Jim Crider, CFP®

About Jim Crider, CFP®

I’m the founder of Intentional Living FP, a firm created to help families, like my own, achieve early financial independence. Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this. Together, we navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.

I am highly trained in financial planning and investment management having earned the Certified Financial Planner (CFP) designation in addition to years of experience as a financial planner at nationally recognized firms. I’ve worked with tens of thousands of families in aligning their financial decisions with their lives. If you’re looking for early financial independence and work optionality I am highly suited to help you and your family. Beyond the countless planning situations I’ve helped others navigate, my family and I are in a similar position. My wife, Kendra, and I are working toward early financial independence so we can have more time to spend with those we love and do more of the things we enjoy. This begins with becoming clear on what is important to you and your family then making intentional decisions to align you actions and your values.

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

Jay Karamourtopoulos, CFP®

About Jay Karamourtopoulos, CFP®

Hi!

My name is Jay. I’m originally from Massachusetts and live in the North End of Boston.

Prior to starting Hereford Financial I worked for an investment management company servicing their private clients, a team of financial planners helping put together financial plans, and for two early stage FinTech companies (one in Boston and one in NYC.)

Like many of my peers, I set out to join the tech industry to find more fulfilling work that aligned with my values and provided me with an opportunity to grow and enhance my career through opportunities not easily found at more established firms. I’ve seen first hand the dedication, passion, time and effort that goes into working for a tech company and the fulfillment that comes from bringing a new product or service into the world. However, it leaves little time to understand your RSUs, ISOs, NSOs, ESPPs and how they fit into and affect your financial plan and goals.

My time in the tech space made me realize how impactful and beneficial equity compensation can be, but also how lack of education can cause confusion and missed opportunities, especially for millennials who haven’t accumulated the necessary assets to work with a traditional financial planner.

I created Hereford Financial to help clients in their 30’s and 40’s create clarity around their equity compensation and use it to plan for a secure future while enjoying their life today. There are no asset minimums, which allows me to work with and help younger clients whose financial situations are just as, if not more complicated than those traditionally served by the industry.

Our comprehensive financial planning process will help you create, grow and keep the wealth you have worked so hard for and allow you to spend more time doing the things that are important to you. We’ll ensure that your money is being leveraged as a tool to do more of what you love.

Max Pashman, CFP®

About Max Pashman, CFP®

Would you ever go to a doctor and be OK if their recommendation was incentivized by the size of their check? Or by what’s actually going to solve your health problem? As obvious as this might sound, it’s not so obvious in the financial industry. As an independent fee-only company, Pashman Financial has a fiduciary obligation to always put your best interest first.

The reality is the financial industry has gotten a bad rep after the amount of distrust it has laid on it’s customers. Your priorities should be addressed by what’s best for your needs versus focusing on how large someone can cash from you. Unfortunately, the traditional business model in the financial industry has not been set up as such. Versus jumping right into a traditional advisor role, Max decided to first invest his time learning more about the industry. He did so by working for a number of successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer towards their financial goals and also obtained his Series 7, Series 66, and life + health license.

By the time he gained the appropriate knowledge, he started building his own book of business and established a successful online network to push financial education to his followers. While advising clients at One Wealth Management, Max had begun to understand how he truly wanted to create the best financial planning for his clients. He realized in order to better serve his existing and upcoming clients, he had to transform his business into a truly fiduciary model. After obtaining his CFP designation, he founded Pashman Financial as a fee-only company built on that promise.

Today, Max currently assists sales professionals with organizing their paychecks. He focuses on helping sales professionals with financial planning surrounding their commission checks, exploring their individual options, utilizing their company benefits, and understanding their stock options. You worked hard for your hard-earned dollars. Now make them work even harder for you.

Matthew Williams, CFP®, RICP

About Matthew Williams, CFP®, RICP, CExP, CASL

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view.

Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money.

Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends.

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe”

– Abraham Lincoln

Leland Gross, CFP®

About Leland Gross, CFP®

Hey there, I’m Leland!

I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true.

Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process.

After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in.

