Individual Financial Planning (FAC)

As a financial planner, I’m experienced at helping people of all sorts and backgrounds make good financial choices, accomplish life goals, and improve their relationships through a blend of education, advice, and coaching. Bring me your questions, because together, we’ve got this money thing!

I enjoy my work, but when I need to recharge my batteries, I like to volunteer my time to the community, spend time with family, attend Sunday worship and retreat to the great outdoors.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: Chartered Financial Consultant® (ChFC®), Series 66
• Industry Experience: Since 2010
• Education: M.S. in Behavioral Finance, University of Alabama; B.A. in Social Economics, University of Wisconsin – Milwaukee; Financial Coaching Certificate, University of Wisconsin – Madison (Extension); Certified Financial Education Instructor, National Financial Educator Council
• WI Army National Guard – Veteran

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan. I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1998
• Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
• Navy Veteran

Hello, I’m a financial planner with a strong belief in keeping saving, spending, and investing simple. I have a knack for breaking down these concepts into digestible bites and organizing that into a plan that fits your situation. My goal is to help YOU make YOUR plan.

I have a diverse background working for the US Government and have lived in 4 countries and worked in 17 more. When I’m not working, I like to spend my time enjoying the outdoors with my family.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 66
• Industry Experience: Since 2017
• Education: BA in Business, Wayland Baptist University; Masters of Business Administration, Liberty University
• Retired Air Force

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1987
• Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2017
• Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

Prior to his time at Francis, Pedro worked as a business analyst for a health insurance company. He joined the team as a financial planner after realizing his true passion for personal finance. In addition to a drive for helping others, Pedro
is bilingual and helps clients and participants navigate their money goals.

Qualifications

• ERISA Fiduciary: At all Times
• Designations & Licensing: Series 65
• Fluent Languages: English & Spanish
• Industry Experience: Since 2022
• Education: A.A.S. in accounting — Madison College

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2006
• Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

In school they don’t teach us how to buy a house or calculate our taxes. Instead, we learn how to find the circumference of a circle and identify prime numbers. The finance skills we need for life decisions come from a difference source, and that’s what I’m here to provide. I sit on the same side of the table as you to help you figure out how to use your financial resources to achieve your life goals. I specialize in tax planning, but no financial topic is off the table.

Qualifications

• ERISA Fiduciary: At All Times
• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
• Industry Experience: Since 2016
• Education: B.A. Business Administration, Principia College

Teaching abroad for 6 years in Costa Rica, Ecuador, Peru, Turkey and Ghana and marrying a Ghanaian has given me the privilege of experiencing and appreciating cultures that differ from my own. Diversity is our strength, and I believe there is far more that connects than divides us. While money matters are a common struggle everywhere, each of us has a unique story. I look forward to hearing yours and helping you identify and reach your money goals.

Qualifications

• ERISA Fiduciary: At All Times
• Fluent Languages: English & Spanish
• Designations & Licensing: Series 65
• Industry Experience: Since 2017
• Education: B.A. in Communications, Seton Hall University