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!

Ryan Derousseau, CFP®

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About Ryan Derousseau, CFP®

As a journalist, I spent years researching tactics families should take to secure their finances. Now, as a financial planner, I can use those insights to help you secure your finances and grow your wealth. It’s why I made the switch. I’m a CERTIFIED FINANCIAL PLANNER™ that has spent years working for himself, and now works with individuals and families as they’re striving to reach their life and financial goals. I have a specialization in career changers, self-employment success and design, financial independence and general family financial planning.

Wade Calvert, CFP®, CVGA

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About Wade Calvert, CFP®, CVGA

What does wealth mean to me?

Wealth to me means freedom. Specifically, I believe that you are “free” when the cash flow from your investments is enough to cover all your essential expenses. When you reach that point, you have the freedom to choose how you want to spend your time. Maybe it is going on a family vacation, or perhaps it is pursuing a passion project; whatever drives you and energizes you, you are now able to pursue that without having to think about the financial implications of a particular decision. In my mind that is freedom.

What inspires me about the work I do?

Ever since I was a child, I have been fascinated by investing and the markets. My mother joined an investment club when I was 13 years old, and I have been immersing myself in information ever since. My experience was unique, and unfortunately, most people never learn about finance or investing. Our schools fail to teach this critical skill.

I have a passion for investing and for teaching people about the markets. I get inspired by being able to share a new way of investing, focusing on cash flow, that many people have never experienced. I believe this empowers people and makes them better overall investors.

Why do I work with business owners?

Entrepreneurs and business owners think differently. They are go-getters and calculated risk-takers. They have different needs than other individuals. Different needs require different guidance.

My father ran his own lifestyle business for many years, and it allowed him to live a comfortable life. However, when he was ready to exit no one was there to guide him through the process. Most financial advisors get paid by managing assets, yet most business owners have most of their wealth tied up in their business. The traditional advisory model is broken.

I have worked tirelessly to create a new model that allows me to work side by side with business owners. The result is creating a more resilient company that allows the owner to maximize the value of their company and to exit confidently, whether it is in 1 year or 20 years.

Fun fact most people may not know about me:

I enjoy hiking and traveling and try to visit at least one new national park every year.

Dawn Mabery Chestnut, CFP®, MSPFP

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About Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, CFEI

Financial advice can be intimidating and complex, but I’m not your average financial advisor. I strive to make managing money simpler by speaking plainly (no jargon!) and offering genuine help instead of hard sales tactics. I prefer a more informal approach – without the stuffy suit.

When I’m not crunching numbers, you might find me tending to my backyard garden with my ducks waddling around, jogging (though trotting is more accurate), or biking with friends – an activity made even better at night thanks to colorful glow-in-the-dark lights we put on our wheels. My recent fascination is learning to sew clothes. I also have an amazing and supportive husband.

I am a natural planner and numbers lover, so it’s no surprise that I became a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in personal financial planning. I actually enjoy pouring over document details and making sense of the data. To me, it’s like putting together a puzzle. My favorite class in school was accounting – numbers don’t scare me. Beyond that, my work allows me to get to know people – their values, goals, and challenges, beyond their paperwork.

My brief behind the facts and figures journey is this. Growing up in a large family where money was tight inspired me to teach basic financial literacy voluntarily. My adult students wanted advice on retirement or social security (more info than the basic curriculum provided). This lit the spark for me to start my financial planning business! I still teach financial empowerment in underserved communities by contracting with local non-profits. I’ve had my own business for over ten years.

These experiences taught me that many people can find money talk difficult and sensitive. I’m here to provide honest, objective, and judgment-free advice for your money questions (big or small). No question is too embarrassing for me – I’ve made my share of money missteps too and I also just didn’t know a lot about money because it was not taught to me.

As a fiduciary, I’m committed to putting your needs first. With your commitment, follow-through, and patience, I can help guide you through the confusing world of money so that you can make informed decisions in reaching your idea of success.

Thank you for considering me as your advisor. Call me for a free discovery call where you can share with me about your financial needs, and I’ll share with you about my services.

Read Dawn’s blog here: https://www.maberyconsulting.com/blog

Timothy Iseler, CFP®

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About Timothy Iseler, CFP®

Tim founded Iseler Financial to help the people he knows and respects: independent, creative, and ambitious, striving for a better financial future but out of step with mainstream financial providers. Square pegs in round holes. Standing apart, charting your own path, defining success your own way – Iseler Financial sees these as good things, not liabilities.

Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Michael Reynolds, CFP®, CSRIC®

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About Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.

I work with individuals and families who are ready to gain greater control over their money and build a life with intention.

I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.

I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business.

I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress.

Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life.

I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts.

I’m a sushi lover, Star Trek nerd and firmly in defense of one space after a period.

In addition to comprehensive financial planning, I have some specific areas of deeper expertise.

My areas of specific expertise

– Socially Responsible Investing / ESG / Impact Investing
– Entrepreneurship and mentoring business owners
– Financial therapy and helping my clients develop healthier relationships with money
– Budgeting and cash flow management
– Helping my clients maintain responsible exposure to digital assets / cryptocurrency

Credentials

– CERTIFIED FINANCIAL PLANNER™ (CFP®)
– Chartered SRI Counselor™ (CSRIC®)
– Accredited Investment Fiduciary® (AIF®)
– DACFP Certificate in Blockchain and Digital Assets®
– Certified Financial Therapist – Level I™

Superpowers

– Trying 17 different apps to solve a problem and then using none of them
– Choosing the perfect stock photo for any occasion

Kryptonite

– Losing all ability to type when someone is watching

Read Michael’s blog here: https://www.elevationfinancial.com/blog

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