Justin Green, CFP®, MS PFP

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About Justin Green, CFP®, MS PFP

The real me.. (keep scrolling for the professional version)

In my free time, I love to spend time with my fiancée, family, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime.

My fiancée is a travel nurse, so we currently bounce around the United States every 13 weeks.

I believe that life is too short to take it seriously all the time, so I try to inject humor often. A little laughter goes a long way.

Professional..

Certified Financial Planner™ Professional

Master of Science in Personal Financial Planning, Kansas State University

I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University.

In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).

At some point, I will probably add more designations and add to the alphabet soup after my name.

Why fitness coaches & fitness entrepreneurs?
“I had a decision to make. Pursue fitness coaching as my future? Or become a financial planner?”

When I was around 23 years old I realized I was in the wrong job and the wrong industry. I went to school for Sports Management but for the past 3 years I had been selling cheerleading uniforms…

Since I was a teenager, I’ve been passionate about two things: Fitness and Finance

Therefore, I had a decision to make. Pursue fitness coaching as my future? Or become a financial planner?

It was very close! But ultimately I chose to keep fitness as my passion and continued to consume fitness coaching content.

Fast forward to March 2021 when I launched Assist FP, I found myself in a position to work with anyone I wanted to.

And I chose you!

I chose online fitness coaches and fitness entrepreneurs.

Because you’re my people and I believe the work you’re doing is going to change lives!

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

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.

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

Alex Rezzo, CFP®, CFA

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About Alex Rezzo, CFP®, CFA, CPA

Like so many of the great XYPN financial advisors you’ll find on this platform, I founded Andante Financial to provide best-in-class, independent financial planning and investment management services. But what makes my firm unique? Here’s three things to start:

-After-tax performance is never an afterthought
We use robust tax-loss harvesting tools and processes to enhance your after-tax returns.

-Investment management: we take it personally
We construct personalized investment portfolios for each client; none of our investment management is outsourced or “copy and paste”.

-Our values go beyond an account statement
10% of Andante Financial fees are donated to charity and we donate to charities that clients care about so we can redefine “shared values”

When I work with a client, I take the responsibility of helping them protect and grow the fruits of their labor seriously; I earned my CFP®, CFA, and CPA marks to expand my knowledge and make the most of any opportunity I get to help a client succeed. But my favorite part of this work is curating a network of clients that I truly enjoy working with and rooting for.

Please reach out for an intro call – I’ll enjoy the opportunity to chat and help you get the right person in your corner, whether its me or not.

Christina Empedocles, CFP®

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About Christina Empedocles, CFP®

THE INSIGHT METHOD

If you want to drop off a some documents, and in return get a few pie charts with hundreds of pages of confusing filler — this is not for you.

If you want to take control of your finances, learn the tools to grow assets, and be an active collaborator in your financial future — then you’re in the right place! Insight’s mission is not only to craft the perfect plan to fit your life and goals, but to educate you on the mechanics of how money works so that you’ll no longer be a by-stander in your own financial life.

THERE’S LOTS OF HAND HOLDING,
WITHOUT ANY ACTUAL HAND HOLDING

This program is part education, part rollup-our-sleeves planning, and all collaboration.

1. We’ll talk. I get to know my clients really well and want to understand your motivation, biggest fears, values, and aspirations. This is essential for building an effective plan, because when you add your real life to your money you’ll have a real reason to act.

2. I’ll put you to work, and our time together could feel a little like being back in school (the most relevant, totally empowering, useful school you’ve ever attended!). From our meetings, you’ll be given highly targeted ‘homework’ that will get you digging into your financial data, history, and habits, revealing a clear picture of what’s happening.

3. We’ll look at your goals, and determine timeframes, costs, and assign numbers. So, what was once just a dream, transforms into a detailed blueprint.

This process is hands on. If you want to do something ambitious and start putting the pieces in place for your extraordinary future — the time to start is now, and the most important ingredient is you. This plan will work, because you’ll help create it, you’ll understand it, and you’ll know the steps to take.

Our work will be formatted for easy ‘project management’ that reads with the intrigue and clarity of an illustrated travel guide. Contrast that with the thick, impenetrable plans that are output from ‘Big Finance’ and you’ll know instantly, why my strategies work: Because I’ll take you from Point A to Point Z highlighting all the manageable steps in between. Big Finance offers plans that will leave you confused and dependent. Which feels better to you?

Insight will be your ongoing mentor, to make sure your action items get done. We’ll be your partner in monitoring and adjusting your course of action, to make sure you don’t fall behind.

Read Christina’s blog here: https://www.insightpersonalfinance.com/blog

Arielle Tucker, CFP®, EA

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About Arielle Tucker, CFP®, EA

Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship.

Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and IRS Enrolled Agent.

While Arielle primarily serves clients virtually, in-person meetings may be available upon request.

Contact Arielle here: https://calendly.com/connectedfp

Libby McKay, CFP®

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About Libby McKay, CFP®

A researcher at heart, Libby serves clients well when there are complex issues at hand that require the digging into details. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.

John Boyd, CFP®

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About John Boyd, CFP®

Comprehensive tax, estate and financial planning with institutional level portfolio management. We believe that all clients deserve access to investments historically reserved for the ultra wealthy. We believe that all clients deserve holistic planning that goes beyond just retirement planning. We are one of the only RIAs in the country with a moneyback guarantee.

All prospective clients receive a comprehensive financial plan. If after going through the planning process you believe you would benefit from ongoing planning and portfolio help, our fees range from 1% – 0.25%. We do this because helping as many clients as possible, even if they don’t choose to enroll in ongoing help, is part of our fiduciary duty. We also believe that by helping as many clients as possible, that it will only help build the MDRN wealth brand. MDRN Wealth will be the gold standard in wealth management. Come see what makes us different.

Paul Staib, CFP®, RICP

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About Paul Staib, CFP®, RICP, MBA

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC.

Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services to help clients achieve their personal financial goals. Our financial advisors are Fee-Only, independent professionals that you can trust to offer unbiased advice in your best interest.

Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually.

My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers.

Whether you’re a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.