Kent Hickey, CFP®, CPWA

About Kent Hickey, CFP®, CPWA, MBA

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be.

From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help.

I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education.

A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients.

I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life.

In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling.

I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

Steven Drost, CFP®, CFA

About Steven Drost, CFP®, CFA

I’m a financial planner with a very simple goal: help my clients align their financial resources (i.e. what they have or will have) with their goals, dreams, and values. I am convinced that one will have a more fulfilled life when they spend as much of their time and money on the things, people, and causes that mean the most to them.

I’ve always been a huge numbers nerd. I studied finance and commercial real estate at the University of Northern Iowa and graduated Magna Cum Laude in five semesters and received the Purple and Old Gold Award for academic excellence that is given to one graduating student per major. I moved to Minneapolis after college and immediately began the CFA program and then, shortly after, the CFP® program. After a stint with the US Treasury Department I entered the financial planning world and haven’t looked back.

My free time is filled spending time with my wife, Marissa, and our son, Calvin. We enjoy our trips up north to the lake and cheering on all Minnesota sports teams (especially the Twins). I also proudly serve my community as a firefighter and volunteer on the finance counsel at my church.

Michelle Petrowski, CFP®, CDFA

About Michelle Petrowski, CFP, CDFA, Mediator

Michelle Petrowski (formerly Buonincontri) is the Founder and CEO of Being in Abundance and is on a mission to provide access to financial planning for those that seek it. She believes that wealth is more than money and solid financial advice should not begin and be centered on investments as has been the tradition with advisors of the past. Having been a successful woman in tech, tax-preparer, married, divorced, a step-mom, single mom, a sandwich generation care-giver, a mid-life career changer, and an entrepreneur, she knows that life is shades of grey, and all aspects are inter-related.

Michelle focuses on creating a judgement free space for clients to discover and achieve their goals and dreams through the building and using of their financial resources; meeting clients where they are, rather than where they or society has told them they “should be” at this point in their life. Through a planning approach, that aligns values and financial choices and considers choices through a tax lens, Michelle guides clients to becoming exceptional stewards of their own finances, uncovering previously “unseen” possibilities for their life, and creating opportunities to have a fuller life of impact.

Through her other firm, Being Mindful in Divorce, she works with singles, couples and other divorce professionals committed to reducing the emotional and financial impact of divorce for themselves and their family. Many times, these clients are thriving professionals, sandwich generation wealth-protectors, or those of Grey divorce with a common goal of re-building a financial foundation and to support generational wealth.

In both her professional, personal and philanthropic work, Michelle is committed to financial wellbeing and expanding the perspective that wealth is more than money. She continues increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings thought her firm and her work with Savvy Ladies in NY and Fresh Start Women’s foundation in Phoenix.

Michelle, is a nationally-recognized financial expert, and has been featured in CNBC, MarketWatch, Forbes, Yahoo Finance, and digital outlets, has spoken at FPA Knowledge Circles and is a contributor on Wealth Management to Retirement Daily; TheStreet. She is a former Board Member of the Financial Planning Association in New York & Greater Phoenix, and she currently serves on the Board for the Maricopa Association of Family Mediators and the Alisa’s Angel Foundation, both in Arizona.

Schedule a free intro call to explore how we can work together to empower your financial future: https://www.beinginabundance.com/contact

Read Michelle’s blog here: https://www.beinginabundance.com/blog

Tips for the Softer Side of Retirement Planning – https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning

Marry or Live Together? Considerations for LGBTQ Couples – https://www.thestreet.com/retirement-daily/your-money/marry-or-live-together-considerations-for-lgbtq-couples

Breaking-up is Hard to Do – 3 Tax Tips to Help – https://www.thestreet.com/retirement-daily/your-money/breaking-up-is-hard-to-do-3-tax-tips-to-help

Ask Bob: We’re Divorced & Dating – How Do We Handle Long-Term Financial Decisions? https://www.thestreet.com/retirement-daily/ask-bob/ask-bob-were-divorced-dating-how-do-we-handle-long-term-financial-decisions

Five Tips for Surviving Grey Divorce in Retirement https://www.thestreet.com/retirement-daily/your-money/tips-for-surviving-grey-divorce-in-retirement

Everything You Need to Know About Social Security and Divorced Spousal Benefits –
https://www.thestreet.com/retirement-daily/planning-living-retirement/divorce-and-social-security-myths

Healthcare for Military Service Members: TRICARE
https://www.thestreet.com/retirement-daily/your-money/healthcare-for-military-service-members-tricare-14645400

Should You Keep the Family Home in Retirement? –
https://www.thestreet.com/retirement-daily/planning-living-retirement/should-you-keep-the-family-home-in-retirement-14665783

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

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.

