Rachel Lawrence, CFP®, MSFP

/in , , , , , , /by

About Rachel Lawrence, CFP®, MSFP

I’ve known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University.

In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most – in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice.

These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body’s intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all!

When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Parks & Rec, skiing or surfing with my partner and kids, traveling the world on a budget, and fighting the patriarchy.

Katherine Fox, CFP®

/in , , , , , /by

About Katherine Fox, CFP®

I’ve always loved talking about money.

At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way.

It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER™ .

While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth.

Giving back to my community has been a long-standing pillar of my life.

As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.

I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through comprehensive financial planning, impact investing, and philanthropic giving.

Michael Reynolds, CFP®, CSRIC®

/in , , , , , , , /by

About Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.

I work with individuals and families who are ready to gain greater control over their money and build a life with intention.

I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.

I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business.

I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress.

Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life.

I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts.

I’m a sushi lover, Star Trek nerd and firmly in defense of one space after a period.

In addition to comprehensive financial planning, I have some specific areas of deeper expertise.

My areas of specific expertise

– Socially Responsible Investing / ESG / Impact Investing
– Entrepreneurship and mentoring business owners
– Financial therapy and helping my clients develop healthier relationships with money
– Budgeting and cash flow management
– Helping my clients maintain responsible exposure to digital assets / cryptocurrency

Credentials

– CERTIFIED FINANCIAL PLANNER™ (CFP®)
– Chartered SRI Counselor™ (CSRIC®)
– Accredited Investment Fiduciary® (AIF®)
– DACFP Certificate in Blockchain and Digital Assets®
– Certified Financial Therapist – Level I™

Superpowers

– Trying 17 different apps to solve a problem and then using none of them
– Choosing the perfect stock photo for any occasion

Kryptonite

– Losing all ability to type when someone is watching

Read Michael’s blog here: https://www.elevationfinancial.com/blog

Karen Ogden, CFP®, MBA

/in , , , , /by

About Karen Ogden, CFP®, MBA, Graduate Certificate in Sustainability

I am a financial services and capital markets professional with 30 years of experience ranging across the public, private and non-profit sectors. My experience includes economic data analysis; financial product development and education; business management; human resources; regulatory compliance; and most recently financial planning and investing.

Starting out on the floor of the Chicago Board of Trade, I had the good fortune to expand my career at the Federal Reserve Bank of Chicago, Bank of America, Amherst-Pierpont Securities, Guggenheim Partners, and Purkiss Capital Advisors.

While at Bank of America, I was asked to pilot an innovative role that connected the institutional commodities trading desk with the environmental initiatives of the overall bank. It was eye opening and fascinating to see how the private sector and global capital markets can play a proactive role in addressing some of the challenges that face our society today. To further my education on sustainability issues, I completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School in 2015.

As my career evolved, I came to realize that working with individual investors and helping them realize critical financial goals was something that would bring me a great deal of satisfaction. In fact, having done the same for my own and my extended family, I know firsthand how important it is to make, revisit, and stick with a financial plan – even (maybe especially) when things get difficult. To help refine my education in personal financial management, I enrolled in Boston University’s CPE 7-course curriculum in Financial Planning. Completing the coursework in 2021, I passed the CFP® exam in November of 2021 and completed experience requirements in March of 2022. Joining James Osborn as a Partner with Envest in 2022 meant combining two of my passions into one role. That was an easy decision to make.

Having worked with clients at many levels of financial readiness, I know the value that an objective and knowledgeable planning partner can bring to the difficult and ever-evolving financial planning process. I am excited to help clients with financial planning as well as values-driven investment strategies. I also volunteer with Savvy Ladies as help line resource providing free financial coaching to women on their financial journey.

I am a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where I earned an MBA. I was an elected member of the Board of Finance of the town of Ridgefield, CT prior to moving out of state to Vermont, where I currently live in Dorset with my husband in our recent role of empty nesters.

Amber Miller, CFP®, EA

/in , , , , , , , /by

About Amber Miller, CFP®, EA, CSRIC

I help clients build their net worth and use their money for good. I serve busy professionals, who work hard every day to care for others (patients, pets, kids) AND who want to do more. They’re passionate about personal, environmental, and social justice issues, and frustrated they don’t have the financial savvy (or time) to support their lifestyle and also change the world. I help clients make their extraordinary lives even better.

How you save and invest for the future, where you bank, and even the credit card you use can help make us and the planet a little better. As your partner (and fee-only fiduciary), I’ll help you understand your options, find venues to support what’s important to you, and build a better world.

I am one of less than 500 financial professionals to hold the Chartered SRI Counselor (CSRIC) designation, specializing in sustainable, responsible, and impact investments (SRI). These are investments that consider the environment as well as incorporate procedures and governance to not only generate a return for a client but also to make a positive societal impact.

Read Amber’s blog here: http://rising-financial.com/blog/

Harry Moran, CFP®, AIF®

/in , , , , , , , /by

About Harry Moran, CFP®, AIF®, CeFT®

Harry Moran is a 30-plus year veteran of the advisory profession. After beginning his career with as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC. Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.

Kevin Cheeks, CFP®

/in , , , , , /by

About Kevin Cheeks, CFP®

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients.

2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business.

When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles!

Read Kevin’s blog here: https://impact-fi.com/insights

Tyler Hackenberg, CFP®, EA

/in , , , , , , , /by

About Tyler Hackenberg, CFP®, EA

As a Catholic, you look at money differently: it’s not your own but rather a gift from God to be used with prudent discernment.

And you need a financial advisor who views it the same way.

At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.

AUTHENTICALLY CATHOLIC – As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That’s why all of the services are aligned with the USCCB’s guidelines for investing your money morally.

INTO THE DEEP – How much easier would it be to answer God’s call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you “put out into the deep” and trust His providence.

Grant Maddox, CFP®, AWMA

/in , , , , , , , /by

About Grant Maddox, CFP®, AWMA, CSRIC

As a third-generation financial advisor, Grant has been surrounded with financial literacy his entire life. He is passionate about empowering professionals and families to discover and reach their life goals while building a stable financial future. Through industry fee-only experience and extensive education, Grant has created a unique skill set to add value to clients at any stage of their career.

After graduating from the College of Charleston in Charleston, SC, he proudly joined the ranks of 5.23% of all CFP® professionals under 30. Grant is now a member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and a volunteer with the Foundation for Financial Planning. He focuses on socially responsible investments (SRI/ESG), college planning, equity compensation, family planning, and those who like the outdoors. In addition, he holds designations as an Accredited Wealth Management Advisor, registered Series 65, and Chartered Socially Responsible Investment Councilor. As the head of financial planning for Hampton Park Financial Planning, he has been referenced in Time, Financial Planning Magazine, Policy Genius, and NextAdvisor.

Grant enjoys rooting for his hometown Chicago teams and spending time outdoors in his free time. If he’s not furthering his financial knowledge, he is likely tying flies and preparing for the next fly fishing trip with his yellow lab Willow and girlfriend Caroline.

Brett Spencer, CFP®, CEPA

/in , , , , , /by

About Brett Spencer, CFP®, CEPA

Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today.

During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well.

Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA).

Brett is also the Chicago chapter president of the Exit Planning Institute which is an organization that educates and connects advisors on business succession planning.

In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.