Dan Andrews, CFP®

About Dan Andrews, CFP®

With unique experience working with millennials, Dan has served clients of all ages and backgrounds since 2012. Coming from an independent fee-only financial planning background, he joined Financial Planning Fort Collins in early 2020 as the Director of Estate and Financial Planning. Dan enjoys guiding and encouraging clients to improve their financial literacy and while living well-rounded lives. His behavioral-finance style focuses on helping individuals create their own definitions of success, make good decisions, and be philanthropic along their journeys.

Dan graduated from the University of Denver with a Bachelor of Science in Business Administration and a concentration in Hospitality Management. His career includes working at luxury Aspen resorts, Walt Disney World, a Wealth Management firm in Denver, as an assistant football coach for a Fort Collins middle school, and running his own financial planning firm until joining the Financial Planning Fort Collins team.

In addition to his professional activities, Dan practices what he preaches by giving back to his local and global communities. With a focus on helping local non-profits improve their operations, Dan has been involved as the Vice President for the XY Planning Network Diversity Committee, the Public Relations Director for Colorado’s Financial Planning Association, and has volunteered for Social Venture Partners Denver, Meals on Wheels Fort Collins, and San Diego Zoo Global.

On a personal note, in 2013, Dan met his wife Lauren in Colorado. Lauren and Dan married in 2018 and share their home with their son, Quinn, and their blue heeler/jack russell terrier, Bogie. Dan’s interests include pinball, tennis, travel, and disc golf.

Joe Morgan, CFP®, CFA®

About Joe Morgan, CFP®, CFA®

I am passionate about creating customized financial advice to individuals and families who seek clarity in their financial lives. My clients have a wide range of wealth, income, and investable assets and I am privileged to act as advisor, educator, guide and protector of their wealth.

Family financial challenges have always been an afterthought for Wall Street as evidenced by the lack of appropriate services and an unwillingness to engage on a personal level. I want to end the destructive risks that come from false and misleading statements that come out of the financial world by providing guidance that allows you to make your best financial decisions.

To do this, I started Best Financial Life after earning the Certified Financial Planner (CFP®) designation. Quickly, I found a tremendous amount of value is created by simply having a clear understanding of the financial situation at hand and the potential options for moving forward.

For more information on my background, take a look at my LinkedIn profile and the Wall Street Journal article discussing how I helped clients navigate the 2008 financial crisis. At the time, my clients avoided a messy situation and potential significant losses that caught many corporate and individual investors by surprise.

And I did it by simply doing my homework, educating my clients, and refusing to bend my principles.

After being the Chief Investment Officer of Silicon Valley Bank for ten years, it is a joy to spend all of my time in the local community. Originally from Texas, I have lived in the Bay Area for over 20 years. In my spare time, you can find me on the tennis courts or hiking the trails in the East Bay.

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.

Vid Ponnapalli, CFP®, MS

About Vid Ponnapalli, CFP®, MS

My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors & Tax Consultants. I provide customized Financial coaching, Investment Management, and Tax services for Busy, Mid-career Professionals. Here is my story:

Flashback: I was 38. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers.

Fast forward: Five years later, I approached a financial advisor for help with Investment Management. His firm insisted that I need a minimum of $1million to become a client. I was not ready to commit that much money to start a new advisory relationship. Again, I could not find the financial advisor I was looking for!

That is when I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice with no asset or income minimums.

If this fits your vision, too, please visit my website and my blog to learn more.

On a personal note – my beautiful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working, I enjoy hiking, skiing, and spending time with family.

 

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.

Helen Ngo, CFP®

About Helen Ngo, CFP®

Helen Ngo, a CERTIFIED FINANCIAL PLANNER™ professional, began her career at Raymond James in 2008 at a private practice in Atlanta, working with a team of advisors manage over $500MM in assets. In an effort to expand her knowledge and skills, she moved to Tampa, FL and entered Raymond James’ Financial Planning Residency Program, a rigorous 2-year curriculum designed to sharpen a financial advisor’s expertise in investment management, asset preservation, and financial planning strategies.

