Timothy Iseler, CFPĀ®

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About Timothy Iseler, CFPĀ®

Tim founded Iseler Financial to help the people he knows and respects: independent, creative, and ambitious, striving for a better financial future but out of step with mainstream financial providers. Square pegs in round holes. Standing apart, charting your own path, defining success your own way ā€“ Iseler Financial sees these as good things, not liabilities.

Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Ginger Ames, CFPĀ®, Enrolled Agent

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About Ginger Ames, CFPĀ®, Enrolled Agent, CDAAā„¢

We all hear whispers within us. They might guide us to a new career, towards a creative peak, or away from something at odds with our values.

What we do with them is the bigger question. Ginger Ames founded Whisper Financial to help fellow creatives listen to their whispers and use the power of financial planning to express their creativity without financial limitations.

Gingerā€™s professional life has delved into the artistic and business worlds, working as a glassblower and property manager. As she listened to (and ignored) her whispers, she developed a keen understanding of how a financial plan can support and enable one to create more deeply and truly.

Brian Rood, CFPĀ®, CCFC

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About Brian Rood, CFPĀ®, CCFC

I am the founder of Artisan Financial Planning and a fee-only financial planner working virtually across the country with professional musicians to achieve their financial goals.

Brian Rood is a CERTIFIED FINANCIAL PLANNERā„¢ professional and a CCFC practitioner, a member of the XY Planning Network, National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.

I hold a Bachelor of Music Degree from the University of Michigan and completed the CFPĀ® Certification Professional Education Program from the College for Financial Planning.

My family and I live in Overland Park, KS where I was a member of the Kansas City Symphony for 27 years. Equally at home serving others off-stage, I chaired each Musiciansā€™ negotiation committee from 1997-2020 and also served as the first chair of the KCS 403(b) Retirement Committee. I was a long-time member of the KCS Board of Trustees and Finance Committee as well as co-chair of the 1998 Strategic Plan Task Force, which created collaborative and cooperative governance structures that remain today and are unique within the orchestra industry.

In 2015 I was honored to receive the title of president emeritus from the International Conference of Symphony and Opera Musicians. I spent 17 years on the ICSOM Media Committee, the last three as its chair and 17 years as an AFM Symphony-Opera Orchestra Strike Fund trustee.

I continue to serve as a trustee of the American Federation of Musicians and Employersā€™ Pension Fund and am presently a co-chair of the Investment Committee.

In my spare time I enjoy sailing and spending time with my family.

Anne Marie Webster, CFPĀ®

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About Anne Marie Webster, CFPĀ®

Well, hello there! I became an advisor in March of 2009 when the market was at its lowest in the financial crisis–and about to make a stunning rebound. (The clients I convinced to start investing in 2009 think Iā€™m a genius now.) I graduated from Salem College in 1999 with a Bachelor of Arts in Communications which was a helpful degree to pursue considering what I do now. (Good job, 22-year-old self!) About ten years into my career as an advisor I earned the CFPĀ® designation- an accomplishment of which I am very proud. I run my life on an excel spreadsheet and love nerding out to numbers, but my passion for this career lies in the relational and very human side of personal finance.

Iā€™ve worked in both privately held and publicly traded financial firms large and small, but nothing compares to the joy of founding my own financial firm working with the clients of my choice. I live in Lewisville with my husband, three kiddos, two dogs, and a recording studio. We play and make a lot of music and are living proof that creatives can be great with money.

Leighann Miko, CFPĀ®, RLP

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About Leighann Miko, CFPĀ®, RLP

I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. Iā€™m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My ā€œwhyā€ is to help others create the financially secure life I never thought Iā€™d have after growing up in a financial volatile environment.

Financial stability isnā€™t something you hope for; itā€™s something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, weā€™re here to help.

WHAT WE OFFER

-Financial Planning-
To get where you want to go, youā€™ll need a custom roadmap thatā€™s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.

-Business Management-
If you are looking to outsource the day-to-day operations of your business, we are here to help. These related servicesā€”including tax preparation and planning, payroll processing, and monthly bookkeepingā ā€”are available exclusively to our financial planning clients.

-Investment Management-
As an investor, you have the ability to effectively ā€œput your money where your mouth isā€ by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.

If any of this resonates with you, let’s chat. The first meeting is on us. Thereā€™s no cost and no pressure, just a conversation to see if weā€™re a good match.

Lindy Venustus, CFPĀ®

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About Lindy Venustus, CFPĀ®

Helping people in all stages of life is our goal to create equity. If you are a great saver, we have a lot of experience, if you are just getting started, we believe you deserve to work with someone – with a lot of experience. Iā€™ve been in the industry since 2002, yet somehow Iā€™ve managed not to become stiff or boring, work from a lighthouse or an Adirondack chair.

