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.

Samir Ahmed, CFP®

Lead Planner

Danielle Alcide, CFP®

Lead Planner

John Armstrong, CFP®

Associate Planner

Jonathon Armstrong, CFP®

Sr. Financial Planner

Kevin Barr, CFP®

Director of Financial Planning

Jeanette Beatty, CFP®

Lead Planner

Jonathan Britt, CFP®

Sr. Financial Planner

Bethlyn Brookes, CFP®

Lead Planner

David Brundage, CFP®

Lead Planner

Aaron Buck, CFP®

Lead Planner

Noreen Burtner, CFP®

Director of Financial Planning

Evan Byrne, CFP®

Financial Planner

Tarif Carson, CFP®

Lead Planner

Keenan Casey, CFP®

Sr. Financial Planner

Ken Castleman, CFP®

Lead Planner

Ian Clark, CFP®

Lead Planner

Danielle Cole, CFP®

Lead Planner

Kenneth Connally, CFP®

Sr. Director of Financial Planning

Rob Curtis, CFP®

Lead Planner

Patrick Daniels, CFP®

Associate Planner

Kent Delph, CFP®

Sr. Financial Planner

Connor Dillon, CFP®

Sr. Financial Planner

Kimberly DuLaurence, CFP®

Lead Planner

Jamie Dunn, CFP®

Sr. Lead Planner

Amee Earl, CFP® FBS®

Associate Planner

Rick Eicheldinger, CFP®

Director of Financial Planning

Patrick Elliott, CFP®

Sr. Lead Planner

Richard Elliott, CFP®

Lead Planner

Aprill Ergas, CFP®

Director of Financial Planning

Stu Evans, CFP®

Director of Financial Planning

Julian Fairchild, CFP®

Lead Planner

Jacki Farrar, CFP®

Lead Planner

Matthew Farrell, CFP®

Sr. Financial Planner

Justin Flores, CFP®

Sr. Financial Planner

Ryan Furlong CFP®

Sr. Financial Planner

Eric Futch, CFP®

Lead Planner

Sara Gawick, CFP®

Associate Planner

Jordan Gilberti, CFP®

Sr. Financial Planner

Steve Glowacka, CFP®

Director of Financial Planning

David Gonzalez, CFP®

Lead Planner

Gary Grewal, CFP®

Lead Planner

Kathleen Griffin, CFP®

Lead Planner

Tim Gump, CFP®

Lead Planner

Michael Haak, CFP®

Lead Planner

Matthew Hale, CFP®

Director of Sales

Timothy Hanson, CFP®

Lead Planner

Laura Haupt, CFP®

Sr. Financial 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 Planning Researcher

Vekevia Jones, CFP®

Lead Planner

Laura Kimball, CFP®

Planning Researcher

Thomas Kirby, CFP®

Lead Planner

Autumn Knutson, CFP®

Lead Planner

Cody Koletic, CFP®

Lead Planner

Lizzie Krog, CFP®

Associate Planner

Anthony LaBrake, CFP®

Lead Planner

Bini Lee, CFP®

Director of Financial Planning

Melissa Leonard, CFP®

Sr. Financial Planner

Todd Macaulay, CFP®

Director of Financial Planning

Kyle Mahle, CFP®

Lead Planner

Muata R. Mahluli, CFP®

Lead Planner

Harrison Maizels, CFP®

Sr. Financial Planner

Bryant Malloy, CFP®

Sr. Financial Planner

Eric Masch, CFP®

Lead Planner

Tyler McConville, CFP®

Associate Planner

Alex McDonald, CFP®

Lead Planner

Madeline McIvor, CFP®

Senior Financial Planner

Tiffany McMillen, CFP®

Associate Planner

Roger Melton, CFP®

Sr. Financial Planner

Robinson Mertilus, CFP®

Director of Financial Planning

Chris Miller, CFP®

Senior Lead Planner

Joel Miller, CFP®

Sr. Financial Planner

Emily Millsap, CFP®

Sr. Director of Financial Planning

Terry Montano, CFP®

Lead Planner

Kelly Nilsson, CFP®

Lead Planner

Zach Novak, CFP®

Sr. Financial Planner

Eric Peralta, CFP®

Associate Planner

Howard Pickering, CFP®

Lead Planner

Noah Polk, CFP®

Lead Planner

Dan Quinn, CFP®

Sr. Financial Planner

Bijan Ramirez, CFP®

Lead Planner

Laura Read

Associate Planner Team Lead

Taffy Remisiewicz, CFP®

Sr. Financial Planner

Valerie Rivera, CFP®

Lead Planner

Chelsea Barrows Rixner, CFP®

Senior Lead Planner

Kevin Roe, CFP®

Lead Planner

Lizzy Russell

Associate Planner Team Lead

Anibal Guerrero Russo, CFP®

Associate Planner

Patrick Sabol, CFP®

Sr. Financial Planner

JJ Sackett, CFP®

Sr. Financial Planner

Brad Schueler, CFP®

Sr. Financial Planner

Raman Singh, CFP®

Sr. Financial Planner

Abigail Soren, CFP®

Lead Planner

Jameson Stady, CFP®

Financial Planner

Patricia Stallworth, CFP®

Sr. Financial Planner

Amery Staub, CFP®

Lead Planner

Emmett Stewart, CFP®

Sr. Financial Planner

Nick Sullivan, CFP®

Lead Planner

Jennifer Swindler, CFP®, AFC®

Financial Planning Researcher

Steven Szafranski, CFP®

Associate Planner

Jennifer Tang, CFP®

Associate Planner

Filip Telibasa, CFP®

Lead Planner

Sam Terminello, CFP®

Sr. Financial Planner

Drew Tingle, CFP®

Lead Planner

Roger Tran, CFP®

Director of Financial Planning

Alix Tucci, CFP®

Sr. Lead Planner

Giovanni Valle, CFP®

Associate Planner

Gianna Viele, CFP®

Sr. Lead Planner

Jordan Vlastuin, CFP®

Lead Planner

Meagen Wagner, CFP®

Lead Planner

Brian Wagnon, CFP®

Lead Planner

Clay Watkins, CFP®

Lead Planner

Nicolas Weachter, CFP®

Sr. Financial Planner

Bill Werner, CFP®

Sr. Financial Planner

Jesse Wideman Jr., CFP®

Sr. Financial Planner

Christopher Wiethe, CFP®

Lead Planner

Edward Williams, CFP®

Sr. Financial Planner

Alexandra Wilson, CFP®

Director of Financial Planning

David Wirth, CFP®

Sr. Lead Planner

Todd Witt, CFP®

Lead Planner

Cynthia Wrick, CFP®

Sr. Financial Planner