Trevor Winter

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

“A goal without a plan is just a wish.” - Antoine de Saint-Exupery I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. We specialize in helping young and mid-career families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. We welcome families just starting to build wealth and enjoy helping LGBTQ families navigate their unique challenges. I am a CERTIFIED FINANCIAL PLANNER® professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals! I have two kids in college and live with my husband in Houston, Texas. I serve clients virtually across the U.S. and currently have clients in 11 states. When I'm not financial planning or reading about financial news and trends, I enjoy cooking, wine, gardening, and SCUBA diving. I look forward to meeting with you to discuss how we can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

I help Gen Z and Millennial veterinarians nationwide build wealth, crush student debt, manage burnout, and design a life they love both in and out of the clinic. I’m Ashley Foster, founder of Nxt:Gen Financial Planning and a CERTIFIED FINANCIAL PLANNER™ professional. Married to an extremely hardworking ER veterinarian, I have a unique understanding of the daily challenges you face, both financially and professionally. My mission is to help veterinarians like you navigate the complexities of money and life with clarity and confidence. As your Financial Sherpa, I’ll guide you on a journey that empowers you to live authentically and use money as a tool to make it happen. Together, we’ll crush your student debt, organize and automate your finances, avoid costly mistakes, and free up your time to focus on the people and things you love. Schedule a complimentary Intro Call today and take your finances to the next level.

Concert Financial Planning is designed for BigLaw attorneys, who feel like their life is going “live” and need to take action to manage their finances. There are many reasons that people find themselves looking for help, each one specific to their own story and situation. Whatever your reasons may be, I created Concert Financial Planning to help you organize your finances and get on the right path to achieving your goals. I named the firm “Concert” for two reasons: One, it speaks to my personality and passion outside of work, in that I’ve played music since I was 9 years old. But more importantly, it speaks to the need to have all of the different aspects of your financial life work together “in concert”. I help you create a comprehensive strategy that looks at your cash flow, budget, retirement plan at work, investment accounts, student loans, emergency funds, insurance, estate plan (yes, you need one), tax strategy, and so much more. All of these things need to work together in order for any of them to be effective. While a lot of these things sound boring compared to the excitement (or anxiety) that come along with investing, they are important. The good news is that by working with a professional, you can offload much of the day-to-day work that is required to maintain a financial plan, and instead focus on the things in life that are more important to you. That is why I’m here. My formal background is this: I grew up in a family of financial professionals (grandfather, dad, and brother). I graduated from the University of Texas at Austin with a B.A. in Economics and have been working in the financial services industry ever since (15+ years). During that time, I not only obtained the requisite licenses, but earned rigorous certifications focused on financial planning (CFP®) and investment management (CFA®). After working with clients that were financial advisors themselves at large bank brokerages and independent firms across the country, I launched Concert Financial Planning to focus on what I found to be an under-served market: you! My goal is to help high income individuals and families get on the right track early on so that they can avoid pitfalls and missed opportunities that can add up by the time most people get help, in or near retirement. I hope you’ll reach out so we can discuss what prompted your search for an advisor that identifies with your stage in life and is eager to help you navigate “When Life Goes Live”!

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. The clients Justin serves appreciate the importance of having a “Personal CFO” with integrity on their team as they seek to navigate financial life on purpose. Justin’s attention to detail, servant’s heart, concern about charging reasonable fees, and efforts to bring clients peace of mind with a clear “action plan” attracts affluent retirees, multigenerational families, charitably-inclined women who are the primary decision-maker for the household, blended families, and trusts seeking to meet their lifetime and legacy goals, transferring wealth well to the next generations after providing for their personal objectives. The firm also serves high-achieving executives, business owners, engineers, attorneys, pilots and other successful professionals as they prepare for a season of more financial flexibility. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.

Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.