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By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
PAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
MEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
DREW TINGLE
Drew is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with years of experience in comprehensive, goal-based financial planning. Building personal relationships and advocating for clients in all areas of their financial lives is his passion. Outside of the office, you can find Drew involved innon-profit
TODD A. WITT
Todd serves as a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 20 years of experience. Prior to joining Facet Todd has served as a Senior Wealth Strategist for private banks and boutique Investment Advisory firms. LAURA READ – FACET WEALTH Laura is an Associate Planner Team Lead at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. As a career changer, Laura brings her background in sociology to financial planning, combining her knowledge of behavioral finance with her desire to help people learn the financial skills they need to have their own versions ofsuccess.
HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
PAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
MEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
DREW TINGLE
Drew is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with years of experience in comprehensive, goal-based financial planning. Building personal relationships and advocating for clients in all areas of their financial lives is his passion. Outside of the office, you can find Drew involved innon-profit
TODD A. WITT
Todd serves as a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 20 years of experience. Prior to joining Facet Todd has served as a Senior Wealth Strategist for private banks and boutique Investment Advisory firms. LAURA READ – FACET WEALTH Laura is an Associate Planner Team Lead at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. As a career changer, Laura brings her background in sociology to financial planning, combining her knowledge of behavioral finance with her desire to help people learn the financial skills they need to have their own versions ofsuccess.
SAVING + INVESTING ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. HOW TO BUILD A SIDE HUSTLE Some people start a side hustle for an extra source of income. Others indulge a passion, or hope to grow it into a full-time living. Whether you sell macrame on Etsy, peddle vintage camera equipment on eBay or deliver for DoorDash, a side hustle can be a great way to boost yourincome.
YOUR MONEY AND YOUR LIFE From Bartering to Bitcoin – 11,000 Years of Money Money. A medium of exchange. And it all started with coconuts and bananas. Someone neededBUDGETING ARCHIVES
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. TEAM – FACET WEALTH Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. Planners Client Success Team Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. PlannersClient Success Team
TEAM – FACET WEALTH The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.PAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
AN EXPERT GUIDE TO COLLEGE 529 PLANS Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits.Here’s how
NOREEN BURTNER
Noreen is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years experience. She enjoys informing and educating her clients on various financial planning strategies that can help them reach their goals. She is passionate about counseling the underserved and military veterans. Education:Northern
HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.BRENT WEISS
Chief Evangelist. As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial lifeplanning experience
CHRISTOPHER DAUBENMIRE Senior Client Success Manager. Chris brings over two decades of experience working with and assisting High Net Worth individuals and Family Offices navigate the financial investment marketplace. He believes that everyone deserves access to high quality financialPAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
TODD A. WITT
Todd serves as a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 20 years of experience. Prior to joining Facet Todd has served as a Senior Wealth Strategist for private banks and boutique Investment Advisory firms.DENNIS HUERGO
Dennis is a Director of Client Success at Facet with over 7 years of experience in the financial services industry with expertise in advanced life insurance planning for business owners and clients with large estates both in domestic and foreign markets. Prior to finance, he served in the U.S. Army as an Infantry Rifleman with the New JerseyCHAD KIMBLE
Chad serves as a Director of Client Success for Facet Wealth, bringing over 20 years of experience as a client relations and service industry provider based in Tampa, Florida. As an accomplished Financial Advisor and former public school teacher, Chad sets high standards and expectations to meet the needs of each advisor and client by providingGIBBS PRESTON
Gibbs is a Senior Client Success Manager at Facet. Before coming to Facet, Gibbs spent 9 years in the Commercial Real Estate industry where he focused on the development of commercial retail properties. Gibbs feels passionately about providing financial services to people of all backgrounds and assisting them in reaching their financialgoals.