I founded PLFP to make a real difference in people’s lives. Through a focus on the financial planning process and building relationships, I am able to truly understand my clients and what they desire in life. This allows me to tailor advice in a way to maximize the resources at their disposal and help them develop the life that they long for.

As a fee-only CERTIFIED FINANCIAL PLANNER™, I have the privilege of serving my clients nationwide to experience the life that they desire. Being “fee-only” means my only source of income is directly from my clients. I don’t get paid through hidden fees or commissions for selling products. This helps minimize the conflicts of interest in our relationship and puts us on the “same side of the table” to achieve your goals.

When I am not working with my clients, you can find me spending time with my wife, Lindy, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating).

As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Ben Dobler, CFP®, EA

About Ben Dobler, CFP®, EA

Hi, I’m Ben Dobler, a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent.

As a husband and a father, I’ve personally worked through every step of establishing a comprehensive financial plan for my own family, including cash flow planning, company benefits analysis, insurance needs analysis, income tax planning, retirement planning, debt planning and paying off student loans, estate planning, and saving for college.

Having friends and family members in the medical profession has inspired me to work with young doctors and health professionals in particular to address their unique needs around student loans, complex benefit packages, and relocating for residency, fellowship, and attending positions.

Mark Young, CFP®, CPA

About Mark Young, CFP®, CPA

Mark is in the business of helping clients find financial peace of mind. This is done through careful planning, implementation, and ongoing review.

​Mark is a CFP® and CPA. This dual certification allows him to provide tax-efficient investment management and financial planning strategies.

​He is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). Mark and his wife have three adult children. When Mark is not in the office, he enjoys spending his time hiking, camping, playing golf, and traveling.

​Mark understands his responsibility to manage something as important as a client’s personal wealth. Clearview Financial always puts the interest of the client above all else. Mark assists his clients with short-term and long-term goals and helps them achieve financial freedom. Mark helps his clients worry less about their finances and sleep better at night.

Timothy Sample, CFP®, MBA

About Timothy Sample, CFP®, MBA

“I walk this life with integrity and humility. With a focus on all-encompassing gratitude, I seek to leave a legacy of generosity and truth to all that enter my life”

I have a deep passion for entrepreneurship, real estate, and personal wealth management. Through my own financial endeavors, I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

In 2019, I founded Sample Financial Solutions. SFS was established to assist families with their financial goals, build wealth specializing in small business owners and real estate investors. As an independent, fee-only fiduciary financial planner your interests are always put first.

Prior to founding SFS, I had a corporate career working for a fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager, I had the opportunity to work extensively with small business owners building relationships, reviewing businesses, and extending credit. During this time, I also obtained an MBA with a focus in finance and accounting.

Born in Oregon but spending most of my childhood in California, I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology, University of Colorado for my master’s degree biomedical sciences, and Regis University for my MBA.

Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.

May Jiang, CFP®, CPA

About May Jiang, CFP®, CPA

Having worked and consulted for businesses of all sizes for almost 20 years, it is my passion to guide and support small businesses, entrepreneurs, and individuals in pursuit of secure financial futures and peace of mind.

As an experienced CPA and CFP®, I work with clients as their trusted advisor in a way that extends beyond the traditional compliance work—keeping the books straight and filing taxes. Taking a proactive approach, I closely engage with clients to provide a multitude of value-adding activities:

-Improving client understanding of financial information
-Modeling “what if” scenarios to help clients consider implications of management decisions
-Assisting clients with business assessment to analyze strengths, weaknesses, threats, and opportunities, followed by development of comprehensive action plans to help clients achieve desired future outcomes
-Translating client’s vision of the future into day-to-day activities and monitoring associated key performance indicators
-Helping clients design ideal retirement plans, employee benefit plans, risk protection plans, and investment plans

I believe my work helps small business owners achieve sustainable success by fostering an environment of continuous improvement in an ever-changing marketplace.

Small business owners like to have control of their time, money, and energy. They create value beyond profit–they also create legacies for themselves, their families, and communities through their creativity, work ethics, and tenacity.

It brings me great joy and a sense of fulfillment to be able to make a difference in the lives of others and help clients succeed!

Zach Ashburn, CFP®, EA

About Zach Ashburn, CFP®, EA, AFC®

I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.