David Hauge, CFP®, CFA®

About David Hauge, CFP®, CFA®

David started his own wealth management business for the purpose of helping others live their most fulfilling life.

He graduated from the University of Minnesota with Bachelor’s Degrees in Economics and Journalism, is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™.

David is confident that with his understanding of personal finance, coupled with his experience as a financial professional, he can help you pursue your financial objectives and prepare for the future.

David lives in Saint Louis Park, MN with his wife, Blaize, and their standard poodle, Mason. After years of avid travel, they were married in 2021 and are expecting their first baby boy Hauge in December, 2022. David is a diehard sports fan and a trained Pilates instructor, given his interest in physical and mental health.

Philip Mock, CFP®, CFA

About Philip Mock, CFP®, CFA, CPA

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma.

1522 Financial is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary.

I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. Lastly, I’m a Certified Public Accountant. I’ve spent most of the last decade building on my knowledge of financial planning, financial markets, and investing in an effort to be the best possible resource for my clients.

When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.

William Holliday, CFP®, AIF®

About William Holliday, CFP®, AIF®, CSRIC™

Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered SRI Counselor (CSRIC), a member of the National Association of Professional Financial Advisors (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.

He hosts the AIO Financial video, podcast, and blog series. Bill is the author of the “Sustainable, Responsible, Impact Investing Guide.”

Bill is the volunteer director of a charitable organization that provides financial education in Mexican called ProMex Group. Bill volunteers with No More Deaths to provide assistance to migrants in Mexico.

He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua (small business development group). Bill has a wife and two daughters, is fluent in Spanish, and spends part of each year living in Mexico.

Bill loves technology and is continually working to improve his clients’ experience through new software.

Read Bill’s blog here: https://aiofinancial.com/blog/

C Garrett Moore, CFP®, ChFC®

About C Garrett Moore, CFP®, ChFC®

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people move towards a state of financial well-being.

Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what’s best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism.

I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want.

When I’m not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

Kevin Shuller, CFP®, CFA

About Kevin Shuller, CFP®, CFA

I’m Kevin Shuller, Founder and Chief Investment Officer of Cedar Peak Wealth Advisors (CPWA). CPWA is a boutique investment manager and financial planning firm catering to the needs of families with small children and couples about to start their families.

It’s easy to obsess over everything when you have young kids. You never really know if you are making the right decisions. You don’t even know if you are asking the right questions. How do I save for college? How am I supposed to operate on 4 hours of sleep? How will I ever be able to retire if I spend this much on organic berries? You are so afraid of doing the wrong thing that you end up doing nothing. Navigating your finances can be as easy as working with a financial advisor who understands you.

That’s where CPWA can help. I am based in Denver but work with families all over the country. Many people are surprised by how collaborative good financial planning is. We will work together to figure out what you want your life to look like tomorrow, 10 years from now, and 40 years from now. After we build a comprehensive financial picture, we will make a map to get you to your goals. Your plan is just for you. I’ll be your guide, helping you stay on the path and avoid the quicksand. It’s your journey. I’ll be with you every step of the way.

Other than a brief period in my teens where I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I’ve picked stocks at massive mutual fund complexes and small hedge funds. I’ve done portfolio construction and investment research at a $750m independent advisor. I’ve seen all angles of the financial system. I want to use that knowledge and understanding to guide you to your goals. I started by investing my Bar Mitzvah money. That’s how I’ve accumulated 25+ years of investing experience while still being young enough to guide you through the financial jungle for decades to come. I’ve been through many bull and bear markets. I will help you focus on the long-term no matter what the headlines say.

I have a BS with University Honors in Finance and Accountancy from Miami University. I have an MBA from the Johnson School at Cornell University with a focus on Capital Markets and Asset Management. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. My wife and I live in Denver with our two young kids and a dog. When I’m not investing or thinking about investing, you will find me burying my nose in a book, swinging kettlebells, or fondly remembering all of the hobbies I had before kids.

David Edmisten, CFP®

About David Edmisten, CFP®

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:
-Have I saved enough to retire early and not run out of money?
-Am I paying too much in taxes?
-Are my investments set up correctly for retirement?
-​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. I’ve had a successful career at my previous firms, consistently recognized as a high achiever, leader and chosen to coach and develop my peers.

I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning. I decided to start Next Phase Financial Planning so that I can use my expertise exclusively with the people that I provide the most value to – those considering an early retirement.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

Crawford Ulmer, CFP®, EA

About Crawford Ulmer, CFP®, EA

I seek to glorify Jesus Christ and make Him known, as I help young families and singles steward their finances well.

I was fascinated by investing at a young age. Despite its importance, I have found that personal finance is rarely talked about and young professionals are often ill-equipped to plan for their futures. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals.

Before starting Ulmer Financial, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia’s McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional and Enrolled Agent.

Kelly Nilsson, CFP®, JD

About Kelly Nilsson, CFP®, JD

Money is not complicated – our relationship with money is. As an industry, financial services has traditionally put the spotlight on money, failing to center the human in the story. Money is a human construct – it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you.

As a financial planner, my role is to support, guide, inform, and empower my clients to integrate money and finance into their lives in a way that is deeply personal and affirming. If you want to connect to money and finance in a new and positive way, we should talk!

My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients in the industry. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money.

Family, curiosity, and trust are my highest values. There is nothing I love more than hiking the Northern California mountains with my husband Martin and son Sebastian or laughing wildly with my sisters and mom over something silly.

I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and in 2018 I received a Juris Doctor from St. Francis School of Law.

Andy Gerhartz, CFP®, MSPFP

About Andy Gerhartz, CFP®, MSPFP

Andy developed his interest in personal finance early on in his childhood. What started out as picking stocks and following the financial markets, to reading books about real estate and rental properties, would ultimately develop into a passion in financial planning with a focus on helping retirees.

He has always believed that reaching financial freedom is one of the single greatest accomplishments that one can achieve for themselves and their family.

Prior to joining BTGRP, Andy worked for a reputable financial firm for over a decade, where he managed a large client practice made up of high-net-worth clients, providing portfolio management advice and financial planning. He was excited to transition to an RIA that will limit the number of clients in the practice in order to deliver the highest possible value to each relationship.

Andy holds a Bachelor’s Degree in Business, a Master’s Degree in Personal Financial Planning, and most notably he is a Certified Financial Planner™. He also holds Securities Licenses 7, 63, and 66.

Andy has an athlete’s background with an underdog’s mentality. He played Division 1 college baseball, during which time he went from a walk-on to an all-conference senior captain. While age has slowly crept up, and now it’s just men’s league softball, he can still wow the crowd! Originally from Milwaukee, WI, Andy now lives in Phoenix, Arizona with his wife, 11-year-old stepson, and their 5-month-old son

Frank Maurno, CFP®

About Frank Maurno, CFP®

Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.

As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.

Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.