Anthony Syracuse, CFP®

About Anthony Syracuse, CFP®

Dynamic FP delivers better advice and service for the Next Generation. We guide you on the path to building and preserving wealth and you enjoy the freedom that follows.

Whether you are a Millennial with an inheritance and want to learn, a HENRY (high earner not rich yet) and want the roadmap, or an individual or young family that wants to preserve wealth, we partner with you.

I was born and raised in Arizona and graduated from the University of Arizona with a Bachelor of Science degree from the Eller College of Management business school and the McGuire Entrepreneurship Program.

I earned the CERTIFIED FINANCIAL PLANNER™ designation and spent almost a decade working for the wealthiest families at Northern Trust in Chicago and Los Angeles and at a premiere family office in Beverly Hills.

I deeply valued the relationships with my clients, but I was missing important moments with my family. I finally decided to take a break to spend more time with my wife and care for my newborn daughter at home.

This time away helped me bring clarity to my vision. Create balance in my life by building a better fee-only firm for me and my NextGen clients. Deliver advice that allows them to enjoy life and give them back their time to do more of what matters most.

I currently reside in Scottsdale, Arizona with my wife and two young children, but Dynamic FP will reach you wherever you are.

The difference at Dynamic FP is that we not only build your financial plan with you and manage your investments smarter, but we actually care about your vision. Most importantly, our process can help you make it a reality.

Let’s make a plan and start to build your legacy together today.

Jacki Farrar, CFP®, CDFA

About Jacki Farrar, CFP®, CDFA

Integrity Financial Strategies is a boutique, fee-only financial planning firm that specializes in helping those in transition gain clarity and confidence in their financial future.

We offer investment management, financial planning and transition planning including career changes, divorce, retirement, death of a loved one, starting a family, blending families, inheriting wealth or selling a business.

With 15 years in financial services, Jacki has extensive experience working with women who mange their finances on their own – single, divorced, widowed, women who experience sudden wealth and women lead households. She is passionate about partnering with her clients to help them navigate their financial lives and gain a sense of control over their financial future.

In her free time Jacki enjoys the gym, paddleboarding, walking with her pup Cadence and time with friends and family.

David Edmisten, CFP®

About David Edmisten, CFP®

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:
-Have I saved enough to retire early and not run out of money?
-Am I paying too much in taxes?
-Are my investments set up correctly for retirement?
-​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. I’ve had a successful career at my previous firms, consistently recognized as a high achiever, leader and chosen to coach and develop my peers.

I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning. I decided to start Next Phase Financial Planning so that I can use my expertise exclusively with the people that I provide the most value to – those considering an early retirement.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

Frank Maurno, CFP®

About Frank Maurno, CFP®

Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.

As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.

Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.

Chris Lloyd, CFP®

About Chris Lloyd, CFP®

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Over the last six years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.

Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.

Christopher is a Certified Financial Planner certificant.

Jarrod Sandra, CFP®

About Jarrod Sandra, CFP®

Jarrod Sandra, MS, CFP®, CPFA®, QKA®

Jarrod grew up on the Chisholm Trail in southwest Oklahoma and currently resides on it today in the Fort Worth area. The firm’s namesake serves as a reminder of the journey he has experienced along the way to owning his own firm. It also serves as an analogy and constant reminder to his work with clients. In the days of the Trail, the cattle owners built up their herd in Texas and planned extensively for up to an 800 mile journey to sell. It wasn’t done overnight, they were disciplined in meeting their objective, and they had a plan. Jarrod’s goal is the same regarding a company retirement plan and individual’s financial plan: it takes time and thoughtful planning from start to finish.

Jarrod is married to his wife, Christina, and they have a daughter (who, for some reason, enjoys listening to 401k and financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in his life, he particularly enjoys cycling, being outdoors, and serving at Christ Chapel Bible Church.

In 2006, Jarrod began working in the financial services industry and in 2008 he moved into the wealth management side of the business. In 2013, he joined Fidelity Investments to help companies administer their retirement plans where he left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, he started Chisholm Wealth Management. This allows him to offer truly independent advice and the highest level of service to his clients. He specializes in two specific areas: helping companies with their 401(k) plans and helping business owners and families with their personal financial plan.

Jarrod has a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations.

James Woodall, CFP®

About James Woodall, CFP®

James Woodall is the Founder and CEO of Woodall Wealth Management. James’ passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn’t for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather’s passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University’s program.

The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn’t working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.

Naveen Neerukonda, CFP®, MBA

About Naveen Neerukonda, CFP®, MBA

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets.

Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I’ve spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication…both of which are incorporated into our relationships with clients.

I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I’m the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I’m an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf.

Additional information can be found at www.pvafinancial.com and I can be reached at anirra@cinsvanapvny.pbz

Nick Reiber, CFP®, CPA/PFS

About Nick Reiber, CFP®, CPA/PFS

A lifelong desire to learn more about personal finance lead me out of a career exclusively in tax accountancy to pursue an interdisciplinary skillset focused on helping clients with their overall financial life. Since 2013, I have been helping clients pursue their financial goals through personal financial planning paired with tailored investment advice.

My wife Kristin and I live in Gluckstadt, MS with our two children: Scott and Molly. We are members of the Pear Orchard Presbyterian Church and are involved with our local schools, children’s sports, and scouting.

Trishul Patel, CFP®, MBA

About Trishul Patel, CFP®, MBA

My name is Trishul Patel, CFP®. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.

Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.

I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.

These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.