Ron Heymann, CFP®, ChFC®

About Ron Heymann, CFP®, ChFC®

Born and raised until age 16 in Mountainside, New Jersey. Learned investing and stock trading from a retired floor trader on the NYSE and began investing around age 13. Moved to Amelia Island, FL to complete high-school at the Episcopal School of Jacksonville and attended Florida State University, graduating with a Bachelor’s in Science (’97) Worked for the Ritz-Carlton Hotel Co from 1997-2005 in Amelia Island, Sarasota, and Naples. Learned what “5-Star service” is from the best in the business. Earned Master’s in Business Administration from the Coggin College of Business (’06) and switched careers, joining Fidelity Investments as a HNW Portfolio Advisory Services Specialist in Jacksonville FL, eventually relocating to Johnson City, TN as a branch rep. Left Fidelity Investments in 2013 to join Davis Capital Management, an independent fiduciary Registered Investment Advisor firm located in Jacksonville. Currently serving as Executive Wealth Advisor and partner in the firm. On Tuesday and Thursday afternoons, I can be found at the University of North Florida, where I am the Program Director for the BBA in Financial Planning program, as well as visiting faculty, lecturing the next generation of CFP® Professionals on estate planning, risk management, and investing.

When not working, I spend as much time as possible either on the water – or under it – with my wife and two children. We’re all certified scuba divers, avid boaters, and surfers.

Jason Newcomer, CFP®, EA

About Jason Newcomer, CFP®, EA, AIF

After more than a decade of working at my previous firm, where at some point I did just about every job under the sun, I launched Dogwood alongside my good friend and business partner Eric. I am a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary, and an Enrolled Agent. I also have served as a board member for the Greater Kansas City Financial Planning Association.

What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.

I am a lifelong Kansas City resident, save the four years I spent in Springfield at Missouri State University. I am married to my high school sweetheart, Lauren. Together we have a beautiful daughter, Remi Job. If I wasn’t a financial planner, I’d probably be trying to find a way to make a living as a hunter, fisherman, and beer brewer.

Madeleine Burton, CFP®

About Madeleine Burton, CFP®

Hi! I’m Maddie, a lead planner at Flow Financial Planning. Our firm is dedicated to women in their early-to-mid career in the tech industry.

We help women take advantage of the many financial opportunities that the tech industry offers. We want you to build a strong financial foundation so that you have more choice in both your personal and professional lives.

Do you:
• Make more money than you expected to? Are you anxious that you’re not doing the right thing with it?
• Have no one in your life you can talk to about your money?
• Have more money than you need right now, and you don’t want to waste this opportunity?
• Receive company stock but are unsure how to use it?
• Dream about leaving the tech industry, but wonder how you could walk away?
• Live in a high cost-of-living area and dream of buying a home?

Together we can work through it all. Get more clarity on what you want in life. Identify specific tasks you can do to organize, simplify, and strengthen your finances, so you can create that life for yourself.

We also know that your financial future depends as much on your career as it does on traditional financial guidance. In addition to being your financial guide, we want to help you cultivate a broader community of professionals–from recruiters to health professionals to career coaches–to grow your career, despite the stress and frustration that you can so often feel in this industry.

My credentials and education:
• Certified Financial Planner® professional
• Bachelor of Arts in History, Georgetown University

Prior to becoming a financial planner, I worked in the broader financial services industry and higher education for 8 years in Washington, DC and my hometown of Chicago. I have since put down roots in Tacoma (with my adorable one-eyed cat, Cammy), where I spend my free time enjoying all the natural beauty that Washington state has to offer.

If you’d like to get some financial clarity, please set up a FREE consultation. If nothing else, check out Flow’s blog, where we write about issues pertinent to women in tech.

David Miller, CFP®

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.

James Woodall, CFP®

About James Woodall, CFP®

James Woodall is the Founder and CEO of Woodall Wealth Management. James’ passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn’t for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather’s passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University’s program.

The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn’t working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.

Sefa Mawuli, CFP®

About Sefa Mawuli, CFP®

Hi! I’m Sefa, a CERTIFIED FINANCIAL PLANNER™ and Investment Adviser Representative who helps people with cross-border ties organize their finances to meet their life goals. I also have extensive experience working with globally-mobile professionals and executives who receive equity compensation (RSUs, RS, ISOs, NQSOs).

My practice approach is hands-on and ongoing. I essentially act as a personal CFO: helping my clients to manage their overall financial life and life events – beyond just investments.

Together, we tackle:
-Cash flow and budgeting
-Saving for goals and major purchases
-Investments
-Tax strategy
-Insurance planning
-Estate planning
-Financial independence and retirement planning
…and the various events that life conjures up.

Typical client questions for me:
How do I manage/plan for cash flow and savings when international travel is central to my family values?
How do I manage cash flow and accounts in different currencies?
How do I plan for retirement when I’m not sure where I’ll retire?
How do I manage my equity when some of it was granted while I worked overseas?
How do I think about real estate (overseas and here in the US)?
How do I minimize taxes when I have tax obligations in different countries?
How do I save for my children’s college when I’m not sure where in the world they will go to college?
How do I support family here and abroad?

If you’re seeking a long-term partnership with a comprehensive financial planner who can guide you through all aspects of your financial life in the US and wherever life may take you, please send me a note and we can figure out if we’re a mutual fit.

Naveen Neerukonda, CFP®, MBA

About Naveen Neerukonda, CFP®, MBA

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets.

Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I’ve spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication…both of which are incorporated into our relationships with clients.

I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I’m the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I’m an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf.

Additional information can be found at www.pvafinancial.com and I can be reached at anirra@cinsvanapvny.pbz

Francisco Ayala, CFP®, CFA

About Francisco Ayala, CFP®, CFA, MBA

Francisco became a financial life planner to help his clients live authentically with financial freedom. Like many, Francisco found society’s version of well-being uninspiring. He found endless consumerism draining and lacking true happiness. It wasn’t until a long period of self-reflection and discovering his personal values that he started to understand what it meant to him to live with purpose. With this newfound perspective, he began aligning his money with his true interests and began living intentionally. He is motivated to help others do the same.

His career in the financial services industry spans more than 20 years and includes personal finance, investments and lending. Francisco has a master’s in business administration from the Thunderbird School of Global Management at Arizona State University. He has earned the CFA® designation, the premier certification for investment management professionals. He is also a CFP® (Certified Financial Planner™). He is a member of the CFA Society of Phoenix, National Association of Personal Financial Advisors (NAPFA), XY Planning Network and Fee-Only Network.

Outside of work, Francisco volunteers with Junior Achievement of Arizona to provide financial literacy to school-aged children. He also serves as a judge for the SIFMA Foundation’s Stock Market Game essay competition. Francisco enjoys traveling and staying active outdoors. He’s an avid hiker and likes to bike, run and swim. He looks forward to his daily mindfulness-meditation practice. Francisco lives in Phoenix with his family.

Jason Demland, CFP®

About Jason Demland, CFP®

I help people achieve financial independence and/or retire.
I help people make plans to pay less taxes over their lifetimes.
I help people give more money away.
I help people manage inheritances.

I help families line up their money with what they value.

Ronald Saul II, CFP®

About Ronald Saul II, CFP®

Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people and families as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.

Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.

Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.