Facet

Sarah Gallagher is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Facet. Her prior experience includes five years with Fulton County Schools before joining Facet Wealth in 2021. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses model-based asset allocation primarily with ETFs and supplements these with alternative strategies at certain service tiers, relying on technology-driven processes and a flat subscription pricing model rather than asset-based fees.

Jenifer Koch is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet since 2026. Her prior experience includes roles at Allegheny Financial Group, Fidelity Investments, and several other firms. She volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet serves individual clients across various net worth levels through subscription-based financial planning that includes investment management. The firm employs model-based asset allocation primarily using ETFs and emphasizes technology-driven, tax-optimized portfolio management with a flat subscription pricing model.

Noreen Burtner is a CFP® with 16 years of industry experience and currently serves as a financial advisor at Facet. She has worked at Facet since 2020 and was previously employed at Tiaa from 2015 to 2020. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm focuses on retail clients and employs technology-driven, model-based asset allocation primarily using ETFs, supplemented by strategies such as direct indexing and tax-loss harvesting at specific service tiers.

David Wirth is a CFP® with 24 years of industry experience, currently advising at Facet since 2017. His prior roles include positions at AAFMAA Wealth Management & Trust and Savant Capital Management. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses model-based asset allocation primarily with ETFs and employs technology-driven processes to provide tax-optimized, rule-compliant financial services, distinguishing itself with a flat subscription pricing model rather than percentage-of-assets fees.

Brandon Aguilar Gunderson is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Wells Fargo Clearing and Fidelity Investments. Outside of his advisory career, he has been involved with Gunderson Holdings and Fog Willow Farms. Facet serves individual clients across a wide range of net worth levels through subscription-based financial planning that includes investment management. The firm employs a technology-driven, model-based asset allocation approach and is notable for its flat subscription pricing model and private-equity ownership structure.

Anna Wisniewski is a CFP® professional with five years of experience at Facet and a total of 12 years in the financial industry, including a decade at Murphy O'Brien Inc. She is based in Capitol Heights, MD. Facet serves individual clients across a range of net worth levels through subscription-based financial planning that includes investment management. The firm uses model-based asset allocation primarily with ETFs and supplements these with strategies like direct indexing and tax-loss harvesting at certain service levels, employing technology-driven processes and a flat subscription pricing model.

Brian Wagnon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Facet since 2020. His prior experience includes roles at Hart Capital Management and Cetera. Based in Spokane, WA, he holds the Series 66 designation. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses model-based asset allocation primarily with ETFs and employs technology-driven processes to provide tax-optimized and regularly monitored portfolios, distinguishing itself with a flat subscription pricing model rather than charging a percentage of assets under management.

Jonathan Hommes is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Facet, where he has worked since 2023, following prior roles at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning, including investment management. The firm uses a technology-driven, model-based asset allocation approach primarily with ETFs and offers additional strategies at certain service tiers, operating under a flat subscription pricing model rather than charging a percentage of assets.

Portia Jackson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Facet with two years of industry experience. Her prior work includes roles at PricewaterhouseCoopers and Jackson Ventures Inc. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning, combining investment management with membership. The firm uses technology-driven, model-based asset allocation primarily with ETFs and offers a flat subscription pricing model that includes investment management.

Carsten Murgas is a CFP® with Series 63 registration based in Austin, TX, and is an advisor at Facet. He has experience working within a firm that operates with a team of 64 advisors. Facet Wealth serves individual clients through subscription-based financial planning memberships that include discretionary investment management. The firm focuses on model asset allocation primarily using ETFs, incorporating technology-driven enhancements such as direct indexing, tax-loss harvesting, and a tax-optimized implementation algorithm while serving a client base exclusively made up of individuals.

Myles Mc Manus is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Brighton Jones and Tolleson Wealth Management. Facet provides subscription-based financial planning and investment management to individual clients across a range of net worth levels. The firm employs model-based asset allocation primarily using ETFs and incorporates technology-driven processes alongside a flat subscription pricing model that includes investment management services.

Thomas Kirby is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Facet. He has worked extensively with USAA-affiliated firms since 2014 before joining Facet in 2020. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning, including investment management. The firm uses model-based asset allocation with ETFs and supplements these with advanced strategies at certain service tiers, relying on technology-driven processes and a flat subscription pricing model rather than traditional asset-based fees.

Gary Johnston is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet Wealth Management. His prior experience includes roles at SEI Investments Management Corp and SEI Investments Distribution Co. Facet serves individual clients across a wide range of net worth levels through a subscription-based financial planning model that includes investment management. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and offers a flat subscription pricing structure rather than charging fees based on assets under management.

Sean Kelly is a CFP® with five years of experience in the financial services industry. He is currently with Navy Federal Investment Services, LLC and has prior experience at Farther Finance Advisors, LLC, Bank of America, and Merrill. Before entering finance, he served eight years in the United States Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring and due diligence.

Katherine Deprey is a CFP® professional with two years of experience in financial advising, currently serving at Facet in Green Bay, WI. Her prior roles include positions at FIS Global and the Muscular Dystrophy Association. Facet serves individual clients across a wide range of net worth levels through a subscription-based financial planning model that includes investment management. The firm utilizes technology-driven, model-based asset allocation strategies and offers a flat subscription pricing structure that encompasses investment management services.