Brandon Juodikis, CFP®

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About Brandon Juodikis, CFP®

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through proactive financial planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most.

Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios.

When I am not constructing financial plans, I love spending time with my beautiful family. My wife, Kelli, is an elementary school instructional coach and we just recently welcomed our sweet daughter, Kaia. Outside of work, I try to get outdoors as much as possible- exploring community parks with the girls (and our French bulldog, Frank), playing sports, or being on the water. During the winter months, I continue my childhood hobby and skate weekly in an ice hockey league.

Joe Petry, CFP®, PhD

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About Joe Petry, CFP®, PhD, CRPC®

Hooper, hiker, and dog lover!
Joe Petry is the founder of Mayfair Financial, a trusted financial planning firm. Mayfair Financial is an advice-only, flat-fee firm that helps clients reach their goals and achieve financial independence. We specialize in providing guidance and education as we develop clients’ action plans so that they can implement the plan themselves and manage their own money. We are a fiduciary for our clients, meaning we always act in the client’s best interest–we receive no commissions, loads, sales fees or referral fees of any sort for any of the products or services we recommend.

Over three decades, Joe has worked in financial markets and educated others on how they work. He has built a process that emphasizes simplicity, detailed customization, and dedicated service. He works closely with individuals and families, helping them untangle the complexities and capitalize on their wealth opportunities.

Joe began his career in 1991 after completing a Ph.D. in economics from the University of Illinois. He went on to work as an Economist at Citibank and Credit Suisse First Boston and taught economics and finance at NYU Stern School, IUPUI, and the University of Illinois. Throughout his career, Joe has thought carefully and deeply about wealth management and the evidence-based practices that differentiate the very best advisory services. Joe earned his Master’s in Personal Financial Planning from the College of Financial Planning and holds the Chartered Retirement Planning Counselor® credential. He is active with the Financial Planning Association and the XY Planning Network. Joe is a fiduciary for his clients, meaning that all decisions are made with their best interests at heart.

Beyond financial planning, Joe is an active member of St. Peter Catholic Church and the ACTS retreat community. He served on the Illinois Association of Park District Board of Directors, Champaign Park District Board, East Central Illinois Foundation, and Prairie Rivers Board. He has received awards for his volunteerism and leadership and believes in the power of random acts of kindness as one way to better the world around us. Joe enjoys spending time with his wife, Ann, family (including dogs Finn and Emy), and friends. He loves being out in nature, hiking, camping and is a voracious reader. He also loves playing basketball with his buddies.

Read Joe’s blog here: https://www.mayfair-financial.com/blog

Carl Goodin, CFP®

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About Carl Goodin, CFP®

Describe the education and business background of the adviser’s principal executive officer:

Carl Dwayne Goodin was born March 7, 1951, in Springfield, Missouri. He grew up in and around St. Louis, Missouri. He attended Lafayette High School in St. Louis County, MO, graduating with honors. He was conferred a BM in Education from the University of Missouri at St. Louis in May of 1973. He has completed coursework toward an MA in Finance and Economics from Webster University, St. Louis, MO. His grade point average in graduate studies is 4.0. He completed the CFP professional education program (College for Financial Planning, Denver, CO) in 1989. He continues to study, analyze, and research all matters related to personal financial planning, investments, insurance, estate planning, accounting, and taxation, generally devoting from 5 to 20 hours per week to independent study and advanced seminars.

Carl D Goodin, CFP™:

Having completed the education, examination, experience and ethics requirements he was awarded the CERTIFIED FINANCIAL PLANNER designation in March 1989.

The Financial Planning Association:

Carl Goodin has been a member in good standing of the Financial Planning Association since 1985. For many years he served on the Board of Directors of the Financial Planning Association of Greater St. Louis, serving as Director of Professional Development, Director of Public Relations, President Elect, and President.

