Drew Feutz, CFP®

About Drew Feutz, CFP®

Drew Feutz, CFP® is a Co-Founder and Financial Planner at Migration Wealth Management, which is an independent fee-only Registered Investment Advisor that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.

Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon his graduation in May 2015.

Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning as well as Investments in May of 2015.

During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student.

He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis.

Currently, Drew serves as a Board member on the Indiana State University Financial Planning Advisory Board, as Chair-Elect of the NAPFA Genesis Committee, as Treasurer of the Young Professionals of Central Indiana, and as a Fellow with the Mitch Daniels Leadership Foundation.

Read Drew’s blog here: https://migrationwealthmanagement.com/blog/

Michael Shea, CFP®, EA

About Michael Shea, CFP®, EA

Michael is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters. As an enrolled agent and has unlimited practice rights in representing clients with their tax matters before the IRS.

Michael has a B.B.A. in Finance from Kennesaw State University’s Coles College of Business. Michael obtained his certificate in financial planning from the University of Georgia’s Terry College of Business. He previously served as a board member of the Middle Tennessee Chapter of the Financial Planning Association (FPA). He is a series 65 licensed Investment Adviser Representative and always acts in his client’s best interest by adhering to the fiduciary standard.

 

Read Michael’s blog here: https://trueequitywealth.com/blog/.

Jay Karamourtopoulos, CFP®

About Jay Karamourtopoulos, CFP®

Hi!

My name is Jay. I’m originally from Massachusetts and live in the North End of Boston.

Prior to starting Hereford Financial I worked for an investment management company servicing their private clients, a team of financial planners helping put together financial plans, and for two early stage FinTech companies (one in Boston and one in NYC.)

Like many of my peers, I set out to join the tech industry to find more fulfilling work that aligned with my values and provided me with an opportunity to grow and enhance my career through opportunities not easily found at more established firms. I’ve seen first hand the dedication, passion, time and effort that goes into working for a tech company and the fulfillment that comes from bringing a new product or service into the world. However, it leaves little time to understand your RSUs, ISOs, NSOs, ESPPs and how they fit into and affect your financial plan and goals.

My time in the tech space made me realize how impactful and beneficial equity compensation can be, but also how lack of education can cause confusion and missed opportunities, especially for millennials who haven’t accumulated the necessary assets to work with a traditional financial planner.

I created Hereford Financial to help clients in their 30’s and 40’s create clarity around their equity compensation and use it to plan for a secure future while enjoying their life today. There are no asset minimums, which allows me to work with and help younger clients whose financial situations are just as, if not more complicated than those traditionally served by the industry.

Our comprehensive financial planning process will help you create, grow and keep the wealth you have worked so hard for and allow you to spend more time doing the things that are important to you. We’ll ensure that your money is being leveraged as a tool to do more of what you love.

Max Pashman, CFP®

About Max Pashman, CFP®

Would you ever go to a doctor and be OK if their recommendation was incentivized by the size of their check? Or by what’s actually going to solve your health problem? As obvious as this might sound, it’s not so obvious in the financial industry. As an independent fee-only company, Pashman Financial has a fiduciary obligation to always put your best interest first.

The reality is the financial industry has gotten a bad rep after the amount of distrust it has laid on it’s customers. Your priorities should be addressed by what’s best for your needs versus focusing on how large someone can cash from you. Unfortunately, the traditional business model in the financial industry has not been set up as such. Versus jumping right into a traditional advisor role, Max decided to first invest his time learning more about the industry. He did so by working for a number of successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer towards their financial goals and also obtained his Series 7, Series 66, and life + health license.

By the time he gained the appropriate knowledge, he started building his own book of business and established a successful online network to push financial education to his followers. While advising clients at One Wealth Management, Max had begun to understand how he truly wanted to create the best financial planning for his clients. He realized in order to better serve his existing and upcoming clients, he had to transform his business into a truly fiduciary model. After obtaining his CFP designation, he founded Pashman Financial as a fee-only company built on that promise.

Today, Max currently assists sales professionals with organizing their paychecks. He focuses on helping sales professionals with financial planning surrounding their commission checks, exploring their individual options, utilizing their company benefits, and understanding their stock options. You worked hard for your hard-earned dollars. Now make them work even harder for you.

Erik Goodge, CFP®

About Erik Goodge, CFP®

Hi I’m Erik Goodge, CFP®, owner of uVest Advisory; thank you very much for checking out my profile! Here’s a little bit of background on me!

I am from Evansville, Indiana and a proud veteran of the United States Marine Corps (07-12). In August of 2009, I was wounded in Afghanistan’s Helmand Province by a pressure plate improvised explosive device (IED). I was awarded a Purple Heart for wounds received in action and a Navy and Marine Corps Achievement with Valor Medal for heroic actions under fire. There were some challenges during my time in the Marine Corps but I don’t regret one moment of it; I learned a lot!

I began my higher education journey in 2013 and by 2015 while in school full-time, I decided to pursue an Investment Advisory license. I started advising close friends and family while earning a B.S. in Economics and Cognitive Science and a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group, LLC to offer real financial planning solutions to self-employed Millennials (like myself!).

I’m a serious nerd when it comes to financial markets and economics but I have some other passions too. I am intensely interested in reading, learning, and self-development; an interest I developed after recovering from a serious brain injury as a result of my wounds in combat. I also love challenging myself in the gym and with long runs. My “great escapes” are fly fishing and playing guitar. But most of all, I cherish time with my two little girls, my wife, and 2 dogs.

Read Erik’s blog here: https://uvestadvisory.com/blog/

T.J. van Gerven, ​CFP®

About T.J. van Gerven, CFP®

Hi, my name is Theodore van Gerven, but you can call me TJ!

I’m the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice located in the Greater Boston area.

At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.

While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.

Meaning, you don’t have to be located in Massachusetts to work with me.

I started MWB, so I could remove the complexity behind financial planning and work with hard-working, like-minded professionals.

Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach (Martha’s Vineyard), or crafting a finance friendly meme. 🙂

Review our case studies at modernwealthbuilders.com if you’re interested in getting an in-depth description of the types of clients we do our best work for.

You can also schedule your initial phone call and get your free assessment at modernwealthbuilders.com.

Tony Matheson, CFP®

About Tony Matheson, CFP®

Tony founded Matheson Financial Partners in 2017 after selling investment solutions to financial advisors for over 20 years. Prior to founding MFP, Tony was head of sales with some of the largest asset management firms in the country, including Principal Financial. His first sales territory took him to New York for 4 years until he returned home to lead the sales division for the San Francisco Bay Area region.

“One of the pitfalls I’ve seen my colleagues face is grinding so hard to hit their sales and income goals that they neglect to plan how to manage their incoming assets. Income is not the same as wealth. I work closely with my clients developing systems to help them efficiently retain their assets and accumulate wealth, allowing them to put their focus and energy into what’s important to them.” – Tony Matheson

His vision was to design an independent fee-only firm to deliver comprehensive financial planning as a fiduciary, specializing in solving the challenges that many sales professionals face.

Over his career, Tony has helped advisors identify solutions and implement investment strategies for their clients. He has been a featured speaker at various industry events on topics including economic forecasts, optimizing social security payments, and college planning.

Tony is a CERTIFIED FINANCIAL PLANNER TM and earned his Bachelor of Arts in Theological Studies from Bethany University in Santa Cruz, CA. He grew up in the San Francisco Bay area and currently lives in Sacramento, CA with his wife Barbara and their two children. When he’s not working, you’ll probably find him on his Peloton bike or a softball diamond. He has completed marathons from SF to NYC and has volunteered with various organizations including Financial Planning for Cancer.