Elwood & Goetz

Paul Brown is a CFP® and Series 65-registered advisor with 16 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group since 2013 and is also the owner of New Planner Recruiting, a business he operates full-time. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, providing comprehensive financial planning and discretionary portfolio management.

Vincent Clark is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Elwood & Goetz since 2022 and previously held roles at Wipfli Financial, Redwood Wealth Management, and The Ayco Company. Elwood & Goetz is an independent, fee-only investment management and financial planning firm that serves affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, offering discretionary portfolio management and comprehensive financial planning.

Alden Shmerling is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC since 2010. He is based in Atlanta, GA, and holds the Series 65 credential. Elwood & Goetz is an independent, fee-only firm that provides investment management and comprehensive financial planning to affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, primarily using low-cost index funds and ETFs, while managing employer-based retirement accounts alongside other client assets within a single discretionary portfolio.

Emily Stephenson is a CFP® professional with one year of advisory experience at Elwood & Goetz in Athens, GA. Prior to joining the firm as a financial advisor, she worked at Marshall's from 2014 to 2020. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, primarily using low-cost index funds and ETFs, and provides discretionary portfolio management along with comprehensive financial planning.

Tiffiny Hubbard is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Elwood & Goetz, having joined in 2023, and previously worked at Bank of America and Merrill Lynch. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using primarily passive investment strategies and provides discretionary portfolio management, comprehensive financial planning, and pension consulting services.

Swarnankur Chatterjee is a Series 65-licensed advisor at Elwood & Goetz Wealth Advisory Group with one year of experience at the firm. He previously spent 19 years at the University of Georgia. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent and emerging affluent clients, as well as institutional entities. The firm emphasizes a strategic asset allocation approach grounded in Modern Portfolio Theory and primarily uses low-cost index funds and ETFs with personalized investment policies and tax-aware strategies.

Lance Palmer is a CFP® professional with 15 years of experience, currently serving at Elwood & Goetz Wealth Advisory Group, LLC since 2010. He is a co-author of the textbook *Introduction to Personal Finance* and a professor at the University of Georgia, where he is involved in teaching, research, and faculty service. Outside of financial advising, he holds leadership roles as CEO and Director of Accredisense, a software company focused on evidence management, and is an investor in Faith First Fitness Georgia. Elwood & Goetz is an independent, fee-only firm providing investment management and comprehensive financial planning to affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using predominantly passive investments with a focus on tax efficiency and fiduciary standards.

Leading an Elite Team Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the profession. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from their financial advisory team. A Global Perspective with Deep Roots Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level. A Champion for the Future of Financial Planning In a profession where only 23% of Certified Financial Planner™ professionals are women, she is committed to mentoring and uplifting the next generation of female financial planners and fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences. Academic Excellence and a Commitment to Education Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before even completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.

Connor Siegelski is a CFP® professional with experience at Elwood & Goetz Wealth Advisory Group, LLC since 2025. His prior work includes roles at Abrigo, Landmark Properties, PwC, H. Lee Moffitt Cancer Center, and Holman Frenia Allison. He is based in Watkinsville, GA. Elwood & Goetz is an independent, fee-only firm providing investment management and comprehensive financial planning to affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes a strategic asset allocation approach grounded in Modern Portfolio Theory and predominantly passive management using low-cost index funds and ETFs.

Joseph Goetz is a Series 65 licensed financial advisor with Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA, where he has worked since 2010. He has 14 years of industry experience. Outside of his advisory role, he serves as a faculty member at the University of Georgia and is involved as CFO of Accredisense, a company developing AI-integrated software for higher education accreditation. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation with primarily passive investment strategies, tax-aware portfolio management, and fiduciary standards.

Melissa Barron is a CFP® and ChFC® with 16 years of industry experience. She has worked at Elwood & Goetz Wealth Advisory Group since 2020 and previously held roles at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, utilizing predominantly passive investments with personalized policies and tax-aware strategies.

Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz is an independent, fee-only investment management and comprehensive financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation with a predominantly passive investment approach using low-cost index funds and ETFs, alongside personalized financial planning and fiduciary retirement plan consulting.

Lindsay Lynn is a CFP® certificant and holds a Series 66 license with three years of industry experience. She has worked at Elwood & Goetz Wealth Advisory Group, LLC since 2023 and previously held positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent and emerging affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory with predominantly passive implementation using low-cost index funds and ETFs.

Anthony Rodriguez is a financial advisor at Elwood & Goetz with CFP® and Series 66 credentials. He has been in the industry since 2023, including experience at The Vanguard Group and Elwood & Goetz Wealth Advisory Group. Prior to his advisory roles, he held various positions including work at the University of Georgia and Randstad. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using predominantly passive investments, tax-aware strategies, and fiduciary standards.

Frances Lawrence is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with four years of industry experience. She holds the Series 65 designation and has worked at Elwood & Goetz since 2020. Prior to her advisory role, she was affiliated with the University of Missouri and Louisiana State University. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, offering discretionary portfolio management and comprehensive financial planning.