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LIZ SKINNER

Investment News / Special Projects Editor

 

http://www.investmentnews.com

 

 

With a focus on practice management, Liz Skinner writes about what makes some advisory firms successful and others fail to thrive. When she isn't offering advisers tips on running a profitable business, you'll find her in Kensington, Md., probably losing a tennis match to her teenage daughters or enjoying a run through Rock Creek Park.

 

 

 

 

 

AMY HUBBLE, CFA, CFP®

Principal, Radix Financial, LLC

 

http://www.radixfinancial.com/

 

Amy Hubble is the Founding Principal of Radix Financial, LLC headquartered in Oklahoma City, OK. Amy holds an undergraduate degree in Marketing and International Studies from Oklahoma Christian University, an MBA from the University of Oklahoma, and is in the final stages of the Financial Planning PhD program at the University of Georgia. Amy was recognized in 2016 as a "40 Under 40" by InvestmentNews, as well as one of the "Top CFP® Holders Under 36" by Wealthmanagement.com.

 

 

 

 

NATHAN HARNESS, Ph.D., CFP®
Texas A&M University

 

http://agecon.tamu.edu/emd_person/nathan-harness/

 

Dr. Harness was formerly an Associate Professor of Finance and Executive Director of Global Programs at Texas A&M University-Commerce and Assistant Professor of Financial Planning at the University of Georgia. As Director of Financial Planning at Texas A&M, Dr. Harness manages the curriculum, enrollment, and development of the financial planning minor and certificate program in financial planning. He teaches courses in investments, introductions to financial planning, retirement planning, and financial planning capstone and has lectured internationally on global financial risk and international investing. He holds a Bachelor’s degree in finance from the University of Central Arkansas, Master’s degree in finance from Texas Tech University, and Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, the Journal of Financial Planning, and the Journal of Personal Finance.

 

 

RACHEL MORAN, CFP®
Financial Planner, RTD Financial Advisors, Inc.

http://www.rtdfinancial.com

 

Rachel is a Financial Planner with RTD Financial. She is passionate about providing her clients with comprehensive unbiased advice, and seeks to help them fulfill their dreams by merging money and values through Financial Life Planning™. Prior to joining RTD, Rachel worked at Fairman Group Family Office as an Investment Advisory Associate, where she was responsible for maintaining multiple client relationships.Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance.  At Virginia Tech, she pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. Rachel was recently named one of InvestmentNews' 40 Under 40, in recognition of her accomplishments to date, contributions to the industry, leadership and promise. A thought leader in her profession, Rachel has been quoted in InvestmentNews and published in the Journal of Financial Planning.  Rachel is an active member of the Financial Planning Association's NexGen community, serving as the 2017 President. She was instrumental in forming a NexGen community within the Philadelphia Tri-State Area, and served as the local Director for three years. In addition to her leadership within the industry, Rachel is passionate about increasing financial awareness within her community. She recently taught a twelve week pro bono financial education class to survivors of domestic abuse.  She also co-founded a mentorship program for women graduating from the financial planning program at her alma mater, Virginia Tech, in an effort to increase the retention of women within the industry. 

 

 

 

BRANDON GARRETT, CFP®, CIMA®, AIF®
President/Wealth Advisor, Snow Garrett Wealth Management

 

http://www.sg-wealth.com/

 

 

Education

Bachelor of Science – Personal Financial Planning, Texas Tech University

 

Professional

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Investment Management Analyst® (CIMA®)

Accredited Investment Fiduciary® (AIF®)

Securities Registrations:

     Series 7 and 24 held with LPL Financial

     Series 66 held with LPL Financial and Snow Garrett Wealth Management

Texas Life and Health Insurance License

 

Community, Civic, and Industry Organization Involvement

Texas Tech Personal Financial Planning Alumni Advisory Board

Financial Planning Association – Fort Worth Programs Director

Investment News 40 Under 40 – 2017

Five Star Wealth Manager* – featured in Texas Monthly – 2016 & 2017

Weatherford Democrat "Parker County Picks" – Best Investment Advisor 2017**

Weatherford Noon Lions Club President 2016-2017

Weatherford ISD Education Foundation Board Member

Past Weatherford Chamber of Commerce Board Member

Co-founder and Past Chairman of Weatherford Young Business Leaders

Member of North Side Baptist Church

 

Personal

Yourself in 3 words: Witty, Authentic, Outdoorsman

Favorite Food: ribeye, sushi, anything French

Favorite Hobbies: hunting, fishing, BBQ and steak cookoffs, reading

Favorite Historical Figure: Theodore Roosevelt

Family: Wife – Audra; Sons – Jayton & Anson

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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