Jamieson Hopp, CFP®, ECA

About Jamieson Hopp, CFP®, ECA

Jamieson is a CERTIFIED FINANCIAL PLANNER® professional.

Prior to joining Millennial Wealth, Jamieson worked at an independent RIA in Michigan for three years. After his experience working closely with retirees and pre-retirees in the Mid-West, he decided to be closer to home in Washington State, having grown up in Eastern, Washington.

Jamieson obtained a bachelor’s degree in Business Administration with a concentration in Financial Planning from Colorado State University, in 2018. Shortly thereafter, he sat for and passed the CFP® exam.

Outside of work, he enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.

Mike Zung, CFP®

About Mike Zung, CFP®

I am a podcast geek, an introvert, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam.

I graduated from Truman State University in 2001 with a degree in Computer Science. I started my career as a Java developer at Boeing in St. Louis and moved to Kansas City in 2006. Since then, I have been a software developer, manager, and architect in the employee benefits industry.

After 19+ years in information technology, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals in Kansas City navigate their financial lives.

I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages, and trying to balance your job with family and outside interests. Kansas City’s tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).

I was blessed with a fantastic career in tech, and see the tremendous potential that this career carries for others. I have since reached a point in my financial journey and experience where I would like to pay it forward. I am a firm believer in living a life that aligns with your core values and creating a company that is focused on financial literacy, empowerment, and service is what that looks like for me.

The question now is what does a life aligned with your values look like for you and your family, and how can we make it a reality?

Michael Henzes, CFP®, MBA, EA

Michael Henzes, CFP®, MBA, EA

Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!!

My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.

Some ways we’re different from other advisors:
Advice Only – Never worry about being sold something you don’t want.
Flat dollar fee – You won’t pay more because your accounts are growing.
No upfront fees – You get billed after the work is done – not before.
CFP® Professional – Rigorously trained and dedicated to your best interest.
Choice – You choose the level of service that fits your needs.
Low annual fee – Planning and investment management for one low fee.
No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.

I’m originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA).

I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service.

I started my career in accounting but found my calling in financial planning when I was introduced to the profession by my parent’s advisor. I’ve now accrued more than 20 years of experience in the accounting and financial services industry in a number of different capacities. I most recently served as Vice President of a large registered investment advisory firm in the Philadelphia suburbs and previously served as principal for one of Pennsylvania’s largest regional accounting firms. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients.

You can learn more about my professional background here:
LinkedIn: https://www.linkedin.com/in/finplanningspecialist/

In my limited free time, it’s all about family. I’ve been married for 16 years to my wife, Maria, and we have four young children so college planning is a big focus personally and professionally!! We enjoy being outdoors so you can typically find us spending time at the soccer field, hiking a mountain with the scouts, four-wheeling, catching waves at the Jersey shore or carving turns at our local ski resorts.

If you’d like to further explore how we might be able to help, I would encourage you to send us an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon.
– Michael Henzes

Richard Jakotowicz, CFP®, CFA®, MSF

About Richard Jakotowicz, CFP®, CFA®, MSF

Hello, I’m Rich Jakotowicz and I am the founder of Benchmark Financial, where I help families secure their financial future. I started Benchmark Financial so that I can give my clients the best possible advice given their specific set of circumstances. I have met too many people who received poor financial advice or were sold financial products that were not appropriate for them. It shouldn’t be that way. I formed Benchmark Financial to provide wealth management services as a fully independent adviser who can make decisions with my clients best interest in mind.

I have spent over two decades working and teaching financial planning at the JP Morgan Private Bank, TIAA-CREF, and currently at the University of Delaware. Because of my industry expertise and my genuine passion for helping individuals achieve their goals, I give my clients the advice they need and the personalized relationship they want.

When I’m not working, I can be found playing with my kids in the yard or at the beach. I live in Greenville, Delaware with my wife, two sons, and our dog, Buddy.

In addition to working with my clients, I am a Financial Planning Instructor at the University of Delaware. My responsibilities at the university also include:

– Director of the Financial Planning and Wealth Management Major
– Director of the Geltzeiler Trading Center
– Adviser to the Blue Hen Investment Club
– My University of Delaware website: sites.udel.edu/richj

My involvement in the community:

– Member of the CFA Society of Philadelphia Board of Directors
– Member of the A.I. DuPont Hospital for Children Planned Giving Committee
– Member of the Appoquinimink School District NAF Academy Board
– Member of the St. Anthony of Padua Grade School Board
– Member of the Financial Planning Association of Philadelphia
– Member of the Delaware Society for Financial Services Professionals

My financial credentials:

– Certified Financial Planner (CFP®)
– Chartered Financial Analyst (CFA)
– Masters Degree in Finance

Levi Sanchez, CFP®, BFA™

About Levi Sanchez, CFP®, BFA™, CPWA®

Levi is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED PRIVATE WEALTH ADVISOR®, and BEHAVIORAL FINANCIAL ADVISOR™ professional.

He grew up in Eastern, Washington, and has lived in Seattle since 2014. He’s always had an interest in personal finance, investing, and money. He’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife.

Aaron Hatch, CFP®

About Aaron Hatch, CFP®

Hi! I’m Aaron Hatch, CFP®, co-founder of Woven Capital. I help tech professionals (especially in the Bay Area) and clients local to my home base in Redding, California, make better decisions with their money. Through Woven Capital, I help clients break their financial goals into bite-sized to do’s and align their finances with their values.

My ultimate goal is to build a plan that takes every aspect of your life into account while freeing you from any previously held financial concerns. I want you to spend more time doing what you love, and less time wondering whether or not you’re making the right money moves.

With over 10 years of experience helping people with their money, I am proud to be a fee-only CERTIFIED FINANCIAL PLANNER™. I earned my Bachelor of Arts from Saint Olaf College, and earned my Personal Financial Planning Certificate from UC Berkeley.

Outside of work, I love to travel and enjoy seeing things take shape at home and in my local community, whether growing tomatoes in my garden or serving on local non-profit boards. Along with my wife, I helped established TEDxRedding in 2011 and continue to nurture the spreading of worthy ideas locally and globally.