Jason Newcomer, CFP®, EA

About Jason Newcomer, CFP®, EA, AIF

After more than a decade of working at my previous firm, where at some point I did just about every job under the sun, I launched Dogwood alongside my good friend and business partner Eric. I am a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary, and an Enrolled Agent. I also have served as a board member for the Greater Kansas City Financial Planning Association.

What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.

I am a lifelong Kansas City resident, save the four years I spent in Springfield at Missouri State University. I am married to my high school sweetheart, Lauren. Together we have a beautiful daughter, Remi Job. If I wasn’t a financial planner, I’d probably be trying to find a way to make a living as a hunter, fisherman, and beer brewer.

Ben Raikes, CFP®, EA

About Ben Raikes, CFP®, EA

Ben is a graduate of Virginia Tech’s Pamplin School of Business where he graduated with a Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement.

Ben is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as an Enrolled Agent (EA) admitted to practice before the IRS. Ben also holds the Series 65 and the Virginia Life and Health Consultant Licenses.

Ben joined Mason & Associates in 2022 as a Senior Financial Planner. Prior to joining Mason & Associates, Ben was a Vice President and Advisor at a respected financial planning firm in Richmond, VA. Ben also has experience working with other financial planning firms both large and small in northern Virginia and Maryland giving him a diverse background in the profession. Ben’s primary responsibilities consist of working directly with Mason & Associates clients in all aspects of their financial plans, with a particular emphasis on the subjects of tax, retirement, and estate planning. Ben works closely with John Mason and Tommy Blackburn in developing and implementing technology initiatives at the firm.

Ben and his girlfriend Brittany reside in Richmond, Virginia with their dog Wynnie. Together, they enjoy traveling, working-out, taking Wynnie on long walks and enjoying the many restaurants and breweries in the Richmond area.

Ben’s memberships and designations include:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Enrolled Agent (EA)

Life and Health Insurance Consultant License in Virginia

President of the Central Virginia Financial Planning Association (FPA) chapter

Read Ben’s blog here: https://www.masonllc.net/blog.htm

Nick Covyeau, CFP®

About Nick Covyeau, CFP®

I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly geek out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE. This notion that money is simply a tool that we are called to steward to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous and a blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.

Throughout my career, I’ve had the privilege and opportunity to work with just about every shape and size of financial firm out there: from big, corporate giants to small, private independent wealth firms. Some charged clients commission, some were fee-only, and some were a combination of the two. But they all had one thing in common: not enough emphasis on the clients achieving their goals.

In 2021, I launched Swell Financial to help you reimagine your relationship with money, so it’s easier to achieve your goals and feel confident about your future.

Life is complicated enough; your money doesn’t have to be.

Evon Mendrin, CFP®, CSLP®

About Evon Mendrin, CFP®, CSLP®

Hi, I’m Evon. I’m the founder and lead advisor at Optometry Wealth Advisors. I’m dedicated to serving optometrists, especially those in private practice.

I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You’re on your way to financial freedom, and I’m your guide to get you there!

If you own a private practice – or dream of cold-starting or buying into a private practice – we may be a great fit to work together.

After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner – building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner.

With all that on your plate, I’m here to help you grow your wealth, master your money, and plan purposefully.

Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances.

My credentials and education:
• Certified Financial Planner™ (CFP®) professional
• Certified Student Loan Professional™ (CSLP®)
• Bachelor of Arts in Finance and Marketing, Fresno Pacific University

I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm.

Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide.

When I’m not serving ODs or researching nerdy financial planning stuff, I’m spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors.

If you’d like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you’ll find helpful.

Jason Stein, CFP®

About Jason Stein, CFP®

For over 8 years, Jason has been helping clients achieve their financial goals through transparent advice and client education.

Jason earned his degree in Economics and Accounting from UC Santa Barbara and began his career with The Vanguard Group in Scottsdale, AZ. Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.

“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”

Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.

Brandon Amaral, CFP®, EA

About Brandon Amaral, CFP®, EA

I’ve always been passionate about personal finances and financial planning. After graduating from San Diego Staten University with a degree in Financial Planning, I spent some time working for a large Broker-Dealer and then transitioned to a boutique fee-only firm. I became a CFP® and an Enrolled Agent, and began to focus on the nuances of taxes and stock options.

As a first-generation college student, I quickly realized the importance of understanding your finances and saving as early as possible. I’ve spent the last 8 years working in the Financial Services industry and the past 5 years working directly with financial planning clients.

My goal is to provide affordable financial advice to all individuals and families. I want to help people go from confused and overwhelmed to confident and informed.

Elliott Appel, CFP®, CLU®

About Elliott Appel, CFP®, CLU®, RLP®

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events.

Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more.

Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them.

Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support.

I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way.

I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®.

Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

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.