The Table Financial Planning LLC

Brian Voelker is a financial advisor at The Table Financial Planning LLC in Fountain Hills, AZ, holding a Series 65 designation. His career includes experience with Eide Bailly Financial Services, Sequoia Financial Group, and the State of Michigan Bureau of Investing, as well as service in the United States Air Force. The Table Financial Planning serves individual clients and small-business owners with comprehensive financial planning and discretionary investment management. The firm employs a passive investment approach focused on diversified portfolios of index mutual funds and ETFs, and offers pension-plan consulting and participant education for employer retirement plans.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Microsoft, McKesson, and InEight. The Table Financial Planning LLC serves individual clients and small-business owners with comprehensive financial planning, discretionary investment management, and pension-plan consulting. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, and offers ongoing plan reviews and educational seminars.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

Leah Nelson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at The Table Financial Planning LLC. She has over six years of experience in the financial services industry, with prior roles at Del-Sette Capital Management, South Valley Services, and Securities America, Inc. The Table Financial Planning LLC serves individual clients and small-business owners with comprehensive financial planning, discretionary investment management, and pension-plan consulting. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, and provides ongoing monitoring and biannual plan reviews.