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 And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee.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.

Kent Hickey, CFP®, CPWA

About Kent Hickey, CFP®, CPWA, MBA

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be.

From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help.

I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education.

A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients.

I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life.

In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling.

I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

Chao Zhang, CFP®, CFA®

About Chao Zhang, CFP®, CFA®

Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.

With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.

I am a fiduciary, fee-only advisor who is knowledgeable, skilled in investing, responsive, willing to listen, not judgmental, and above all else, always putting your interests first. Look no further. I am ready to serve.

Please visit my website to learn more about my bio, services, and pricing.

Paul Carriere, CFP®, AAMS

About Paul Carriere, CFP®, AAMS

Hi, I’m Paul Carriere, founder of Carriere Financial Planning, LLC. We’re an independent, fee-only financial advisory practice focused on assisting busy technology and medical professionals who are serious about saving and working to achieve their financial goals. I believe in utilizing high quality, diversified long term investment strategies as a tool to empower you now and in the future. If you’re looking for truly personalized service, and want to get serious about creating the most fulfilling future possible, I’d love to talk with you.

Michael Morton, CFP®, ChFC®

About Michael Morton, CFP®, ChFC®

I love helping busy entrepreneurs and tech professionals with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully.

I am not like any other advisor:
✅ I focus on you: your time, energy, dreams, and goals. Not your portfolio.
✅ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me.
✅ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year.
✅ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them.
✅ I do not charge based on your net worth, or assets invested with me and have no minimums fees.
✅ 100% of my income comes from my clients, so whom do you think I work for?

By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today.

When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

Matt Fizell, CFP®

About Matt Fizell, CFP®

Hi there, I’m Matt – the Owner of Harmony Wealth, a virtually based Registered Investment Advisory firm located in Wisconsin. As a virtual financial planner, I work with clients all across the country and am able to serve my clients wherever life may take them.

I am a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary that operates on a fee-only basis. I earned my degree in Personal Finance from the University of Wisconsin and also serve the next generation of financial planners as co-host of the “You’re a Financial Planner, Now What?” podcast.

I currently live in Madison, WI. In my free time, I enjoy spending time on the lake, checking out the beautiful nature Wisconsin has to offer and exploring the Saturday farmer’s market. I also spend time serving my local community through volunteer efforts with the local Foster Care agency, serving at my church, and giving back to the Personal Finance program at the University of Wisconsin.

Read Matt’s blog here: https://planwithharmony.com/blog-archive/

Jamieson Hopp, CFP®, ECA

About Jamieson Hopp, CFP®, ECA

Jamieson is a CERTIFIED FINANCIAL PLANNER® professional.

Prior to joining Millennial Wealth, Jamieson worked at an independent RIA in Michigan for three years. After his experience working closely with retirees and pre-retirees in the Mid-West, he decided to be closer to home in Washington State, having grown up in Eastern, Washington.

Jamieson obtained a bachelor’s degree in Business Administration with a concentration in Financial Planning from Colorado State University, in 2018. Shortly thereafter, he sat for and passed the CFP® exam.

Outside of work, he enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.

John Krehbiel, CFP®

About John Krehbiel, CFP®

Your finances are a highly personal puzzle that can be sorted out, solved and optimized for your life. My goal is to help you get comfortable with your financial decisions by giving you smart, honest advice that aligns with your goals and values.

After getting my engineering degree from CalTech and a Masters in Management from M.I.T., I was a financial do-it-yourselfer for over 25 years.
One day on the radio, I heard Dave Ramsey say, “You want a financial advisor who has the heart of a teacher”, and I thought, “That’s me! I have a passion for understanding and explaining finances to people.”

I founded Krehbiel Financial after 15 years in marketing, engineering and executive management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my careers, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people.

I specialize in working with tech professionals and busy couples who realize that their time is better spent focusing on their careers and their families, not the intricacies of financial planning.

When I am not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Church in the Wild, in Melbourne, FL.

David Born, CFP®, CFA

About David Born, CFP®, CFA

Dave’s experience in investment management and financial planning uniquely position him to serve as his client’s independent trusted advisor – a personal chief financial officer that can discreetly navigate the tides affecting your financial life.

Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron’s in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families.

David’s education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor’s degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad.

David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life’s contingencies and investing for your future – David helps his client’s understand what they should be doing, and then helps them get it done.

Mike Babcock, CFP®, RLP®

About Mike Babcock, CFP®, RLP®

Values and Mission:
Goodness: Let’s do what’s right and become more virtuous.
Service: Let’s love and help each other.
Knowledge: Let’s learn all we can and be wise.
Innovation: Let’s make some progress.
Fun: Let’s have a good time along the way!

Driven by a desire to enjoy and grow the good in our lives, our mission is to partner with and purposefully guide service-oriented families toward freedom from financial stress and worry so they and the people they love, lead, and serve can live happier lives.

What We Do:
We provide financial life planning (including retirement planning and investment management) for professionals in telecom, healthcare, and tech. In addition to helping you live the life you were put here to live, we act as a thinking partner and accountability partner to get through major life transitions. We can help with balancing current lifestyle with saving for the future and making decisions with every aspect of your financial life plan, including your retirement plans, executive compensation, restricted stock, ESPP, deferred compensation, stock options, etc. to help you pay less in taxes, financially free and be well off in all areas of your life.

Serving locally in Austin, and virtually throughout Texas and beyond.

Experience and Training:
I’ve been helping families with their finances since 2006. I’m a Certified Financial Planner™ professional (since 2013), a Registered Life Planner® since 2021), have a Master of Science degree in Personal Financial Planning from The College for Financial Planning (2010), and specialized training in financial life planning and the First Step Cash Management System™ from Money Quotient.

Clients:
I’ve helped several physicians, nurses, executives, and managers over the years. Early in my career I worked as a paraplanner for a wealth management firm that worked exclusively with doctors. I have also worked with executives and managers at AT&T, Texas Instruments, Palo Alto Networks, Raytheon, and Microsoft.