Seth Thompson

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, divorce, and expatriation. A strong life and financial plan makes other wealth decisions much more straightforward. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals. Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™ (CDFA), a Registered Life Planner (RLP), and Certified in Blockchain and Digital Asset (CBDA). He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C. Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris was the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Personal Financial Planners, and the Massachusetts Council on Family Mediation. He is also on the board of the Massachusetts Council on Family Mediation, where he chairs the Investment Committee. Chris earned the Baccalaureat in France, and he speaks French fluently.

Kerry started BeingFIT because she felt financial services for everyday families were lacking at best, filled with conflict of interest at worst, and more importantly missing the big picture. She knew she could do better and decided to create a modern financial services firm for everyday families looking for a family office like experience. Prior to BeingFIT, Kerry spent over 15 years working for large financial firms, specializing in retirement, investments, cash flow, insurance, business, estate, employee benefits, and tax. She served as a Financial Planning Consultant to financial advisors, where she created and reviewed thousands of financial plans for optimal strategies and integrity. Kerry also provided financial education and consulting to financial advisors located at various institutions across the country. Now Kerry focuses her energy on providing her clients with holistic financial planning and tax advice, and educating the public in areas such as strategies for tax allocation and investment strategy, equity compensation planning, and real estate investing. Kerry is also a fitness advocate and loves meeting new people and learning about their money stories and fitness journeys. Outside of her professional work, you may find Kerry enjoying life with her 14 year old daughter, camping or cruising in their Jeep, traveling to fun locations, at the hockey rink watching her daughter play, lifting weights, or practicing yoga. Kerry’s 5 top values in life are family, health, independence, honesty, and meaningful work.

Karim Attar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ financial goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Karim holds a Bachelor’s Degree from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. As a qualified Portfolio Manager, he provides both traditional advice and portfolio management services, including discretionary management of customized investment strategies that may involve individual securities, Merrill model portfolios, and third-party investment options. In addition to his professional work, Karim participates in community volunteer activities consistent with Merrill’s tradition of community service. He enjoys cooking, golfing, spending time with his family, and watching movies.