Francisco Ayala, CFP®, CFA

About Francisco Ayala, CFP®, CFA, MBA

Francisco became a financial life planner to help his clients live authentically with financial freedom. Like many, Francisco found society’s version of well-being uninspiring. He found endless consumerism draining and lacking true happiness. It wasn’t until a long period of self-reflection and discovering his personal values that he started to understand what it meant to him to live with purpose. With this newfound perspective, he began aligning his money with his true interests and began living intentionally. He is motivated to help others do the same.

His career in the financial services industry spans more than 20 years and includes personal finance, investments and lending. Francisco has a master’s in business administration from the Thunderbird School of Global Management at Arizona State University. He has earned the CFA® designation, the premier certification for investment management professionals. He is also a CFP® (Certified Financial Planner™). He is a member of the CFA Society of Phoenix, National Association of Personal Financial Advisors (NAPFA), XY Planning Network and Fee-Only Network.

Outside of work, Francisco volunteers with Junior Achievement of Arizona to provide financial literacy to school-aged children. He also serves as a judge for the SIFMA Foundation’s Stock Market Game essay competition. Francisco enjoys traveling and staying active outdoors. He’s an avid hiker and likes to bike, run and swim. He looks forward to his daily mindfulness-meditation practice. Francisco lives in Phoenix with his family.

Lacy Rogers, CFP®, CRC®

About Lacy Rogers, CFP®, CRC®

At The Dedicated Dollar, I know you want to have control over your money and your future. In order to do that, you need personal, knowledgeable financial guidance to help you reach your goals. The problem is you don’t have the know-how or the time to figure it all out, which makes you feel overwhelmed and vulnerable as you survey the never-ending information on the internet. It’s hard to know who or what to trust, or even how to make information apply to your life and needs. I believe that financial acumen shouldn’t be reserved just for the ultra-wealthy or those with a finance degree. With a dedicated partner in education, everyone can be empowered to feel confident in their decisions and their direction, and that they are truly in charge of their own destiny.

I understand what it’s like to feel like you’re drowning in volumes of information, and to feel like an advisor has different goals from your own. It can make you feel unsure about how to begin, and lose confidence in your direction. I created The Dedicated Dollar to support people like you to achieve the goals that are important just to you. For the past decade, I’ve honed my approach working with other advisors and serving over 1300 clients. I’m deeply passionate about empowering you to feel great about your decisions – not just when we’re working together, but when you move forward on your own, too. Every client has their own story, and therefore every financial plan I create will be customized and unique to your needs and goals. And you can trust that I will always place your needs above my own gain.

Here’s how I work alongside you: 1) Call to schedule an introductory meeting 2) I’ll create your custom plan designed for your life’s dreams 3) We’ll walk together to implement the plan, and we’ll update it along the way as your life evolves.

So reach out today. I can’t wait to get to know you!

Alexis Woodward, CFP®

As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Outside of work you will find me active outdoors, serving at our church and spending quality time with my husband and stepsons, Conner and Christian.

Read Alexis’s blog here: https://www.blendwealth.com/blog

Tim Woodward, CFP®, MBA

About Tim Woodward, CFP®, MBA

As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Outside of work you will find me outdoors, doing CrossFit, serving at church and most importantly, spending quality time and staying active with my wife, Alexis, and our boys, Conner and Christian.

Read Tim’s blog here: https://www.blendwealth.com/blog

Eddie Liang, CFP®

About Eddie Liang, CFP®

I’m a CERTIFIED FINANCIAL PLANNERTM and bring 17 years of experience in wealth management working with business owners and C-suite executives at Merrill Lynch and First Republic Bank. My experience and observations of industry practices led me to co-found Downshift Financial with my partner, Travis Hughes, to raise the bar on financial advice, to remove the bar on account balance requirements, and to keep a lid on fees.

I have a Bachelor’s degree in Economics with a minor in Russian from Pomona College. When I’m not with my wife, two kids and dog, I may be found improving my return of serve at the tennis courts, reading about personal finance, or playing board games with friends.