TRIPP JARDEN
Tripp is a Senior Client Success Manager with Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, bringing over 14 years of financial industry experience. Prior to joining Facet, Tripp worked for large banks and brokerage firms helping mass affluent and ultra high net worth clients. Tripp has a passion for helping clients HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.BRENT WEISS
Chief Evangelist. As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial lifeplanning experience
CHRISTOPHER DAUBENMIRE Senior Client Success Manager. Chris brings over two decades of experience working with and assisting High Net Worth individuals and Family Offices navigate the financial investment marketplace. He believes that everyone deserves access to high quality financialPAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
TODD A. WITT
Todd serves as a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 20 years of experience. Prior to joining Facet Todd has served as a Senior Wealth Strategist for private banks and boutique Investment Advisory firms.DENNIS HUERGO
Dennis is a Director of Client Success at Facet with over 7 years of experience in the financial services industry with expertise in advanced life insurance planning for business owners and clients with large estates both in domestic and foreign markets. Prior to finance, he served in the U.S. Army as an Infantry Rifleman with the New JerseyCHAD KIMBLE
Chad serves as a Director of Client Success for Facet Wealth, bringing over 20 years of experience as a client relations and service industry provider based in Tampa, Florida. As an accomplished Financial Advisor and former public school teacher, Chad sets high standards and expectations to meet the needs of each advisor and client by providingGIBBS PRESTON
Gibbs is a Senior Client Success Manager at Facet. Before coming to Facet, Gibbs spent 9 years in the Commercial Real Estate industry where he focused on the development of commercial retail properties. Gibbs feels passionately about providing financial services to people of all backgrounds and assisting them in reaching their financialgoals.
TRIPP JARDEN
Tripp is a Senior Client Success Manager with Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, bringing over 14 years of financial industry experience. Prior to joining Facet, Tripp worked for large banks and brokerage firms helping mass affluent and ultra high net worth clients. Tripp has a passion for helping clients TEAM – FACET WEALTH The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. SAVING + INVESTING ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.STOCK MARKET 101
Key Takeaways. When you buy a stock, you own a small piece of that company; Stock prices rise or fall based on future expectations; Over the last 50 years, the stock market has averaged roughly a 10% annualreturn
TEAM – FACET WEALTH Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. Planners Client Success Team Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. PlannersClient Success Team
LEARN - LIFE MILESTONES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. LUNCH & LEARN: SAVING FOR EDUCATION The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.BUDGETING ARCHIVES
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.PAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector. PSYCHOLOGY OF MONEY ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.MEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, and LAURA READ – FACET WEALTH Laura is an Associate Planner Team Lead at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. As a career changer, Laura brings her background in sociology to financial planning, combining her knowledge of behavioral finance with her desire to help people learn the financial skills they need to have their own versions ofsuccess.
DENNIS HUERGO
Dennis is a Director of Client Success at Facet with over 7 years of experience in the financial services industry with expertise in advanced life insurance planning for business owners and clients with large estates both in domestic and foreign markets. Prior to finance, he served in the U.S. Army as an Infantry Rifleman with the New Jersey HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.MEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, and LAURA READ – FACET WEALTH Laura is an Associate Planner Team Lead at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. As a career changer, Laura brings her background in sociology to financial planning, combining her knowledge of behavioral finance with her desire to help people learn the financial skills they need to have their own versions ofsuccess.
DENNIS HUERGO
Dennis is a Director of Client Success at Facet with over 7 years of experience in the financial services industry with expertise in advanced life insurance planning for business owners and clients with large estates both in domestic and foreign markets. Prior to finance, he served in the U.S. Army as an Infantry Rifleman with the New Jersey YOUR MONEY AND YOUR LIFE From Bartering to Bitcoin – 11,000 Years of Money Money. A medium of exchange. And it all started with coconuts and bananas. Someone needed SAVING + INVESTING ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.STOCK MARKET 101
Key Takeaways. When you buy a stock, you own a small piece of that company; Stock prices rise or fall based on future expectations; Over the last 50 years, the stock market has averaged roughly a 10% annualreturn
TEAM – FACET WEALTH The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. TEAM – FACET WEALTH Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. Planners Client Success Team Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. PlannersClient Success Team
LUNCH & LEARN: SAVING FOR EDUCATION The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. LEARN - LIFE MILESTONES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.BUDGETING ARCHIVES
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. 5 MONEY MOVES WHEN YOU'RE MAKING 6 FIGURES You’ve built a solid financial foundation — a healthy emergency fund, a plan to pay down debt and build good credit, proper insurance coverage, and a good start to your investments. You’re ready to move to the next level as your career advances and your income rises. This is about moving from building security and freedom from worry to the next step: leveling up your plan to give you thePAUL MARTIN
Paul Martin. With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Paul serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for ArtifactSoftware
HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
AN EXPERT GUIDE TO COLLEGE 529 PLANS Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits.Here’s how
KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.EDDY JURGIELEWICZ
Eddy is an educator at heart and advocate for meaningful financial planning. He spent four years as a high school teacher before changing careers and entering financial services in 2016. Since then, he’s enjoyed building relationships with clients and the opportunity to have a direct impact in helping them achieve their unique financialgoals.
