, and her widely-followed Twitter feed (@CathyCurtis). In 2019, U.S. News & World Report named her one of 9 Women in Finance to Follow on Twitter.

For the last four calendar years, Cathy has been named an Investopedia 100 Top Financial Advisor, and she was named among the top ten Most Influential Advisors of 2020. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. They influence the practice of financial advice, and help educate millions of investors.

Cathy was recognized by InvestmentNews as one of its 2020 Women to Watch in the financial advice industry. She was selected based on her demonstrated success and proven ability to effect change in the financial advisory industry, specifically by serving as a role model to other female professionals in her field and donating her time to educate her community on personal finance.

Cathy is also an Assistant Adjunct Professor at Mills College in Oakland, California. She stays current on personal finance topics through her affiliations with The National Association for Personal Financial Advisors (NAPFA), and the Certified Financial Planner Board of Standards (CFP®).

In addition, Cathy is a CERTIFIED FINANCIAL PLANNER™. The CFP® certification is recognized as the standard of excellence for the financial planning profession. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

Read Cathy’s blog here: https://curtisfinancialplanning.com/of-independent-means/

Michael Fuhr, CFP®

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About Michael Fuhr, CFP®

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future.

Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private, Federal, Foreign Service, Military), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.

As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.

He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.

Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Lazetta Rainey Braxton, CFP®, MBA

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About Lazetta Rainey Braxton, CFP®, MBA

Lazetta Rainey Braxton, Co-Founder and Co-CEO of 2050 Wealth Partners, is on a mission to provide access to financial planning for “the rest of us.” She believes that solid financial advice is not just for the 1%.

Lazetta focuses on creating a safe place for clients to realize their goals and dreams through the wise use of financial resources in a no-shame zone. Through her previous firm, Financial Fountains, Lazetta worked primarily with thriving professionals and sandwich generation wealth-protectors to build their financial foundation and to support generational wealth.

In 2020, Lazetta joined forces with Rianka R. Dorsainvil, CFP®, and founder of Your Greatest Contribution, to merge their firms and launch 2050 Wealth Partners. Through this new firm and platform, Lazetta is continuing to guide clients through becoming exceptional stewards of their own finances and promoting financial wellbeing.

Together with Rianka and the rest of the 2050 Wealth Partners team, Lazetta is spreading the message that financial planning is truly for everyone. She’s working with the 2050 Wealth Partners team to continue increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings.

Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog.

Recognized for her leadership, entrepreneurial spirit, and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association.

Please visit her blog: https://www.2050wealthpartners.com/wealth-by-design-blog

Tricia Kollath, CFP®, CPA

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About Tricia Kollath, CFP®, CPA, CSLP®

Inspired Financial Planners is a virtual, fee-only financial planning firm in Ocean Springs, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth.

Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals.

On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.