Brooklyn FI, LLC

Jacqueline Worstell is a CFP® with two years of industry experience, currently serving as a financial advisor at Brooklyn FI, LLC. Prior to joining Brooklyn FI, she worked at Abacus Wealth Partners and has a background that includes experience with a CPA firm. Brooklyn FI, LLC serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and low turnover, while also incorporating outside managers and direct-indexing strategies when appropriate.

Eduard Zolotarev is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC. His prior roles include positions at Marcum LLP and Gryphon Financial Wealth Advisors, among others. He is the owner of EVZ Tax and Accounting Services, PLLC, where he provides tax preparation services for family, friends, and a small client base. Brooklyn FI, LLC serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, integrating tax services through an affiliated tax preparation business.

John Owens is a CFP® professional with seven years of industry experience. He is currently with Brooklyn FI, LLC and Mason Tax, LLC, where he provides both financial advisory and tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC, UPMC, and WMGH/WLSH Radio. Owens dedicates part of his time to tax preparation through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, managing approximately $341 million in discretionary assets.

Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.

James Mc Dougal is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and previously at Brighton Jones from 2021 to 2023. Outside of financial advising, he has been involved in entrepreneurial activities, including roles at Blendin Coffee & Tea LLC and Gogh Gogh LLC. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and public speaking engagements.

Crystal Kozlak is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brooklyn FI, LLC with one year of industry experience. She previously worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning. Prior to her financial advisory roles, she was involved with nonprofit organizations including The Humane League and Animal Place. Brooklyn FI, LLC serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index funds, tax efficiency, and the use of outside managers, managing approximately $341 million in discretionary assets.

Caitlin Fastiggi is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC. She previously worked at HFO Services Corp for seven years. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also integrating tax services through an affiliated tax preparation business.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

Kody Sherlund is a CFP® with eight years of industry experience, currently advising at Brooklyn FI, LLC since 2023. Prior to this, he spent six years at Heritage Wealth Architects, LLC. Brooklyn FI serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and public speaking engagements.

Kurtis Rohlf is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC since 2021. His prior experience includes roles at Jeffrey N. Mehler CFP, LLC, Symphony Financial Planning, LLC, and WGG Wealth Partners. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach with an emphasis on low turnover and tax efficiency, and integrates tax services through an affiliated tax preparation business.