Allen Mueller

My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning. With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media. Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family. On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of 17 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

Hello there! I'm Kirk, a proud retired Air Force Officer with 25 years of service, where I had the thrill of being a test pilot, a Squadron Commander, and a Vice Wing Commander. I'm lucky to have an amazing family – a loving wife of more than 25 years, a wonderful stepdaughter, two fantastic sons, and a cherished granddaughter. After a year and a half of retirement, I found myself itching for a new challenge. Boredom pushed me back into the workforce, where I was able to continue my passion for helping others as a financial advisor at Vanguard. During my time there, I gained valuable experience and completed my Certificate of Financial Planning. My own journey includes successfully saving for retirement, living off those savings, and navigating the difficult world of planning for and paying for college. Since 2006, I've been a residential real estate investor, and I've delved deep into the realm of trusts, with a focus on revocable and charitable remainder trusts. I founded High Flight Financial to serve veterans and the military community with the same dedication and precision I brought to my military career. My mission is to provide comprehensive financial planning, not just investment advice. I offer advice-only services. I do not manage your assets for a fee, nor do I charge an ongoing retainer fee. I will also never collect a commission for anything I recommend. I will help you develop a full financial plan upfront and then support you as you decide on an hourly basis. Typically, this involves semi-annual meetings, but its completely up to you! When I'm not immersed in financial planning, you can find me attending various events of my children, staying up-to-date on financial topics or cheering on my favorite football team! I work virtually with clients, expanding my reach and keeping your costs low. If you are interested in finally putting your finances on a roadmap, developing a checklist to financial freedom, or just need a vector check, I have your six. If you are ready to change your financial future today, lets connect!

Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.

As the founder of Sammons Wealth Management, I specialize in retirement planning and portfolio management for women and LGBTQ professionals, executives, physicians, and business owners who are 50+. My home base is Dallas, Texas, but I serve clients nationwide. My clients are busy professionals and delegators who value having a trusted partner to guide them through their ideal retirement. We focus on designing your ideal retirement timing and income plan, tax minimization, and wise investment management. We also cover your health and long-term care planning, equity compensation (RSUs, NQSOs, Deferred Comp), inheritance planning, and more. My practice is small by design, which allows me to go deep with each client and have my finger on the pulse of your entire financial picture. My clients also tend to have more complex financial situations that require a strategic approach to solving problems. Although I only take on a few new clients each year, you are welcome to submit an inquiry and request an introductory call. My services are best suited to individuals and couples within 5-10 years of retirement, with a minimum of $1M+ in IRAs, 401ks, and taxable investment accounts. If this sounds like you, complete my questionnaire here to request a call: https://sammonswealth.com/intro-call-questionnaire/

What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams. What makes you different from other advisors? I am different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 to 30 clients exceptionally well. Though I am currently accepting new clients, I anticipate closing my financial planning services to new clients in the next one to two years. What makes you or your firm particularly qualified to serve tech professionals, healthcare workers, and their families? Having lived in the Bay Area and having worked with clients at some of the largest tech firms, I am well versed in the planning and tax challenges faced by tech professionals with stock compensation. Married to a physician, I am aware of the unique challenges and burnout facing many healthcare workers. As a single child and father of two young kids, I understand the pressures facing the sandwich generation. Having guided my own parents and in-laws to secure retirements, I am also knowledgeable about social security, Medicare, and the tax planning opportunities that many retirees overlook. What makes your investment process unique? Inspired by Warren Buffett’s investing style, I believe I can add substantial value to our clients through active management and superior stock selection. Having two decades of investment experience working at multiple hedge funds with exposure to both equities and fixed income, I have learned from the best. With all of my own net worth invested alongside my clients in the same strategies, my interests are aligned with yours as this cook eats his own cooking.

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