Tyler Hackenberg, CFP®, EA

About Tyler Hackenberg, CFP®, EA

As a Catholic, you look at money differently: it’s not your own but rather a gift from God to be used with prudent discernment.

And you need a financial advisor who views it the same way.

At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.

AUTHENTICALLY CATHOLIC – As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That’s why all of the services are aligned with the USCCB’s guidelines for investing your money morally.

INTO THE DEEP – How much easier would it be to answer God’s call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you “put out into the deep” and trust His providence.

Laryssa Freeman, CFP®

About Laryssa Freeman, CFP®

I recognize I’m not a good fit for everyone, and that’s ok! I offer a complimentary introductory meeting so that we can be open and honest from the outset to ensure our mutual compatibility.

New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.

I offer flat fee financial planning or ongoing comprehensive services to take the heavy lifting off your plate. Your choice!

Kelly Klingaman, CFP®, RLP®

About Kelly Klingaman, CFP®, RLP®

Hi there, I’m Kelly – financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries. You’ve got a busy life and you’re juggling a lot. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.

Professional:
Prior to founding KKFP, I spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently I was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

I received a degree in Finance from the University of Texas at Austin McCombs School of Business, and I also hold the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.

Personal:
I’m a born-and-raised Texan and have called Austin my home for 15 years. My husband Matt and I have two young kiddos, plus our “first-born” – a German Shorthaired Pointer. On the weekend you’ll find our crew hiking the trails around town and stopping at Tacodeli for lunch, and in the evening we like to put on a Star Wars movie and make homemade pizza.

As for me, my favorite ways to stay active are playing sand volleyball at Aussie’s and paddleboarding on Lady Bird Lake. And while I don’t do the cooking (thanks Hubs!) our pantry is always stocked so I can bake my famous chocolate chip cookies – ask me about the recipe sometime!

My Why:
If you’re a professional woman, I understand how it feels when there are never enough hours in a day, and how overwhelming stress often accompanies the balancing act of our personal and professional lives. On top of that, the path to career success is often fraught with roadblocks that men, on average, never face.

One area in particular that never gets the attention it deserves from successful professional women? Their personal finances. What’s worse is the financial services industry tends to neglect this need because it wasn’t designed with women in mind. A big factor: most financial advisors are men. The CFP Board recently reported that only 23.4% of CERTIFIED FINANCIAL PLANNER™ professionals are women, a number that has hovered steadily around this point for over a decade.

My own experiences and observations pushed me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.

This is the time to start optimizing your high-income years and make sure you’re using your financial resources effectively in order to enjoy life now and the journey ahead.

Ginger Ames, CFP®, Enrolled Agent

About Ginger Ames, CFP®, Enrolled Agent, CDAA

We all hear whispers within us. They might guide us to a new career, towards a creative peak, or away from something at odds with our values.

What we do with them is the bigger question. Ginger Ames founded Whisper Financial to help fellow creatives listen to their whispers and use the power of financial planning to express their creativity without financial limitations.

Ginger’s professional life has delved into the artistic and business worlds, working as a glassblower and property manager. As she listened to (and ignored) her whispers, she developed a keen understanding of how a financial plan can support and enable one to create more deeply and truly.

Michael Allison, CFP®, CFA

About Michael Allison, CFP®, CFA

Hi! I’m Mike Allison. In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity focused financial planning and investment management firm in order to serve clients more directly, after I retired from a 32 year career in the investment management industry.

Although we work primarily with professionals and business owners who are approaching or considering retirement, New Lantern Advisors does work with other clients who benefit from decades of investment management and comprehensive planning advice.

By using the language of investing, we are dedicated to empowering our clients to pursue their economic potential. This empowerment is enabled by the holistic alignment of one’s human capital alongside an evolved role for financial capital in our lives. We call this the Human Enterprise™.

Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after this very important life transition. We can help you answer “What is your What’s next?

After over 30 years in the investment management industry, the last nearly 22 of them at the same Boston, MA based firm where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. It is with this experience that I serve clients with an eye toward delivering solution oriented planning and investment results.

I’m a native of Ft. Worth, TX. Until recently relocating to upstate NY, I lived with my wife and two (now adult) children in the Boston, MA area for over 26 years. I’m a graduate of the University of Denver and have held the CFA (Chartered Financial Analyst) designation since 1996. I enjoy good food at our favorite restaurants, long walks with my wife, and on occasion babysitting my two “grand-dogs”, Honey and Winston.

Jessy Gilger, CFP®

About Jessy Gilger, CFP®

Jessy started Eagle Island Financial in 2022. He has been an advisor since 2013 and brings extensive experience to the team. He served for three years on the Board of Directors for the Financial Planning Association (FPA).

