Donald O. Dority, CFP®, MSPFP

About Donald O. Dority, CFP®, MSPFP, APMA®, CPA / PFS, CRPS®, CRPC®, MPAS®

Don graduated cum laude with a BS in Finance and Accounting and a minor in Spanish from UNC in Greeley in 1997 and became a CPA. In 2021 he completed a Master’s degree in Personal Financial Planning at the College for Financial Planning in Centennial CO. After working in corporate finance and accounting for several years, Don founded Dority & Associates, LLC in 2004 and Narrow Path Financial Inc in 2014. As a CPA with the additional credentials of PFS (Personal Financial Specialist) and CFP® (Certified Financial Planner), Don brings a wealth of additional knowledge and experience to help his clients reach their goals.

Don’s work as a firefighter and paramedic for agencies like Larimer County Emergency Services, Loveland Fire Rescue, the West Metro Fire Protection District, and Wellington Fire Protection District has given him unique insight into planning, tax and financial issues that affect the members of the public safety community. In his free time, Don enjoys spending time with his cherished bride Sue and his four children. He also enjoys spending time with his church family, cycling, hunting, fishing, SCUBA diving, and working around the rural acreage surrounding his home just outside of Fort Collins and Wellington.

Don is fluent in Spanish.

 

Brad Bobb, CFP®

About Brad Bobb, CFP®

I am a financial planner in Springfield, IL, serving central Illinois including Rochester, Sherman, Chatham and the entire region. I also work with clients virtually across the United States.  Bobb Financial specializes in providing objective financial planninginvestment managementcollege planning, and retirement planning to families and federal employees . I am a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
 
I love my job and providing fee-only advice to my clients. If you would like to know more about me and my firm please visit my website.

 

Trent Porter, CFP®, CPA

About Trent Porter, CFP®, CPA

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners.

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal.

From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

 

Tyler Reeves, CFP®

About Tyler Reeves, CFP®

Hey there. I’m Tyler. I’m the founder of Plimsoll Financial Planning, a practice dedicated to helping early-to-mid career physicians build financial plans they feel good about.

Starting a career in medicine is hard. A late start to higher earnings, overwhelming student loans, complicated employment structures, and lifestyle creep are all challenging enough on their own. Put them together and it’s a recipe for stress.

At Plimsoll, I guide clients through these transitions, making sure they avoid costly mistakes and are in position to take advantage of every financial opportunity. My goal is to provide a place for clients to air ideas, walk through what-if scenarios, and get outside perspective on financial decisions.

If you’d like a thinking partner for your money conversations, please schedule an introductory call at plimsollfp.com/meet to see if we’re a good fit.

Read Tyler’s blog here: https://plimsollfp.com/blog/

Noah Schwartz, CFP®

About Noah Schwartz, CFP®

MY NAME IS NOAH SCHWARTZ CFP®
Decisions of mine are rarely made in haste, a blessing and a curse. Analysis to the nth degree and a natural skeptic, I want the proof in the pudding.

My approach to work and life is simple. It’s a dedication to continuous improvement, personally and professionally. Never stop learning. Always ask why. Never stop improving.

From those lines of analysis and approach, I bring our Registered Investment Adviser firm to you.

I’ve taken all of the experience, research and education I have accumulated since entering this industry in 1999 to create a firm that can properly serve our clients, in a fashion up to my standards, applying everything that we’ve learned to benefit you, our client.

My vision is to create a client experience so exceptional that worrying about breakfast tomorrow has our clients losing sleep, not their investments or financial future.

Certified Financial Planner by day, Certified Awesome Dad in life, it would be my honor to serve you.

Tyler R. Elliott, CFP® JD

About Tyler R. Elliott, CFP®, JD

I am the founder and principal of Watershed Wealth Planning LLC. My practice is focused on households in their 20’s, 30’s, and 40’s who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. As a financial planner, I am able to pull on my prior experience as a bankruptcy attorney to help people avoid common pitfalls and cut out the noise that can complicate important financial decisions.

