With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let’s have a meaningful conversation. The... Read More about Edelman Financial Engines

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of... Read More about Dean Hessler - Edelman Financial Engines

I’m a preacher's kid and I moved 11 times by the time I was a freshman in high school. My parents, both ordained ministers, are the people I admire most in this world. Perhaps it’s their influence that sparked my interest in helping people and serving others. I’m passionate about building long-term relationships with my clients as a financial planner,... Read More about Nathan Baldwin - Edelman Financial Engines

I’ve always been a numbers person. Even as a teenager, I loved balancing my checkbook down to the penny. But I also live to help people–I spend a lot of my free time volunteering with local organizations. My love of numbers and forming relationships is why I became a financial planner. Financial planning is a very personal thing - we... Read More about Kaliko Veiseh - Edelman Financial Engines

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms.... Read More about Brian Puckett - Edelman Financial Engines

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future and thought I could help them more directly by becoming a Financial Advisor. When I’m not working, I love traveling to interesting places with my... Read More about Fran Petrangelo - Edelman Financial Engines

I believe we all have a “why” in our lives – the driving force for what we do and why we do it. For me, it’s my adopted twins, Heather and Chris. I’m passionate about giving them the best life I can. I love spending time with them, especially traveling and boating here in Texas. Whatever your “why” is, as... Read More about Cimalie Zoy - Edelman Financial Engines

I’m a Colorado native and I love the outdoors and being active. I’ve been married to my hubby Josh for 17 years and we have two boys, Anders and Owen. I became a financial planner because I truly enjoy working with people and helping them make good decisions about money. This is where my talent and passion meet – helping... Read More about Claire Mork - Edelman Financial Engines

I’m inspired to know that I’m one of the first people my clients call when life throws them a curveball. That’s powerful to me, and it speaks to the gravity of what we do. My “side gig” is something you might not expect from a financial planner – I’m a DJ who’s played at more than 100 weddings. That’s just... Read More about Michael Krowe - Edelman Financial Engines

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I... Read More about Kelli Smith - Edelman Financial Engines

I’m an avid chess player. If I have a small window of free time (which is increasingly rare as a busy financial planner, husband and father), that’s probably what you’ll find me doing. I think it speaks to the person and professional that I am. I take a highly analytical approach to problem-solving for my clients here in Kentucky, with... Read More about Carrington Conley - Edelman Financial Engines

I want to help people take care of their family the way I take care of mine. That’s why I give clients the same financial guidance I’d give my own parents. In my career, I've worked for places that pushed us to hit sales numbers. But at Edelman Financial Engines, I have the freedom – the responsibility – to actually... Read More about Andrew Thomas - Edelman Financial Engines

I’m an English teacher turned outdoorsman turned financial planner. Today, my goal is to help people retire and stay retired – and to serve the underserved as they get to and through retirement. Here at home in Indiana, my wife and I are raising two teenagers to be amazing human beings; and we’re trying to spend as much time with... Read More about Andy Smith - Edelman Financial Engines

I have a law degree and a masters in international finance but I found my calling as a financial planner – a role that in many ways mirrors the old country attorney. I sit down with a family, listen to their concerns and I advise them. I take immense pride in helping families achieve their goals and get what they... Read More about Mark Palmer - Edelman Financial Engines

“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California... Read More about Aaron Schmoekel - Edelman Financial Engines

My family didn't have a lot of money growing up. My parents were very frugal, but investing more might have put them in a better position. That's probably why my greatest joy as a financial planner is seeing my clients retire with confidence. People say they work with me because I convey concepts with simplicity and in a caring way.... Read More about Wendy Martinez - Edelman Financial Engines

I love seeing relief wash over my clients’ faces when they realize they can retire. Retirement should be exciting. It’s why I always ask new financial planning clients, what’s on your bucket list? As an avid hiker, I know there’s a lot of beauty to see in the world. I’m also familiar with the comparison game, and the feeling that... Read More about Darcey Keller - Edelman Financial Engines

With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let’s have a meaningful conversation. The... Read More about Edelman Financial Engines

With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let’s have a meaningful conversation. The... Read More about Edelman Financial Engines

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms.... Read More about Brian Puckett - Edelman Financial Engines

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of... Read More about Dean Hessler - Edelman Financial Engines

I’m a Colorado native and I love the outdoors and being active. I’ve been married to my hubby Josh for 17 years and we have two boys, Anders and Owen. I became a financial planner because I truly enjoy working with people and helping them make good decisions about money. This is where my talent and passion meet – helping... Read More about Claire Mork - Edelman Financial Engines

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future and thought I could help them more directly by becoming a Financial Advisor. When I’m not working, I love traveling to interesting places with my... Read More about Fran Petrangelo - Edelman Financial Engines

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future and thought I could help them more directly by becoming a Financial Advisor. When I’m not working, I love traveling to interesting places with my... Read More about Fran Petrangelo - Edelman Financial Engines