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

Jesse Perry, CFP®

About Jesse Perry, CFP®

After a decade working in financial services I have seen the impact having a financial plan and not having a financial plan can have on someone’s life. I have worked for some of the largest and most well respected financial institutions in the world and have spent the majority of my time helping their clients with their financial planning and investment management needs. This experience has given me the opportunity to see firsthand what works best for clients and to carefully analyze the strengths and weaknesses of a variety of systems and processes. With these insights into the industry I formed JP Wealth Management to give you only the best of what the industry has to offer and remove the limitations and conflicts of interest inherent in working with a large corporation.

​I graduated from the University of Colorado, Colorado Springs with a B.S. in Finance and also received an M.S. in Finance from Saint Joseph’s University. I am currently a CFA Exam Level II Candidate, Certified Financial Planner™ professional, Chartered Retirement Planning Counselor, and previously held the CO life and health insurance licenses as well as the series 7 and 66. Prior to founding JP Wealth Management, I held positions with Vanguard as a Financial Advisor, Fisher Investments as an Investment Counselor, T. Rowe Price as an Investment Specialist, Retirement Specialist, Financial Consultant, and as a Mutual Fund Wholesaler, and have also worked in banking and commercial lending.

I was born and raised in Southern California, but have made Colorado Springs my home after being stationed here while serving in the United States Army. Outside of work I love to spend my time with my wife of nearly twenty years and our son, working out, reading, and playing golf.

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.

PJ Gibbs, CFP®

About PJ Gibbs, CFP®

PJ Gibbs, CFP is a virtual financial planner located in Bowling Green, KY. He founded Trella Wealth to help busy professionals take control of their money so they can focus on their families and careers.

Trella Wealth provides comprehensive financial planning to help ensure you’re growing wealth in the way that best supports your family. We provide investment management, equity compensation planning, employee benefits planning, tax planning, and estate planning.

We understand that planning is a process. So, our goal is to build long term relationships so we can be there to adjust your plans as life changes.

Brian Terry, CFP®

About Brian Terry, CFP®

Brian obtained his Certified Financial Planner (CFP) designation in December 4, 1992. He owned and operated a Fee-only practice in Charlotte, NC for 7 years before moving back to Winter Park, Florida.

During his career, he worked and supported the Fee-Only model and was able to assist his clients in the areas of investments, retirement, insurance, and estate planning. By adopting a Fiduciary relationship with his clients, he was able to ensure that all recommendations were in the clients best interest.

He has a BS in Business Administration from The University of Central Florida and a MBA from Keller University. Brian is active in the stock market and primarily trades ETFs, stocks, and options. He enjoys reading, traveling, and staying physically active.

Chris Ward, CFP®

About Chris Ward, CFP®

As a Husband and Father of 3, I recognize that the counsel I provide deals with the most critical aspects of your life and your life savings. It’s my goal to make sure that through our partnership, you understand that I care about you as a person and that I make a positive influence to help you better your financial situation and achieve your goals. As a Certified Financial Planner, I am committed to acting as a Fiduciary, serving your needs, and providing the best financial advice regardless of compensation. I will put your interests at the forefront of my advice, and I will not accept any commissions or kickbacks based on my recommendations.

I grew up in the Income Tax Business (literally, it was the family business, and I started working at age 10), and I began providing financial advice to clients in 2007. Before founding EntryPoint Wealth Management, I managed a client practice of 300 households and almost 1 billion dollars of assets as a major brokerage firm. I wanted to consult clients on more aspects of their wealth, provide a better customer service model, and help them find more fulfilling ways to live their best life.

Today, I counsel clients in the following areas:

Helping clients establish a plan to live their Best Life
Implementing solutions to achieve their Financial Goals
Investment Management dealing with traditional securities, Real Estate, and Annuities
Income Tax & Estate Planning
Insurance Analysis & Liability Assessments
Debt Management/Cash Flow Analysis

I look forward to the opportunity to get to know you and learn how I might be able to help you achieve more in your financial life.

Derek Delaney, CFP®, ChFC

About Derek Delaney, CFP®, ChFC, EA, CSLP

Hi! I’m Derek.

I help pharmacists and their families take advantage of the many opportunities that the PharmD profession offers.

Choosing a financial planner is a big decision. Personalities, philosophies, and values should all be aligned. I’ve built my firm to work with pharmacists, so if you’re a PharmD, I think we’re a good place to start.

Why me? Good question!

First, I am married to and currently navigating life with a pharmacist. Together, we’ve taken on and experienced many of the challenges you to might be dealing with yourself. I get it.

Next, I’ve spent my career tailoring my education and credentials to meet the financial planning needs pharmacists face. They are;
* Bachelor’s degree in finance and minor in accounting; cum laude – NDSU 2011
* Certified Financial Planner (R) professional
* Chartered Financial Consultant
* Enrolled Agent tax practitioner
* Certified Student Loan Professional

Finally, I DON”T do it all and I’m proud of that. No true professional can be an expert in everything. So, over my 6+ year career in this industry, I have cultivated relationships with other trusted professionals to create a network that is equipped to help my clients in many other ways beyond just financial planning.

When you’re ready to learn more, please feel free to schedule a free consultation or check-out the website at www.pharmdfp.com. I look forward to meeting you!