Wilson Li, CFP®, FPQP™
How I’m expanding what’s possible with money I enjoy sharing knowledge and financial education with clients, friends, family, or anyone who is interested. I actively seek opportunities to expand my own understanding by learning from others. Whether someone’s financial goals are large or small, I value the chance to help others work towards achieving success. […]
Dennis Grossman, CFP®, EA
How I’m expanding what’s possible with money My favorite part of my job is teaching others about how money works. Sometimes we don’t know what we don’t know, so having someone in your corner to guide you through it can be extremely helpful. From basic budgeting and investing to complex estate and tax planning, I’m […]
Libby Boehne, CFP®
My Story A meaningful career was always important to me, which is why I spent years as ordained clergy. Oddly enough, it’s also why I became a financial advisor. Out of college, I asked the big life questions that many people do. This led me into seminary and ministry work because I wanted to be […]
Katelynn Wiley
My Story “I don’t care about money and I never will.” That’s what I remember saying to my family when they warned me that the non-profit path I had chosen wasn’t going to earn much income. Even then, I wasn’t being entirely honest with myself. As a graduating student of Peace and Conflict Studies at […]
Jacqui Worstell, CFP®
My Story The fluorescent lights buzzed overhead, casting a soft glow on the polished marble floors of the bank. I stood beside my mother, barely tall enough to see over the wooden counter, my eyes wide with curiosity. I watched intently as my mom handed her paycheck to the teller. That white slip of paper […]
Tachelle Nettles
My Story I come from amazing women who have always handled their responsibilities with grace and made the most of what they had. My grandmother raised six children, mostly on her own, and worked tirelessly to provide for her family and pay the bills. My single mother raised my brother and me; although it must […]
Elise Faur
My Story She was born at the turn of the century, a towering elderly woman who sported a tight perm that occasionally took on a lavender hue. She was remarkably independent, outspoken, and took to swearing on occasion. Her name was Doris and she was my most memorable babysitter. One day, when she saw our […]
Danny R. Smith, CFP®, MS
My Story Naples, Italy was my home for 18 years until I moved to the United States for college. Italians are one of a kind: simple, persevering, welcoming, animated, and consistently finding humor in any obstacle thrown their way. Growing up, I saw this humor shine through, particularly when it came to finances. A common […]
Tiesha Cullins, CFP®
My Story I was in college and it was hot outside. I’m talking Georgia, late summer, the air thick and humid with no breeze to speak of. I was thanking my lucky stars for the invention of air conditioning when I heard my roommate say, “Hey! Can we keep the AC at 77 instead of […]
Jason Pollens, CFP®
My Story Like so many of her generation, my mom wasn’t taught about personal finances. After my dad’s stroke, she was not only forced to become a full-time caregiver (all while still teaching elementary school), she also had to take over the family finances which involved trudging through bills and statements piled high on his […]
Kate Sumner, CFP®
My Story I sat nervously, my nine-year-old feet not reaching the floor, in the back room of a strip mall music shop. My hands held drumsticks for the first time. I wasn’t sure what to make of Marge, my new teacher. After a brief lesson on grip, it was time to play. In front of […]
Rose Brink-Capriola, CFP®
My Story While completing my undergraduate degree in international business and finance, I became interested in microcredit lending in agriculture. I saw the good that could be accomplished by giving individuals access to capital. After college, I traveled the world working in regenerative agriculture and biodynamic viticulture. I fell in love with a model of […]