Financial services career and education:

Carl Goodin began his career in finance and insurance in 1979 as an aircraft insurance (property and liability) underwriter. In 1981 he chose to continue serving the aviation community, but in a different capacity, primarily as a life and health insurance producer associated with the company now called Lincoln Financial Group. During this period his clientele expanded from those associated with aviation to include small business owners and other professionals. Also, during this period, he became interested in providing personal financial planning services not focused on life insurance sales. In 1986 he accepted an offer to be the regional manager of the UNUM non-cancelable disability income office in St. Louis, only to return to Lincoln Financial as regional manager in 1988.

During this period, he successfully completed the examination requirements for the Missouri Uniform Securities license (Series 63), the Investment Company/Variable Products license (Series 6), the General Securities Representative (stock/bond broker’s license, Series 7), the General Securities Principal license (stock/bond broker’s supervisor, Series 24) and the CERTIFIED FINANCIAL PLANNER.

Financial Planning Associates, Inc., A Registered Investment Adviser:

Believing that he could offer better, more objective advice for his clients in a more independent setting, he left Lincoln Financial and incorporated Financial Planning Associates, Inc. in 1998.

Carl D Goodin, Professor, College for Financial Planning:

From March 1999 until July 2005 Carl served as an adjunct faculty member of the College for Financial Planning, teaching all of the required classes for CERTIFIED FINANCIAL PLANNER candidates. Those classes included: Financial Planning, Insurance, Retirement Planning, Employee Benefits, Tax Planning, Investment Planning, and Estate Planning.

Carl D Goodin, Professor, University of Missouri at St. Louis:

In July 2005, Carl resigned his teaching activities at the College for Financial Planning and assumed a similar teaching position as an adjunct faculty member at the University of Missouri at St. Louis, where he continued until 2015.

Fee Only financial planning and investment management:

In 2009 Carl Goodin voluntarily relinquished his securities and insurance licenses and terminated all associated residual benefits in the interest of offering his clients valuable, objective advice unaffected by conflicts of interest associated with commission compensation.

Jason Tank, CFP®, CFA

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About Jason Tank, CFP®, CFA

Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades, and is also the founder of the Money Series, a nonprofit committed to providing open access to financial education, for all.

Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota. He later applied his actuarial background to serve clients as a wealth manager in Northern Michigan.

Jason graduated from Michigan State University in 1994 with a Bachelor’s degree in Mathematics. In 1999, Jason became an Associate of the Society of Actuaries (ASA, ’99-’04). Currently, he is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®) certificant. Jason is a member of the CFA Institute, CFP Board and NAPFA.

Mark Schweiss, CFP®, CPA

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About Mark Schweiss, CFP®, CPA, CFA

After working in the CPA profession for the first 9 years of my professional career, I decided to change careers and become a financial planner. I passed the Certified Financial Planning (CFP) and the Chartered Financial Analyst (CFA) exams and have worked in the financial planning profession for over 20 years now.

Modern Dollar Planning opened its doors in 2015 and has been an XY Planning Member ever since.  At Modern Dollar Planning, we assist busy executives, medical professionals and soon-to-be retired individuals with building out their financial goals and then helping them to achieve these goals through proactive financial advice. Our planning advice includes investment management, retirement, tax, cash flow, risk management and estate tax planning services.

Our structured financial planning process includes preparing a financial plan at the outset followed by semi-annual meetings thereafter to monitor and adapt your plan.   Modern Dollar Planning’s financial planning process is comprehensive and gives our client’s financial peace of mind knowing that they are on the right track, the right trajectory and that they have a true advocate, a true Fiduciary working on their behalf.

Modern Dollar Planning also believes in fairness and transparency when it comes to how we charge our clients and that is why we charge a flat quarterly fee for our services.

Eric Kirste, CFP®, CIMA®

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About Eric Kirste, CFP®, CIMA®, AIF®

Eric Kirste, CFP®, CIMA®, AIF® is a founding Principal Wealth Manager for Savvy Advisors, Inc. in 2022. Prior to Savvy, Eric brings 21 years of wealth management experience working closely with clients, families, and their businesses and serving in different leadership capacities. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Eric holds a Bachelor of Science in Business Finance from Miami University in Ohio, has completed his CFP education at Northwestern University, and has completed the Investment Management Education Program from the University of Chicago’s Booth School of Business.

