Tessara Wealth

Shawn Tydlaska is a CFP® professional with nine years of experience in financial planning. He is currently with Tessara Wealth and previously worked at Ballast Point Financial Planning, LLC for eight years. Ballast Point Financial Planning, LLC serves individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost mutual funds and ETFs, and offers services such as comprehensive financial planning, portfolio management, and tax preparation.

Joann Huber is a CFP® and PFS™ credentialed advisor with six years of industry experience. She is currently with Ballast Point Financial Planning, LLC and has previously worked at Avantax Planning Partners, Topel Forman LLC, and Barber Financial Group. Ballast Point Financial Planning, LLC serves individual and high-net-worth clients, including young-to-mid-career professionals and business owners, offering comprehensive financial planning and investment management. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside additional services such as tax preparation and educational workshops.

Vidalia Cornwall is a CFP® and ChFC® affiliated with Tessara Wealth, bringing five years of industry experience. She has worked at Ballast Point Financial Planning since 2022 and has prior experience with Northwestern Mutual and roles at Utah State University and the US Department of State. Ballast Point Financial Planning, LLC provides financial planning and investment management to individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary account management.

Drew Hanessian is a CFP® with four years of industry experience currently affiliated with Ballast Point Financial Planning, LLC. His background includes service in the United States Navy from 2010 to 2018 and roles at JumpCrew, LLC before entering financial planning. He has been with Ballast Point since 2021 and also spent time at Columbia University in 2024. Ballast Point Financial Planning provides financial planning and investment management services to individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, offering diversified portfolios with low-cost funds, tax efficiency, and both discretionary and non-discretionary management strategies.