Will Hullinger, CFP®

About Will Hullinger, CFP®

I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to know my clients on such a personal level—and witness as they live out their deepest values and aspirations. My expertise is in equity compensation: how to take it, reduce taxable implications and diversify from the concentrated position tax-efficiently.

My journey in the financial industry began at Anderson University, where I majored in finance and minored in information technology (and played soccer). After school, before fully launching into finance, I held various roles, including network administration in D.C., church planting in AZ, and business valuation and litigation support in Detroit. These all served as informative experiences that eventually led me to my career today.

I transitioned into financial services at a Detroit-area hedge fund, where I wore several hats as controller, COO, and compliance liaison. After this, I served as a chief operating officer at another registered investment advisor serving ultra-high-net-worth families and institutions. Before starting Verity Wealth Partners, I was an advisor at a Detroit-Metro registered investment advisory firm for four years. I left in early 2020, fueled by a desire to spend more time with my family, engage clients on a deeper level, and make a greater impact in the city of Detroit. Starting Verity during a worldwide pandemic is my most significant professional achievement and challenge in life.

I was born and raised in a small town in Southwestern Michigan as the youngest of 2 children. I made my way to Detroit by way of Indianapolis, Washington D.C, and finally Tucson, AZ. I met my wife, Jen, at the University of Michigan, where I attended before transferring to Anderson University.

In 2013, Jen and I moved from the suburbs to the city of Detroit. We now attempt to maintain the peace in our home and keep our sanity while raising our four (mainly adorable) children, Scarlet, Eli, Emmeline and Marcus. When I’m not working, I exercise regularly, golf occasionally, BBQ and smoke meat, and savor quiet evenings sipping scotch.

Jane Mepham, CFP®

About Jane Mepham, CFP®

Hi, I’m Jane Mepham, a Certified Financial Planner and the founder of Elgon Financial Advisors.

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the technology space.

I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like taxes, investments, stock options, company-provided benefits, insurance, etc.

I turned to friends and looking back, I was lucky to not derail my American dream with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices.

My goal is to help you avoid those mistakes, and partner with you as you pursue your version of the American dream.

Prior to becoming a financial advisor, I spent over 17 years in the high-tech field, rubbing shoulders with a lot of immigrants and their families – giving me valuable experience, that I draw upon in my advising business.

I understand the confusion and the disadvantage that comes with being in a new financial system, as a foreign-born individual. And over the years, I have helped clients answer questions like
– How does the U.S. system work?
– What can I invest in if I’m on a work visa?
– How can I save for my kids’ college if I don’t know how long I’m going to be here?
– What about my overseas investments/assets?
– What tax strategies can I use to ensure, I maximize my resources
– How do I support my family here and overseas?
– How do I ensure, I stay on the right side of the taxman?
– How do I manage stock options especially if I am on a work visa?

My approach to planning is very hands-on via an agile methodology. While keeping your immigration status front and center, together we work together on issues like
– Spending plans
– Retirement saving
– College funding and especially the options available to those on work visas
– Insurance planning
– Estate planning
– Gifting strategies
– Tax planning strategies
– Building generational wealth
– Investment strategies
– Saving for major goals including that special trip back home
– Essentially anything that involves money in your life.

If you are looking to partner with a Certified Financial Planner, who will keep your cultural background front and center of the planning relationship, let’s chat and together figure out a path forwards.

Alex Crouch, CFP®

About Alex Crouch, CFP®

I’ve always been fascinated by money, but I never planned on working in finance. Fresh out of college I moved to Columbus, Ohio to live with my wife while she finished up grad school. I needed a job, and I stumbled my way into a role at Morgan Stanley by responding to a sketchy Craigslist ad. I was about 70% certain it was a scam. Luckily it wasn’t, and I got the job! It was a great learning experience, and I got my feet wet while learning the industry fundamentals there.

After a few years though my dad recruited me to return to my hometown in Charlotte, NC to help run the family business in the natural gas industry. I loved working with family, but ultimately decided my heart wasn’t in it. Discussing thread counts on screws and the viscosity of silicone didn’t get my intellectual juices flowing.

Meanwhile I was spending countless hours of my free time researching personal finance and finally had the realization “why don’t I make a career out of this?” So I made the difficult decision (sorry, dad) to transition back into finance with a job at Vanguard. I was right. This was finally scratching that intellectual itch. But I wanted to make a more personal impact on people’s lives, and I couldn’t accomplish that as a tiny cog in a giant machine.

So I took jobs at a few smaller firms where I was able to develop personal relationships with clients, get their finances on track, and help them accomplish their goals. Now this was my jam! During my time there I worked with clients in tech and realized how much complexity there was in managing their finances. Managing their company equity was complicated! Managing their stock options was extra complicated! But I loved the complexity, I loved the people, and I loved the look on their face when it all finally came together.

Soon though, I began to get the entrepreneurial itch (thanks, dad) to start my own firm. I knew exactly who I wanted to work with – tech professionals. I saw first hand the impact I could have in their lives. That was my inspiration for founding Tech Financial Planning. Now I get to put it all together: intellectual fulfillment, meaningful relationships, and personal impact, all while working with awesome folk in tech solving their complex problems. Now that’s what I call a dream job!

