Chuck Levin, CPA/PFS is founder of Levin Financial Planning (LFP), located in Wayland, Massachusetts. Before starting his own firm, Chuck served as an officer of a large corporate retirement plan with over 4,500 members. Chuck has an extensive background in investing, having been one of the principals of an institutional money management firm in Cambridge, [...]

Jerry Davis, CPA/PFS is the founder and principal of Jerry J Davis CPA PC, a full service CPA firm and Registered Investment Advisory firm located in Gresham, Oregon. In addition to providing traditional CPA services such as tax preparation and planning, financial statement preparation and business consulting, Jerry J Davis CPA PC also provides complete [...]

Lisa Archer, CFP®, MBA is the founding principal of Archer Financial Planning, LLC, located in Louisville, KY. Transitioning from a rewarding 15-year corporate career to personal financial planning has allowed Lisa to fulfill some important life goals: enjoying more flexible time with family and friends, establishing an independent financial planning practice and experiencing the satisfaction [...]

“With the hourly as-needed planning model, I am able to offer my services to many clients that would not otherwise be able to access a true fiduciary relationship.”   Will Duncan grew up in Oklahoma, but has lived in the Las Vegas area for over 15 years and has worked in the casino industry for [...]

“The Garrett Planning Network does a great job fostering a sense of community that includes Garrett leadership and staff, resource partners and amazing members.”   Leisa Brown Aiken, CFP®, CPA is the founder of Veo Financial Counsel, LLC, a Fee-Only financial planning firm in Chicago, Illinois. After leaving the corporate world in 1998, Leisa’s goal [...]