Steven Drost, CFP®, CFA

About Steven Drost, CFP®, CFA

I’m a financial planner with a very simple goal: help my clients align their financial resources (i.e. what they have or will have) with their goals, dreams, and values. I am convinced that one will have a more fulfilled life when they spend as much of their time and money on the things, people, and causes that mean the most to them.

I’ve always been a huge numbers nerd. I studied finance and commercial real estate at the University of Northern Iowa and graduated Magna Cum Laude in five semesters and received the Purple and Old Gold Award for academic excellence that is given to one graduating student per major. I moved to Minneapolis after college and immediately began the CFA program and then, shortly after, the CFP® program. After a stint with the US Treasury Department I entered the financial planning world and haven’t looked back.

My free time is filled spending time with my wife, Marissa, and our son, Calvin. We enjoy our trips up north to the lake and cheering on all Minnesota sports teams (especially the Twins). I also proudly serve my community as a firefighter and volunteer on the finance counsel at my church.

Derek Finley, CFP®

About Derek Finley, CFP®

As a second generation financial advisor with over a decade of wealth management experience, I’ve helped clients retire, build businesses, survive financial panics and make countless decisions that impacted not just my clients, but their families for generations.

My career began with the housing and financial collapse in 2008. I’ve seen the market drop over 50%, then rebound, then seesaw back and forth. I have been there for the survivors when a client passes away, and have seen the joy from clients who hear that their retirement dream is now a reality.

My clients have been people at different stages of life and in different careers: young families, widows, CEOs, physicians, engineers, small business owners, retirees, and more. I’ve had difficult conversations with those that needed to hear the unvarnished truth, and have encouraged others to pursue their dreams, no matter how extreme.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and graduated from Texas Tech University with a degree in Personal Financial Planning.

What am I not?

I am not perfect. I have made financial mistakes, and understand the weight that comes from having to own up to them. I also understand they can be overcome with courage and the relentless pursuit of a better life.

I am not an investment soothsayer. I cannot tell you what will happen in the market tomorrow, or next week, or this year. What I can do is help you clarify your vision of the future, and provide paths and processes to making that future a reality. There will be days where you have doubts, and I will be there to provide balance and insight.

More than anything, I understand God’s purpose in giving us families and the church, and that each of us have a role to play in building up the saints. My goal, and the goal of this firm, is to help you make financial and life decisions that align with your mission, and support you in growing and strengthening your family, church and community.

Read Derek’s blog here: https://opendoorfa.com/news-articles/

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!

Michael Morton, CFP®, ChFC®

About Michael Morton, CFP®, ChFC®

I love helping busy entrepreneurs and tech professionals with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully.

I am not like any other advisor:
✅ I focus on you: your time, energy, dreams, and goals. Not your portfolio.
✅ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me.
✅ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year.
✅ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them.
✅ I do not charge based on your net worth, or assets invested with me and have no minimums fees.
✅ 100% of my income comes from my clients, so whom do you think I work for?

By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today.

When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

Stefanie Pickard, CFP®, EA

About Stefanie Pickard, CFP®, EA

At Old Growth Financial I do things differently. I am not here to sell you financial products you don’t need, or pressure you to open accounts. As a fee-only fiduciary, I provide clients with independent advice, transparency, and individual attention. Financial planning and investment management do not have to be overwhelming. Let’s work together to clarify your financial goals and develop a manageable plan to live the life that you want. Our initial consult is always free. Reach out today!

Jason Co, CFP®

About Jason Co, CFP®

Jason is Founder and Owner of Co Planning Group LLC, an independent, Fee-Only™ advisory firm. He graduated Magna Cum Laude with a B.S. in Engineering Management from Missouri University of Science and Technology. He completed the education program at the University of Georgia – Terry College of Business and currently holds the Certified Financial Planner™ designation.

Prior to Co Planning Group, Jason served as a Portfolio Consultant for TD Ameritrade Investment Management (TDAIM) where he advised on over $110M for over 200 households nationwide, many of whom were Cantonese and Mandarin speaking clients from coastal states who were more comfortable speaking their native language.

Immediately after graduation, he began accumulating a portfolio of single family home rental properties and currently manages a portfolio of 9 properties in the St. Louis area.

Jason immigrated from Hong Kong to Kansas City, MO with his family when he was a teenager. Before moving to the USA, he spent each summer of his childhood in the Philippines to visit his mother’s side of the family.

He is active in the Asian American community in St. Louis, MO and is a member of the Asian American Chamber of Commerce. In his free time, he loves to be with his wife, Lan, and son, Logan, and travels regularly to Fujian, China to visit his in-laws.

Ethan Miller, CFP®

About Ethan Miller, CFP®

Hi, I’m Ethan. I became a financial planner and CERTIFIED FINANCIAL PLANNER™ professional because I saw how too many of my peers were simply unprepared for the complex financial decisions that come with living under capitalism. These decisions can have deep, lasting impacts, and I am passionate about working with clients to help set and reach financial goals without falling in one of many potential pitfalls that we all face every year.

My background as a union organizer shapes a lot of my work as a financial planner. I have a deep understanding of the fundamentally unfair structures that govern our financial lives, and in addition to working with clients to plan for and implement long-term financial plans, I continue to be involved in local and national efforts to create a more just economic system.

My clients typically share my concerns about the systemic problems in our economy, and many spend their working lives to change our economic and political systems for the better. I understand the values and priorities of public service and social justice professionals, and as your guide, I want to help you make the most of your finances and tackle topics such as saving, investing, paying off student loans, retirement planning, saving for your children’s education, buying a home, and much more.

By working together, you can be confident in your financial decisions and trust that you are building a sustainable financial future.

Jonathan Grannick, CFP®

About Jonathan Grannick, CFP®

I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.

*Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.

*My Mission: To educate, empower, & guide you to a life full of options, not limitations.

*What We Do: Holistic financial planning on an ongoing or one-time basis.

*Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20’s, 30’s, and 40’s.

*Financial Planning Specialties:
– Ask powerful questions to explore your money mindset
– Create a life vision that inspires you
– Prioritize income: Pay down debt vs investing vs experiencing life now
– Automate your savings & debt payments for consistency & simplicity
– Student loan payoff strategies and planning
– Create & execute an investment strategy
– Create a plan to pay for your children’s education
– Run long-term financial freedom projections
– Review to make sure you have the proper insurance in place
– Maximize the value of your employee benefits
– Review for tax reduction strategies
– Guidance on your estate plan
– Credit card rewards planning for free travel
– Rent or buy decisions: How much house can you afford & tradeoffs

Schedule a free 30 minute introductory call to chat further!

https://calendly.com/wonderwealth/30min

Jim Crider, CFP®

About Jim Crider, CFP®

I’m the founder of Intentional Living FP, a firm created to help families, like my own, achieve early financial independence. Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this. Together, we navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.

I am highly trained in financial planning and investment management having earned the Certified Financial Planner (CFP) designation in addition to years of experience as a financial planner at nationally recognized firms. I’ve worked with tens of thousands of families in aligning their financial decisions with their lives. If you’re looking for early financial independence and work optionality I am highly suited to help you and your family. Beyond the countless planning situations I’ve helped others navigate, my family and I are in a similar position. My wife, Kendra, and I are working toward early financial independence so we can have more time to spend with those we love and do more of the things we enjoy. This begins with becoming clear on what is important to you and your family then making intentional decisions to align your actions and your values.

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

Trishul Patel, CFP®, MBA

About Trishul Patel, CFP®, MBA

My name is Trishul Patel, CFP®. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.

Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.

I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.

These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.