Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 20 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial
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Sheryl Garrett, CFP®, AIF®, founder of Garrett Planning Network, has been dubbed “The All-American Planner,” because of her zealous mission to “help make competent, objective financial advice accessible to all people.”President Barak Obama recognized Sheryl during a 2015 speech.Social InfoShe has been recognized six times by Investment Advisor magazine as “One of the Most Influential People in
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Russell Kroeger, CFP®, EA, launched Paradigm Wealth Architects to shift how we talk about money and life. Growing up with role models who made meaningful contributions to the community without substantial resources sparked a curiosity for a life beyond current resource constraints.Social InfoOur current reality is that our culture created a dialogue around money where
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Currently working on writing his second book. Previously, an experienced Chief Executive Officer with a demonstrated history of working in the investment management industry. Strong business development professional skilled in Asset Management and Sales Management.Social Info Currently working on writing his second book. Previously, an experienced Chief Executive Officer with a demonstrated history of working
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Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CCIM, president of Kahler Financial Group, began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983 and one of the first Certified Financial Therapist-LeveI I™ in the
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Rich is a highly sought advisor for professionals across the country. Bringing almost 35 years experience and drawing upon a unique combination of legal, tax, and business expertise, Rich counsels business owners, closely-held businesses, and affluent families and individuals. Rich bridges his keen intellect with deep caring, in service of maximizing personal and financial rewards
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Rianka R. Dorsainvil of Your Greatest Contribution, and Lazetta Rainey Braxton of Financial Fountains, have now joined forces to create 2050 Wealth Partners, a virtual, fee-only comprehensive financial planning firm dedicated to serving entrepreneurs, first-generation wealth builders and thriving professionals in their late 20’s, 30’s and 40’s. As a CERTIFIED FINANCIAL PLANNER TM professional, Rianka
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I’m Dick Vodra, an energy and planning consultant in McLean, VA. I retired from a 27-year career as a financial planner in 2012, during which I advised individuals and families on a wide range of personal and family concerns. I am an original member of the Nazrudin Project, and have been active with Naz throughout
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Roberta started her second career in the financial services industry in 1983. She is currently a Registered Investment Advisor after spending the first five years at various trust companies in Hawaii. She also has a Graduate Certificate in Conflict Resolution and enjoys mediating many types of cases. She has been associated with the Nazrudin Project
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Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal
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My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how
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John “John A” Warnick, Founder of the Purposeful Planning Institute, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies HandbookI assist families in transferring much more than money to their heirs. I also empower them to invest in their relational wealth and to discover the joy of
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Hannah Moore, CFP(R), is a number-loving creative, owner of financial planning firm Guiding Wealth, and creator of the BudgetingBlocksTM. She is always looking to improve the ways that people experience and engage with their money. On top of her financial planning work and pushing to change the way people budget, Hannah also consults with FPA
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My tenure as the co-founder of the Colman Knight Advisory Group, LLC began back in 1988. Ironic, since I grew up in a family home where it was considered impolite to speak about money. But I’d always had a natural aptitude for numbers, and I earned a BS in finance, studying the systems, theories, tools
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Elizabeth Jetton, M.Ed., CFP®Elizabeth has been a thought leader in the financial planning profession for the past 30 years. She has been a CFP® Professional since 1991 and in the financial services industry since 1981. She was a part of the Pioneers group, along with Dick Wagner and many of the Finology Fellows, formed in
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Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from TheUniversity of Virginia. She has been practicing financial planning since 1983.Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a past Chair of theFoundation. She is also a past Chair of the
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Certified Financial Planner™, Accredited Investment Fiduciary® and Chartered Special Needs Consultant® with 25+ years experience helping clients turn debt & taxes into savings & investment™. Creator of LifeCycle Financial Management™ – a holistic approach to personal finance that is far less reliant on stock market performance than traditional models in producing successful planning outcomes. Owner
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Hi, I’m Dave Bowman CFP®, Founder of Outsourced Planning and Co-Founder of Capstone College Partners and College Aid Pro™. My efforts in financial planning stem from the belief that people can realize their potential through thoughtful self-reflection, sage guidance, and intentional action. I believe the calling of the financial planning profession is to provide that
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Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named
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Courtney is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession
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Carol Anderson is the founder and President of Money Quotient. She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.Social InfoAs a researcher, writer, and
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Anne B. Johnston is the Managing Director of Created Wealth Advisory, a boutique wealth advisory. Her work is fueled by a calling to help people become powerful in their finances so they can create lives and legacies that light them up. Anne grew up in Georgia, came west to attend USC, then spent twelve years at
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Amy Mullen, CFP® is President of Money Quotient. In this role, she frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients’ financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting
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When creating VitalFinancials™, I drew on a life-long experience with money that has been unconventional ‑ to say the least. Raised by well-known and respected financial planner, Richard Wagner, JD, CFP®, I grew up immersed in my father’s deep passion for money and its role in our modern world. Impressed upon me are money’s potential
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Ed was a highly regarded financial industry executive coach, practice management and leadership consultant, speaker, trainer, and author with over 20 years of experience working with financial advisory firm owners and leaders, independent financial advisors, and life planners from new to retiring. He helped his clients break through to next level growth in their business
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Erik Milam’s passion is to facilitate a process and offer advice that helps people create a vision for their future, capitalize on opportunities, and achieve personal freedom. Typical clients include: heirs of wealth, entrepreneurs, attorneys, singer-songwriters, and retirees. Erik delivers coordinated financial advice tailored to enhance quality of life, manage transitions, and reach goals successfully.•
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