My clients have concerns that are more unique than “retirement” or “college planning,” such as: How do we travel internationally every year without compromising our long-term plan? As someone who has traveled to 33 countries in my 44 years, I love helping clients answer these types of questions.

When meeting with people for the first time, I’m often asked, “Why did you give up a career as an attorney to become a financial planner?” Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with young households as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.

 

 

Mindy Crary, CFP®, MBA

About Mindy Crary, CFP®, MBA

Mindy founded Creative Money LLC to provide financial planning and strategic, customized advice without product sales. With a masters in business, a life coaching certification and 16+ years in financial services, Mindy can help untangle the biggest obstacles to financial success, and provide coaching, clarity and concrete action steps. Mindy is also the author of the book Personal Finance That Doesn’t Suck, available on Amazon.

Treavor Dodsworth, CFP®, CPA

About Treavor Dodsworth CFP®, CPA, CKA®

I became set on doing financial planning while studying at Olivet Nazarene University. Financial planning gives me an opportunity to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them. They become stuck in the mundane and do not realize until many years later that they never pursued what they are truly passionate about. Financial planning allows me to help individuals articulate their dreams and then start on a path to fulfill them.

On a personal side, I hope you will find that I am professional but relaxed and open enough to let others be themselves. In my free time, I enjoy playing games with family and friends or going on the classic dinner and movie date with my wife. I feel very blessed to have the family that I do. A girl in the youth group where we volunteered once told me- “You are like Spiderman… the nerdy guy that got the popular girl.” That pretty much sums it up.

Primarily, I work with clients on a virtual basis. This means you can meet with me from the comfort of your own home. No more taking time out of your day to drive to an office.

I would love an opportunity to connect with you. Talk to you soon!

David Barson, CFP®, MBA

About David Barson, CFP®, MBA

Since my college years, I’ve been passionate about personal finances and financial planning. I started my career in financial services, with one of the largest Registered Investment Advisory firms in the country. There I learned a tremendous amount about markets, the importance of deeply understanding clients’ needs, and running a firm. I am a CERTIFIED FINANCIAL PLANNING PROFESSIONAL™, therefore trained to tackle complex financial situations. With this designation, I have a fiduciary responsibility for my clients. My philosophy is based on a fee-only model vs. commission based, with a focus on recommending strategies that truly benefit your needs.

Finances are not static, they are dynamic as our lives changes. For example, we move from college, to work, to marriage, to having kids, and into retirement. These changes can make the process of managing our finances very complex. While most people realize planning for their future is important, they often do not have the time to invest. Having a financial advocate that sits on the same side of the table as you, invested in your interests, can take the burden off of you to fulfill this important need.

People always ask me why I love what I do as a financial planner. It’s simple…I am energized by learning ever-changing financial markets, and connecting them to clients, to help them realize their dreams. I started Barson Financial Planning with a mission – to help busy professionals, families and those approaching retirement navigate the complex financial situations of daily life to reach their goals. My aim is to be that financial advocate, to help you make better investment and financial decisions. I look forward to seeing how I can help.

I live in San Mateo, California with my wife and two children. Originally from Napa California, I began my career working in the cellar at a well established champagne house, while I was attending college. I earned my Bachelor of Science from University of California at Davis, where not only did I find a love for biology, but also a passion in learning about personal finances. I then spent over ten years in the biotechnology industry doing business development and helping companies bring life saving drugs to patients, after which I spent almost another ten years in the financial services industry. During this time, I earned my Masters of Business Administration at Santa Clara University where I was exposed to one of the great minds on behavioral finance, Meir Statman. I continued to follow my passion for financial planning and attended University of California at Berkeley Extension where I receive my certificate in financial planning. In my free time, I like to vacation with my family, go to the beach, or travel.

Andrew Damcevski, CFP®

About Andrew Damcevski, CFP®

Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the standards set by traditional high-net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.