Louise Bryant, CFP®

About Louise Bryant, CFP®

Successful professionals, who work with Louise Bryant, a Fee-Only Certified Financial Planner (CFP®), and founder of Financial Spyglass®, experience top-notch personal comprehensive financial planning services that ensure your entire financial house is in order, so you know you are making smart financial decisions.

Louise brings over three decades of finance experience to Financial Spyglass®. Previously, Louise worked with JPMorgan and predecessor banks. Her personal experience during an estate settlement process inspired her to start her own comprehensive financial planning firm in 2005 to deliver a level of service that she believes her clients deserve. She lives the advice she routinely gives to clients to maintain a balanced and high quality of life, in order to spend more time with her family, friends, and in her community.

Louise enjoys helping people make smart choices about their money for the reasons that are important to you. This not only identifies long-range goals but assists you in exploring the values upon which the choices are based. Her clients appreciate the clarity and simplicity that come from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject matter expert for your benefit. You will also appreciate the coaching and accountability culture Louise brings with regard to the implementation of the recommendations of the entire team.

Louise draws on her professional experience, as well as her education from Middlebury College in VT, NYU’s Stern School of Business in Manhattan, and welcomes the continuing education opportunities required to maintain her CFP® designation and XY Planning Network of fee-only advisors. Louise possesses the skill for what she believes is essential in today’s financial climate: Having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team. Developing, implementing and coordinating the overall financial plan is Louise’s specialty. She is a member of the National Association of Personal Financial Planners (NAPFA), the Rye Chamber of Commerce, collaborates with community partners to promote Financial Literacy, and quietly supports other pro-bono and philanthropic efforts.

Louise met her husband, G.B. racing International One Designs on Long Island Sound. They married and settled in Rye in 1994. They have a son, Hutch pursuing a degree in computer science at the New York Institute of Technology and daughter, Brakeley, Boston University’s Questrom School of Business, Class of 2019. Hutch and Brakeley both started rowing at Greenwich Water Club and have each represented their teams at the Head of the Charles and Youth Nationals. The family lives in Rye with their springer spaniel, Skip. The entire family enjoys all that Rye has to offer, spending time in Rhode Island, and in Telluride, Colorado. Happy times for Louise include celebrating with clients, family and friends, as often as possible; and dancing with GB.

Laura Rotter, CFA, CFP®

About Laura Rotter, CFA, CFP®

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time.

Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Ian Bloom, CFP®

About Ian Bloom, CFP®

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.

As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about.

My philosophy on financial life planning was shaped through my experience getting my CFP® designation, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid.

Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. Finally, at the end of a yea,r we will review our progress and reassess the plan going forward.

On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My wife and I spend a lot of our time playing games together, using Pokemon Go as a motivator to stay active, and hosting our friends and family for various get-togethers.

Go ahead and book that first meeting to get started! It’s always FREE.

If you’re not so sure yet, and would like to see some examples of my personality or how I work with clients, feel free to check out my YouTube channel. I try to keep to a pretty regular video schedule, so there’s plenty of content available. Chances are if you have a single financial question, I have either addressed it on the channel or have plans to in the near future.

Robbie Schoonmaker, CFP®, CPA

About Robbie Schoonmaker, CFP®, CPA, RLP

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN?
• Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums
• Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now.
• Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes.
• You become educated and empowered to make your own financial decisions.
• You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations.
• Meet from your home (or anywhere!) virtually.
• Night and weekend appointments available.
• 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Michael Biggica, CFP®, MBA

Hello, my name is Mike Biggica. I grew up in New York and moved to the Bay Area in 2011. Living and working in two major metropolises, I understand a busy lifestyle and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcome yours – my value is bringing focus and priority to your agenda as a trusted advisor.

As the founder of Pixel Financial Planning, LLC, it is a privilege to connect with clients and share in their journey. My days are filled with announcements and pictures of major milestones, including newborns, new homes, graduations, new jobs, vacations, retirement and much more. We enjoy our journey together since these goals are meaningful and usually life-changing.

As life changes, new goals, challenges, opportunities emerge emphasizing that financial planning is an ongoing process, not a one-time event. My goal is to provide you with empowerment, education, confidence, and peace of mind as you navigate life’s course.