Gregory Goff, CFP®, CIMA®

About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management started out of a desire to make a better, more seamless financial planning experience. Greg launched Sound Wealth Management as a boutique, fee-only fiduciary firm anchored in uncompromising client service and attention to goal-driven details. Inspired by a passion for entrepreneurship, Greg’s desire was to stand out from the industry giants. He refuses to be marked as just another financial advisor and continues to focus his company on people, not profits.

Cory Moore, CFP®, MBA

About Cory Moore, CFP®, MBA

After earning a finance degree from the University of Central Oklahoma in 2006, I moved to the Philadelphia area to pursue a career in personal finance. Through persistence, hard work, and a positive can-do attitude, I navigated a successful career path at Vanguard and Prudential Financial, two trillion-dollar financial services firms. At both Vanguard and Prudential, I ascended the career ladder, working my way up from an Associate to a Vice President position while also earning an MBA from Rutgers University. My unique journey (which includes relocations and promotions as well as setbacks) has influenced and shaped my perspective on the essential elements of financial planning excellence. It has provided me with both the practical and theoretical experience I need to help you reach your financial goals.

I reside in Oklahoma City, OK, having relocated here from the Philadelphia area. I am a self-proclaimed “nerd at the cool table”. In my spare time, I enjoy reading, biking, fishing, traveling, sports, and having fun!

I would love to hear about your financial dreams and discuss how I could help them come to fruition. Let’s talk!

Tom Poltersdorf Jr., CFP®, CEPA®

About Tom Poltersdorf Jr., CFP®, CEPA®

Tom Poltersdorf Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) and a Certified Exit Planning Advisor (CEPA) specializing in working with business owners in the Central Pennsylvania area & virtually throughout the US. My experience and certifications not only provide me with the expertise to advise on the personal side of financial planning but also on an owner’s greatest asset, their business.

Marcus Blanchard, CFP®, WMCP

About Marcus Blanchard, CFP®, WMCP, ChFC

I like to say, “I’m a nerd in your corner!”

Financial planning has been my study and passion for many years now, ever since I joined the Marine Corps and had to start making my own investment decisions.

After getting my Bachelor’s degree in Personal Financial Planning, I also earned the Certified Financial Planner (CFP®), Wealth Management Certified Professional (WMCP®), & Chartered Financial Consultant (ChFC®) designations to further my understanding of financial planning and different ways to help reduce people’s tax bills.

After a while of working for both large and small financial firms, I decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners & investors deal with, along with the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC.

Now I can better serve clients by looking where other advisors won’t, helping you breathe easier about taxes and where your dollars are going.

Read Marcus’ blog here: https://focalpointplanning.com/blog-preview

Mike Turi, CFP®, APMA®

About Mike Turi, CFP®, APMA®

After spending the better part of the last 10 years serving clients on a small wealth management team responsible for over $100 million in assets, I started Upbeat Wealth because true financial planning goes beyond just overseeing a client’s investment portfolio. Through a transparent fee-only structure and client service model, I help clients navigate important topics such as small business retirement planning and tax optimization, real estate investment analysis, and young family financial planning.

Upbeat Wealth is a firm providing insightful financial planning aimed toward maximizing the financial potential of our entrepreneurs, small business owners, real estate professionals, and young families. As an independent, planning-oriented firm acting in a fiduciary capacity, I guarantee that the clients’ best interests come first. And as someone who is passionate about my local community, it is my honor to serve those that are the bedrock of what makes our neighborhoods so special – our innovators, creators, and go-getters that bring us together and push us forward. My goal is to provide them with financial guidance, confidence, and resources so that they can focus on the things that excite and drive them.

Here to answer the questions that really keep you up at night, let Upbeat Wealth bring clarity to your entire financial picture.

Michael Morton, CFP®, ChFC®

About Michael Morton, CFP®, ChFC®

I love helping busy entrepreneurs and tech professionals with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully.

I am not like any other advisor:
✅ I focus on you: your time, energy, dreams, and goals. Not your portfolio.
✅ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me.
✅ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year.
✅ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them.
✅ I do not charge based on your net worth, or assets invested with me and have no minimums fees.
✅ 100% of my income comes from my clients, so whom do you think I work for?

By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today.

When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

Jim Crider, CFP®

About Jim Crider, CFP®

I’m the founder of Intentional Living FP, a firm created to help families, like my own, achieve early financial independence. Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this. Together, we navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.

I am highly trained in financial planning and investment management having earned the Certified Financial Planner (CFP) designation in addition to years of experience as a financial planner at nationally recognized firms. I’ve worked with tens of thousands of families in aligning their financial decisions with their lives. If you’re looking for early financial independence and work optionality I am highly suited to help you and your family. Beyond the countless planning situations I’ve helped others navigate, my family and I are in a similar position. My wife, Kendra, and I are working toward early financial independence so we can have more time to spend with those we love and do more of the things we enjoy. This begins with becoming clear on what is important to you and your family then making intentional decisions to align your actions and your values.

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

May Jiang, CFP®, CPA

About May Jiang, CFP®, CPA

Having worked and consulted for businesses of all sizes for almost 20 years, it is my passion to guide and support small businesses, entrepreneurs, and individuals in pursuit of secure financial futures and peace of mind.

As an experienced CPA and CFP®, I work with clients as their trusted advisor in a way that extends beyond the traditional compliance work—keeping the books straight and filing taxes. Taking a proactive approach, I closely engage with clients to provide a multitude of value-adding activities:

-Improving client understanding of financial information
-Modeling “what if” scenarios to help clients consider implications of management decisions
-Assisting clients with business assessment to analyze strengths, weaknesses, threats, and opportunities, followed by development of comprehensive action plans to help clients achieve desired future outcomes
-Translating client’s vision of the future into day-to-day activities and monitoring associated key performance indicators
-Helping clients design ideal retirement plans, employee benefit plans, risk protection plans, and investment plans

I believe my work helps small business owners achieve sustainable success by fostering an environment of continuous improvement in an ever-changing marketplace.

Small business owners like to have control of their time, money, and energy. They create value beyond profit–they also create legacies for themselves, their families, and communities through their creativity, work ethics, and tenacity.

It brings me great joy and a sense of fulfillment to be able to make a difference in the lives of others and help clients succeed!

Matt Fizell, CFP®

About Matt Fizell, CFP®

Hi there, I’m Matt – the Owner of Harmony Wealth, a virtually based Registered Investment Advisory firm located in Wisconsin. As a virtual financial planner, I work with clients all across the country and am able to serve my clients wherever life may take them.

I am a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary that operates on a fee-only basis. I earned my degree in Personal Finance from the University of Wisconsin and also serve the next generation of financial planners as co-host of the “You’re a Financial Planner, Now What?” podcast.

I currently live in Madison, WI. In my free time, I enjoy spending time on the lake, checking out the beautiful nature Wisconsin has to offer and exploring the Saturday farmer’s market. I also spend time serving my local community through volunteer efforts with the local Foster Care agency, serving at my church, and giving back to the Personal Finance program at the University of Wisconsin.

Read Matt’s blog here: https://planwithharmony.com/blog-archive/

Brandon Jordan, CFP®, MSA

About Brandon Jordan, CFP®, MSA, ChFC®, CEPA®, CVGA®, CLU®

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning.

With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 10), Anna (age 8) and Luke (age 3). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at Shipyard Church, is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.