Marcus Blanchard, CFP®, WCMP

About Marcus Blanchard, CFP®, WCMP, ChFC

Hi, I’m Marcus Blanchard, Founder of Focal Point Financial Planning.

I first became interested in finance as my initial enlistment in the United States Marine Corps was drawing to a close. I couldn’t help but notice the drastic differences in how people viewed money and how they used it. Upon exiting military service with an Honorable Discharge and two deployments (1st to southern Helmand Province, Afghanistan – 2nd to Okinawa & Phillippines), I began my studies for a Bachelor’s degree in Personal Financial Planning.

After graduation, 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 tax-efficient investments. I love learning different ways to help clients, which is why I say that “I’m a nerd in your corner!”

I have worked for both large and small financial firms and after a while, decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners deal 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, creating custom tax-saving strategies and financial plans, maintaining focus on how you want to live your life.

I am excited to work together and help you live life on your terms.

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.

Timothy Sample, CFP®, MBA

About Timothy Sample, CFP®, MBA

“I walk this life with integrity and humility. With a focus on all-encompassing gratitude, I seek to leave a legacy of generosity and truth to all that enter my life”

I have a deep passion for entrepreneurship, real estate, and personal wealth management. Through my own financial endeavors, I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

In 2019, I founded Sample Financial Solutions. SFS was established to assist families with their financial goals, build wealth specializing in small business owners and real estate investors. As an independent, fee-only fiduciary financial planner your interests are always put first.

Prior to founding SFS, I had a corporate career working for a fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager, I had the opportunity to work extensively with small business owners building relationships, reviewing businesses, and extending credit. During this time, I also obtained an MBA with a focus in finance and accounting.

Born in Oregon but spending most of my childhood in California, I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology, University of Colorado for my master’s degree biomedical sciences, and Regis University for my MBA.

Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.

Douglas Richardson, CFP®, BFA™

About Douglas Richardson, CFP®, BFA™

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like “if something were to happen to me, am I prepared?” My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals.

I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says “investing is simple, it’s just not easy.” Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Daniel Johnson, CFP®, CEPA

About Daniel Johnson, CFP®, CEPA, MBA

Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial, a fee-only financial planning firm based in Asheville, NC. In 2017, he relocated from Asheville to Winston-Salem, NC with his family to lead the opening of a new office. During his time with Parsec, he worked with over 140 different households, some of which were just starting their financial journey and others in which he was helping transition $20+ million of family assets.

With an overwhelming desire for more independence and the pull towards entrepreneurship, RE|Focus Financial Planning was born in 2021. The opportunity to help individuals that have grown wealth through wise saving and investing as well as through Real Estate and Cryptocurrency (Bitcoin). Our flat-fee, non-AUM based approach allows for full independence when making investment recommendations.

Daniel holds a BS in Accounting from the University of North Carolina at Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA). Daniel has also been actively involved in NAPFA (National Association of Personal Financial Advisors) for the past 5 years, serving as the chair of NAPFA Genesis, and currently a member of the South Region Board.

Daniel, his wife Sarah and their 3 boys love living in Winston Salem. They are members of Redeemer Presbyterian Church. Daniel is a member of the Rotary Club of Winston Salem, and is also on the board of advisors at the William G. White YMCA.

Read Daniel’s blog here: http://www.refocusfp.com/blog

Amy Hamasaki, CFP®, EA

About Amy Hamasaki, CFP®, EA

With over two decades of relevant work, life, and educational experience in the financial services industry, I can provide unparalleled advice pertaining to any aspect of personal finances. As a young girl I spent my free time in the back of my Grandmother’s real estate office doing her books and then hired by my father to keep his mechanic shop’s books. After getting my degree in Global Economics from the University of California at Santa Cruz, I embarked upon a career in the financial services industry and have had the opportunity to work in many areas.

From providing holistic financial planning, specific investment advice, or filing tax returns for small businesses, I can provide value across a broad array of financial matters. With my extensive tax knowledge, I can easily break down complex strategies into simple terms, greatly aiding entrepreneurs with the empowerment to mitigate their tax bill.

In the wake of the pandemic, I decided to start my own business to help serve the backbone of the US economy: small business owners. Traditionally, financial planning firms have steep investment minimums and small business owners typically have most of their assets tied up in their business. By charging for financial planning services based upon the complexity of needed projects, I can provide unbiased, expert advice specifically tailored to the entrepreneurs needs. As a fiduciary, I serve you and do not receive any referral fees, kickbacks, or commissions of any kind. As a testament to my role, I have surrendered my insurance licenses, so I am ineligible to receive any ‘hidden’ commissions.

If you are an entrepreneur and looking for clever tax mitigation strategies while looking at all of your moving financial components, give me a call and let’s see if it makes sense to work with one another!

Sarah Ponder, CFP®, MBA

About Sarah Ponder, CFP®, MBA

Professional:
Hi, I’m Sarah! I’m a CFP® experienced in working with individuals and institutional investors, including non-profit organizations, foundations, and retirement plans. I currently do comprehensive financial planning for real estate agents and real estate professionals.