He works to deepen personal relationships with clients, ultimately connecting their life to their finances. He believes in helping people pursue what matters most to them, and enjoys doing to the behind-the-scenes nerd work to get them there.

Jose Sanchez, CFP®, RICP®

About Jose Sanchez, CFP®, RICP®

When I was 18, I joined the military. My service in the Air Force for five years provided me with what I’d call an unfair advantage for my work later in the financial industry. My experiences living abroad first in Dhahran, Saudi Arabia during a 1995 Desert Storm tour, then in Fusa, Japan, 1996-1999, both helped me understand life and financial planning, along with the value of a hard-earned dollar. I grew up over there, and my values are strongly rooted in the same ones belonging to my parents, both educators, but also firmly molded by my service to our country and through military discipline.

As military, we were tested and challenged, and we persevered in taxing and uncomfortable conditions because we always had a plan. Living in the middle of Fort Bragg, North Carolina, our unit worked directly with the 82nd Airborne Division, specializing in parachute assault operations. As a journeyman, my responsibility was to maintain and ensure the safety of the Hercules C-130, an aircraft known to fly into the eye of a hurricane. While the 82nd stood ready to respond to crisis contingencies anywhere in the world within 18 hours, our job was to make sure they arrived at their destination. We relied heavily on formal flight, maintenance and safety plans. These experiences helped inform my subsequent financial planning career through my appreciation for a well-designed, communicated, and formally written plan.

My time in the military also exposed me to certain sources of waste that to me, was not logical. My fellow soldiers were buying clothes as if they were in college. I could not understand why someone needed five pairs of new pants when, on five out of seven days, we were required to wear our military uniform. “No seas codo Jose,” my friend Mike, who was half Puerto Rican, would tell me (slang for “don’t be cheap”). This was also the case with music. My friends all loved to purchase countless CD’s from their favorite musical artists. I was not conditioned to spend money that way. Instead, I used a cassette player and recorded Saturday morning radio on KANW, 89.1, when I visited New Mexico. This was the music I grew up with and what I loved. While living abroad, no amount of clothes, CD’s or stuff could fill my heart like the oldest FM Radio station in New Mexico playing on my “Walkman” portable cassette player.

While living in Japan and being single, and I had some down time and I became bored. When I say “bored,” I am reminded of my dad’s response to me whenever I told him I felt that way. He would say, “Ok, let’s get to work,” and in Japan, that is what I did. I found out about an opportunity to work at a club as a bar-back. Within six months, I was promoted to bartender, then lead bartender. Some nights I would pocket over $100 in tips! I also was being paid $10 per hour which was not bad back then. As a sidenote, I was bartending the night I turned 21, while my friends back home were taking birthday trips to Vegas to celebrate their 21st birthdays.

I feel that I earned and saved money while having fun. I believe that money is more of a tool than a luxury, and what my Puerto Rican friend Mike didn’t know is that much of my money was going to purchase the one thing that isn’t manufactured any more except in Hawaii…I wanted land! If Mike had asked me back then, “Why are you working so hard, Jose?” my answer was clear. I always wanted to buy my own piece of land, perhaps many acres in the beautiful New Mexico landscape.

While this was my goal as a child, it turned out to be a rather poor investment from a monetary standpoint, yet I was enriched by the experience and education. From that point in my 20s, I understood the discipline and dedication it took to achieve any milestone.

One of my jobs after the military, while I was in graduate school, was selling life insurance. After a year, I realized that this was not for me. While I value the importance of insurance, I despised the promotion of products through unscrupulous sales tactics. This was my first indication that financial planning was broken. I worked directly for a legend in the industry who took me under his wing. I learned a lot from him, most of which I did not like. While I won awards and trips, I hated the fractured process. The financial services industry and its legends focus its sales force on selling their product, not on the process or maintenance of financial planning.

Since that day, I have been focused on financial planning – the process and fiduciary responsibilities that come with it. I might add that I achieved my certification as a financial planner through arduous work since I’m challenged with dyslexia, but that has never stopped me.

Before serving in the military, I grew up in a small community and was raised by a village of less than 200 individuals and two great parents who recently celebrated 52 years of marriage. They had four children of their own, and I am the youngest. My parents were challenged with the loss of my brother when “God zapped him up.” He was the second oldest, and at age 16, was struck by lightning on a baseball field while doing what he loved, playing sports with his friends. I was only 13 at the time. This introduced thoughts about life insurance that impacted me later in my professional life. Through this experience, I learned that catastrophe can happen in an instant. Also, a seed was planted that grew into my interest in risk mitigation planning. While growing up in Glorieta, New Mexico, I worked a few jobs including being a gas station attendant and in yard maintenance for an affluent family in Santa Fe.

