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.
Shawn is a CPA/PFS located in Northern NJ. Earlier in his career he worked for several Fortune 500 companied before beginning his career as a financial planner. For the last 20 years he has worked exclusively as a financial planner and has been recognized nationally as an expert in this field.
Jean-Luc Bourdon is a principal at BrightPath Wealth Planning, LLC, a fee-only Registered Investment Advisory firm located in Santa Barbara, California. Jean-Luc helps clients understand their financial options and purse them to best reach their life goals. This often involves crafting strategies to fund, protect and sustain an enjoyable lifestyle.
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.
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.