In 2013, Helen founded her own independent financial planning practice, Capital Benchmark Partners, LLC, to dedicate more time and focus on helping women professionals in the fields of law, consulting, and medicine to build their wealth and advance their careers. Furthermore, she specializes in business planning for women solo entrepreneurs.

Her unique style and approach to business has allowed her to expand her business to accommodate clients nationally and overseas. Helen is often featured in major financial news outlets including CNBC, Forbes, NerdWallet, CBS Money, and Investor’s Business Daily.

Helen holds a Bachelor of Arts in Economics and Mathematics from Emory University and is an active alumna.

Tyler Landes, CFP®, AIF®

About Tyler Landes, CFP®, AIF®

I’m Tyler Landes, a financial planner who loves to help young professionals and their families. Our generation is very aware that we need to plan and make smart financial decisions early and often. We’ve been taught money basics along the way, but at a certain point we all need guidance. I founded Tandem Financial Guidance to make financial advice accessible to everyone because we all dream big, and we don’t have to do it alone.

There are many types of financial advisor. I’m not the kind you’ll find playing golf at the country club or charting the markets behind a mahogany desk. I’m the planner you should meet with to uncover what your goals are in the first place. When you get the new job with the new benefits package, together we’ll pick the options that are right for you. When you meet “the one,” we’ll make sure your money habits are aligned and work for you both. And when you call to say you’re expecting another child, we’ll adjust and tweak and craft new goals all together.

PERSONAL:

I live in Kansas City, Missouri with my wife and two young daughters. Molly is an accountant, so you’d think our financial life would be neat and tidy. In reality, like many couples we each handle spending decisions differently. Luckily we both value living within our means and making progress toward our future goals. In our spare time we enjoy live music, trying new restaurants, and traveling to new ballparks. I also dabble in homebrewing and am an aspiring beer snob.

Andrew Mohrmann, CFP®, MBA

About Andrew Mohrmann, CFP®, MBA

I founded Modern Dollar in 2015 after spending many years with two of St. Louis’ largest independent investment advisory firms. Though the time there was valuable, I knew I’d eventually have to try my hand as a business owner. I’m a third-generation entrepreneur and grew up in and around my family’s businesses. My passion for entrepreneurship, experience in financial planning and the void I still see in our profession for providing truly objective, holistic planning intersected, leading to the genesis of Modern Dollar.

Modern Dollar is now a growing team helping executives, medical professionals and retirees make sense of their financial lives. Our structured process includes a full financial plan at the outset and regular reviews thereafter to monitor and adapt the plan as they work toward or continue in financial independence.

Our clients tell us the work we do and the structure we create gives them peace around their finances. This result makes our work immensely gratifying.

We also believe in transparency and fairness in the way we charge. Our clients pay a simple, transparent fee that includes all the planning and investment management work that we provide.

Emilie R. Goldman, CFP®, CFA

About Emilie R. Goldman, CFP®, CFA

Emilie began her career in personal finance as an investment analyst. She worked for 3 boutique wealth management firms before founding Tamarind Financial Planning.

Emilie’s “A Ha,” career moment…

“The path of my career took a sharp turn when I realized that taking a holistic approach to finance planning, and helping families define and achieve their most cherished financial life goals, is much more personally satisfying – and impactful – than the investment-focused roles I held previously.”

This realization has led to her focus on creating financial freedom for busy families like her own.

Emilie holds an MBA from the Haas School of Business at UC Berkeley and received her undergraduate degree in finance and marketing from the University of Denver. She is a Certified Financial Planner TM professional and a Chartered Financial Analyst. She is a member of the CFA Institute, the Securities Analysts of San Francisco, and the Financial Planning Association.

Emilie thoroughly enjoys being a mom. In her spare time, she loves running marathons – especially with her sisters, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.

Raquel Hinman, CFP®

About Raquel Hinman, CFP®

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals.

Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households.

What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals.

A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.