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Entrepreneurs
MCKENNA H. LAW CFP®
My Net Worthwhile® is tackling complex challenges for clients and creating simple, easy-to-understand solutions.
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MATT BARBER CFA®, CFP®
My Net Worthwhile® is helping entrepreneurs take control of their financial lives so they can have a bigger impact on what is most important to them.
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PHILIP BEATTY CPA, CFP®, CEPA
My Net Worthwhile® is helping provide clarity to successful people.
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BLAKE M. WILLIAMS MBA, AFC®, CFP®
My Net Worthwhile® is to help maximize time, energy, and resources for my clients and my family.
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DAN DUBAY CFP®
My Net Worthwhile® is helping executives be more purposeful and impactful with their resources.
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JAMES E. TALLY II CTFA, CFP®
My Net Worthwhile® is helping clients find financial peace of mind to take the uncertainty out of their lives.
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ISOBO AMASO CFP®, CTS™
My Net Worthwhile® is understanding the “why” behind client decisions, so I’m always working toward what matters most for them.
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JAMES P. YOST CFP®, CAIA®, CTS™
My Net Worthwhile® is helping make a positive impact on the lives of others.
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ISOBO AMASO CFP®, CTS™
My Net Worthwhile® is understanding the “why” behind client decisions, so I’m always working toward what matters most for them.
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EVAN CARTER CFP®, MDIV
My Net Worthwhile® is to stay focused on that which really matters in life—thriving (not just surviving), in the context of our faith, family, friendships and fun!
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Professional Athletes
David S. Fisher CPA, CFA®, CFP®
My Net Worthwhile® is leveraging tried and true investment principles to help clients get the most of their investments.
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ISOBO AMASO CFP®, CTS™
My Net Worthwhile® is understanding the “why” behind client decisions, so I’m always working toward what matters most for them.
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JAY LOYD CPA, CFP®
My Net Worthwhile® is helping successful individuals and families realize they don’t have to go it alone.
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JAMES P. YOST CFP®, CAIA®, CTS™
My Net Worthwhile® is helping make a positive impact on the lives of others.
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JAMES E. TALLY II CTFA, CFP®
My Net Worthwhile® is helping clients find financial peace of mind to take the uncertainty out of their lives.
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ISOBO AMASO CFP®, CTS™
My Net Worthwhile® is understanding the “why” behind client decisions, so I’m always working toward what matters most for them.
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JAMIE MCCUSKER GENTRY CFP®
My Net Worthwhile® is seeking the next opportunity to foster financial confidence.
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CLARA C. PARRIS CFP®
My Net Worthwhile® is helping clients gain freedom in their financial lives so they can focus and have a bigger impact on what is most important to them.
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