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.

Jeanette Beatty, CFP®

Senior Lead Planner

Justin Bellows, CFP®


Lead Planner

Noreen Burtner, CFP®

Director of Financial Planning

Evan Byrne, CFP®


Senior Lead Planner

Tarif Carson, CFP®


Senior Lead Planner

Keenan Casey, CFP®


Senior Lead Planner

Hunter Clark, CFP®


Senior Financial Planner

Brandon Deckert, CFP®

Senior Financial Planner

Matthew Dellaero, CFP®

Senior Financial Planner

Kent Delph, CFP®


Senior Lead Planner

Connor Dillon, CFP®


Senior Lead Planner

Kimberly DuLaurence, CFP®

Senior Lead Planner

Richard Elliott, CFP®


Senior Lead Planner

Patrick Finneran, CFP®

Senior Lead Planner

Justin Flores, CFP®


Senior Lead Planner

Robert Frey, CFP®


Senior Financial Planner

Sarah Gallagher, CFP®

Senior Lead Planner

Jordan Gilberti, CFP®


Senior Lead Planner

Steve Glowacka, CFP®

Senior Financial Planner

David Gonzalez, CFP®


Senior Lead Planner

Kathleen Griffin, CFP®

Director of Financial Planning

Chase Grundy, CFP®

Senior Financial Planner

Senior Financial Planner

Michael Haak, 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 Lead Planner

Thomas Kirby, CFP®


Senior Lead Planner

Loren Krieg, CFP®


Senior Financial Planner

Todd Macaulay, CFP®


Senior Lead Planner

Muata R. Mahluli, CFP®

Senior Lead Planner

Harrison Maizels, CFP®

Senior Lead Planner

Bryant Malloy, CFP®


Senior Lead Planner

Zachary Marsh, CFP®


Senior Financial Planner

Matt McCoy, CFP®


Senior Lead Planner

Alex McDonald, CFP®


Senior Lead Planner

Madeline McIvor, CFP®

Senior Lead Planner

Joel Miller, CFP®


Senior Lead Planner

Christopher Millius, CFP®

Senior Lead Planner

David Monteith, CFP®


Senior Financial Planner

Ashley Morris , CFP®

Senior Director of Financial Planning

Abigail Nathu, CFP®


Lead Planner

Zach Novak, CFP®


Senior Lead Planner

Planning & Product Training Manager

Sean Powley, CFP®


Senior Financial Planner

Carlos Ruiz, CFP®


Lead Planner

Lizzy Russell, CFP®

Director of Planner Support

Patrick Sabol, CFP®


Senior Lead Planner

Jeffrey Seitz, CFP®


Senior Financial 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

Ben Tesson, CFP®


Senior Lead Planner

Brian Turner, CFP®


Senior Financial Planner

Alix Tucci, CFP®


Senior Lead Planner

Gianna Viele, CFP®


Senior Lead Planner

Karl Wacker, CFP®


Financial Planner

Meagen Wagner, CFP®

Senior Lead Planner

Brian Wagnon, CFP®


Senior Lead Planner

Jesse Wideman Jr., CFP®

Senior Lead Planner

Christopher Wiethe, CFP®

Senior Lead Planner

Edward Williams, CFP®

Senior Lead Planner

David Wirth, CFP®


Senior Lead Planner

Cynthia Wrick, CFP®


Senior Lead Planner