Eric Callison

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Joseph Allen is a Financial Consultant currently with Fidelity Investments, a role he has held since 2019. He has extensive experience in the financial services industry, having served in various capacities including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney, Citigroup Global Markets, and Client Associate positions at Morgan Stanley. Prior to these roles, he was a Manager at Charles Schwab. Throughout his career, Joseph has focused on providing investing insights and maintaining a dedicated, personal relationship with clients and their families to help pursue financial goals. He emphasizes ongoing, detailed planning to assist clients in staying on track regardless of market conditions. His professional background encompasses a broad range of advisory and consulting roles across prominent financial institutions.

Ai Mendoza is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop financial plans aimed at achieving their goals. She has held this role since 2022. Prior to joining Fidelity Investments, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022, gaining experience in client financial services and banking. Outside of her professional career, Ai enjoys family activities, fishing, social events with friends, gardening, and outdoor adventures.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.