Schedule a MoneyAdvice Session

These sessions are offered via Zoom or telephone. Select the advisor of your choice to view their available appointments.
To schedule an in-person session at our office, please contact your advisor directly.
Have questions? Need more flexibility? Call our office at 866-232-6457.

Matthew Vandre

Financial Therapist, Master Planner

As a financial planner, I’m experienced at helping people of all sorts and backgrounds make good financial choices, accomplish life goals, and improve their relationships through a blend of education, advice, and coaching. So, bring me your questions and tell me your dreams, because together we’ve got this money thing!

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 66
  • Professional Designations: None
  • Active Since: 2010
  • Disciplinary History: None
  • Education: B.A. in Social Economics University of Wisconsin – Milwaukee; Master of Science in Behavioral Finance, University of Alabama

Jay Voigt

Money Sherpa, Strategy Guru

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan.  I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 1998
  • Disciplinary History: None
  • Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
  • Navy Veteran

Jay Voigt

Money Sherpa, Strategy Guru

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan.  I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 1998
  • Disciplinary History: None
  • Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
  • Navy Veteran

Eric Hencley

Financial Adventurer, Slayer of Pessimism

Hello, I’m a financial advisor with a strong belief in keeping saving, spending, and investing simple. I have a knack for breaking down these concepts into digestible bites and organizing that into a plan that fits your situation. My goal is to help YOU make YOUR plan.

I have a diverse background working for the US Government and have lived in 4 countries and worked in 17 more. When I’m not working, I like to spend my time enjoying the outdoors with my family.

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 66
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 2017
  • Disciplinary History: None
  • Education: BA in Business, Wayland Baptist University; Masters of Business Administration, Liberty University
  • Retired Air Force

Tim Shirk

Surprised by Life, Ready to Help

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a Certified Financial Planner™ designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 2006
  • Disciplinary History: None
  • Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

Tim Shirk

Surprised by Life, Ready to Help

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 2006
  • Disciplinary History: None
  • Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

Liz Aidoo (hablo español)

Enthusiastic Educator, Consejera de Dinero

Teaching abroad for 6 years in Costa Rica, Ecuador, Peru, Turkey and Ghana and marrying a Ghanaian has given me the privilege of experiencing and appreciating cultures that differ from my own. Diversity is our strength, and I believe there is far more that connects than divides us. While money matters are a common struggle everywhere, each of us has a unique story. I look forward to hearing yours and helping you identify and reach your money goals.

Qualifications

  • ERISA Fiduciary: At All Times
  • Fluent Languages: English & Spanish
  • Licensing Achieved: Series 65
  • Professional Designations: None
  • Active Since: 2007
  • Disciplinary History: None
  • Education: B.A. in Communications, Seton Hall University

Kelli Send

Creative and Fun Educator, Master Helper

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 1987
  • Disciplinary History: None
  • Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University

Kelli Send

Creative and Fun Educator, Master Helper

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Active Since: 1987
  • Disciplinary History: None
  • Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University

Peter Castro

Mission Builder, Money Mentor

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

  • ERISA Fiduciary: At All Times
  • Licensing Achieved: Series 65
  • Professional Designations: CFP® candidate
  • Active Since: 2017
  • Disciplinary History: None
  • Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

By participating in a MoneyAdvice Session, you agree to our Service Team Promises.