When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

As Co-founder and Financial Advisor at Western Reserve Capital Management, LLC, Gage Paul brings a wealth of expertise in financial planning. Holding the esteemed CERTIFIED FINANCIAL PLANNER™ designation, Gage ensures a high standard of professionalism and proficiency in his services. With a focus on families in Northeast Ohio, our firm prioritizes building trusting relationships founded on open communication and transparency. At Western Reserve Capital Management, LLC, we offer tailored, fee-only financial planning services to address the diverse needs of our clients. From retirement planning to investment management, tax optimization, and estate planning, we provide personalized strategies designed to align with our clients' long-term goals and circumstances. By putting our clients' interests first and avoiding the conflicts of interest common in commission-based models, we strive to provide objective guidance that empowers our clients to make informed financial decisions. Through collaboration and education, we aim to guide our clients toward greater financial security and confidence in their futures.