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Pre-Retirees
Retirees

Morgen Rochard

CFA, RLP®
Austin, TX

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees
Visit Morgen's Profile

Jacob Phelps

CFP®
Virtual

Specialties

  • Faithful Stewardship
  • Privacy & Sovereignty
  • Bitcoin Estate Planning
  • Business Owners
  • Equity Compensation
  • Tax Strategy
Visit Jacob's Profile

Wyatt O'Rourke

Denver, CO + Virtual

Specialties

  • Retirement
  • Bitcoin Services
  • Financial Planning
  • Wealth Management
Visit Wyatt's Profile

Theresa Morrison

CFP®
Tucson, AZ + virtual

Specialties

  • Investments + Alternative assets
  • Equity + Liquidity event planning
  • Generational wealth strategies
Visit Theresa's Profile

Mitchell Moore

Colorado Springs + Virtual

Specialties

  • Bitcoin estate planning
  • Self custody
  • Tax strategy
  • Business owners
  • Charity
Visit Mitchell's Profile

Jirayr Kembikian

CFP®
San Francisco + Virtual

Specialties

  • Company equity compensation
  • Planning for Startup founders
  • Planning for early financial independence
  • Tax planning
 
Visit Jirayr's Profile

Andy Flattery

CFP®
Kansas City + Virtual

Specialties

  • Young Families
  • Pre-retirees
  • Oracle employees
Visit Andy's Profile

Jim Crider

CFP®
Texas + Virtual

Specialties

  • Families pursuing early financial independence
  • Business owners
  • Tax planning
Visit Jim's Profile

Matt Costa

CPA, CFP®
Charlotte, NC + Annapolis, MD + Virtual

Specialties

  • Tax Planning
  • Business Owners
  • Bitcoin Estate Planning
  • Investment Planning
Visit Matt's Profile

Matt Costa

CPA, CFP®
Charlotte, NC + Annapolis, MD + Virtual

Specialties

  • Tax Planning
  • Business Owners
  • Bitcoin Estate Planning
  • Investment Planning
Visit Matt's Profile

Jim Crider

CFP®
Texas + Virtual

Specialties

  • Families pursuing early financial independence
  • Business owners
  • Tax planning
Visit Jim's Profile

Mitchell Moore

Colorado Springs + Virtual

Specialties

  • Bitcoin estate planning
  • Self custody
  • Tax strategy
  • Business owners
  • Charity
Visit Mitchell's Profile

Wyatt O'Rourke

Denver, CO + Virtual

Specialties

  • Retirement Services
  • Bitcoin Services
  • Financial Planning
  • Wealth Management
Visit Wyatt's Profile

Jacob Phelps

CFP®
Virtual

Specialties

  • Faithful Stewardship
  • Privacy & Sovereignty
  • Bitcoin Estate Planning
  • Business Owners
  • Equity Compensation
  • Tax Strategy
 
Visit Jacob's Profile

Andy Flattery

CFP®
Kansas City + Virtual

Specialties

  • Young Families
  • Pre-retirees
  • Oracle employees
Visit Andy's Profile

Jirayr Kembikian

CFP®
San Francisco + Virtual

Specialties

  • Company equity compensation
  • Planning for Startup founders
  • Planning for early financial independence
  • Tax planning
 
Visit Jirayr's Profile

Wyatt O'Rourke

Denver, CO + Virtual

Specialties

  • Retirement
  • Bitcoin Services
  • Financial Planning
  • Wealth Management
 
Visit Wyatt's Profile

Morgen Rochard

CFA, RLP®
Austin, TX

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees
 
Visit Morgen's Profile

Matt Costa

CPA, CFP®
Charlotte, NC + Annapolis, MD + Virtual

Specialties

  • Tax Planning
  • Business Owners
  • Bitcoin Estate Planning
  • Investment Planning
Visit Matt's Profile

Theresa Morrison

CFP®
Tucson, AZ + virtual

Specialties

  • Investments + Alternative assets
  • Equity + Liquidity event planning
  • Generational wealth strategies
Visit Theresa's Profile

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