Allen Gibson, CFP®, CHFC

About Allen Gibson, CFP®, CHFC, CRPC, CLTC, CDFA, CEP, BFA, NSSA

When I graduated from college Ameriprise (then IDS Financial) refused to hire me because I had no experience and my personality profile suggested troubled loner. They hired me as an assistant at $5.50 per hour and about 9 months later they allowed me to enter the advisor training program. I spent 25 years there before starting my own RIA in 2016.

In 2016 the entire broker/dealer world was fighting the Department of Labor’s attempt to hold advisors to a fiduciary standard. I thought that was the wrong position to take. I wanted our clients to know that I wanted to be fiduciaries.

I had my Jerry Maguire moment and began exploring how to become a Registered Investment Advisor. I left Ameriprise, and started to build my new firm from scratch with no clients and no income.

We work directly for our clients, not a brokerage firm or insurance company. We only get paid for financial advice. No commissions, referral fees, bonuses, trips or t-shirts for selling investments or insurance.

We provide comprehensive financial planning services for our clients to help them reach their various goals. That process may include, but is not limited to, investment management, insurance recommendations, retirement planning, Social Security and Medicare consulting and tax and estate planning.

We rely heavily on technology to provide our clients with a modern experience and we believe in extensive continuing education to stay sharp and proficient.

The best part of me and my story is my family. My wife, Dede, our son, Kylar, and our dogs, Molly and Maggie. We love spending time together, preferably on the water or in the mountains.

Robbie Schoonmaker, CFP®, CPA

About Robbie Schoonmaker, CFP®, CPA, RLP

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN?
• Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums
• Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now.
• Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes.
• You become educated and empowered to make your own financial decisions.
• You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations.
• Meet from your home (or anywhere!) virtually.
• Night and weekend appointments available.
• 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

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.

Josh Clifford, CFP®, CPA, CFA

About Josh Clifford, CFP®, CPA, CFA

I help clients save time, seek more efficient outcomes, and have greater confidence in their plans by understanding their situations and leveraging knowledge that I have passionately developed over decades across education, credentials, and work experience.

I graduated with a bachelor’s in economics from the University of Michigan, Ann Arbor, and a master’s in accounting from the University of Texas in Austin, which has consistently ranked the #1 accounting program in the country by US News and others.

I am one of the few advisors with the dedication and knowledge to attain all these three credentials – a Certified Public Account license (Texas), a CERTFIED FINANCIAL PLANNER™ designation, and a Charter Financial Analyst (CFA®) charter. Per Wikipedia, the CFA® has highest level of global legal, regulatory, and academic recognition of finance-related qualifications.

I have experience advising clients on financial matters since 2007. After graduating from UT, I worked for Ernst & Young building tax calculation databases for clients and advising on equity compensation plans. In 2009, I moved to Dimensional Fund Advisors, a large mutual fund manager, where I managed multi-billion-dollar portfolios on the trading floor and prepared investment talking points for salespeople. In 2017, I began working at a well-established financial planning firm advising high-net-worth clients. And in 2020, I was ready to pursue my life-long goal of founding a financial advisory firm with the goal of helping clients the best I can.

I live in Austin, Texas with my family. I met my wife Britteny while in college. She is a natural-born leader and is the elementary principal where our kids are students. My son Jack loves sports and has a creative personality. My daughter Lucy has a sharp wit an innate understanding of people. We enjoy nature, spending time outdoors, and helping people.

Brett Fry, CFP®, CFA

About Brett Fry, CFP®, CFA

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett’s expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.

Prior to rejoining Forteris Wealth Management, Brett worked for BNY Mellon in New York City as a Wealth Manager. In this role, Brett worked with both institutional clients and high net worth individuals to design customized portfolios that help meet their stated investment objectives. In his previous term with Forteris, Brett was a Wealth Advisor. In this role, he oversaw Financial Planning related analyses across the firm’s clients base as well as the day-to-day management of the firm’s fixed-income holdings. Brett was also a Financial Advisor at Altfest Personal Wealth Management in New York City where he had similar responsibilities with the firm’s fixed-income holdings. In this role, he was also in charge of managing client portfolios and formulating comprehensive wealth management plans.

Before moving to New York City, Brett graduated from Texas Tech University with a M.B.A. in Finance and a M.S. in Personal Financial Planning. Brett also has a B.B.A. in Finance from Stephen F. Austin State University. Brett holds the Certified Financial Planner™ designation as well as the coveted Chartered Financial Analyst designation. Brett is also a NAPFA Registered Financial Advisor, a member of XY Planning Network, and a member of Fee-Only Network.

In his spare time, Brett enjoys spending time with his wife and dogs as well as hanging out with friends and family in the area. During football season, Brett enjoys watching Texas Tech Football games as well as the Dallas Cowboys on Sundays. In the football off-season, you will find Brett playing golf with his friends.

Justin Brownlee, CFP®

About Justin Brownlee, CFP®

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family’s wealth.

My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them.

When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly.

You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Brandon Renfro, CFP®, Ph.D.

About Brandon Renfro, CFP®, Ph.D., RICP®, EA

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future.

I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you.

I am also an Infantry Major in the Arkansas Army National Guard.

Read Brandon’s blog here: https://www.brandonrenfro.com/blog/

Neil Krishnaswamy, CFP®, RICP®

About Neil Krishnaswamy, CFP®, RICP®, EA

My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning.

With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media.

Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family.

On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University.

On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of 17 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

Travis Gatzemeier, CFP®

About Travis Gatzemeier, CFP®

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.

Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest.

On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Chris Reddick, CFP®, MBA

About Chris Reddick, CFP®, MBA, Ph.D.

Hello, my name is Chris Reddick. I am a Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional which is the highest standard for personal financial planning in the industry.

I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!

I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield, in the United Kingdom.

In the year 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. Currently, I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. I have 11 years of management experience as a department chair, and author of numerous books and articles on technology, finance, and other management subjects.

I currently work as a personal financial counselor with Zeiders Enterprises, which serves the active-duty military. Also, I am on the Board of Directors for the San Antonio Financial Planning Association and serve on the pro bono committee.

My wife Cathy and I have two children, Rachel and Abigail. I love to spend time with my children, watch movies, and travel.