Mark Young, CFP®, CPA

About Mark Young, CFP®, CPA

Mark is in the business of helping clients find financial peace of mind. This is done through careful planning, implementation, and ongoing review.

​Mark is a CFP® and CPA. This dual certification allows him to provide tax-efficient investment management and financial planning strategies.

​He is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). Mark and his wife have three adult children. When Mark is not in the office, he enjoys spending his time hiking, camping, playing golf, and traveling.

​Mark understands his responsibility to manage something as important as a client’s personal wealth. Clearview Financial always puts the interest of the client above all else. Mark assists his clients with short-term and long-term goals and helps them achieve financial freedom. Mark helps his clients worry less about their finances and sleep better at night.

Josh Wolberg, CFP®, RICP®

About Josh Wolberg, CFP®, RICP®, MBA

I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.

Dan VanDusen, CFP®, MBA

About Dan VanDusen, CFP®, MBA

Throughout my career, I quickly became the “go-to” resource for colleagues, family, and friends needing financial advice and guidance. Through my desire to educate, bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a tax-focused comprehensive approach, objective insight, and level of service that will guide you to identify and help achieve your goals.

I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State where I received my bachelor’s degree. Prior to financial planning, I spent many years in the education services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is an essential part of my values.

In my free time, you can find me hiking, camping, cooking, and scuba diving. Gina and I enjoy traveling and spending time with our dog, Murphy.

Jared Machen, CFP®

About Jared Machen, CFP®

Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We help CPG professionals optimize their corporate benefits and equity compensation to achieve financial independence.

My background is in helping high net worth families navigate the tax code to build an investment portfolio and retirement plan that works for them.

Outside of work, you can find me outside (usually on a bike) or traveling to visit friends in one of the five states I’ve lived in. My wife Erin and I share the same birthday and passion for adventure. We recently spent some time living in Honduras on my family’s mahogany farm. We love trying new things, meeting new people, and anything else that gets us out of our comfort zone.

Robbie Schoonmaker, CFP®, CPA

About Robbie Schoonmaker, CFP®, CPA, RLP

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN?
• Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums
• Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now.
• Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes.
• You become educated and empowered to make your own financial decisions.
• You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations.
• Meet from your home (or anywhere!) virtually.
• Night and weekend appointments available.
• 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Jan Pevzner, CFP®, EA

About Jan Pevzner, CFP®, EA

My career began in 1995 on Salomon Brothers’ trading floor. Since then, I have worked in the financial industry in various roles as an options trader, quant, and quantitative consultant to fin-tech startups. In 2019, my firm, Gotham Block, began offering financial planning and investment management services to clients.

I have a Master’s Degree in Scientific Computing from University at Buffalo, a double-major BS in Mathematics and Computer Science from UB, and a certificate in Financial Planning from NYU.

I am a CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent admitted to represent clients before the IRS.

 

Candace Scholz, CFP®

About Candace Scholz, CFP®

Candace Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2015. Prior to joining the firm, she held various roles within the healthcare industry, from Director of Services to Physician Development. Dedicated and goal orientated, she is driven to evaluate and apply appropriate strategic solutions for our clients and their portfolios.

A graduate of Texas Tech University with a Bachelor of Business Administration, majoring in Management, Candace went on to obtain a Master of Healthcare Administration at Washington University in St. Louis. She then received her Master of Science, Personal Financial Planning, at Texas Tech University.

Candace is actively involved in Outsiders Ministry, Financial Planning Association of Dallas/Fort Worth, National Association of Personal Financial Advisors, and serves on the board of the Glen Rose Chamber of Commerce and Glen Rose Little Dribblers Association. She and her two children reside in the DFW area and, when not at work, can be found cheering her children.

Joseph Alfonso, CFP®, ChFC

About Joseph Alfonso, CFP®, ChFC, EA, RICP®

Joseph Alfonso, CFP®, ChFC®, EA, RICP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University.

Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement.

He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Michael Hartman, CFP®, RICP®

About Michael Hartman, CFP®, RICP®

Michael Hartman works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree’s (typically 10 years or less away from retirement), who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.

Mike obtained his Bachelor’s degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. Mike was named a “Rising Star” by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals (GRYP). Mike is a class of 2020 graduate of the Leadership Berks program.

Mike and his wife, Alicia, reside in Sinking Spring. They are recent first-time parents to a baby girl, Makenzie, and have two pets, Tunie and Lilly. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United.

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.