Sarah Crumpler

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters. Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include: -Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial. I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions. With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence. Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through: • How do I handle equity compensation and bonuses without getting crushed by taxes? • Am I taking advantage of the advanced planning opportunities available to me? • How do I balance enjoying life now with saving tax-efficiently for the future? Here’s what you can expect when we work together: • Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand. • Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey. • Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be. When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze. If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®, RMA® Chief Executive Officer – Financial Planner Mike has spent 25 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops. Mike shares that, "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action." Education and Certifications Mike is currently enrolled as a graduate student a the Texas A&M University School of Law working towards a Masters in Legal Studies with an emphasis in Wealth Management. Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter. In addition, Mike provides volunteer Financial Literacy Education and Research in group presentation. Outside of the boardroom or classroom, Mike enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 20-year residents of Frisco and have enjoyed raising their two children and family dog Baxter in this growing North Texas community.

Financial Planning for What Matters Most Your financial plan should reflect what matters most to you. I begin every client relationship by understanding your values and goals. Together, we review where your money is going and identify opportunities for saving, investing, and living the life you envision. We then integrate relevant planning areas such as investment analysis, retirement planning, tax strategies, education funding, risk management, and estate planning. Financial planning can often feel overwhelming, so I organize the process into clear, manageable steps and strive to make complex concepts understandable. We begin with your most urgent priorities and incorporate additional tasks as we make progress, building momentum together. With a background in engineering and technical project management, I bring a structured, creative, and thoughtful approach to every conversation, ensuring each step is purposeful and aligned with your goals. Whether you're seeking comprehensive or hourly planning, our work is tailored to the topics that matter most to you. My process stays grounded in your values, so each step supports your unique goals and priorities. As a fiduciary, I always put your interests first, offering honest guidance and clear, transparent fees. Whether you want hands-on support or prefer to implement your plan yourself, I'll provide a complete and actionable roadmap for your financial journey. My practice is built on trust, transparency, and a deep commitment to my clients' success. Nothing is more rewarding to me than seeing clients become thoughtful stewards of their wealth, gaining clarity and confidence, and building a future rooted in what matters most.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.