Brian Terry, CFP®

About Brian Terry, CFP®

Brian obtained his Certified Financial Planner (CFP) designation in December 4, 1992. He owned and operated a Fee-only practice in Charlotte, NC for 7 years before moving back to Winter Park, Florida.

During his career, he worked and supported the Fee-Only model and was able to assist his clients in the areas of investments, retirement, insurance, and estate planning. By adopting a Fiduciary relationship with his clients, he was able to ensure that all recommendations were in the clients best interest.

He has a BS in Business Administration from The University of Central Florida and a MBA from Keller University. Brian is active in the stock market and primarily trades ETFs, stocks, and options. He enjoys reading, traveling, and staying physically active.

Lisa Farrier, CFP®

About Lisa Farrier, CFP®

Lisa graduated Magna Cum Laude, majoring in Finance, at the University of Colorado. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2010 and has over 17 years of experience in financial planning, 9 of these years with a CPA. She is one of the few fee-only women financial advisors who holds a CFP® designation in the state of Nevada.

On the personal side, Lisa truly cares about other people and was drawn to this profession as it allows her to create long-term relationships and help others. She enjoys listening to clients’ individual needs and then figuring out how she can best help them. She has always had a knack for numbers and a passion to continually learn. Financial planning combines her love of working with people with her love of numbers.

Lisa lives on the north shore of Lake Tahoe with her husband and two young daughters (three, if you count their dog). She enjoys spending time in the beautiful outdoors with her family, hiking, swimming, and skiing.

Our specialties are:

TAX Planning — strategic, long-term
Retirement Income Planning
Holistic Portfolio Management
45-65 Optimum Age to Start Tax Savings

Unique differences:

Lisa has 17 years financial planning experience, 9 of these years with a CPA
Multi-generational advisor team approach
Small firm with highly personalized service
Customized planning with your CPA, insurance agent, and estate attorney
Simplicity – holistic wealth management

Our approach:

We help you achieve your goals through our steadfast, gentle approach. We put your interests first and foremost.
Our core investment philosophy focuses on two areas: Diversity and Discipline

To schedule a free conversation: http://nesteggfa.com

Advisors at this Office
Lisa Farrier, CFP®
John (Jack) Ekin, BFA™, PhD

Sam Erdman, CFP®, CWS®

About Sam Erdman, CFP®, CWS®, CKA®

Sam Erdman is the Founder and CEO of Anchor Wealth Advisors, LLC. He is a Private Wealth Advisor located in Baltimore, Maryland.

As a CERTIFIED FINANCIAL PLANNER™ certificant and an experienced wealth advisor to individuals, families, and businesses, Sam uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Sam offers financial planning and investment management services tailored to his clients’ needs.

Prior to founding Anchor Wealth Advisors, LLC in 2019, Sam worked for 13 years as a Private Wealth Advisor for a national wealth management firm. He began his career as an accountant for an international audit, tax, and consulting firm. Sam graduated from James Madison University with a BBA in Accounting. He also holds the Certified Kingdom Advisor® and Certified Wealth Strategist® designations.

Sam is committed to serving his community well and holds leadership roles with numerous charitable organizations including Sparrow Ministries, Coracle Baltimore, and the Young Life Chesapeake Regional Board. He also served the Young Life Baltimore City Urban Board and as Co-Chair of the Johns Hopkins Children’s Center Horse Show and Gala.

In addition to helping individuals, churches, and businesses implement biblical stewardship principles, Sam is a popular speaker. He has preached at several churches; led finance workshops for businesses and churches; been a consultant to non-profits, churches, and businesses; and taught in local Christian schools.

Sam and his wife, Leigh, live in Cockeysville, Maryland. They have been actively involved in foster care through which they adopted two of their four children.

 

Rick Coen, CFP®

About Rick Coen, CFP®

COEN Investments, LLC is here to help those planning for retirement to relax. “Money can be so stressful. We want people to have settled confidence in working with our firm and managing their money.”

Commitment to people, rather than commissions, sales goals, or bureaucratic agendas are why COEN Investments, LLC is an independent, fee-only, fiduciary planning firm. “This business model is the best way for us to put our knowledge and experience to best use. To serve, to support, and guide with absolutely no friction between what we do for our clients and what we do for our own family.”

Rick’s wealth management career began in 1993 with a Wall Street-based mutual fund firm. Most recently he spent 12 years as an Investment Counselor for high net-worth clients across the country for Ken Fisher’s firm, Fisher Investments.

On a personal note, Rick & his bride, Darcy, are lifelong Christians blessed with a 28 -year marriage and 4 kids. The family loves to hang out enjoying one another and this is what fills the off-work hours.

Thank you for your interest in COEN Investments. Please reach out if we can help in any way.

Rahimul Taher, CFP®, EA

About Rahimul Taher, CFP®, EA

TAHER FINANCIAL PLANNING (TFP) is an Independent Fee-Only Financial Planning practice based in NYC. My clientele primarily includes executives within the private and public sector, as well as minted professionals enthused in building their fortunes. The primary office is in Downtown Brooklyn at 147 Prince St Brooklyn NY 11201. Since TFP is very tech-savvy, clients are able to complete all work remotely if desired.

My independent business practice in Downtown Brooklyn offers:
• Tax Preparation for Individuals & Businesses. I use a fully digital tax preparation software.
• Business/Self-Employed Bookkeeping Services (Quickbooks Online, etc.).
• Comprehensive Financial Planning Services.
• Standalone Investment Management Services.

I am most proud of my work with clients who have started with little and have progressed greatly with their finances. Although my clients are primarily high-income earners, I welcome people of all backgrounds to inquire if I may be able to assist them. Please visit TaherFinancial.com to contact me for more information.

Andrew Kleinberg, CFP®, CFA

About Andrew Kleinberg, CFP®, CFA

I have over 25 years of experience in how financial markets work …and sometimes fail. Despite the low-fee revolution currently occurring, adverse incentives, conflicts of interest, and high expenses still persist on Wall Street. I recognized a need for personalized, transparent, and unbiased advice for the average person’s financial planning and investment decisions. That’s why I’ve built a firm that doesn’t sell any products other than our advice, and makes sure you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price.

In my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check my LinkedIn profile.

Amy Hubble, CFP®, CFA®, PhD

About Amy Hubble, CFP®, CFA®, PhD

Dr. Amy Hubble is the founding principal at Radix Financial, an independent Registered Investment Adviser (RIA) firm and Oklahoma LLC.

Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research.

Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations.