Harrison Hinz, CFP®

About Harrison Hinz, CFP®

As we learned in 2020, nurses are a pillar of our everyday lives. They spend their careers helping others. Thank you, nurses, for what you do!

My wife is in nursing school and comes from a family of nurses. We have three kids now and hope to have some more down the road. With similar life experiences, combined with the CFP® designation, I both understand your struggles as a nurse and help you find a more clear direction on where you want your finances to go.

I specifically work with nurses that have young children or plan to have children in the next 5 years. Together we prioritize financial goals, discuss saving for child expenses, review cashflow/tax opportunities, plan for retirement, evaluate/establish investment portfolios, and navigate the ever-changing financial world.

I love being able to help nurses understand their financial picture and establish a plan for their future.

Are you ready to take control of your finances? Let’s Talk!

Tim Hicks, CFP®

About Tim Hicks, CFP®

I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.

I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.

My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.

I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.

Tim Hicks, CFP®

About Tim Hicks, CFP®

I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.

I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.

My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.

I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.

Tim Hicks, CFP®

About Tim Hicks, CFP®

I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.

I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.

My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.

I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.

Evon Mendrin, CFP®, CSLP®

About Evon Mendrin, CFP®, CSLP®

Hi, I’m Evon. I’m the founder and lead advisor at Optometry Wealth Advisors. I’m dedicated to serving optometrists, especially those in private practice.

I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You’re on your way to financial freedom, and I’m your guide to get you there!

If you own a private practice – or dream of cold-starting or buying into a private practice – we may be a great fit to work together.

After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner – building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner.

With all that on your plate, I’m here to help you grow your wealth, master your money, and plan purposefully.

Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances.

My credentials and education:
• Certified Financial Planner™ (CFP®) professional
• Certified Student Loan Professional™ (CSLP®)
• Bachelor of Arts in Finance and Marketing, Fresno Pacific University

I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm.

Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide.

When I’m not serving ODs or researching nerdy financial planning stuff, I’m spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors.

If you’d like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you’ll find helpful.

Tim Hicks, CFP®

About Tim Hicks, CFP®

I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.

I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.

My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. After a couple of years struggling to find the right environment to truly serve clients, I am delighted that I found my home to always act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.

I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Ocean Isle Beach, NC and participate in sports activities and serve in our local church.

Scott Sturgeon, CFP®, JD

About Scott Sturgeon, CFP®, JD, MBA

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients navigate their financial lives and helps them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow and business equity analysis, estate planning or investing, Scott is able to provide value to clients encompassing a variety of planning areas.

Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional.

In his free time, Scott loves spending time with his wife Jenny, daughter Scarlett and Mini-Australian Shepherd Birdie. An avid outdoorsman, Scott enjoys fishing, hiking, traveling, and rooting for the Kansas Jayhawks. Scott is also actively involved in the charitable community of the greater Kansas City area by volunteering with The Alzheimer’s Association’s Heart of America Chapter in Kansas City and by currently sitting on the Board of Directors for The Front Porch Alliance.

Chao Zhang, CFP®, CFA®

About Chao Zhang, CFP®, CFA®

Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.

With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.

I am a fiduciary, fee-only advisor who is knowledgeable, skilled in investing, responsive, willing to listen, not judgmental, and above all else, always putting your interests first. Look no further. I am ready to serve.

Please visit my website to learn more about my bio, services, and pricing.

Steven Gilbert, CFP®, RICP

About Steven Gilbert, CFP®, RICP, APMA

Steven Gilbert founded Gilbert Wealth LLC in 2021 to create a company that is focused on creating long-term relationships with clients through providing deep financial planning expertise along with investment management advice founded in time-tested strategies.

Gilbert Wealth serves clients in all walks of life whether it’s saving for college, transitioning to a new career, preparing for normal or early retirement, or addressing your insurance needs.

Steven Gilbert is passionate about continuing education to provide strategies to his clients that address the ever-changing environment. The practice is a tax-centric practice and delves into many strategies to reduce taxes over a lifetime.

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.