Steve Martin, CFP®, CPA, JD, LLM
Wealth Planning Advisorsteve.firstname.lastname@example.org
In delivering fee only financial planning and financial advice where he acts as his clients' personal CFO, Steve combines his multi-disciplined background with his continual passion to learn, a willingness to align himself with talented individuals, and -- most importantly -- a genuine concern for his clients, their families, and their communities.
Mel Bond, CFP®, CFA, CKA
Wealth Planning Advisormel.email@example.com
To see his clients’ lives become more holistic and peaceful, Mel combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled investment manager and financial planner, a listener, a behavioral coach, and a creative problem solver.
Scott Winkler, CFP®, CPA/PFS
Wealth Planning Advisorscott.firstname.lastname@example.org
Scott believes that individuals should be actively involved in the development of their financial plan. He carefully considers their future goals and concerns and incorporates their unique perspective into the plan. Also, he offers an interactive session to explore various scenarios and to help clarify issues and concerns. The end result is a unique and highly customized retirement plan.
Client Service Associate
In Kim’s varied roles over the last several years, her strengths and passions are helping and serving others. She utilizes her communication and attention to detail skills along with her determination to get the job done to ensure clients are receiving the best service possible and that operations are running smoothly.
Steve Martin is a member of The National Association of Personal Financial Advisors (NAPFA), The Alliance of Comprehensive Planners (ACP), and Garret Planning Network, is part of the Fee Only Network, is a CFP® practitioner, and holds his CPA and JD. Mel Bond is a is a CFP® practitioner, Chartered Financial Analyst (CFA) and Certified Kingdom Advisor (CKA), and is a member of those organizations. Scott Winkler is a member of NAPFA, is a CFP® practiononer, and is a member of the American Institute of CPAs (AICPA).* Our affiliation with these national organizations allows us to bring even more resources and knowledge to our clients!