With over 100 CFP® professionals across the country and more than 1,000 combined years of experience, you get the dual benefit of working with your planner one-on-one, along with the deep knowledge of the whole Facet team.

Mark Adolfson, CFP®

Sr. Financial Planner

Samir Ahmed, CFP®

Lead Planner

Mike Allred, CFP®

Associate Planner

Jonathon Armstrong, CFP®

Lead Planner

Kevin Barr, CFP®

Director of Financial Planning

Chelsea E. Barrows, CFP®

Sr. Lead Planner

Jeanette Beatty, CFP®

Sr. Lead Planner

Justin Bellows, CFP®

Sr. Financial Planner

Sr. Financial Planner

Bethlyn Brookes, CFP®

Lead Planner

David Brundage, CFP®

Sr. Lead Planner

Noreen Burtner, CFP®

Director of Financial Planning

Evan Byrne, CFP®

Sr. Financial Planner

Tarif Carson, CFP®

Sr. Lead Planner

Keenan Casey, CFP®

:Lead Planner

Ken Castleman, CFP®

Lead Planner

Kenneth Connally, CFP®

Sr. Director of Financial Planning

Rob Curtis, CFP®

Lead Planner

Patrick Daniels, CFP®

Associate Planner

Alexandria Davis, CFP®

Associate Planner

Kent Delph, CFP®

Lead Planner

Connor Dillon, CFP®

Lead Planner

Kimberly DuLaurence, CFP®

Lead Planner

Jamie Dunn, CFP®

Sr. Lead Planner

Rick Eicheldinger, CFP®

Director of Financial Planning

Patrick Elliott, CFP®

Sr. Lead Planner

Richard Elliott, CFP®

Sr. Lead Planner

Aprill Ergas, CFP®

Director of Financial Planning

Stu Evans, CFP®

Director of Financial Planning

Julian Fairchild, CFP®

Lead Planner

Patrick Finneran, CFP®

Sr. Financial Planner

Justin Flores, CFP®

Lead Planner

Ryan Furlong, CFP®

Sr. Financial Planner

Eric Futch, CFP®

Lead Planner

Sarah Gallagher, CFP®

Sr. Financial Planner

Jordan Gilberti, CFP®

Lead Planner

David Gonzalez, CFP®

Lead Planner

Mike Gorman, CFP®

Lead Planner

Gary Grewal, CFP®

Sr. Lead Planner

Kathleen Griffin, CFP®

Lead Planner

Tim Gump, CFP®

Sr. Lead Planner

Michael Haak, CFP®

Lead Planner

Timothy Hanson, CFP®

Sr. Lead Planner

Laura Haupt, CFP®

Sr. Financial Planner

Samantha Hicks, CFP®

Associate Planner

Tyler Horn, CFP®

Sr. Director of Financial Planning

Cait Howerton, CFP®

Lead Planner

Jeffrey Jablonski, CFP®

Lead Planner

Christopher Jackson, CFP®

Lead Planner

Gary Johnston, CFP®

Financial Planner

Eddy Jurgielewicz, CFP®

Financial Planner

Chris Kadowaki, CFP®

Associate Planner

Thomas Kirby, CFP®

Lead Planner

Autumn Knutson, CFP®

Lead Planner

Cody Koletic, CFP®

Lead Planner

Anthony LaBrake, CFP®

Lead Planner

Bini Lee, CFP®

Head of Planner Logistics

Muata R. Mahluli, CFP®

Lead Planner

Harrison Maizels, CFP®

Lead Planner

Bryant Malloy, CFP®

Sr. Financial Planner

Tyler McConville, CFP®

Associate Planner

Matt McCoy, CFP®

Sr. Financial Planner

Alex McDonald, CFP®

Lead Planner

Madeline McIvor, CFP®

Lead Planner

Roger Melton, CFP®

Sr. Financial Planner

Chris Miller, CFP®

Senior Lead Planner

Joel Miller, CFP®

Lead Planner

Christopher Millius, CFP®

Sr. Financial Planner

Ashley Morris , CFP®

Director of Financial Planning

Zach Novak, CFP®

Sr. Financial Planner

Ken O'Connor, CFP®

Sr. Financial Planner

Howard Pickering, CFP®

Lead Planner

Sean Powley, CFP®

Sr. Financial Planner

Lee Przybyla, CFP®

Sr. Financial Planner

Dan Quinn, CFP®

Sr. Financial Planner

Bijan Ramirez, CFP®

Lead Planner

Laura Read, CFP®

Director of Planner Training

Jarod Robillard, CFP®

Associate Planner

Kevin Roe, CFP®

Lead Planner

Carlos Ruiz, CFP®

Sr. Financial Planner

Lizzy Russell, CFP®

Senior Manager of Planner Support

Patrick Sabol, CFP®

Sr. Financial Planner

JJ Sackett, CFP®

Sr. Financial Planner

Charles Shader

Taxation Specialist

Ray Sicard, CFP®

Sr. Financial Planner

Abigail Soren, CFP®

Lead Planner

Jameson Stady, CFP®

Sr. Financial Planner

Patricia Stallworth, CFP®

Sr. Financial Planner

Amery Staub, CFP®

Sr. Lead Planner

Emmett Stewart, CFP®

Sr. Financial Planner

Jake Storms, CFP®

Sr. Financial Planner

Matthew Stratton, CFP®

Sr. Financial Planner

Jennifer Tang, CFP®

Associate Planner

Filip Telibasa, CFP®

Lead Planner

Sam Terminello, CFP®

Sr. Financial Planner

Roger Tran, CFP®

Director of Financial Planning

Brian Turner, CFP®

Sr. Financial Planner

Alix Tucci, CFP®

Sr. Lead Planner

Giovanni Valle, CFP®

Financial Planner

Gianna Viele, CFP®

Sr. Lead Planner

Meagen Wagner, CFP®

Lead Planner

Brian Wagnon, CFP®

Lead Planner

Jesse Wideman Jr., CFP®

Sr. Financial Planner

Christopher Wiethe, CFP®

Lead Planner

Edward Williams, CFP®

Lead Planner

Alexandra Wilson, CFP®

Product Owner

David Wirth, CFP®

Sr. Lead Planner

Cynthia Wrick, CFP®

Lead Planner