Thatcher Taylor, CFP®, MBA

About Thatcher Taylor, CFP®, MBA

It is vital to develop a plan based on your values, needs, and goals. Investing should be more than picking stocks and bonds. It needs to be strategic and built to achieve current and future goals. This is important because financial planning and investing is something that takes time and preparation.

ProPath Financial’s owner, Thatcher Taylor, started in the advice industry in 2009. Thatcher holds the CERTIFIED FINANCIAL PLANNER™ designation, a BS in Business Management from Southern Utah University, and an MBA from Grand Canyon University. The 10 years of experience working with clients from first time investors to ultra-high net worth retirees gives Thatcher a wide lens to evaluate each client properly.

Our service is structured to establish the proper relationship, gather all of the relevant data, analyze the data, develop and present any recommendations, implement the changes, then most importantly, monitor and evaluate regularly and over long periods of time. This process all happens with feedback and inclusion with the clients.

All services start with a personal conversation and a complimentary introductory meeting. Pricing is flexible and fee-only, so we can structure things so you get the advice you need.

Visit our website to learn more. From there you can also request a complimentary consultation. We would welcome the opportunity to talk with you.

Phil Funk, CFP®

About Phil Funk, CFP®

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Carmel, Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth.

Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions.

Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER.

Phil lives with his wife and three children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

David Uhlmann, CFP®, MSF

About David Uhlmann, CFP®, MSF, APMA®, AAMS®

I enjoy working with people, numbers and technology. Being a financial planner allows me the pleasure of working with all three. As a financial planner over the past 14 years, I have leveraged my diverse experiences and background in finance to help a number of entrepreneurs, business owners, executives, and technologists achieve the quality of life they aspired to.

Allow me to do the same for you. Schedule a complimentary consultation.

Please visit my blog here.

Chris Reddick, CFP®, MBA

About Chris Reddick, CFP®, MBA, Ph.D.

Hello, my name is Chris Reddick. I am a Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional which is the highest standard for personal financial planning in the industry.

I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!

I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield, in the United Kingdom.

In the year 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. Currently, I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. I have 11 years of management experience as a department chair, and author of numerous books and articles on technology, finance, and other management subjects.

I currently work as a personal financial counselor with Zeiders Enterprises, which serves the active-duty military. Also, I am on the Board of Directors for the San Antonio Financial Planning Association and serve on the pro bono committee.

My wife Cathy and I have two children, Rachel and Abigail. I love to spend time with my children, watch movies, and travel.

Lori Dietzler CFP®

About Lori Dietzler CFP®

I offer ongoing financial planning for employees with equity compensation- ISO, RSU, NQSO, ESPP – and/or concentrated company stock positions.

Alan Rhode, CFP®, RLP®

About Alan Rhode, CFP®, RLP®

I’m Alan Rhode, the Founder and CEO of Modern Wealth. Through my EVOKE® Financial Life Planning process, I Empower Gen X Entrepreneurs and Executives to Live Wealthy!

Traditional Financial Planning is outdated. That’s because the majority of Financial Advisors out there are more comfortable pushing proprietary investments and insurance, pitching products, and have little exposure to the human side of money.

That’s not Modern Wealth. Modern Wealth is the concept of melding money with meaning. When done correctly, it allows you to live a richer, fuller life. It’s a holistic approach that leads with you as a person, while using money as a tool to help you accomplish great things.

I’m living proof that EVOKE® works. I followed my EVOKE® and started Modern Wealth because of what I felt was wrong with the financial services industry. I believe that a Financial Advisor should serve as a real fiduciary through the fee only method of compensation. It’s the most transparent and objective model because there are no product commissions, there are no kickbacks and there aren’t any referral fees. I also believe that life is too fragile and short, so you better spend it with the people you love and doing the things that you love.

The truth is, no one can be told what “modern wealth” is. You need to experience it for yourself. But, EVOKE® gets you close. To one person it may be raising a family and to the other is might be starting a small business and catching a unicorn. But this is how!

I have over a decade of experience, helping good people and families achieve what’s most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Financial Planning Association, The Fee Only Network, and Ask.com.

I earned my Bachelor’s of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I have also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. I’m currently enrolled at Yale School of Management’s Wealth Management Theory and Practice program to earn the Certified Private Wealth Advisor® advanced designation.

In my free time, I enjoy autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, a good bourbon or tequila, and spending time with my family and friends. They are everything to me.

Read Alan’s blog here: https://www.modernwealthllc.com/blog

Malissa Marshall, CFP®, EA

About Malissa Marshall, CFP®, EA

I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient – it’s critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.

As a trusted advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth – it’s my job to help you protect and preserve it.

Services include:

– Creation of an initial, comprehensive financial plan based on your personal goals
– Two planning meetings per year (spring and fall)
– Portfolio management up to $250,000 (optional)
– Detailed tax projections and planning guidance
– Tax preparation (if elected)
– Additional funds can be managed at 0.5% management fee (paid quarterly)

Read Malissa’s blog here: https://www.soaring-wealth.com/blog

Shaun Erickson, CFP®

About Shaun Erickson, CFP®

Project Management for your financial life.

Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”.

We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.

In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of.

Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics:

– We want to be engaged in the financial decision-making process

– We have the ability to manage our own finances, but, don’t have the bandwidth

– We are willing to be completely transparent about our financial life

– We recognize that there are currently overlooked areas in our financial life

– We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making

– We embrace the use of technology

– We prefer low-cost index investments

As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Joseph Kuo, CFP®, CMA

About Joseph Kuo, CFP®, CMA

Born to a family business, I was always surrounded by business owners commiserating with each other and figuring out how to break through to the next level. Growing up, I received many mixed money messages. I learned that family is most important, but no one has time for family; that money provides safety and freedom, but everyone seemed to be chained to their businesses; that we must work hard to build a beautiful future, yet no one knows where they are heading. Like many others, my father was too busy with his business so he never set up a retirement plan, never diversified his holdings, and never planned for his legacy.

While I never had to worry about money, I also felt lost and invisible. There is a sense that, no matter what I do, I will always be my father’s shadow instead of my own person. During college, I recall hearing my father’s banker declaring his admiration for business creators while looking down on inheritors of wealth. After graduate school, I decided to make my own way and joined a management consulting firm. Eventually, I went corporate and became the director of the business unit CFOs at a tech firm.

Alas, the world changed for my family during the economic upheaval. A perfect storm of the credit crunch, geopolitical turmoil, and economic downturn resulted in the family business, which has grown into an international conglomerate, going bankrupt. Because dad had invested everything back into his business and in illiquid real estate holdings; he literally lost his wealth overnight. I cannot imagine what it feels like to lose the dream that you’d invested 40 years of your life and sacrificed time with family to build. This is why I founded Abundance Wealth Planning – I don’t want to see this happen to any other family and promised myself that I will do whatever I can to help others thrive and flourish.

John Nowak, CFP®, CPA, CPWA®

About John Nowak, CFP®, CPA, CPWA®

I enjoy helping executives and their families make smart decisions with their money. Job changes and promotions tend to be a time when experienced professionals seek financial guidance.

If your financial picture includes stock compensation (options, RSUs), multiple 401(k)s, and taxes (whose doesn’t?), I can help organize, prioritize, and implement an actionable plan centered around your personal objectives. By connecting your money, family, and career, you can achieve symmetry for your wealth.