We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.

Advisors

Hunter Brown

Partner

MBA, CFP®

Donald Kukla

Partner

CPA, CFP®, PFS

Patrick McGinnis

Partner

CFA, CFP®

Alexander Faught

Senior Advisor

MBA, CFA, CFP®

Laura Hessel

Senior Advisor

CFP®, CDFA™

Ingrid Lee

Senior Advisor

CFP®, CAIA

Lindsay Taylor

Senior Advisor

J.D., CFP®

Sean Follis

Advisor

CFP®

Robert Swieterman

Advisor

CFP®, MBA

A Wealth of Information

  • Monthly Recap – November 2024

    Monthly Recap – November 2024

    Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…

  • T is for Tariffs

    T is for Tariffs

    That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…

  • One Week Later…

    One Week Later…

    Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…