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®

Lead Planner

Samir Ahmed, CFP®

Lead Planner

Mike Allred, CFP®

Associate Planner

Jonathon Armstrong, CFP®

Sr. 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®

Lead Planner

David Brundage, CFP®

Sr. Lead Planner

Noreen Burtner, CFP®

Director of Financial Planning

Evan Byrne, CFP®

Lead Planner

Tarif Carson, CFP®

Sr. Lead Planner

Keenan Casey, CFP®

Sr. 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®

Sr. 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®

Lead Planner

Justin Flores, CFP®

Sr. Lead Planner

Ryan Furlong, CFP®

Sr. Financial Planner

Sarah Gallagher, CFP®

Sr. Financial Planner

Jordan Gilberti, CFP®

Sr. Lead Planner

David Gonzalez, CFP®

Sr. 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®

Lead 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®

Sr. Lead Planner

Gary Johnston, CFP®

Financial Planner

Eddy Jurgielewicz, CFP®

Financial Planner

Chris Kadowaki, CFP®

Associate Planner

Thomas Kirby, CFP®

Sr. 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®

Sr. Lead Planner

Bryant Malloy, CFP®

Lead Planner

Tyler McConville, CFP®

Associate Planner

Matt McCoy, CFP®

Lead 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®

Lead Planner

Ashley Morris , CFP®

Director of Financial Planning

Zach Novak, CFP®

Lead Planner

Ken O'Connor, CFP®

Lead Planner

Howard Pickering, CFP®

Lead Planner

Sean Powley, CFP®

Sr. Financial Planner

Lee Przybyla, CFP®

Lead Planner

Dan Quinn, CFP®

Sr. Financial Planner

Bijan Ramirez, CFP®

Lead Planner

Laura Read, CFP®

Director of Planner Training

Jarod Robillard, CFP®

Financial Planner

Kevin Roe, CFP®

Lead Planner

Carlos Ruiz, CFP®

Sr. Financial Planner

Lizzy Russell, CFP®

Director of Planner Support

Patrick Sabol, CFP®

Lead Planner

JJ Sackett, CFP®

Lead 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®

Lead Planner

Amery Staub, CFP®

Sr. Lead Planner

Emmett Stewart, CFP®

Lead Planner

Jake Storms, CFP®

Lead Planner

Matthew Stratton, CFP®

Lead Planner

Jennifer Tang, CFP®

Associate Planner

Filip Telibasa, CFP®

Sr. Lead Planner

Sam Terminello, CFP®

Sr. Financial Planner

Ben Tesson, 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®

Sr. Lead Planner

Brian Wagnon, CFP®

Sr. Lead Planner

Jesse Wideman Jr., CFP®

Lead Planner

Christopher Wiethe, CFP®

Sr. Lead Planner

Edward Williams, CFP®

Sr. Lead Planner

Alexandra Wilson, CFP®

Product Owner

David Wirth, CFP®

Sr. Lead Planner

Cynthia Wrick, CFP®

Lead Planner

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.