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, andMEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
AN EXPERT GUIDE TO COLLEGE 529 PLANS Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits.Here’s how
KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.EDDY JURGIELEWICZ
Eddy is an educator at heart and advocate for meaningful financial planning. He spent four years as a high school teacher before changing careers and entering financial services in 2016. Since then, he’s enjoyed building relationships with clients and the opportunity to have a direct impact in helping them achieve their unique financialgoals.
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, andMEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
FINANCIAL CALCULATORS Financial Calculators Debt General Insurance Investment Mortgage Retirement Savings Tax DEBT Accelerated Debt Payoff Calculator Consolidation Loan Investment Calculator Cost-of-Debt Calculator Credit Card Balance Transfer Comparison Credit Card Minimum Payoff Calculator Credit Card Optimizer Calculator Credit Card Pay Off Calculator Debt Consolidation Calculator Home Equity Debt YOUR MONEY AND YOUR LIFE From Bartering to Bitcoin – 11,000 Years of Money Money. A medium of exchange. And it all started with coconuts and bananas. Someone neededSTOCK MARKET 101
Key Takeaways. When you buy a stock, you own a small piece of that company; Stock prices rise or fall based on future expectations; Over the last 50 years, the stock market has averaged roughly a 10% annualreturn
TEAM – FACET WEALTH The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. TEAM – FACET WEALTH Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. Planners Client Success Team Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. PlannersClient Success Team
PLANNERS – FACET WEALTH Meet Our Team Samir Ahmed, CFP® Lead Planner Linkedin Danielle Alcide, CFP® Lead Planner Linkedin-in Jonathon Armstrong, CFP® Sr. Financial Planner Linkedin-in Kevin Barr, CFP® Director of Financial Planning Linkedin Jeanette Beatty, CFP® Lead Planner Linkedin Lucy Blough, CFP® Associate Planner Linkedin-in Bethlyn Brookes, CFP® Lead Planner Linkedin David Brundage, CFP® Lead Planner PALANTIR MASTER CLASS ON MORTGAGES Whether you’re a first-time homebuyer or more experienced, this master class on mortgages will reveal insider’s knowledge on how to choose the best mortgage, what to watch out for, and how a mortgage can be an integral part of your financial plan.SAVING ARCHIVES
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. CREDIT + DEBT ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. PSYCHOLOGY OF MONEY ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
AN EXPERT GUIDE TO COLLEGE 529 PLANS Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits.Here’s how
KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.EDDY JURGIELEWICZ
Eddy is an educator at heart and advocate for meaningful financial planning. He spent four years as a high school teacher before changing careers and entering financial services in 2016. Since then, he’s enjoyed building relationships with clients and the opportunity to have a direct impact in helping them achieve their unique financialgoals.
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, andMEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
HOME – FACET WEALTHWHY FACETFAQSABOUTFOR EMPLOYERSCONTACT USGETSTARTED
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFP Ⓡ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office.FACET WEALTH
If you're unable to update your browser, please try using your smartphone to log in.JONATHON ARMSTRONG
Jonathon is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 10 years of experience in the financial sector.RAMAN SINGH
Raman is a Senior Financial Planner at Facet, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Raman brings an immense amount of knowledge and expertise to his role as a financial planner and has successfully worked with hundreds of families achieve theirfinancial
AN EXPERT GUIDE TO COLLEGE 529 PLANS Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits.Here’s how
KATHLEEN GRIFFIN
Lead Planner. Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects theirpersonal
HARRISON MAIZELS
Harrison is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with seven years of experience in the Wealth Management industry.EDDY JURGIELEWICZ
Eddy is an educator at heart and advocate for meaningful financial planning. He spent four years as a high school teacher before changing careers and entering financial services in 2016. Since then, he’s enjoyed building relationships with clients and the opportunity to have a direct impact in helping them achieve their unique financialgoals.