As for a bit about my personal life, in 2022 I celebrated my 10th wedding anniversary with my amazing wife, Allie. We met in high school and survived a 4-year long distance relationship during college while she attended school in Ohio and I attended the University of North Carolina at Charlotte. We have two amazing kids, Elliot and Reya, and an adorable, yet clingy Australian Shepherd named Cassie.

I value experiences over things, so my wife and I love traveling domestically and internationally to explore new places and cultures. I’m also a firm believer that you don’t need to spend money to have fun, so I’m always exploring my current hometown, Nashville, for fun, free activities. I love board games, I’m an avid podcast listener, and I’m always on the lookout for a great show to binge.

Bill Nugent, CFP®, IRS Enrolled Agent

About Bill Nugent, CFP®, IRS Enrolled Agent

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill’s 25-year career began with one of the industry’s oldest and most respected wealth management firms.

There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client’s goals to drive the investment management process.

Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor’s and master’s degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.

Sarah Hamilton, CFP®, CSRIC

About Sarah Hamilton, CFP®, CSRIC, MBA, MSFAIM

Sarah was born in Australia and through her father’s work with the UN lived out what it is to be a global citizen. She is grateful for the growth this afforded her intellectually and the compassion the experience of being an expat instilled.

In 1997 her family moved to California and sports quickly became her sanctuary. Basketball paved the way for her to play collegiately at Loyola University Chicago, Go Ramblers!

In 2005 she landed her first job in finance. For over a decade she worked one on one with families guiding them through major life decisions and an ever evolving economy. She has seen her clients live out their dreams, achieve peace of mind, and improve relationships through the financial planning process.

Matt Stebnicki, CFP®, MBA

About Matt Stebnicki, CFP®, MBA

Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt has been been practicing financial planning for over 20 years. He was an Associate with Standard & Poor’s and held management positions at several Bay Area Tech Companies. Matt earned his bachelor’s degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client’s interests first.

Ronnie Colvin, CFP®

About Ronnie Colvin, CFP®

I spent 31 years climbing the tech career ladder, starting out doing simple data entry, through tech support, network engineer, and Director of IT. If you check my LinkedIn profile, you’ll see I went through a wide variety of industries including DoD, NASA, consulting, petrochemical and telecom manufacturing.

I lived the life of the W2 tech employee, maximizing my salary, benefits, stock options, etc, and when I married another tech employee we had to figure out how to coordinate our benefits most effectively, get our retirement funds balanced properly, insurance issues, even estate planning.

Now that we’re older, we’re also dealing with caring for aging parents while navigating our own lives. I know what it’s like and now I want to help others get through it as well. Not necessarily the executives (though I’ll help them too), but the front-line engineers, scientists, accountants, marketing staff, tech support – all the people who do the day-to-day work in tech who have financial questions and problems to solve are the ones I’m here for.

Read Ronnie’s blog here: http://www.frenchpressfinance.com/blog

Sridhar Krishnan, CFP®

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

Gordon Achtermann, CFP®, CSRIC

About Gordon Achtermann, CFP®, CSRIC, MBA

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I will take as long as you like to talk through all your questions because I know that an educated client is my best client. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland and DC while based in Fairfax, VA. Why?
Because I have everything needed to be your guide in a changing landscape.

Like most firms, at Your Best Path, we provide comprehensive financial planning, retirement planning, and investment management to help our clients.
There are a few things about my practice that differ from the great majority of planners.

– The focus is exclusively on families in their peak earning years.

– I am a leader in Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in investing while considering Environmental, Social, and Governance factors. Your portfolio will reflect your specific values, not just a cookie-cutter index from fund managers that don’t even vote their shares.

– I also have expertise developed over the years working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs.

– As of 1/1/2022, our average managed asset household had $4 million under our management. Why? I do not push asset management unless your situation is too complex for you to manage yourself or you prefer to delegate that activity.

– I serve individuals and families from all walks of life. Therefore, I have no minimums for planning or asset management.

Read Gordon’s blog here: https://www.yourbestpathfp.com/blog

David E. Barfield, CFP®

About David E. Barfield, CFP®

I’m a fee-only, fiduciary financial planner and former career technology professional. I specialize in working with tech professionals, engineers, do-it-yourself investors, and data-driven researchers like myself.

After twenty years in the tech industry and achieving the financial freedom my wife and I had been working and planning for, I found myself looking for two things: a financial advisor to look over my shoulder and give me a second opinion, and a passion to pursue for the next twenty years in “retirement.” But here’s the problem…every advisor I called wanted to know how much money we had to invest, and they all wanted to charge us a percentage of those assets for “financial planning.” (NOTE: Obviously, I did not know about the XY Planning Network and this up-and-coming movement of retainer-based planners at that time). That didn’t really sound like financial planning to me. It sounded like investment management, which was the one thing I didn’t need help with. I needed all the other stuff, like a comprehensive view of our financial life to make sure we didn’t have any gaps that could derail our plans. And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee. That just seemed out of line with what I was looking for. So, I spent the next five years researching (as tech professionals tend to do) all things financial planning. In the process, I became a Certified Financial Planner™ Professional and discovered the passion I would pursue over the second half of my professional life.

So, what I do today is provide simple, straightforward, data-driven financial advice to analytical, detail-oriented folks like myself, and I use a transparent upfront planning fee and monthly retainer pricing model that doesn’t fluctuate based on investable assets.

I love what I do, which is helping early and mid-career tech professionals and engineers plan for and achieve financial freedom…it’s more like a hobby than a job.