Jared Machen, CFP®

About Jared Machen, CFP®

Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We help CPG professionals optimize their corporate benefits and equity compensation to achieve financial independence.

My background is in helping high net worth families navigate the tax code to build an investment portfolio and retirement plan that works for them.

Outside of work, you can find me outside (usually on a bike) or traveling to visit friends in one of the five states I’ve lived in. My wife Erin and I share the same birthday and passion for adventure. We recently spent some time living in Honduras on my family’s mahogany farm. We love trying new things, meeting new people, and anything else that gets us out of our comfort zone.

Mantas Tautkus, CFP®, CRPC®

About Mantas Tautkus, CFP®, CRPC®, CRPS®

After a decade of experience in the financial industry I decided to branch out independently, leaving behind a sales-goal based environment to focus on what really matters – clients’ financial well-being. I established MT Financial Planning to help people ascertain their financial goals, to engage with my clients in a more meaningful way and to provide them with advice that exceeds the industry standard.

I work relentlessly to ensure I find every opportunity possible to help my clients in their financial endeavors. Some would call me over-analytical, but I would venture to say when money is on the line, I am the professional guide you need to have by your side.

I would not be where I am today if not for the help and guidance that I received along the way. I am grateful for the opportunities I was afforded and partnerships that I developed to build my career and to help others make smarter financial decisions.

Let’s discover how we can partner together on your financial journey!

Thomas Ginty, CFP®

About Thomas Ginty, CFP®

Tom started his career in the financial services industry in 2009. Since then, as a Certified Financial Planner, he has worked with families and individuals to build and manage comprehensive financial plans that will allow them to achieve their financial goals.

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.

Sweta Bhargav, CFP®, CFA

About Sweta Bhargav, CFP®, CFA

Becoming a business leader and executive is a height rarely achieved, and it doesn’t happen by accident. You earned your seat and the financial rewards that come with it.

As your financial situation has matured and become more complex are you still managing things the way you did out of college or graduate school?

As a fiduciary financial advisor, I help business leaders and executives using my R.I.S.E. (Reach Financial Independence, Invest Smarter, Save Taxes, Elevate Your Life) method so you can feel confident you have secured your family’s future.

Business leaders come to me when they:
✔ Have a rapidly increasing income and realize that just saving is not enough
✔Have neither the time nor mental energy to properly manage their increasingly complex finances, career and family
✔ Want to figure out what their number is to become financially independent
✔ Realize that given their marginal tax bracket, tax planning is a priority

The landscape has changed for business leaders and my clients are tired of:

❌ Working long hours, traveling, sacrificing family time, and still not knowing if they’re on track to achieve their family’s goals
❌ Figuring out their complete compensation package and the tax consequences
❌ Not knowing how much of their savings they get to keep with future tax rates
❌ Not knowing if their portfolio is properly allocated according to their risk tolerance and time horizon

Within just a few months of supporting business leaders they’re frequently able to:
🎯 Increase wealth and decrease stress
🎯 Feel at ease with a plan they can rely on
🎯 Relax knowing they have a proactive financial partner on their side
🎯 Feel a sense of relief of outsourcing personal finance and investing to a trusted advisor so they can spend time on their career, family, and hobbies

Do you spend the bulk of your time with work, travel, and family responsibilities and not nearly enough energy addressing any gaps in the management of your finances?

That’s where I come into play.

As a CFP Professional and CFA Charterholder with international financial experience, I understand that financial planning for you is highly dynamic, with many moving pieces that are constantly in flux. We focus on partnering with you so you can continue to RISE.

Read Sweta’s blog here: https://www.advisowealth.com/blog