Joel Huet, CFP®, CTFA

About Joel Huet, CFP®, CTFA, CISP

Joel graduated from Fort Hays State University (1986) with his BBA. He later obtained his MBA from the University of Missouri- Kansas City (1992). Joel is also a graduate of the Cannon Trust School, Pepperdine University and the College for Financial Planning, Denver, Colorado. In addition to his CFP®, Joel also has his Certified Trust and Financial Advisor(CTFA) and Certified IRA Professional (CISP) designations.

Prior to founding White Sand Wealth Management, Joel was the Trust Market Manager for Mobank. He has also held positions as the Division Manager for the Wealth Management Group at Blue Ridge Bank and as the Director of Sales for the Commerce Trust Company.

Joel is a member of the Children’s Mercy Hospital Planned Giving Council and Big Brothers Big Sisters of Greater Kansas City Corporate Club. He is also the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. Joel is a current member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Robert J Falcon, CFP®, CPA

About Robert J Falcon, CFP®, CPA, CCFC®, PFS, MBA

Hi, I’m Bob Falcon. I started Falcon Wealth Managers because I know that pharmaceutical and biotech professionals have limited time available to worry about where to invest their 401(k) contributions or whether or not they are saving enough for retirement. I should know…I worked with these extremely bright people for 15 years. Professionals in other industries also have executive compensation challenges that I can help resolve with my 9 years of public accounting tax experience. By relieving these professionals of their concerns, I enable them to spend more time on themselves, their careers, and their families.

In addition to being a licensed CPA in Pennsylvania and a CFP® Professional, I am one of less than 50 professionals to hold the Certified College Financial Consultant (CCFC®) designation from the AICCFC. With this unique combination of skills, I provide financial, investment, retirement, and tax planning and compliance to all of my clients. As a CCFC®, I help clients with high school students to save ON the cost of college by implementing needs-based and merit aid strategies so they can minimize their net cost and total loans incurred for college.

I paid for 100% of my education myself, including my BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). My career includes 9 years of Big 4 Manager-level tax experience and 15 years of pharmaceutical forecasting experience.

On a personal note, I live in the western suburbs of Philadelphia, but I am originally from Pittsburgh and still bleed black and gold. My father was Italian, and I carry on his love of vegetable gardening (including tomatoes, lettuce, basil & herbs) and my Croatian mom’s cooking ability to cook for my wife and 2 teen boys. As the last of 7 children, I developed a self-deprecating sense of humor early on that I have maintained to this date, so I am constantly looking for ways to laugh at life and all the curve balls it throws at us.

Timothy Kenney CFP®

About Timothy Kenney CFP®

I help active people who want to build a secure future for themselves and their families. I started Seawise Financial to be a truly independent destination for people that want unbiased advice to help fulfill their financial goals and dreams.

I have been involved in financial services for 20 years. I started on the institutional side of the industry and was the Senior Fixed Income Trader at LPL Financial in La Jolla, CA. There I helped financial advisors and their clients construct and review their fixed income portfolios. I transitioned to helping clients with their financial goals and spent the next six years as a financial planner and portfolio manager for teams at Wells Fargo Advisors and UBS. I also spent 4 years as a Wealth Manager with USAA and advised over 150 households with ties to the military.

I have lived in San Diego virtually my whole life and earned a bachelor’s degree in business administration from the University of San Diego. I am an avid surfer and have traveled to areas such as Central America, the Caribbean, the South Pacific and Indonesia in search of waves. I also enjoy reading, music and watching local sports teams. My wife Jenna and I live in Cardiff-by-the-Sea with our two dogs.

Robinson Crawford, CFP®

About Robinson Crawford, CFP®

I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms – how the sausage was made.

Fast forward to 2016, I’ve worked a few years in the industry, but I’m not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a fair & transparent way, and I’d like to do it on my own terms. XYPN’s little push, their “Yes, you can do this” at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017.

Today, my firm serves 50+ clients locally & throughout the country. I couldn’t be more proud of our clientele or more hopeful about the future of the firm.

Some more personal quick-hits:

BS, Computational Mathematical Sciences, Arizona State University
CERTIFIED FINANCIAL PLANNER™
Published in the New York Times, Wall Street Journal, Barron’s, and the Alpha Architect blog
Mississippi native
Youngest of 4 siblings
I love basketball, baseball, sushi, and my dog’s underbite
Married on 10/10/2020 to the love of my life

Tom LeClaire, CFP®, AIF®

About Tom LeClaire, CFP®, MBA, AIF®

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations and graduated from Stetson University with a Master of Business Administration and Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for 10 years primarily as a Financial Consultant where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom serves in the Army Guard, deployed overseas three times, and currently works with the new Security Force Assistance Brigade in Pinellas Park, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife Michelle and spends his free time with her traveling and running distance races.