Read Eric’s blog here: https://www.savvywealth.com/blog

Stefan Jackson, CFP®

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About Stefan Jackson, CFP®

My primary focus is helping my clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. Whatever it is that you are pursuing, I would love to partner with you or at least point you in the right direction.

JWM is an independent, fee-only firm that provides comprehensive financial planning in the following areas: retirement planning including investment and tax planning, cash flow and debt management, education, insurance and even estate planning. I also offer two types of service offerings to fit your situation: (1) One-time project-based plans; and (2) Highly personalized investment management solutions with ongoing financial planning included.

To connect, I am happy to meet over the phone, virtually or in-person if you live along the Front Range. I also provide complimentary investment consultations and any recommendations provided are yours to keep even if you decide not to move forward with either service.

A little about me: I graduated with a finance degree from the University of Colorado at Boulder. I also have a master’s degree from seminary, and I am a CERTIFIED FINANCIAL PLANNER™ Professional. My wife and I are both Colorado natives and have three young children. When we aren’t running around to sporting events we make every effort to enjoy all that Colorado has to offer, especially skiing.

Hope to connect soon!

Wade Calvert, CFP®, CVGA

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About Wade Calvert, CFP®, CVGA

What does wealth mean to me?

Wealth to me means freedom. Specifically, I believe that you are “free” when the cash flow from your investments is enough to cover all your essential expenses. When you reach that point, you have the freedom to choose how you want to spend your time. Maybe it is going on a family vacation, or perhaps it is pursuing a passion project; whatever drives you and energizes you, you are now able to pursue that without having to think about the financial implications of a particular decision. In my mind that is freedom.

What inspires me about the work I do?

Ever since I was a child, I have been fascinated by investing and the markets. My mother joined an investment club when I was 13 years old, and I have been immersing myself in information ever since. My experience was unique, and unfortunately, most people never learn about finance or investing. Our schools fail to teach this critical skill.

I have a passion for investing and for teaching people about the markets. I get inspired by being able to share a new way of investing, focusing on cash flow, that many people have never experienced. I believe this empowers people and makes them better overall investors.

Why do I work with business owners?

Entrepreneurs and business owners think differently. They are go-getters and calculated risk-takers. They have different needs than other individuals. Different needs require different guidance.

My father ran his own lifestyle business for many years, and it allowed him to live a comfortable life. However, when he was ready to exit no one was there to guide him through the process. Most financial advisors get paid by managing assets, yet most business owners have most of their wealth tied up in their business. The traditional advisory model is broken.

I have worked tirelessly to create a new model that allows me to work side by side with business owners. The result is creating a more resilient company that allows the owner to maximize the value of their company and to exit confidently, whether it is in 1 year or 20 years.

Fun fact most people may not know about me:

I enjoy hiking and traveling and try to visit at least one new national park every year.

Erik Nero, CFP®, CCFC

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About Erik Nero, CFP®, CCFC

Erik believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms.

Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC).

Erik is a husband of over 20 years to his wife, Nicole. They have three children, and a chocolate Labrador. Although he spent many years of his career in New York City, Erik and his family have made a home in Saratoga Springs, New York. He is a native of New York’s Hudson Valley region and a graduate of Siena College. He loves being present and involved in the many activities his children participate in, as well as the art, culture, restaurants, and activities that are abundant in Saratoga Springs.

Brenna Baucum, CFP®

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About Brenna Baucum, CFP®

Brenna is passionate about making a difference in her communities. Her empathy, kindness, and drive have helped numerous organizations. She earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award in 2017 and the Salem Chamber‘s Outstanding Young Professional Award in 2020. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.

With nearly a decade of industry experience, Brenna is passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.