I founded two companies dedicated to helping people with their finances: Fiduciary Financial Education LLC and Real Estate Wealth Planning. Prior to starting these companies, I was a Regional Director at Dimensional Fund Advisors, a low-cost investment asset manager, where I helped manage investments in a straightforward way that lets clients sleep at night.

Before I worked in financial services, I spent nine years in the education sector, first as a sixth grade math and science teacher, and then as Director of Partner Services for EverFi, an education technology company focused on financial literacy and life skills. Throughout my career, I traveled throughout most of the United States in order to teach thousands of children and adults in-person and virtually.

I graduated from the University of Texas at Austin – twice! First, with a BA in Sociology and ten years later with an MBA.

Personal:
My family lives in beautiful Sunset Valley, Texas, which is a tiny 1-square-mile municipality full of walking trails surrounded by the City of Austin.

I am proudly married to Ross Ponder, a high-producing REALTOR® at Compass. Ross and I have three children, Lucy, Hank, and Ruth. And of course, our family wouldn’t be complete without our two rescued German Shepherds, Bear and Molly.

When I went through my own financial life planning process, it was really clear to me that my most cherished values are spending time with my family and friends. I love to gather people in our (usually messy!) home, cook something I found on Pinterest, and laugh at the inevitable antics that our toddlers get themselves into.

Outside of our home, I love Austin’s incredible restaurant scene and exploring the outdoors that we are blessed to live near. Our family attends St. David’s Episcopal Church in downtown Austin where I serve on the foundation board of directors.

My Why:
Growing up, my family was raised on a public school teacher’s salary, so money was always tight. Poor decisions by extended family members essentially wiped out much of my college fund, forcing me to become very frugal and financially literate as a teenager.

Throughout my career in education, I taught math, financial literacy and business skills to middle school and high school students, which solidified my belief in the power of a good education as the great equalizer. I believe all people deserve access to fair, unbiased information about their finances, which is why I am both a fee-only fiduciary financial planner and also provide educational content through my other company, Fiduciary Financial Education LLC.

Read Sarah’s blog here: https://realestatewealthplanning.com/blog/

Jonathan Heagle, CFP®, CFA

About Jonathan Heagle, CFP®, CFA

Jonathan is the founder and president of Mountain Vista Wealth Management, LLC, a firm that specializes in retirement planning and the creation and management of customized investment portfolios. He is a real estate investor, and, therefore, familiar with the unique benefits and risks of the asset class.

Jonathan graduated magna cum laude, earning a bachelor’s degree in finance, from Boston College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®) designations.

Jonathan has 20 years of industry experience, including 16 years on Wall Street. He worked as a mortgage trader at Goldman Sachs during the mortgage crisis and as a proprietary trader and portfolio manager for the Royal Bank of Canada. He was responsible for portfolios with assets upwards of $3 billion. These experiences taught him the importance of risk management and helped shape his investment approach at Mountain Vista.

When he is not creating financial plans, consulting with clients or stress-testing portfolios, you can find him snowboarding in the backcountry or cycling around his hometown of Santa Barbara. He is also a proud husband and father of two daughters.

Read more about Jonathan’s story here: https://mountainvistawealth.com/my-journey-to-becoming-a-financial-advisor-jonathan-heagle/

Read Jonathan’s blog here: https://mountainvistawealth.com/blog/

Kurt Angstadt, CFP®

About Kurt Angstadt, CFP®

I’m Kurt Angstadt, a CERTIFIED FINANCIAL PLANNER™, business owner, real estate investor, triathlete, and family man who founded K Wealth Advisors to provide Insightful Planning to Live Your Best Life!
At K Wealth Advisors we focus on giving you back your time so you can focus on your vision, family, and business. KWA provides insightful planning to rising professionals, entrepreneurs, and those who have or strive for substantial real-estate holdings.

K Wealth Advisors is an independent financial advisory firm headquartered in Berwyn, PA. We work with clients locally and throughout the country using our technology forward approach. We focus on uniquely delivering personal financial advice and strive for long-term partnerships with our clients. Our clients commonly have and strive for extensive wealth in real-estate.

Partner with K Wealth Advisors to get back your time, so you can focus on your vision, family, and business.
We provide fee-only financial planning solutions to the “go-getters,” those who have a vision of their future.

Nick Jensen, CFP®, CPA

About Nick Jenson, CFP®, CPA

Nick Jensen is a fee-only financial planner and the founder of Silvo Planning.

Nick brings his passion for lifelong learning, talent for coaching, and attention for detail to every client relationship. When not helping people build their financial futures, he can be found working on his farm or enjoying the many outdoor activities that our region has to offer.

Nick is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He holds a Bachelors degree in Accounting with a concentration in Economics from the Rochester Institute of Technology as well as a Masters in Science of Law from the Thomas Jefferson School of Law. He had over 20 years of experience in public accounting and corporate finance before making a mid-career shift to financial planning in 2016 and has not looked back since.