TERRY MONTANO
Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence. During his career, Terry has worked with high-net-worth families, the mass affluent, andMEAGEN WAGNER
Meagen grew up in Owensboro, Kentucky and currently resides in Saint Louis, Missouri with her partner, Zack and her rescue pup, Gentry. In her free time, she enjoys trying out new recipes, caring for her 20+ house plants, and traveling to visit her friends and family.Education: Murray
FINANCIAL CALCULATORS Financial Calculators Debt General Insurance Investment Mortgage Retirement Savings Tax DEBT Accelerated Debt Payoff Calculator Consolidation Loan Investment Calculator Cost-of-Debt Calculator Credit Card Balance Transfer Comparison Credit Card Minimum Payoff Calculator Credit Card Optimizer Calculator Credit Card Pay Off Calculator Debt Consolidation Calculator Home Equity Debt YOUR MONEY AND YOUR LIFE From Bartering to Bitcoin – 11,000 Years of Money Money. A medium of exchange. And it all started with coconuts and bananas. Someone neededSTOCK MARKET 101
Key Takeaways. When you buy a stock, you own a small piece of that company; Stock prices rise or fall based on future expectations; Over the last 50 years, the stock market has averaged roughly a 10% annualreturn
TEAM – FACET WEALTH The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. TEAM – FACET WEALTH Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. Planners Client Success Team Meet Our Team At Facet, we pride ourselves on our team and the values that guide us. PlannersClient Success Team
PLANNERS – FACET WEALTH Meet Our Team Samir Ahmed, CFP® Lead Planner Linkedin Danielle Alcide, CFP® Lead Planner Linkedin-in Jonathon Armstrong, CFP® Sr. Financial Planner Linkedin-in Kevin Barr, CFP® Director of Financial Planning Linkedin Jeanette Beatty, CFP® Lead Planner Linkedin Lucy Blough, CFP® Associate Planner Linkedin-in Bethlyn Brookes, CFP® Lead Planner Linkedin David Brundage, CFP® Lead Planner PALANTIR MASTER CLASS ON MORTGAGES Whether you’re a first-time homebuyer or more experienced, this master class on mortgages will reveal insider’s knowledge on how to choose the best mortgage, what to watch out for, and how a mortgage can be an integral part of your financial plan.SAVING ARCHIVES
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. CREDIT + DEBT ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. PSYCHOLOGY OF MONEY ARCHIVES The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service.Skip to content
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FINANCIAL PLANNING AS IT SHOULD BE Experience the clarity and confidence of having personalized advice for all the financial decisions that impact your life.Let's Talk
WE’RE ONE OF THE FASTEST-GROWING NATIONAL FINANCIAL SERVICES COMPANIES, AS SEEN IN: WE’VE BUILT FINANCIAL PLANNING FOR ALL THAT YOU ARE FOR EVERY FACET OF YOUR LIFE Your financial needs go beyond investing, so we do, too. Our expertise goes well beyond retirement and investment planning to also include things like major purchase decisions, what to do after you get a raise, and more. We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan. THE HIGHEST LEVEL OF FINANCIAL PLANNING Our work begins with a relationship. Whether you have assets or not, you’ll be paired with a CERTIFIED FINANCIAL PLANNER™ professional who will get to know your financial life story. All Facet Planners are CFPⓇ professionals—the highest certification available—and ours don’t receive any commissions and have no products to sell. CUSTOMIZED, INNOVATIVE INVESTING We view investment management as just one of many tools for achieving great financial outcomes. Our CFPⓇ professionals take an advanced, proven approach based on your priorities, age, financial picture and risk tolerance. We remove human error from our investment strategy, and our investments carry the lowest possible cost. AFFORDABLE, FIXED FEES - NO SURPRISES We keep your costs fixed and affordable, with no hidden charges and no asset minimums required to work with us. And because we base your fee on your needs, not your assets, it won’t increase as your money grows, which makes a big difference in how much you’ll pay overtime.
