Dan Slagle, CFP®

About Dan Slagle, CFP®

I am one half of the husband and wife team Fyooz Financial Planning (see Natalie Slagle‘s profile).

We are here to help guide you — whether it’s figuring out what to do with your excess savings, merging your accounts, staying on track for retirement or developing your household’s new joint investment philosophy.

Outside of work, I am a marathon runner, avid soccer fan, and always down for a good day trip.

Natalie and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.

We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.

Education: CERTIFIED FINANCIAL PLANNER (™)

University of St. Thomas; Bachelor of Arts, Financial Management

Natalie Slagle, CFP®

About Natalie Slagle, CFP®

I am one half of the husband and wife team Fyooz Financial Planning (see Dan Slagle’s profile).

We are here to help guide you, whether it’s figuring out what to do with your excess savings, merging accounts or staying on track for retirement.

After the work day, I’m found exploring new recipes, researching ways to simplify and be more sustainable, and enjoy healing conversations with friends and family.

Dan and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.

We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.

Education: CERTIFIED FINANCIAL PLANNER (™)

University of St. Thomas; Bachelor of Arts, Leadership and Management

Todd Moritz, CFP®, CPA

About Todd Moritz, CFP®, CPA/PFS, BFA

White Turf Financial was founded by Todd Moritz with the aim of ensuring the client’s interests are put first. White Turf operates on a fee-only basis so that you know all advice is given because it is best for your individual situation. White Turf will not receive any kickbacks, commissions, or incentives, for directing you in one direction or another. At the end of the day, everyone wants to feel confident and secure, and White Turf aims to do the worrying for you, so you don’t have to.

Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He has a background in public accounting, working on tax planning for high net worth individuals, nonprofits, and small businesses, as well as complex investment taxation situations. After spending some time in the investment world, Todd transitioned to financial planning, where he feels his true calling in doing the financial worrying for you, so you don’t have to.

He is supported by his wife, Hilary, and through copious dog cuddles from their Great Dane, Jaxson, and Boxer/Lab, Duncan.

Eaton Miller, CFP®

About Eaton Miller, CFP®

Hello, I am the founding member of PlanWell Financial Guidance and a CERTIFIED FINANCIAL PLANNER™ practitioner providing Fee-Only personal financial planning and investment advice.

I enjoy helping motivated people plan their retirement and preparing people for that stage and transition along with bringing comfort and clarity around the multitude of financial decisions before and during retirement. I’ve also found fulfillment in helping the widowed or single retirees live with confidence around their finances by being the impartial professional that sits on their side of the table as they make unfamiliar or independent decisions. Helping newlyweds launch their financial lives together is a role that also brings joy.

Personal finance has been my focus my entire career with it being my emphasis in the Finance program at Minnesota State University since graduating in 2003.

My mission: Live a purposeful life through professionally providing valuable and unbiased personal financial planning and investment advice to retirees, individuals in transition, and the newlywed so that wise and efficient decisions regarding their wealth or resources are made, goals are attained, and financial concerns are mitigated for years to come.

Morgan Ranstrom, CFP®, CFA®

About Morgan Ranstrom, CFP®, CFA®

Morgan Ranstrom, CFA, CFP®, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products.

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music and is the author of “Money with Purpose: Receive the Dividends of an Undivided Financial Life” which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their children, Alba and Hugo, love living in Minneapolis, MN and they can often be found paddle boarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.

“All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Money with Purpose.

Courtney Ranstrom, CFP®, MBA

About Courtney Ranstrom, CFP®, MBA

One of the questions Courtney asks herself and her clients – what does wealth mean to you? In many cases, wealth has nothing to do with money but with how we find fulfillment in our lives. Courtney does not believe in imposing arbitrary standards of wealth onto her clients. Rather, she wants her clients to understand what wealth means to them and how they can achieve their version of wealth. Her conversations with her clients are not just about money, they are about building a financial life plan tailored to each client’s values, resources, and ongoing life goals.

Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.

Courtney lives in Portland, Oregon, with her husband, daughters, and two Cardigan Corgis. When not working, you can find her reading books or visiting the zoo with her girls, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.

 

Ashley Murphy, CFP®, AIF®

About Ashley Murphy, CFP®, AIF®

Hi, I’m Ashley Murphy, Founder and Principal of Areté Wealth Strategists, a Registered Investment Advisor (RIA) providing financial planning and investment management services to Aussie expatriates and business owners since 2013 .

I bring a unique perspective for my clients as a tri-citizen of Australia, the UK and the US. I moved to the US in 2005 after my undergraduate studies in Australia so I have first hand experience in figuring out a new financial system. Before making the transition to financial planning, I worked in corporate finance at several Fortune 500 companies. It was at a Certified Financial Planner® information session in 2008 however, where I got hooked . The panelists conveyed their enthusiasm for financial planning and once I learned that there were advisors working with clients in a fiduciary, fee-only professional capacity, I knew this was for me.

Financial planning and investment management aren’t just my career, they’re my calling. They represent the alignment of my skills, passions and business savvy as Jim Collins so well defined in his Three Circles exercise from ‘Good to Great.’ I love helping Aussies on similar paths as mine succeed in the US. With business owners, I identify with their energy and empathize with their desire for independence.

There’s so much opportunity out there. I look forward to speaking with you.

Read Ashley’s blog here: https://www.arete-wa.com/posts

Kyle Moore, CFP®

About Kyle Moore, CFP®

I started Quarry Hill Advisors with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients’ lives, only to find out that the “financial advisor” positions at the big firms were more focused on sales than helping people.

The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice. We are now an industry-leading firm helping optimize the financial lives of busy Executives and Retirees around the country. As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

I earned my bachelor’s degree from Northwestern University and was recognized with Academic All-American and Academic All-Big Ten honors as a golf team member. While I don’t conduct client meetings on the golf course, I’d be happy to take you out as friends and play you for money!

While I’m not busy in the office crafting financial plans, I love going on adventures with my wife, Madeline, and two children, Sophie Sue and Graham. My office, home, church, and in-laws are all within a 3-mile radius in St. Paul so it’s never too hard to find me!

Tony Madsen, CFP®

About Tony Madsen, CFP®

Nothing is more important to me than my faith, family, and friends. On a daily basis I strive to be the best father and husband possible.

My beautiful wife, Michelle, and I are proud parents of our son, Carsten. We enjoy traveling with friends and spending as much time as we can with our ever-changing son. Carsten is a typical two-year-old boy. He loves building (and subsequently smashing) things, “reading” books, wrestling with dad, and baking with mom.

I have a passion for working with my clients. I believe in using my financial planning expertise to simplify complex topics to help my clients gain understanding of their situation. My education-first style helps my clients to fully understand the reason why a strategy makes sense prior to implementation. Regardless of your style, from do-it-yourselfer to delegator, I am able to guide you through making financially wise decisions.

Prior to founding NewLeaf Financial Guidance LLC, I spent the first eight years of my career working for the largest financial planning company in the United States. I held positions in customer service, financial planning sales consulting, product management, and finally as a financial advisor. My experience has proved invaluable as I have worked with clients from all walks of life.

 

Gabriel Anderson, CFP®, CLU, ChFC

About Gabriel Anderson, CFP®, CLU, ChFC

Hey everyone, my name is Gabe and I run a westside Los Angeles based financial planning firm that serves Builders, Creators, and Educators both locally and virtually.

We specialize in and may be a good fit if you are:
A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals.

A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting.
An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits.

Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office on the Westside, 90066. We often meet our clients virtually but are available to meet in person locally at WeWork’s Playa Vista and Santa Monica locations. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot.

If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please head to our website to schedule a meeting at www.craftedwealthmanagement.com.

Looking forward to meeting you soon!
Gabe