Anthony Guzman, CFP® Pioneer Wealth Management Group Biography Howdy, I help families and individuals gain clarity and peace with their finances through holistic, fiduciary financial planning. My mission as your personal CFO is to help you discern through financial decisions and steward your resources prudently so you can live […]
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Kevin Reardon, CFP®
Kevin Reardon, CFP® Founder & President Shakespeare Wealth Management Biography Kevin Reardon, CFP® has been helping clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin’s unique skill and the reason he started Shakespeare Wealth Management in 1999. Shakespeare serves a niche market, […]
Continue readingMore TagDeborah Meyer, CFP®, CPA/PFS, CEPA
Deborah L. Meyer, CFP®, CPA/PFS, CEPA WorthyNest® Biography Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even when it contradicts our Catholic values. At WorthyNest®, we help entrepreneurs and parents integrate faith […]
Continue readingMore TagTyler Hackenberg, CFP®
Tyler Hackenberg, CFP® Biography Hi, I’m Tyler Hackenberg, CFP®, EA I founded Drexel Day Financial LLC to combine my love for helping people and integrating it with my Catholic faith. I spent the majority of my career at Vanguard in the retirement department. I was an expert at Roth conversions […]
Continue readingMore TagPhil Francois, CFP®
Phil Francois, CFP® Foundation Wealth Planning Biography I created an independent firm to help provide more personalized advice which is hard to achieve while working at a larger firm. My main focus is helping Catholic families align their finances with their values. Foundation Wealth Planning works virtually with clients from […]
Continue readingMore TagTyler J. Meyer, CFP®
Tyler J. Meyer, CFP®, ChFC®, CLU®, RICP®, FSCP®, CLTC® QED Wealth Solutions Biography Tyler grew up in St. John, Kansas and attended Benedictine College where he graduated with degrees in Mathematics and Secondary Education. After a few years of teaching, it was evident that God had different plans for him, […]
Continue readingMore TagRobert Franer III, AAMS®
Robert L. Franer III, AAMS® LPL Financial Biography Robert attended Belmont Abbey College in North Carolina where he received an Honors Fellowship through the college’s Honors Institute, and graduated in May 2012 with a Political Philosophy degree. After returning to Cincinnati he joined his father’s business in August of 2012 […]
Continue readingMore TagCharlie Horonzy, CFP®, CPA
Charlie Horonzy, CFP®, CPA Focused Up Financial, LLC Biography I founded Focused Up Financial because finances are important, yes, but finances are a means to an end, not the end. I founded this firm to help people ultimately focus on their lives. I want to help people who are passionate […]
Continue readingMore TagAndy Flattery, CFP®
Andy Flattery, CFP® Simple Wealth Planning Biography Andrew Flattery, CFP® is the Owner and Financial Advisor at Simple Wealth Planning based in North Kansas City, MO. He is the host of The Reformed Financial Advisor podcast. Flattery specializes in advising young and affluent families in the earlier stages of wealth […]
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