Presently, when I am not working, I enjoy spending time with my wife Jasmin who is a residential realtor and a loving mother to our three children. We struggled to have kids, with over seven miscarriages which included molar, ectopic, and several with no heartbeats. The eighth tenacious pregnancy led to our first born, a perfect baby girl. We chose to have a home water birth and it was successful. The positive momentum did not stop there. We became doubly blessed with a different type of pregnancy, a twin birth with healthy boys. I love my wife so much for enduring the challenges of motherhood. Jasmin is my biggest fan and my best friend, and she is beyond brave! Before she married me, she completed over 200 jumps from perfectly working planes, including an occasional C-130 and hot air balloons.

Now that the twins are walking, life often means going out on adventure with our five fedoras hats on and our two adopted, four-legged kids Sol, Bella and Duke. We are dog lovers and have a soft spot for rescues. Our close friends have referred to us as the Fedorable Five, now with our dogs we are the “Fedorables.”

Whenever I can find a little bit of free time, I love to fly fish and get out in nature. I make time weekly for riding my mountain bike despite my hatred for pesky goat thorns that ruin my best tires.

If my clients were to talk about me behind my back, I would guess they would say I’m a really nice guy who listens carefully. I’m patient and persistent and I ask a lot of questions, some that made people cry in a good way. They might mention that I’m detailed but I keep things simple. They also look forward to my family newsletter. Any new client who walks in the door can expect to share the identical experience.

Read Jose’s blog here: https://josevsanchez.com/free-resources

Adam House, CFP®

About Adam House, CFP®

While the desire to help individuals on a personal level has led to the development of ACH Wealth Management, I bring with me four decades of experience working in the financial service industry. I began my career in the late 1990’s as a stockbroker before working as a branch manager for nearly a decade. Next, I obtained my CFP® certification and became a financial advisor at Merrill Lynch in 2011.

I have now spent seven years as a wealth management advisor to approximately 700 clients, both employed and retired. Everyday, I wake up eager to maximize clients opportunities and benefits, and give them a breath of reassurance in their financial world.

The free moments of my day are spent with my wife, Dr. Amanda House, and my elementary school aged children, Reese and Grant. We are involved with Queen of Peace Catholic Church and our neighborhood, the Town of Tioga. We are also big Gator fans, and follow University of Florida athletics regularly.

Shannon Grey, CFP®, CRPC®

About Shannon Grey, CFP®, CRPC®, MPAS®

Here to Help because You are Unique. So Is Your Financial Journey.

I began my financial career in 1999 as a financial advisor with Charles Schwab and Co. I hold a Master in Science in Personal Financial Planning, am a CERTIFIED FINANCIAL PLANNER™ certificate, and also hold the Chartered Retirement Planning Counselor℠ designation.

Having 20 plus years of financial consulting, I found that people all too often invest for their future without building a proper financial plan which is much like driving to an unknown destination without a map or GPS. Gain clarity and confidence with working towards your financial goals. I can provide expert guidance to help you optimize your finances with managing cash flow and expenses, minimize expenses with forward-looking tax planning, help you prepare or manage your retirement, ensure protection for your assets, legacy, and help you navigate through the twist and turns of the stock market cycles with your investment portfolio, and address all your wealth concerns. The unique approach I offer to investing marries the fundamentals with the technical trends of the market which in essence is another layer of risk management for your investment portfolio. I believe with providing ongoing financial education, awareness, and coaching; investing and planning for your future become measurable goals that are not out of reach. When we partner together, your service is always custom-tailored to address your needs and priorities. As a fee-only advisor, I am not compensated with sales commissions or bonuses and am bound to the fiduciary duty to always act in your best interest. Let’s start collaborating today!

Ronnie Colvin, CFP®

About Ronnie Colvin, CFP®

I spent 31 years climbing the tech career ladder, starting out doing simple data entry, through tech support, network engineer, and Director of IT. If you check my LinkedIn profile, you’ll see I went through a wide variety of industries including DoD, NASA, consulting, petrochemical and telecom manufacturing.

I lived the life of the W2 tech employee, maximizing my salary, benefits, stock options, etc, and when I married another tech employee we had to figure out how to coordinate our benefits most effectively, get our retirement funds balanced properly, insurance issues, even estate planning.

Now that we’re older, we’re also dealing with caring for aging parents while navigating our own lives. I know what it’s like and now I want to help others get through it as well. Not necessarily the executives (though I’ll help them too), but the front-line engineers, scientists, accountants, marketing staff, tech support – all the people who do the day-to-day work in tech who have financial questions and problems to solve are the ones I’m here for.

Read Ronnie’s blog here: http://www.frenchpressfinance.com/blog