Kendall Weller

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.