Michelle Smalenberger, CFP®

About Michelle Smalenberger, CFP®

I have a passion for helping others develop a path to financial success!

Through different lenses on your financial picture, I want to help create solutions with you that are thoughtful of today and the future.

I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I believe you can experience freedom from anxiety and even excitement when you know your finances are on track.

Those who are a great fit for our services are families working hard to provide for and support each other so they can be financially successful. Individuals who want to ensure they are making the right decisions to secure a strong financial foundation to build upon for the rest of their life are also a great fit.

Pierre-Emmanuel Jouve, CFP®

About Pierre-Emmanuel Jouve, CFP®

Pierre-E. Jouve is a CERTIFIED FINANCIAL PLANNER and the Founder of InsuraWealth, a Financial Planning and Investment Services company, focused on supporting Generation X & Y, Young Families, New Parents and Business Owners. As a husband, father and business owner himself, Pierre understands the ever changing financial environment/climate in which we live, and the ever changing priorities and concerns of young families. When working with Pierre-E. Jouve, you will always receive an honest, trustworthy and knowledgeable partner to help you and your family prepare for what life throws your way.

 

Todd Sensing, CFP®, CFA®

About Todd Sensing, CFP®, CFA®, ChSNC

Todd Sensing started FamilyVest because he wanted to draw on his more than two decades of financial and investment experience for the benefit of families. As a father of two children diagnosed with Autism, he understands how much planning goes into taking care of a family, particularly those with children with special needs. He finds it gratifying to help families achieve peace of mind in knowing that they are prepared to provide for their loved ones’ futures.

Before founding FamilyVest, Todd spent 20 years in the banking and financial industry, including with Bear Stearns; Donaldson, Lufkin, & Jenrette; and FHLBank Atlanta. Shortly before the mortgage crisis of 2007, he started Aardvark Market Neutral Fund, a long-short REIT fund, and successfully steered his clients through the economy’s turmoil.

Despite his career success, Todd believed his work could be more fulfilling if he applied his expertise to helping families of all kinds achieve financial well-being. Since founding FamilyVest, he has discovered that his greatest moments come when working with a family that believes a financial planner would be of little benefit or cost too much. As they see just how Todd can help them achieve their goals and dreams, he finds the transformation of their doubts into optimism truly gratifying.

Todd lives in Santa Rosa Beach, Florida, with his wife and two sons. When he’s not at work, he’s usually spending time fishing and boating with his boys.

Designations and Education

Chartered Financial Analyst®, CFA Institute

Certified Financial Planner™, CFP Board

Master of Business Administration, Finance, Georgia State University

Bachelor of Science, Economics, Georgia State University

Memberships

CFA Institute

XY Planning Network

National Association of Personal Financial Advisors (NAPFA)

Bradley Clark, MBA, CFP®

About Bradley Clark, MBA, CFP®

I was hanging on every word…

It was a beautiful spring day in Palo Alto in 1996.

My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole.

I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie?

I was just entranced.

(It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.)

But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com.

But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling.

I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job.

But something was wrong.

You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills.

There was just one problem with this – I didn’t believe it.
Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck.

And I couldn’t unstick it.

I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling.

I tried jobs in other industries, but something kept pulling me back to investing and personal finance.

And then it finally hit me.

I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC.

Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication.

And I get to do my part to help transform an often shady industry into a helping profession.

It’s awesome.

…if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

About Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision.

By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind.

If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place.

★ WHAT MAKES ME DIFFERENT

I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals.

As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life.

★ SPECIALTIES

• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• Retirement Income Planning
• Asset Allocation Strategies
• Fund Selection
• Ongoing investment monitoring
• Life Transitions
• Sudden Money Situations
• Dealing with the loss of a spouse
• Dealing with an Inheritance
• Dealing with Stock Options
• Help with 401(k) and IRAs
• College Education Planning
• Cash Flow Planning
• Coordination with other professionals

Justin Rush, CFP®

About Justin Rush, CFP®

I’m the founder of JGR Financial Solutions…a firm committed to providing financial planning and investment management solutions in terms you can understand. As a fee-only financial advisor, my top priority is to help you spend your retirement focusing on what’s most important in your life…not worrying about your investment portfolio!

I strive to understand my client’s goals and refrain from using the financial jargon that’s so frequently tossed around. As a result my clients are actively involved and confident in the long-term plans we put together.

Nationally, I am an active member of the National Association of Personal Financial Advisors (NAPFA), having served on multiple committees to help educate consumers and advance the profession of fee-only financial planning.

Locally, I volunteer for Junior Achievement of East Central Ohio in an effort to promote financial literacy to students.

Jennifer Harper, CFP®, MBA

About Jennifer Harper, CFP®, MBA, CEPA®

Working with clients for the last 20 years has taught me that financial planning can be complex, but it doesn’t have to be intimidating or overwhelming.

Bridge Financial Planning specializes in working with business owners and other professionals to develop strategies to bridge the gap between where you are and where you want to be financially.

We offer comprehensive planning and investment management services for our clients and their businesses.

Eric Roberge, CFP®

About Eric Roberge, CFP®

Eric Roberge is a fee-only financial planner located in Boston, MA serving clients locally and across the country through virtual meeting options. Beyond Your Hammock helps high-achieving professionals live well today while still planning responsibly for tomorrow. BYH specializes in comprehensive financial planning and investment management programs to address the most pressing financial needs, goals, and questions of clients and builds financial strategies to provide the best course of action.

ABOUT ERIC: I help people use money as a tool to enjoy life today, while still planning responsibly for tomorrow.

My name is Eric Roberge. I’m a CFP® and the founder of Beyond Your Hammock. I provide fee-only, fiduciary advice, investment management, and financial planning to help my clients achieve financial clarity, make mindful and informed decisions, and use money as a tool to design a life they love now and in the future.

I’ve worked in the financial industry for almost 20 years, and I transitioned into financial planning over 10 years ago. After spending the first years of my new career working for several small financial planning firms, I founded Beyond Your Hammock in 2013 to provide motivated professionals in their 30s and 40s with financial and investment strategies that actually work to grow significant wealth.

Since then I’ve been named one of the best financial advisors in Boston by Expertise.com, one of the Top 100 Financial Advisors by Investopedia, part of InvestmentNews’ exclusive 40 Under 40 list, one of the top 10 CFPs Under 36 by Wealth Management Magazine, one of the top 10 Young Advisors to Watch by Financial Advisor Magazine, and a 2019 nominee for Best Financial Planner Blog in the Plutus Awards.

At Beyond Your Hammock, we help real people use real money to live life on their terms. When we work together, you get access to our system and financial planning process to create, grow, and keep wealth — so you can enjoy the freedom and flexibility to make work optional and spend more time doing what’s most important to you. It’s my mission to design a system that allows you to leverage your money as a tool to enjoy more of what you love — now and in the future.