Alex Perkins, CFP®

About Alex Perkins, CFP®

Financial planning is more life planning than anything else.

It took me a while to learn this but it’s 100% the truth. If you are not happy or healthy enough to enjoy your wealth, then why did you work so hard to accumulate it?

My job as your advisor is to help you make the right decisions at the right times. It’s to help you pass your hard-earned portfolio to the next generation without paying an excessive estate tax. It’s to help you spend down your portfolio the right way. This is where most of the mistakes are made within retirement income planning. I’m going to help you reduce your lifetime tax bill which allows for greater portfolio longevity and higher end-of-life values. I’m going to quarterback relationships with your CPA and attorney to ensure your financial life is free of any blind spots I’m going to help ensure you don’t outlive your money in retirement.

This is absolutely a passion of mine and I consider it my calling.

This is a second career for me which has been helpful to provide perspective on what is important in life: family, friends, experiences and community. I graduated with an engineering degree from Purdue University and spent the first five years of my working life as a strategy consultant for Accenture. Here I learned how to listen, analyze, research and collaborate, all things I still do today. I then spent many years successfully advising high-net-worth clients at several well-established firms.

I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors.

I live in Fishers, Indiana yet help families like you all around the country. I married my dream girl from high school, Kaycee, and have three beautiful children: two boys and a girl.

My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Andrew Bernell, CFP®, JD

About Andrew Bernell, CFP®, JD, CPA

I am Andrew and I am the founder of Century Park Wealth Management. I am a Certified Financial Planner, a CPA, and former attorney. I specialize in helping working professionals achieve their financial goals.

If you are retiring or nearing retirement, we’ll help you make sure your investments will last through your retired years. We’ll help you make social security and Medicare decisions. And your investments and other income in retirement will be balanced again your spending expectations, so you can live the life you’ve always wanted.

If you are a working Gen X professional, we can help you get your investments organized. If you need help with stock options (NQSO, ISO or RSU’s, we can help you with those).

If you are a business owner, your retirement planning options are broad. SEP IRA’s, defined benefit/pension plans, or Solo 401(k)’s, or a combination of the above.

Fees depend on your needs, whether you need investment management or on-going financial planning to grow your wealth.

Check out our website to learn more: https://www.centuryparkwm.com/

Kaylin Dillon, CFP®

About Kaylin Dillon, CFP®

I provide Financial Planning and Investment Management for couples with:

Prenuptial agreements,
Blended families, and
Separate assets.

I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship.

Let’s talk about setting your partnership up for success.

Barry Federici, CFP®, CPA/PFS, JD

About Barry Federici, CFP®, CPA/PFS, JD, MBA, MST, CGMA

Family First Wealth Management, LLC, a financial planning and investment management firm founded by Colonel Barry Federici (USMC, Retired), The firm’s mission is on providing multi-generational comprehensive financial solutions to high-net worth families and the families of military veterans.

“Family First, Family Always,” says Colonel Federici. “Since your family is your greatest investment, the comprehensive family planning and evidenced-based investment strategies designed specifically for your investment portfolios can have a significant and profound impact on you and your family for generations to come!” Family First Wealth Management is dedicated to developing a family mission statement and a unique financial plan for each client family, which subsequently includes professional financial counseling for all family members.

Colonel Federici is a fiduciary and is deeply committed to providing the highest level of service for his clients and their families.

David McCary, CFP®, CRI®

About David McCary, CFP®, CRI®

David W. McCary, CFP®, CRI®, MBA, owner and principal of McCary Anheuser Wealth Management, LLC, is a Certified Financial Planner professional with over 18 years’ experience as lead advisor to a virtual single family office. He is currently expanding his financial planning and investment advising practice to include business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner. His practice is virtual and therefore available to clients living in all 50 states; he also provides annual in-person meetings at over 1,000 Regus offices located in most major metropolitan areas.

David graduated from Dartmouth College’s Amos Tuck School of Business in 1987 with a Master’s in Business Administration (MBA) degree in Finance, graduating with the Arnold F. Adams Entrepreneurship award. Prior to that, he graduated from Middlebury College in Middlebury, VT with a degree in Economics. David is also a member of the following financial planning and investment advising associations: Alliance of Comprehensive Planners (ACP); National Association of Personal Financial Advisors (NAPFA); Financial Planners Association (FPA); Society of Financial Professionals (FSP); XY Planning Network (XYPN); and the Advisor Growth Community (AGC).

David currently sits on the following three endowment Boards of Directors advising them on their investment portfolios: 1) University of Hartford Art School; 2) Episcopal Bishop of Connecticut Endowment; and 3) the Colt Family Bequest.

David also enjoys skiing (finishing his 11th year as a PSIA Certified ski instructor), photography (professional landscape and wildlife photographer at www.dwmccary.com), hiking (www.becominga46er.com), biking, fishing, hunting, diving, golf, and he received his private pilot license while living in New York City in the 1980’s.

David lives in West Hartford with his wife, Tina, and together they have three adult children, Rob, Lindsay and Charlotte.

 

Check out David’s blog here: https://www.becominga46er.com/

Dominic Corabi, CFP®

About Dominic Corabi, CFP®

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania.

Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division.

Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military.

Dominic lives with his wife and three sons outside Philadelphia.

Corey Peterson, CFP®, EA

About Corey Peterson, CFP®, EA

Corey has been working in the financial services industry for 17 years, as an insurance advisor, investment portfolio manager, estate administrator and income tax preparer.

Corey started Great Hill Advisory in 2016 to incorporate all his past roles in financial services to provide one platform that provides truly comprehensive and coordinated financial planning high and ultra-high net worth clients.

Great Hill Advisory provides family office services to high and ultra high net worth clients. Our services include multi-generational estate and income tax planning, high level asset allocation review and recommendations, investment performance monitoring, insurance reviews and recommendations, and cash flow tracking and analysis.

Kevin Peacock CFP®, CAIA

About Kevin Peacock CFP®, CAIA, MSFE, MBA, EA

I’m Kevin Peacock, Jersey City-based CFP® professional, and principal of Astra Wealth Partners, a Fee-only Registered Investment Adviser.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Chartered Alternative Investment Analyst® designation. I began my career in Ernst and Young’s tax practice upon receiving a Bachelor of Science in Accountancy from Villanova University. I went onto earn an MBA through study at Monmouth University and WHU – Otto Beisheim School of Management. I also earned a Master of Science in Financial Engineering from Stevens Institute of Technology, where my research focused on the term structure of implied volatility in various market environments.

I will take time to listen and understand the nuances of your goals, preferences, needs, and challenges. Based on our discussions, we will collaborate to create your personalized roadmap to financial independence.

In my spare time, Kevin enjoys spending time with his wife Jamie and daughter Riley in his free time. He is an avid Villanova basketball fan who enjoys an occasional round of golf and volleyball.

Michael Schupak, CFP®, EA

About Michael Schupak, CFP®, EA

Hi, I’m Mike. I have worked in the field of finance for almost 20 years. I enjoy the variety that each specific client situation brings. I have a passion for helping clients navigate the complexities around their employer equity (ISO’s, NQSO’s, ESPP, RSUs etc.).

In my spare time I enjoy spending quality time with my wife, Amber and son, Emmett, barbecuing and staying active through basketball and running.

The Firm – At Astra Wealth Partners, we believe everyone has their own unique circumstances and require a customized approach. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.