SLP Wealth

Michael Jett is a financial advisor at SLP Wealth with a Series 65 designation and six years of prior experience at Focus Financial Planning LLC. He also serves as Chief Creative Officer and Film Producer at ThinkSpace Creative LLC, a film production and creative agency he has been involved with since 2007. SLP Wealth, founded in 2023, serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach primarily using mutual funds and ETFs, and provides additional tax preparation and bookkeeping services under separate agreements.

Jared Costigan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at SLP Wealth since 2023. His prior roles include positions at Wealthspire Advisors, Private Capital Group, LLC, and Coyle Financial Counsel. Outside of his advisory work, he provides student loan consulting through Student Loan Planner, assisting borrowers with payoff and forgiveness strategies. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach primarily using mutual funds and ETFs, complemented by tax preparation and bookkeeping services under separate agreements.

Travis Hornsby is a CFP® and CFA® with two years of experience, currently serving as a financial advisor at SLP Wealth. He has been involved with related entities since 2016, including founding Student Loan Planner, a web publishing and consulting business focused on student loans. SLP Wealth serves individuals and business clients, including small businesses with 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach with mutual funds and ETFs, and provides additional tax preparation and bookkeeping services under separate agreements.

Benjamin Lacomis is a financial advisor with SLP Wealth, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Axias Wealth Advisors, Hornor, Townsend & Kent, and MassMutual. Outside of his advisory work, he consults on student loan repayment and forgiveness strategies through Student Loan Planner. SLP Wealth serves individuals and business clients, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach, often using mutual funds and ETFs, and provides additional tax preparation and bookkeeping services under separate agreements.

Bryan Snapp is a financial advisor at SLP Wealth in Phoenix, AZ, holding a Series 65 designation. He joined SLP Wealth in 2025 after a 17-year career at PetSmart Inc. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach using mutual funds and ETFs and provides ongoing tax preparation and bookkeeping services under separate agreements.

Meagan Mcguire is a financial advisor with SLP Wealth in Canton, GA, holding CFP® and ChFC® designations and six years of industry experience. She has worked with firms including MML Investors Services, MassMutual Life Insurance Co, and Student Loan Planner, where she provides student loan repayment consulting. Mcguire’s background includes insurance sales and financial coaching. SLP Wealth serves individuals and business entities, including small businesses with 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach and provides additional tax preparation and bookkeeping services.

David Aizuss is a financial advisor at SLP Wealth with one year of industry experience. He holds a Series 65 designation and has worked in various roles, including student loan consulting at Student Loan Planner and mortgage lending at United Mortgage Lending LLC. SLP Wealth serves individuals and business entities, including small-business clients sponsoring 401(k) plans, providing discretionary investment management, financial planning, and 401(k) advisory services. The firm typically employs a passive, buy-and-hold investment approach using mutual funds and ETFs and offers additional tax preparation and bookkeeping services.

Scott Mc Donald is a financial advisor at SLP Wealth with two years of industry experience. He holds a Series 65 credential and has previously worked at Student Loan Planner, Santa Clara Valley Water District, California Department of Fish and Wildlife, and San Jose State University. Outside of finance, he operates a commercial and editorial photography business. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach primarily using mutual funds and ETFs, and provides additional tax preparation and bookkeeping services under separate agreements.

Angela Pack is a financial advisor with SLP Wealth, holding a Series 65 designation and two years of industry experience. She has worked at SLP Wealth since 2023 and is also involved with Student Loan Planner, where she provides student loan consulting services. Her prior experience includes roles at Susan L. Kendall, CPA, Kendall Wealth Partners, and Northwestern University. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach using mutual funds and ETFs, and also provides tax preparation and bookkeeping services under separate agreements.

Simcha Terwilliger is a CFP® with eight years of industry experience, currently serving as a financial advisor at SLP Wealth. His prior experience includes roles at Fox & Company Wealth Management and The Advisory Firm of Katherine L. Brown, LLC. In addition to his advisory work, he provides student loan consulting through Student Loan Planner. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach, supplemented by tax preparation and bookkeeping services under separate agreements.

Sariah Tolsma is a ChFC®-designated financial advisor at SLP Wealth with 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, TIAA, and Edward Jones. Outside of advising, she works as a part-time fitness coach and engages in online thrifting. SLP Wealth serves individual and business clients, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach and provides additional tax preparation and bookkeeping services.

Samantha Heflin is a CFP® professional with two years of experience in financial advising. She currently works at SLP Wealth and previously held roles at Apella Capital, LLC and Inspired Financial. Prior to her career in finance, she held various positions outside the industry, including at the University of Georgia Transportation Services. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach primarily using mutual funds and ETFs and provides additional tax preparation and bookkeeping services under separate agreements.

Christopher Carbaugh is a financial advisor at SLP Wealth in Augusta, GA, holding a Series 65 designation. He has prior experience at Truist Bank and Renasant Bank, and has also been involved with Carbaugh Coffee Company and Carbaugh Farms LLC. SLP Wealth, founded in 2023, serves individuals and business entities including small-business clients sponsoring 401(k) plans. The firm offers discretionary investment management, financial planning, and 401(k) advisory services, along with tax preparation and bookkeeping under separate agreements, typically using a passive, buy-and-hold investment approach.

Jacob Courtney is a CFP® with five years of industry experience, currently serving as a financial advisor at SLP Wealth since 2023. Prior to joining SLP Wealth, he worked at Ameriprise Financial Services, LLC and Strategy & Resources, LLC. He also provides student loan consulting through Student Loan Planner, assisting clients in evaluating repayment and forgiveness options for federal and private student loans. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach using mutual funds and ETFs, and provides ongoing tax preparation and bookkeeping services alongside its investment advice.

Connor Pierce is a financial advisor at SLP Wealth with one year of industry experience. He holds a Series 65 credential and is also the founder of After the DPT, LLC, an educational business providing student loan education for schools and businesses. Additionally, he offers student loan consulting through Student Loan Planner. SLP Wealth serves individuals and business entities, including small businesses sponsoring 401(k) plans, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a passive, buy-and-hold investment approach primarily using mutual funds and ETFs, complemented by periodic rebalancing and the use of third-party sub-advisers for strategies such as direct indexing and tax-loss harvesting.