Focus: Helping small business owners, gig workers, and artisans stabilize your financial world – so you can focus on your craft – in the US via Zoom.

Create Financial Planning is dedicated to the arts and artisans. We appreciate your process, work, and dedication. We use that same approach in planning.

We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goals are finding a place of comfort with your finances, and to help you use the right tools to get you there.

If you are looking for just a stockbroker, or conversations about investment performance, then Create is not the firm for you. However, if are looking for a partner that appreciates what you do, your goals, and your dreams then letā€™s start this conversation.

Jake Morris, CFPĀ®

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About Jake Morris, CFPĀ®

Jake Morris is the founder of Fun Financial. As a former professional musician, Jake entered into the financial planning field because he saw the opportunity to help people. He started Fun Financial because he saw the need for a highly client-centric financial planning experience that lets you be you. Our core values are honesty, transparency, and empowerment. At Fun Financial, we are as focused on the qualitative factors that make you unique as we are on the quantitative factors of your life. We understand that money can be emotional and that your goals, priorities, and communication style are distinctly your own. We are here to help you live your best life now while balancing your dreams for the future and donā€™t see the two as being mutually exclusive.

Jake lives in New York’s Hudson Valley with his wife Whitney. They are expecting their first child, a baby girl, in March of 2021.

If youā€™re ready to feel empowered about your financial future, letā€™s connect.

Fun Financial: Plan for tomorrow. Live for today.

Molly Laughter, CFPĀ®, CFAĀ®

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About Molly Laughter, CFPĀ®, CFAĀ®

We all know we need to spend less and save more, but whatā€™s the first step? Whatā€™s most important? How do we get started on our financial journey if we donā€™t even know what our goals are? Molly Laughter, CFAĀ® charterholder and CERTIFIED FINANCIAL PLANNERā„¢ is passionate about helping female entrepreneurs and business owners in creative fields explore and answer these questions, in order to build the life of their dreams.

Molly may know financial planning, but she knows creative business too. She worked in the event planning and visual arts industries, and started her own calligraphy business before returning to graduate school. After simultaneously obtaining her MBA in Finance and a Master of Arts Administration, she understood the importance of running an arts organization or creative endeavor like a business in order to build personal wealth.

Mollyā€™s mission is to educate and empower the women she works with to live a life they love now, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning, investment management and business consulting services.

Read Molly’s blog: https://www.laughterfinancial.com/blog

Ben Henry-Moreland, CFPĀ®, EA

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About Ben Henry-Moreland, CFPĀ®, EA

I specialize in working with freelancers, contractors, and other independent professionals who want to build financial security and spend more time doing what’s meaningful to them.

As a former professional opera singer I have firsthand experience with some of the most important goals and challenges for today’s self-employed workers. That’s why I focus on what matters most for helping freelancers build financial security, including:

-Cash flow/budgeting
-Building an emergency fund
-Managing healthcare costs
-Choosing insurance coverage
-Paying off debt
-Tax planning
-Saving for retirement and other goals

My clients can choose the service plan and fee structure that best fits their needs, whether that’s a subscription-style monthly retainer, a flat project fee, or a pay-as-you-go per-session rate.

To use your time effectively I’ve created a streamlined process that includes virtual meetings, cloud-based document sharing and storage, and a 100% paper-free office. You don’t need a sophisticated understanding of financial concepts or industry jargon: I’m here to talk with you on whatever level youā€™re comfortable with, in terms you understand, so you can take action.

From my headquarters in Omaha, Nebraska, I can work virtually with clients located anywhere in the United States. Along with the Freelance Financial Planning social media pages to the left, you can connect with me personally on Twitter (@bhenrymoreland) or LinkedIn (in/bhenrymoreland).

You don’t have sacrifice financial security in order to do what you love. Contact me if you want to take the next step toward a secure financial future.

Leighann Miko, CFPĀ®, RLP

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About Leighann Miko, CFPĀ®, RLP

I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. Iā€™m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My ā€œwhyā€ is to help others create the financially secure life I never thought Iā€™d have after growing up in a financial volatile environment.

Financial stability isnā€™t something you hope for; itā€™s something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, weā€™re here to help.

WHAT WE OFFER

-Financial Planning-
To get where you want to go, youā€™ll need a custom roadmap thatā€™s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.

-Business Management-
If you are looking to outsource the day-to-day operations of your business, we are here to help. These related servicesā€”including tax preparation and planning, payroll processing, and monthly bookkeepingā ā€”are available exclusively to our financial planning clients.

-Investment Management-
As an investor, you have the ability to effectively ā€œput your money where your mouth isā€ by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.

If any of this resonates with you, let’s chat. The first meeting is on us. Thereā€™s no cost and no pressure, just a conversation to see if weā€™re a good match.