Principal Financial Planner, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC with an additional office in Charlotte, NC. Chuck has been a part of the... Read More →
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 13 who served about 500 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
Mark has had the privilege of being a financial planner since 1995. As founder of Timothy in 2000, Mark’s primary role is long term vision casting for the firm along with serving a small group of clients. He relies heavily on his amazing team and partners for the management of Timothy and the serving of the firm's clients.
Mark's passions for Timothy revolve around making it a world class financial planning firm. Through reading, talking and testing Mark & the team love to push the boundaries of service. As a result of our growth and longevity Mark has been asked to be on Kitces' Advisor Success Podcast (Session 64 and 389), the Morningstar Longview podcast hosted by Christine Benz (March 28, 2023 & November 19, 2024), as well as interviewed by a variety of publications. Ironically, Mark participates in no social media other than attempting to keep his LinkedIn profile current.
His other work passion focuses on being a spokesperson for those who practice financial planning while charging solely for their time. He continues to believe hourly provides the perfect balance of client value with company profitability. He and friend Matthew Jackson, CFA co-wrote A Matter of Time to help aide others who might be interested in pursuing this approach.
Outside of work he serves on various for profit and non-for-profit boards and maintains a joyfully busy life with his family, church and community. Mark and his wife, Cheryce, live in Wheaton, Illinois. They have the gift of three sons, Joshua, Ryan (Jacki) and Luke, along with a new grandson Hudson.
Timothy Financial Counsel, Inc. is the largest hourly-only, fee only financial planning firm in the United States.
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 13 who served about 500 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Principal Financial Planner, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC with an additional office in Charlotte, NC. Chuck has been a part of the... Read More →
With over two decades of expertise in investments and financial services, Stephen founded Curtain Wealth Planning, an independent financial planning, and registered investment advisory firm to help individuals and families across diverse backgrounds and income levels. Curtain Wealth... Read More →
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
I help busy parents get (financially) organized and make smart decisions with their money. I founded Morton Financial Advice in 2018. I currently serve 60+ clients each year with a mix of ongoing, one-time and hourly financial advice.I began my career as a computer programmer... Read More →
Participants in this panel will share their experiences (the good, the bad and the ugly!) using artificial intelligence (AI) tools. Panelists will share a wide variety of examples, including how they've used AI for everything from boosting their marketing efforts, generating compelling content and eye-catching graphics, to building that dry and dreaded compliance manual. We'll hear too how panelists have used AI to sift through large documents and videos, either to find just the right data point, or to generate time-saving summaries. We'll see examples of how AI tools have been used to build Excel models for help in analyzing client scenarios. And we'll see how AI tools can also be used to help generate illustrations for clearer, more compelling client presentations. Regardless of whether you're feeling excited or wary about what's to come with artificial intelligence, please join us for this thought-provoking panel!
Lisa Weil is a CFP® Professional and Principal of Clarity Northwest in Seattle, WA. She founded her hourly financial planning practice in 2013 and joined the Garrett Planning Network in 2014. Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
