Jefferson Rotherham, CFP®, MSFP

About Jefferson Rotherham, CFP®, MSFP

Orion Capital Management is honored and humbled to have been voted Best of Coronado Island 2022 for the Investment Management/Financial Advisor category!

My goal as a financial planner is to help give clients the freedom to live their best life. I am passionate about helping clients reach their goals through clear financial plans and tax-efficient retirement strategies that take the stress and worry out of investment management. Over the course of my career, I have developed and monitored hundreds of financial plans for clients in a wide range of circumstances.

I am a veteran of the U.S. Navy and work well with retired military clients, particularly those embarking on a new career or entrepreneurial venture as I understand the complexities of military life and retirement. I also work well with business owners looking for clear solutions and well-structured tax and retirement strategies to simplify their financial lives.

Prior to embarking on a career in financial planning, I served in the U.S. Navy for 20 years as a Master Explosive Ordnance Disposal (EOD) Technician/Special Operations Operator. I spent the majority of my Navy career in Special Operations, training and leading advanced EOD operational elements and teams.

I hold a Master of Science degree in Advanced Financial Planning from Golden Gate University in San Francisco, CA and earned a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University.

I live in Coronado, California, with my wife Sarah and our three children. I am a regular volunteer at Coronado schools and various athletic activities. I am an active supporter of the EOD Warrior Foundation and the Naval Special Warfare Family Foundation. In my free time, I enjoy time with family and friends, travel, wine tasting and Brazilian Jiu-Jitsu.

Read Jefferson’s blog here: https://www.orioncapitalmgmt.com/articles/

Matt Miner, CFP®

Matt Miner, CFP®

I work best with professionals, entrepreneurs, and families contemplating how to make work optional – whether at age 35 or 65!

I help clients bridge the gap between knowing and doing. Miner Wealth Management clients are confident that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!”

I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?”

I earned my MBA in the full-time program at Duke’s Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe.

After Fuqua, my wife Charity and I repaid our $225,000 in b-school debt in about three years. Through that journey, I began helping people with personal finance and wealth management. In 2018, I left traditional corporate work to become a financial advisor. I launched Miner Wealth Management in August 2021.

Charity and I live in Raleigh with our three amazing and entrepreneurial children. I serve MBAs, Entrepreneurs, and High-Income clients throughout the US.

Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional.

Please get in touch with your questions about life, work, and money!

Read Matt’s blog here: http://workpantsfinance.com/

Michael Tarascio, CFP®

About Michael Tarascio, CFP®

Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using Comprehensive Financial Planning to help professionals and business owners save more of their money, pay less tax, retain their employees, and use their business for creative estate planning strategies.

After more than a decade in corporate America working with families and business owners, Michael decided to shun the awards and promotions in order to pursue a more meaningful calling – working directly with families and entrepreneurs in an impactful and unhindered way. A CFP® Professional, Michael received his B.A. from the University of Oregon and M.A. from Boston College and when he’s not working you can find him playing soccer with his kids, mountain biking and traveling.

Tarascio Financial Planning is deeply influenced by Angela Duckworth’s Grit and those themes permeate the culture of the firm. “We’re here to serve our clients. There’s WAY too much hidden cost, conflicts of interest, and salesmanship involved in personal financial advice. Our mission is help clients avoid bad business models by providing Fee-Only, holistic Financial Planning. Let us reduce your fees, simplify your plan, and crush those nagging, ‘am-I-doing-this-right?’ inner voices!”

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.

Damian Palfini, CFP®, RLP®

About Damian Palfini, CFP®, RLP®

Damian started out in the investment business in the depths of the Great Financial Crisis of 2008/09 and spent the next decade + honing his portfolio management and investment analysis skills before creating Cavalot. Previously, Damian graduated from California State University-Chico with a Bachelor of Arts in International Relations and minors in International Business and Italian.

Nowadays he focuses primarily on helping people with the complexities around owning a business, equity compensation and crypto so they can maximize their assets to pursue lifestyle and financial independence. The end goal is not so much a particular destination, but making sure we are allocating resources towards the life we want as efficiently as possible.

Damian spends the majority of the year as a digital nomad, traveling to various different places with his pup, Rio, in tow. In the winter you’ll find him ski racing Masters in the western US while summers are typically filled with mountain biking and fly fishing.

Damian is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™), holds DACFP Certificate in Blockchain and Digital Assets ℠ and is a current grad student in Blockchain and Digital Currency.

Read Damian’s blog here: https://cavalotcapital.com/transforming-wealth

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.