Brian Leben CFP®, CPA

About Brian Leben CFP®, CPA, PFS, MBA, CGMA

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master’s of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams.

Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor.

Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Robert Stoll, CFP®, CFA

About Robert Stoll, CFP®, CFA

My goal as an advisor is to bring clarity to your complex financial questions. If a client understands what they’re doing and – more importantly – WHY they’re doing it, then it helps ease the feelings of uncertainty and doubt so many of us face with our finances.

We work with two primary types of clients:
– Corporate Executives: In addition to retirement planning, college planning, and other family financial planning topics, we help you understand all the benefits that are offered by your company. Restricted Stock Units (RSUs), stock options, and deferred compensation can be powerful savings tools if planned well. Many companies also offer opportunities for more savings opportunities in your 401(k) plan beyond the pre-tax contributions you’re currently making.

– Near Retirees: The financial industry says a lot about saving for retirement, but doesn’t do a good job of explaining how to use those savings while you’re in retirement. We help map out a retirement income strategy so you can feel secure that you’ll be able to meet your living expense needs after you stop receiving your paychecks.

Our in-house tax planning service is a key differentiator as tax planning is critical to optimizing the value of planning strategies for executives and retirees alike.

Jirayr Kembikian, CFP®

About Jirayr Kembikian, CFP®

Jirayr started his career with one of the nation’s largest banks, where he repeatedly witnessed the enduring impact of a solid financial plan on clients’ success. This led him to pursue a career as a financial planner with a mission to provide all clients with a financial roadmap and professional guidance in order to help them reach their full potential.

Prior to joining Citrine Capital, Jirayr was a financial planner at Ameritas Investment Corporation where he helped hundreds of individuals, families, and small businesses develop a financial plan and work towards their financial goals.

Today, Jirayr is a managing partner and wealth advisor at Citrine Capital, where he serves as an Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Jirayr holds a degree in finance from San Francisco State University. Born and raised in Marin County, he is an active community and board member in local service organizations. He is passionate about his active lifestyle including sports, mountain biking, hiking, photography and international travel.

Patrick King, CFP®, MBA

About Patrick King, CFP®, MBA

At Prana Wealth, we help professionals and executives over age 40 invest smarter, lower taxes and retire sooner.

Prana Wealth is a fee-only financial planning firm based in Atlanta that serves clients across the country. Over the years, we’ve helped CEOs, athletes, musicians and many others build a more confident financial future. Let us help you achieve a higher state of wealth.

We specialize in helping professionals and executives over age 40 make work optional.

Want to retire earlier? START HERE: https://calendly.com/pranawealth/intro

At Prana Wealth, we help our clients:

• Save time by working virtually,
• Retire sooner,
• Get organized,
• Maximize their compensation plans,
• Grow their investments,
• Lower their taxes,
• Figure out what to do with old 401(k) plans,
• Lower their stress over money.

At Prana Wealth, we do our best work with:

• Professionals and executives over age 40 who want to retire early

For additional information about our services and fees, visit us at: https://www.pranawealth.com/

ABOUT PATRICK

Patrick King is the Founder of Prana Wealth, a fee-only wealth management firm that specializes in helping professionals and executives over age 40 invest smarter, lower taxes and retire sooner.

Patrick lives in Atlanta and enjoys travel, mountain biking, photography, golf and college football.

Kyle Moore, CFP®

About Kyle Moore, CFP®

I started Quarry Hill Advisors with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients’ lives, only to find out that the “financial advisor” positions at the big firms were more focused on sales than helping people.

The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice. We are now an industry-leading firm helping optimize the financial lives of busy Executives and Retirees around the country. As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

I earned my bachelor’s degree from Northwestern University and was recognized with Academic All-American and Academic All-Big Ten honors as a golf team member. While I don’t conduct client meetings on the golf course, I’d be happy to take you out as friends and play you for money!

While I’m not busy in the office crafting financial plans, I love going on adventures with my wife, Madeline, and two children, Sophie Sue and Graham. My office, home, church, and in-laws are all within a 3-mile radius in St. Paul so it’s never too hard to find me!