CFP®

Rainee Handley

Catholic Values Based Investing

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Daniel Heidel

Catholic Values Based Investing, Charitable Planning, Tax Planning, Tax Preparation

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Joe Breslin

Business Owner/Entrepreneur, Catholic Values Based Investing, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Trusts/Estate Planning

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John Gugle

Retirement Transition, Tax Planning

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Don Lueke

Business Owner/Entrepreneur, Retirement Transition, Tax Planning, Trusts/Estate Planning

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Matthew Bearth

Charitable Planning, Retirement Transition, Trusts/Estate Planning

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Alexander Friend

Alternative Investments, Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Real Estate Investing, Retirement Transition, Tax Planning, Trusts/Estate Planning

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KJ Smith

Business Owner/Entrepreneur, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition

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Kenny Senour

Beginning Career/Young Family, Business Owner/Entrepreneur, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Student Loan Advising, Tax Planning, Trusts/Estate Planning

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Leyder Murillo

Alternative Investments, Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Charitable Planning, Equity Recipients (RS/RSU SOP ESPP), Real Estate Investing, Retirement Transition, Student Loan Advising, Tax Planning, Tax Preparation, Trusts/Estate Planning

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Dominick Anton

Business Owner/Entrepreneur, Catholic Values Based Investing, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Tax Planning, Trusts/Estate Planning

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Sarah Kang

Beginning Career/Young Family, Retirement Transition, Tax Planning

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Philip Francois

Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Charitable Planning, Retirement Transition, Tax Planning

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Nick Shiver

Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Charitable Planning, Retirement Transition, Tax Planning

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Nicholas Orenduff

Business Owner/Entrepreneur, Catholic Values Based Investing, Charitable Planning, Real Estate Investing, Retirement Transition, Tax Planning, Trusts/Estate Planning

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Michael R. Acosta

Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Retirement Transition, Student Loan Advising

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Joe Petry

Retirement Transition, Tax Planning

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Deb Meyer

Business Owner/Entrepreneur, Retirement Transition

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David Shestak

Beginning Career/Young Family, Business Owner/Entrepreneur, Retirement Transition, Student Loan Advising

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Charlie Horonzy

Business Owner/Entrepreneur, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Tax Planning, Tax Preparation

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Bryan Smalley

Retirement Transition, Tax Planning

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Brian Wayne

Beginning Career/Young Family, Business Owner/Entrepreneur, Charitable Planning, Retirement Transition, Tax Planning, Trusts/Estate Planning

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Bob Knode

Business Owner/Entrepreneur, Catholic Values Based Investing, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Tax Planning, Tax Preparation

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Ben Martinek

Student Loan Advising, Tax Planning, Tax Preparation

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Anthony Guzman

Beginning Career/Young Family, Equity Recipients (RS/RSU SOP ESPP), Real Estate Investing, Retirement Transition, Tax Planning, Tax Preparation

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Andrew Flattery

Beginning Career/Young Family, Retirement Transition, Tax Planning

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