Austin Lee, CFP®, MBA

About Austin Lee, CFP®, MBA

Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-Only™ advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and a is Certified Financial Planner™ professional.

Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household.

Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.

Sharon Weaver, CFP®, AWMA

About Sharon Weaver, CFP®, AWMA

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years.

My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning.

Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral – dentist or not – and honored to bring them into our family of great clients, if the fit is right.

Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning.

Thank you for considering Mission Financial Planning!

Read Sharon’s blog here: https://www.missionfinancialplanning.com/blog

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Bradley Hilton, CFP®, MBA

About Bradley Hilton, CFP®, MBA

Husband. Friend. Nature lover. Girl dad. Banjo player. Financial planner.

Whether you lack time, skill, or discipline, you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. It’s about creating a to-do list, getting it done, and then doing it again – life evolves, and so does your plan. Our goal is to give you confidence in your financial decisions and free up your time, enabling you to live a better, more confident life.

As a Financial Planner, I get to make the world a better place, one family & one person at a time. I am a Certified Financial Planner™ and a master’s degree in personal financial planning. I started Sonas Financial Planning so that I could help more families achieve financial clarity, confidence, and partnership.

If you are ready to worry less and live happily? Schedule a free consultation by calling 404-545-5368 or email oenqyrl@fbanfsc.pbz.

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.

Asad Gourani, CFP®, EA

About Asad Gourani, CFP®, EA

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management.

Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ.

Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals.

Read Asad’s Blog here: https://www.agwealthm.com/blog/

Arnie K. Cabiles, CFP®

About Arnie K. Cabiles, CFP®

Achievable Wealth based out of Vallejo, CA, at the doorstep of the Napa Valley. We serve people aiming for financial independence who are:

*Retired or close to it (within 8 years).

*Still enjoy sports like skateboarding and mountain biking, and music, either
creating it or listening to Earth, Wind, and Fire now and then.

*Currently asking themselves: “How can I better use my hard earned money
to take care of my family, enjoy the company of friends, and support
charities that impact my community?”

*Excited to partner long-term with a financial planner to help plan and guide
the money part of their life and lifestyle.

Tripp Yates, CFP®, CPA/PFS

About Tripp Yates, CFP®, CPA/PFS

Tripp has extensive experience in financial planning and investment management, and he diligently uses his credentials of CPA and CFP® to benefit his clients. Over the last ten years, he has managed over $100 million in assets for individuals and families.

Tripp’s interest in investments started when he was young and was intrigued by his grandfather’s savvy investment knowledge. When he realized staying in public accounting was not his ultimate goal, he was excited to take his career in this direction.

His passion for financial planning is evident to each and every client he meets with. His desire is to help his clients organize their finances, save taxes, and invest wisely. Tripp strives to work in a humble and transparent way.

When he is not managing his firm and his clients, Tripp enjoys spending time with his family, running, and cheering on the Rebels and the Cubs.