Meet Matthew Jarvis, the visionary founder of Jarvis Financial. In 2020, his firm celebrated an astounding year, amassing approximately $1.5 million in revenue, managing nearly $200 million in assets under management (AUM), all while maintaining a remarkable 50%+ profit margin (EBOC). Despite these impressive achievements, Matthew's defining feature is his commitment to balance, taking over 250 'free days' annually to savor life's adventures.

                                                                                                    But it wasn't always smooth sailing. A decade prior, Matthew faced crippling debt and a struggling practice, questioning his industry tenure. However, fate intervened, offering him coaching from one of the industry's most successful advisors, Tom Gau. With determination and guidance, Matthew transformed his life and practice, scaling the pinnacle of success.

                                                                                                Today, beyond running his thriving practice, Matthew pays it forward by coaching fellow advisors and guiding them toward replicating his accomplishments. His zest for life extends to global travels with family, mountain biking, dirt biking, and daring escapades with Micah.                              

                                                                                                Matthew's invaluable wisdom finds expression in his book, "Delivering Massive Value," presenting a replicable system to enhance business efficiency, attract premier clients, and craft the practice of their dreams. Matthew Jarvis epitomizes the ideal blend of financial prowess, entrepreneurial spirit, and a life richly lived.

Micah Shilanski, CFP®, is a remarkable financial planner who turns the 'impossible' into reality. Renowned as a leader in lifestyle design for financial planners, Micah has been a sought-after speaker at conferences nationwide.

                                                                                                  What sets Micah apart? Unlike others who discuss lifestyle practices, Micah lives and breathes it. Remarkably, he spends over 6 months outside the office each year while consistently growing his practice by at least 20% annually.

                                                                                                  How does he achieve this feat? Micah's unwavering focus is on delivering immense value to his clients. Continuously seeking ways to better serve them year after year, he streamlines his office operations and optimizes his time management relentlessly. As a top expert in federal retirement benefits, Micah's niche in financial planning, he leverages technology to serve his clients and educate the public effectively.

                                                                                                        Micah is the visionary behind Plan-Your-Federal-Retirement.com, an empowering platform dedicated to helping federal employees comprehend their benefits. His online program guides federal employees in creating personalized financial plans. Additionally, he authored "The Best Kept Secret in CSRS," an e-book unveiling a unique federal benefit. Micah Shilanski is an inspiration to the financial planning world, demonstrating that delivering exceptional value can fuel a thriving practice while embracing a fulfilling lifestyle.

                                                                                                    With a keen focus on setting clear goals, Sheryl works closely with her clients, guiding them toward achieving their objectives through effective financial resource management. Her expertise and dedication have earned her well-deserved recognition, including being named one of the nation's top 250 financial advisors by Worth magazine for three consecutive years and being listed among Accounting Today's Top 100 Most Influential People in Accounting.

                                                                                                Actively engaged in her field, Sheryl is a member of prominent industry associations, including the American Institute of Certified Public Accountants (AICPA) tax and financial planning division, the Financial Planning Association, the California Society of Certified Public Accountants, and the National Association of Personal Financial Advisors. Sheryl's influence extends beyond her advisory role, as she has authored the book "Tax and Wealth Strategies for Family Businesses," published by CCH in 2006. Her expertise is further demonstrated through her regular contributions to respected publications like the San Diego Jewish World, Advisors4Advisors, and InvestmentNews, where her insights are sought after and quoted in local and national media.

                                                                                                      Beyond his financial expertise, Benjamin is an Iraqi combat veteran, dedicating eight years of service to the North Dakota Army National Guard, which included a courageous 15-month deployment to Iraq in 2003.

                                                                                                          His exceptional insights and advice have garnered widespread recognition, with Benjamin being featured in various esteemed publications such as The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others.

                                                                                               

When not immersed in the world of finance, Benjamin enjoys precious moments with his wife Kristen, often found at the hockey rink, gymnastics, and wrestling mats, cherishing quality time with their six energetic children. With a strong vision to positively impact the retirement of 1 million people, Benjamin's dedication to financial planning and his passion for empowering others is evident in his work and unwavering commitment to making a meaningful difference in people's lives.

                                                                                                      As a testament to her dedication and knowledge, Alison holds both the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation. Her commitment to excellence has been recognized, as she was listed among Forbes' 2022 Best-In-State Wealth Advisors* and Forbes' 2022 Top Women Wealth Advisors*, achieving an impressive #23 ranking in Pennsylvania. Alison Brooks' passion for serving her clients and her relentless pursuit of excellence make her a highly regarded professional in the financial industry.