Brian Tegtmeyer, CFP®, CKA®

About Brian Tegtmeyer, CFP®, CKA®

Brian Tegtmeyer, CFP® is a fee-only financial planner based out of Columbus, OH. Brian started Truly Prosper Financial Planning to provide a more thoughtful approach to retirement planning.

Before starting Truly Prosper, Brian worked for over ten years at a fee-only wealth management firm. He was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies. He enjoyed the work and appreciated his time there, but felt called to create a different kind of financial planning business.

In 2020, Truly Prosper was founded on the idea that retirement planning should be available to all people, not just the wealthy. That pricing should be based on the service received and not the size of the investment portfolio. That financial life planning is the key to helping clients live the best life possible with the money they have.

When Brian’s not working, he enjoys spending time with his wife and three kids. They love playing board games, going for adventure walks, or playing a game of backyard kickball.

John Piershale, CFP®

About John Piershale, CFP®

Brings years of experience in the financial services industry.
CERTIFIED FINANCIAL PLANNER™ professional. Member of the National Association of Personal Financial Advisors (NAPFA). Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. NAPFA-Registered financial advisors are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. This means we do not sell financial products on commission. Our only purpose is to look out for the clients’ overall financial well-being.

Matt Cooley, CFP®

About Matt Cooley, CFP®

I love helping others and I’m blessed with the opportunity to do so every single day as a financial advisor.

​I’ve worked for some of the most well-respected firms in the financial services industry and although I’m grateful for each of my previous experiences, I envisioned something different.

As a CERTIFIED FINANCIAL PLANNER™,  I’ve made a commitment to technical excellence and the highest ethical standards in our industry. My mission is to leverage my knowledge and expertise to provide my clients with peace of mind, allowing them the freedom to focus on family, friends, and community, and to enjoy the things most important to them.

On a more personal level, I live in the great city of Boise, Idaho with my wife Kaitlin and our two dogs, Rory and Harper. I enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to my Board Member responsibilities at Metro Community Services, I also spend time volunteering in the local sports community.

Although I’m a proud, double-major graduate from the College of Business and Economics at Boise State University, I strive for inclusion and will also work with Vandals, too.

In addition to helping clients keep more of and grow their hard-earned wealth, I believe financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. I’ve been inspired by others to live life fully and want nothing more than to pay that feeling forward.

Are you ready to be inspired?

Brett Koeppel, CFP®

About Brett Koeppel, CFP®

Welcome!

I’m Brett, and I’m glad you’re here.

I’m a proud born and raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement.

After spending the first eight years of my career with a large wealth management firm, I recognized the need in Buffalo for real financial planning that was focused on the client, not the company, and delivered in a way that people could understand.

In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm in Buffalo, NY dedicated to helping local families retire on their terms by providing independent, objective advice.

At Eudaimonia Wealth, we realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs.

Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living,” and represents to the core what I believe real financial planning is all about.

Todd Porterfield, CFP®, RICP®

About Todd Porterfield, CFP®, RICP®

Fairchild Capital is a firm created to help people with the biggest decision of their life–retirement. Assembling the pieces that you need for a retirement income plan requires the skill and training of a specialist.

Our focus is helping clients plan and transition into retirement. You should not worry about how the markets are doing this year, or concern yourself with the changing political environment. Our clients know that their retirement income is not dependent on these things.

Todd has been a Financial Planner since 2000 and is continually looking for ways to improve the services we provide to our clients.

Todd provides the bulk of the technical expertise and has an incredible ability to translate complicated financial and tax strategies into plain English.

Colin Overweg, CFP®

About Colin Overweg, CFP®

My passion is to help people retire on their terms by crafting and executing goal-based financial strategies!

Financial planning is more than just growing large portfolios; which is why I believe that developing deep and meaningful relationships with clients is the key to giving valuable and personable advice.

My firm specializes in retirement planning and investment management for busy professionals from around the country who approaching retirement.

On a personal note – I’m from the small town of Zeeland, located in West-Michigan. I enjoy reading (non-fiction), video blogging (YouTube), golfing (handicap +10), traveling (anywhere warm), and action water sports (waking boarding & surfing).

Alexandra Conroy Baig, CFP®

About Alexandra Conroy Baig, CFP®

People with disabilities have particular concerns when it comes to financial and life planning:
• What supports do I need to live as independently as possible, work up to my capacity and have a full life?
• What government benefits am I eligible for and how much of my support will they pay for?
• What are the rules I need to follow to keep those benefits?
• If I work will I lose them?
• How will I pay for what the government doesn’t
• How will the divorce, retirement or death of my parents effect my benefits and my support?
• What happens to them if I live with a partner, marry, divorce or receive an inheritance

I am a Certified Financial Planner who spent seven years running a community where people with and without disabilities share daily life. I understand what it takes in dreams and dollars for a person with a disability to have a good life.

I help people with disabilities and their families set realistic goals for work, life and independence and put together the public and private resources to pay for them.

I provide as a consultant my direct experience with Social Security, Medicaid, Medicare and their work incentives, calculating the funding for special needs trusts, ABLE accounts and similar to other financial professionals who aim to take real fiduciary care of their clients with special needs.