With over 85 CFP® professionals across the country and more than 1,000 combined years of experience, you get the dual benefit of working with your planner one-on-one, along with the deep knowledge of the whole Facet team.
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Mike Allred, CFP®
Senior Financial Planner
Jonathon Armstrong, CFP®
Senior Lead Planner
Chelsea E. Barrows, CFP®
Senior Lead Planner
Jeanette Beatty, CFP®
Senior Lead Planner
Justin Bellows, CFP®
Lead Planner
David Brundage, CFP®
Senior Lead Planner
Noreen Burtner, CFP®
Director of Financial Planning
Evan Byrne, CFP®
Lead Planner
Tarif Carson, CFP®
Senior Lead Planner
Keenan Casey, CFP®
Senior Lead Planner
Rob Curtis, CFP®
Senior Lead Planner
Patrick Daniels, CFP®
Specialized Advice Coordinator
Matthew Dellaero, CFP®
Senior Financial Planner
Kent Delph, CFP®
Senior Lead Planner
Connor Dillon, CFP®
Senior Lead Planner
Kimberly DuLaurence, CFP®
Senior Lead Planner
Jamie Dunn, CFP®
Senior Lead Planner
Rick Eicheldinger, CFP®
Director of Financial Planning
Richard Elliott, CFP®
Senior Lead Planner
Aprill Ergas, CFP®
Director of Financial Planning
Stu Evans, CFP®
Director of Financial Planning
Senior Lead Planner
Patrick Finneran, CFP®
Senior Lead Planner
Justin Flores, CFP®
Senior Lead Planner
Sarah Gallagher, CFP®
Senior Lead Planner
Leo Gallegos, CFP®
Senior Financial Planner
Jordan Gilberti, CFP®
Senior Lead Planner
Steve Glowacka, CFP®
Senior Financial Planner
Kris Gobeli, CFP®
Senior Financial Planner
David Gonzalez, CFP®
Senior Lead Planner
Kathleen Griffin, CFP®
Senior Lead Planner
Chase Grundy, CFP®
Senior Financial Planner
Michael Haak, CFP®
Senior Lead Planner
Timothy Hanson, CFP®
Senior Lead Planner
Laura Haupt, CFP®
Senior Lead Planner
Joelle Hinds, CFP®
Senior Financial Planner
Jon Hommes, CFP®
Senior Financial Planner
Christopher Jackson, CFP®
Senior Lead Planner
Portia Jackson, CFP®
Senior Financial Planner
Gary Johnston, CFP®
Senior Financial Planner
Eddy Jurgielewicz, CFP®
Senior Financial Planner
Thomas Kirby, CFP®
Senior Lead Planner
Bini Lee, CFP®
Vice President, Planning & Advice
John Lee, CFP®
Senior Financial Planner
Todd Macaulay, CFP®
Senior Financial Planner
Muata R. Mahluli, CFP®
Senior Lead Planner
Harrison Maizels, CFP®
Senior Lead Planner
Alex McDonald, CFP®
Senior Lead Planner
Zachary Marsh, CFP®
Senior Financial Planner
Tyler McConville, CFP®
Associate Risk Specialist
Matt McCoy, CFP®
Senior Lead Planner
Alex McDonald, CFP®
Senior Lead Planner
Madeline McIvor, CFP®
Senior Lead Planner
Chris Miller, CFP®
Senior Lead Planner
Joel Miller, CFP®
Senior Lead Planner
Christopher Millius, CFP®
Senior Lead Planner
Ashley Morris , CFP®
Director of Financial Planning
Abigail Nathu, CFP®
Lead Planner
Zach Novak, CFP®
Senior Lead Planner
Planner Trainer Coordinator
Ken O'Connor, CFP®
Senior Lead Planner
Sean Powley, CFP®
Senior Financial Planner
Laura Read, CFP®
Senior Director, Planning Strategy
Carlos Ruiz, CFP®
Lead Planner
Lizzy Russell, CFP®
Director of Planner Support
Patrick Sabol, CFP®
Senior Lead Planner
Jeffrey Seitz, CFP®
Senior Financial Planner
Ray Sicard, CFP®
Lead Planner
Amery Staub, CFP®
Senior Lead Planner
Emmett Stewart, CFP®
Senior Lead Planner
Jake Storms, CFP®
Senior Lead Planner
Jennifer Tang, CFP®
Associate Planner
Filip Telibasa, CFP®
Senior Lead Planner
Sam Terminello, CFP®
Lead Planner
Ben Tesson, CFP®
Senior Financial Planner
Roger Tran, CFP®
Director of Financial Planning
Brian Turner, CFP®
Senior Financial Planner
Alix Tucci, CFP®
Senior Lead Planner
Gianna Viele, CFP®
Senior Lead Plannerr
Meagen Wagner, CFP®
Senior Lead Planner
Brian Wagnon, CFP®
Senior Lead Planner
Jesse Wideman Jr., CFP®
Lead Planner
Christopher Wiethe, CFP®
Senior Lead Planner
Edward Williams, CFP®
Senior Lead Planner
David Wirth, CFP®
Senior Lead Planner
Financial Planner
