Sam Erdman, CFP®, CWS®

About Sam Erdman, CFP®, CWS®, CKA®

Sam Erdman is the Founder and CEO of Anchor Wealth Advisors, LLC. He is a Private Wealth Advisor located in Baltimore, Maryland.

As a CERTIFIED FINANCIAL PLANNER™ certificant and an experienced wealth advisor to individuals, families, and businesses, Sam uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Sam offers financial planning and investment management services tailored to his clients’ needs.

Prior to founding Anchor Wealth Advisors, LLC in 2019, Sam worked for 13 years as a Private Wealth Advisor for a national wealth management firm. He began his career as an accountant for an international audit, tax, and consulting firm. Sam graduated from James Madison University with a BBA in Accounting. He also holds the Certified Kingdom Advisor® and Certified Wealth Strategist® designations.

Sam is committed to serving his community well and holds leadership roles with numerous charitable organizations including Sparrow Ministries, Coracle Baltimore, and the Young Life Chesapeake Regional Board. He also served the Young Life Baltimore City Urban Board and as Co-Chair of the Johns Hopkins Children’s Center Horse Show and Gala.

In addition to helping individuals, churches, and businesses implement biblical stewardship principles, Sam is a popular speaker. He has preached at several churches; led finance workshops for businesses and churches; been a consultant to non-profits, churches, and businesses; and taught in local Christian schools.

Sam and his wife, Leigh, live in Cockeysville, Maryland. They have been actively involved in foster care through which they adopted two of their four children.

 

Terri Spath, CFP®, CFA

About Terri Spath, CFP®, CFA

Terri founded Zuma Wealth after a quarter-century managing money at other firms and believing that she can serve clients even better. She has managed billions of client assets through bull and bear markets.

A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.

Terri’s real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.

Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

James Callahan, CFP®, CFA®

About James Callahan, CFP®, CFA®

Jim B. Callahan is a 25-year veteran of the investment and wealth management industry. He previously served as the Managing Partner and Chief Investment Officer of a $500 million wealth management firm in Denver, CO.

Jim holds a Bachelor’s degree in Economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business. He is a Certified Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) professional.

Ross Patterson, CFP®

About Ross Patterson, CFP®

Ross founded Life Path Financial in 2019, a financial planning and investment management firm located in Austin, TX. He has helped people at every opportunity with their finances for years before that.

Ross was a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. Collaborating with worldwide teams, he verified designs would work the first time.

Ross believes strongly in giving back to the community as well as his profession. He is the Pro Bono Director of the FPA Austin chapter, giving back by partnering with community based organizations. He serves as a Volunteer Leadership Team member at Foundation Communities providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens for several years.

Ross & Kristin have a dog “pepper” and two adult children.

Benjamin Hooper, CFP®, CIMA®

About Benjamin Hooper, CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®, EA

Benjamin founded Comal Wealth Management to help you navigate the complex financial decisions you will encounter and to help you design your ideal retirement life plan.

Benjamin is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Certified Investment Management Analyst® practitioner (CIMA®), Registered Life Planner® (RLP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional® (RICP®), and Enrolled Agent (EA).

Prior to Comal Wealth Management, Benjamin served as a Senior Wealth Manager with USAA, a Fortune 100 company. During Benjamin’s nearly 11 years at USAA, he served as a trusted financial advisor to USAA’s high net-worth families.

Benjamin earned his undergraduate degree in Personal Financial Planning from Texas Tech University and his Master of Business Administration from Colorado State University.

Benjamin married his best friend, Brooke, in 2012. She is a Registered Nurse and they have three rescue cats. They enjoy live music, ocean adventures, and eating really good pizza.

Jamie Lima, CFP®, MBA

About Jamie Lima, CFP®, MBA

Jamie Lima is the President of Woodson Wealth Management. Jamie’s career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie holds an MBA from National University in San Diego and has been a CERTIFIED FINANCIAL PLANNER™ for nearly a decade.

Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces fit’ for them. “The Financial Planning process can seem like an overwhelming exercise, but it doesn’t have to be. My job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and, more important, are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every important stakeholder can follow and implement.”

Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep off-roading, working around their farm in Ramona, CA and trying to keep up with their 5 (yes, 5!) kids.

Ryan Shannon, CFP®

About Ryan Shannon, CFP®

R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele.
With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.

We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for them.

Michael Fuhr, CFP®

About Michael Fuhr, CFP®

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future.

Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private, Federal, Foreign Service, Military), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.

As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.

He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.

Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Paul Fenner, CFP®, ChFC®

About Paul Fenner, CFP®, ChFC®, CRPS

TAMMA Capital founder and president Paul Fenner has the privilege of being the father of triplets and another daughter and having a beautiful and supportive wife. The first letter of each of their first names results in TAMMA. Paul and his family live in Metro Detroit, Michigan.

TAMMA was founded when Paul’s triplets were born. Paul saw firsthand how his own family struggled with financial anxiety, and the challenges and pressures it caused. This is one of the reasons why he chose to become an investment advisor and build his firm to help bring peace of mind to TAMMA families.

Paul has 22 years of wealth planning, portfolio management and tax preparation/planning experience; and equal years in business accounting, finance, and operations. He received his BA from Adrian College, and his MBA from the University of Findlay.

Giving back to our community is important to TAMMA. Paul is a board member of Camp Casey (a non-profit organization that provides horseback riding programs to children with cancer and rare blood disorders), a board member of the Adrian College Alumni Board, as well as volunteering with the Commerce Elementary School PTA.

Paul holds many up to date certifications important to expert portfolio management including:

Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Registered Investment Advisor (RIA), Series 65
Chartered Retirement Plan Specialist (CRPS®)
Chartered Financial Analyst (CFA®) Level II Candidate

Jeff Tolsma, CFP®

About Jeff Tolsma, CFP®

I’m passionate about helping people. I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become better-contributing members to society. I’m proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world.

I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, a registered investment advisor (RIA) in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard. I am an independent advisor. This allows me to serve clients by giving them the power of choice and removing conflicts of interests.

I am a happily married family man with a wonderful wife and 4-daughters. I grew up in the suburbs of Atlanta, GA and attended college at Brigham Young University in Provo, Utah.

I spent 6 years working for Fidelity Investments in their investing, brokerage, and financial planning business. I was a Financial Consultant in the Bellevue, WA office where I was the primary investment advisor and wealth manager for Fidelity’s high net worth clients in their private client group offering. The families I supported covered $450 million in assets and I held over 800 appointments per year on average. This pace of work was exciting and busy! This experience gave me the training, education, and experience that clients will come to appreciate as I serve them as their fiduciary advisor and an expert in this field.

A key value for me in deciding if I should start my own planning and advising firm was the idea that I could work more comprehensively and in more detail with clients if I could serve them as an independent fiduciary in all circumstances. I feel I can serve clients better when there are no proprietary products I am required to sell, no sales targets to meet, and no management to answer to if clients choose one investment over the other. My focus really is on you, the client, and everything I do is built on this belief. This is what I bring to the table as your personal CFO and helping you craft and live the life you desire with the financial plan to make that possible.