Sean Michaelis

White Turf Financial was founded by Todd Moritz with the aim of ensuring the client’s interests are put first. White Turf operates on a fee-only basis so that you know all advice is given because it is best for your individual situation. White Turf will not receive any kickbacks, commissions, or incentives, for directing you in one direction or another. At the end of the day, everyone wants to feel confident and secure, and White Turf aims to do the worrying for you, so you don’t have to. Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He has a background in public accounting, working on tax planning for high net worth individuals, nonprofits, and small businesses, as well as complex investment taxation situations. After spending some time in the investment world, Todd transitioned to financial planning, where he feels his true calling in doing the financial worrying for you, so you don’t have to. He is supported by his wife, Hilary, and through copious dog cuddles from their Great Dane, Jaxson, and fond memories of their late Boxer/Lab, Duncan.

With a strong background in finance and wealth management, Ryan has guided and helped hundreds of clients throughout his industry tenure. Ryan studied financial management at the University of Saint Thomas and holds the CERTIFIED FINANCIAL PLANNER™ certification backed by extensive training, experience, and rigorous ethical standards. After working for various organizations, Ryan started his own company – R.M. Shannon Wealth Management – because he wanted to work more intimately with a smaller number of clients and provide them with the attention and focus that their relationship merits. Ryan places significant value on family, relationships, and community. These three priorities inspired Ryan to become a CFP® professional; he wanted to help and partner with individuals and families and guide them through their financial journey.

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life. I stumbled into the financial services industry more than 25 years ago and I fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, and a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor since 2014.

Do you ever worry that your financial decisions won’t get you where you want to go in life? I can give you the confidence to know that you’re on the right path. I became a financial planner because I wanted to make a real difference in people’s lives. Once I got into the profession, though, I realized that it is hard to make a difference when you are pressured to sell products or enticed by commissions and can only work with people who are already wealthy because of asset minimums. So, I started my own firm. I created Guide Financial Planning so that I could do financial planning my own way— serving everyone I want regardless of net worth in a fee-only, conflict-free environment, from a biblical perspective. If you want financial guidance that aligns with your Christian worldview, you’ve come to the right place. As a Certified Financial Planner™ and Certified Kingdom Advisor®, I can create a financial plan for you, a written document that will work as a map, guiding the way as you navigate this journey called life. If you want, I can also partner together long-term, being there with you every step of the way, guiding you through new situations as they arise and helping you to stay on track. And it doesn’t matter where you live, either. With the help of modern technology, I work with people throughout the US and around the world.

I am one half of the husband and wife team Fyooz Financial Planning. We are here to help guide you, whether it’s figuring out what to do with your excess savings, reducing your concentrated stock position, or strategizing around an inheritance. After the work day, I’m found exploring new recipes, researching ways to simplify and be more sustainable, and enjoy healing conversations with friends and family. Dan and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey. We create a safe, structured, and fun environment to have meaningful conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together. Education: CERTIFIED FINANCIAL PLANNER (™) University of St. Thomas; Bachelor of Arts, Leadership and Management

Located in the Minneapolis area and serving clients nationwide, Anne Ward offers wealth management services to individuals and couples who want to live life to the fullest, as well as those navigating the journey of rebuilding after the loss of a spouse. She partners with you at every stage of life - strategizing, proactively advising, and helping execute sound recommendations - so you can live abundantly in both your finances and your life. She is passionate about helping you achieve your definition of success. Advisory services are offered through Wisdom Wealth Management, LLC, an investment adviser registered in Minnesota. Advisory services are only offered to clients or prospective clients where Wisdom Wealth Management, LLC and its representatives are properly registered or exempt from registration.