Meet the Money Doctors
We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.
Kevin Brosious is president and founder of Wealth Management, Inc, a fee-only financial planning firm with offices in Allentown and Plymouth Meeting, PA. Kevin specializes in personal financial planning for retirees and pre-retirees and wealth management (asset allocation and portfolio management services). Wealth Management, Inc is a registered investment advisory (RIA) firm.
Robert Chapman is the founder of Compass Wealth, LLC, with over 20 years of financial services experience as a Personal Financial Specialist, CPA and CMA. At times quoted or interviewed in the local, regional and national media for his technical expertise, Robert excels at providing clients with comprehensive customized and integrated strategies for their specific financial situation, including advice on risk management, investments, taxes and planning. His passion for the financial industry is evident in his proactive communication with clients on up-to-date legislation and approaches to wealth strategies.
Cory has extensive experience in the fee-only financial planning and wealth management business. He is an owner of Integra Wealth, an independent wealth management firm in Chattanooga, TN. Cory specializes in providing total wealth management solutions to clients and helping them achieve their goals.
Joe DePascale currently serves as President of a $1.5 billion trust company specializing in a wholelistic and independent approach towards financial planning. Besides attaining the CPA/PFS designation I am also an Accredited Investment Fiduciary Analyst (AIFA) and a Certified Mutual Fund Specialist (CMFS).
Justine DeVito Tenney, CPA/PFS, CFP, MBA, is a partner with WeiserMazars LLP, specializing in providing audit, tax, and consulting services to law firms, professional service firms, not-for-profit organizations, high net worth individuals and family groups. She also provides outsourced family office functions, including business management for high net worth individuals and family groups, as well as their trusts and foundations
Pat has 25 years of experience in the financial services industry and currently serves as his firm’s shareholder in charge of financial services. In this capacity, he provides comprehensive tax and financial planning, strategic asset allocation and management, and investment management solutions to the firm’s clients.
Jay Heller, CPA, PFS, is the CEO of HJ Wealth Management LLC, he began his career as a CPA advising individuals and business owners. Jay has 35 years of experience as a financial advisor and is the co-author of The Progression of Wealth® book.
Michael has been providing financial, tax and investment planning advice to individual clients and their families for over 21 years. After working for private banks, accounting firms and a large planning firm, Michael founded an independent, fee-only firm providing comprehensive advice to clients. In 2012 he merged his firm with Southern Wealth Management, a fee-only registered investment advisory firm. His focus continues to be helping clients meet their individual objectives, whether that is a comfortable retirement, saving for college, or leaving a legacy.
Andy Kark graduated from the A.B. Freeman school of Business at Tulane University in 1990 with a BS in Management and a concentration in accounting. For the past 18 years, Andy has been a partner at M.Z. Kark & Associates, Inc., an SEC Registered Investment Advisory firm in Denver, Colorado.
We specialize in helping clients position themselves to protect against inflation should America’s debt bubble pop. We have developed a six step process we call The Personal Financial Protection NavigatorTM: 1) We sit with clients and discover their goals; 2) We analyze client’s investments to determine how sensitive they are to inflation; 3) We prepare a written report to help each client understand their risks and potential to be impacted by inflation; 4) We invest client assets in a manner that seeks to protect them and help them thrive should an inflationary environment arise; 5) We monitor client investments and meet with them quarterly to keep them on course: 6) We periodically rebalance client investments, and advise them regarding changes to their saving, spending and other actions that are necessary to stay on course and increase their chances of achieving their goals.
Securities offered to residents of AZ, CA, CO, FL, GA, HI, IA, ID, IN, MN, NE, NV, NY, OR, SC, TX, VA, WA & WI through representatives of Lincoln Financial Securities Member SIPC. Advisory Services offered residents of CA & IN through representatives of James Kirby Accountancy Corporation. Lincoln Financial Securities is not affiliated with Kirby Wealth Management, Inc. or with James Kirby Accountancy Corporation. In the State of California, insurance may be offered through LFS Marketing & Insurance Sales Corp. In the state of New York insurance may be offered through LFS Marketing & Insurance Agency Corporation. Insurance may also be offered through other many fine companies. LFS does not provide tax, accounting, or legal services.