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TECHNOLOGY THAT WORKS WITH YOU Facet uses technology to keep our work affordable, high-touch, and impactful. You’ll meet virtually with your planner four times a year (on average), around your schedule. Our clear, easy-to-use platform keeps your information accessible anywhere, anytime. WE’RE ONE OF THE FASTEST-GROWING NATIONAL FINANCIAL SERVICESCOMPANIES
0 %
Client Satisfaction Rate CLIENTS IN ALL 50 STATES0 +
CFPⓇ Professionals WHAT FACET CLIENTS ARE SAYING "We were talking last night about how effective our relationship has been with Facet and we are so grateful. Thank you for your patience and diligence in working with us. It's truly been one of our biggest positives of 2020 and we look forward to many years ahead. "Andy JIllinois
"Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me." Steven EMassachusetts "Having a plan that works for US is such a relief, and for such a very decent price. I have already recommended my whole family and myclosest friends."
Kinsey BVirginia
"We were talking last night about how effective our relationship has been with Facet and we are so grateful. Thank you for your patience and diligence in working with us. It's truly been one of our biggest positives of 2020 and we look forward to many years ahead. "Andy JIllinois
"Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me." Steven EMassachusetts__ Previous
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These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.FREQUENT QUESTIONS
__ __ Why should financial planning be an ongoing, subscriptionservice?
When it comes to financial planning, you need a trusted advocate who looks at the big picture–including, but not limited to, your investments. Your planner should advise you on the financial aspects of life events like retiring, having a baby, or starting a business, and they should keep up with your evolving needs with regular check-ins. That’s why our advisors meet with clients four times a year, on average, and check in as needed between meetings. And our subscription model means you’ll get uninterrupted advice, with nosales pitches.
__ __ Why is it important to only work with a CFPⓇ professional? At Facet Wealth, every single client has their own CFPⓇ professional that works with them one-on-one. The CERTIFIED FINANCIAL PLANNERTM certification–or the CFPⓇ certification–is the gold standard in the industry. CFPⓇ professionals are rigorously trained in 72 areas of expertise, and must accrue thousands of hours of experience prior to certification. They are held to fiduciary standards and prioritize your best interests above all else. __ __ How does Facet Wealth make money when there’s no assetminimum?
Typically, financial planning fees are based on a percentage of your assets, so your cost increases along with your wealth. At Facet Wealth, we charge a fixed fee based directly on your needs. This gives us the freedom to serve anyone, regardless of their assets, instead of working only with people who have already accumulated significant wealth. This model also lets us help our clients build brighter financial futures overall, rather than focusing on investments alone. And, because our Facet CFPⓇ professionals don’t sell products or make commissions, they are focused only on your best outcomes. This big-picture approach to financial planning is supported by a fixed subscription fee, so you can have consistent financial advocacy whatever your needs may be. __ __ Why is Facet Wealth a virtual service? By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFPⓇ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office. Working virtually also allows us to offer the highest level of financial advice at an affordable cost (it’s also why we grew 4x in 2020 alone!).View All FAQs
GROW YOUR KNOWLEDGE
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.STOCK MARKET 101
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® & Chief Financial Officer Lisa Rapuano What it is, how it works, and how touse it What
05/20/2021 Read More 5 MONEY MOVES FOR PROFESSIONALS MAKING 6 FIGURES By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® Reaching a New Level of Income Requires a New Level of Planning Key Takeaways:You have the
05/11/2021 Read More YOUR MONEY AND YOUR LIFE By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® The Truth Behind the Meaning of Money Key Takeaways: Money is rooted in a 10,000+ year history 04/28/2021 Read MoreView More
SEE FOR YOURSELF WHY WE’RE ONE OF THE FASTEST-GROWING NATIONAL FINANCIAL SERVICES COMPANIES.Get Started Now
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The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. The survey solicited client’s level of agreement that Facet is delivering on expectations outlined. Satisfaction is not an indication of current or future performance results nor is it a guarantee of similar experience. Nerdwallet receives cash compensation for referring potential clients to Facet Wealth, Inc. The views of Nerdwallet are based on independent valuation of Facet’s services. Nerdwallet’s opinions are theirown.
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