Travis Ray, CFP®

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About Travis Ray, CFP®

Travis has built a career around helping others and has spent more than a decade consulting other financial advisors how to leverage financial technology to better serve their clients. Wanting to give back to his community, and to develop deeper relationships with the clients he serves, his focus is mid-career professionals, small business owners, and real estate professionals that could benefit from the financial clarity gained with an active engagement in financial planning.

As a Greensboro native, he loves his city and made the decision with his wife, Laura, that it would be the perfect place to raise their family. In addition to Laura, Travis shares his life with his two sons, Andrew and Grayson. He prides himself on being present with his wife and kids and cherishing the sound of little feet while he still can.

When on his own, he enjoys trail running, whitewater kayaking, putting off gardening tasks, foosball, and watching his two sons grow-up faster than he wants.

Brennan Zizzi, CFP®

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About Brennan Zizzi, CFP®

Brennan is the Cofounder and Investment Advisor of Zizzi Investments. He primarily focuses on personal wealth management and small business retirement plans.

Brennan is a Certified Financial Planner, and his love for the technical side of finance drives his passion to continually learn and improve his knowledge. Brennan earned his CFP® in 2022, which expanded his expertise in the areas of investment, tax, education, retirement, risk management, and estate planning.

Brennan is a 2015 graduate of George Mason University, where he played on the NCAA Division 1 Men’s Soccer team. Brennan has played soccer since he was five years old, and his experience as a team player helped foster his passion for working with clients and developing strong relationships necessary to achieve their long-term goals.

Outside of work, Brennan enjoys traveling and tasting wine with his wife Kayla, playing amateur golf events, and cooking. Brennan’s family members all live in Central PA, and he enjoys spending time with his niece and three nephews.

Mike Metzger, CFP®, CRPS®

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About Mike Metzger, CFP®, CRPS®

When I got started in financial planning over a decade ago, I didn’t understand how the industry could ignore real estate as a valuable investment. It was from that early experience that I knew I didn’t want to conform to the industry norm.

In order to offer objective advice, it was going to take rebuilding the financial practice model – to include real estate investments.

Owning real estate investments myself, and having a spouse as a Realtor, I know the benefits that real estate brings to the overall financial picture. Real estate professionals are the hardest working people I know. But with so many pieces, it can be difficult to make the most of your business, properties, investments, and family life.

Having helped hundreds of individuals, I bring a real estate focus to help successful real estate professionals seek to reduce their tax burden, increase their cash flow, and put a plan in place so that they can retire one day pursuing a steady and consistent income stream.

As your financial partner, my goal is to give you the financial confidence to focus on what you enjoy most!

David Fowler, CFP®, ChFC®

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About David Fowler, CFP®, ChFC®

Hi, I’m David Fowler – the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory firm located in New Jersey, and with the use of modern technology able to serve clients across the entire United States.

With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far).

ABOUT HMFC

High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.

Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.

WHO I SERVE

As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:

• Outdoor Industry Professionals
• Outdoor Enthusiasts
• Solopreneurs

If you love being outdoors, work outdoors, or work for yourself – you are in the right place and have found your planner!

Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation

HOW I HELP

• I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
• I help you identify and eliminate any gambling or speculating that may be occurring with your investments
• I simplify the planning process – breaking your planning to actionable attainable steps

CERTIFICATIONS & QUALIFICATIONS

• I am a CERTIFIED FINANCIAL PLANNER™
• I have earned the Chartered Financial Consultant® (ChFC®) designation
• I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
• I am independent
• I am a Fee-Only financial planner
• I am a Fiduciary

NEXT STEPS

• Learn more on the HMFC website – https://www.highmountainfinancial.com/
• Book a 30 minute conversation on my calendar – https://www.highmountainfinancial.com/free-consultation
• send me an email – dfowler@highmountainfinancial.com

Sridhar Krishnan, CFP®

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About Sridhar Krishnan, CFP®

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company.

During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family’s financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER™ Professional.

I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner.

Read Sridhar’s blog here: https://www.encoverpersonalfinance.com/blog

Leland Gross, CFP®

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About Leland Gross, CFP®

Hey there, I’m Leland!

I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true.

Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process.

After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in.

I founded PLFP to make a real difference in people’s lives. Through a focus on the financial planning process and building relationships, I am able to truly understand my clients and what they desire in life. This allows me to tailor advice in a way to maximize the resources at their disposal and help them develop the life that they long for.

As a fee-only CERTIFIED FINANCIAL PLANNER™, I have the privilege of serving my clients nationwide to experience the life that they desire. Being “fee-only” means my only source of income is directly from my clients. I don’t get paid through hidden fees or commissions for selling products. This helps minimize the conflicts of interest in our relationship and puts us on the “same side of the table” to achieve your goals.

When I am not working with my clients, you can find me spending time with my wife, Lindy, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating).

As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Timothy Sample, CFP®, MBA

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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.

Zach Ashburn, CFP®, EA

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About Zach Ashburn, CFP®, EA, AFC®

I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.

Justin Green, CFP®, MS PFP

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About Justin Green, CFP®, MS PFP

The real me.. (keep scrolling for the professional version)

In my free time, I love to spend time with my fiancée, family, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime.

My fiancée is a travel nurse, so we currently bounce around the United States every 13 weeks.

I believe that life is too short to take it seriously all the time, so I try to inject humor often. A little laughter goes a long way.

Professional..

Certified Financial Planner™ Professional

Master of Science in Personal Financial Planning, Kansas State University

I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University.

In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).

At some point, I will probably add more designations and add to the alphabet soup after my name.

Why fitness coaches & fitness entrepreneurs?
“I had a decision to make. Pursue fitness coaching as my future? Or become a financial planner?”

When I was around 23 years old I realized I was in the wrong job and the wrong industry. I went to school for Sports Management but for the past 3 years I had been selling cheerleading uniforms…

Since I was a teenager, I’ve been passionate about two things: Fitness and Finance

Therefore, I had a decision to make. Pursue fitness coaching as my future? Or become a financial planner?

It was very close! But ultimately I chose to keep fitness as my passion and continued to consume fitness coaching content.

Fast forward to March 2021 when I launched Assist FP, I found myself in a position to work with anyone I wanted to.

And I chose you!

I chose online fitness coaches and fitness entrepreneurs.

Because you’re my people and I believe the work you’re doing is going to change lives!

Douglas Richardson, CFP®, BFA™

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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.