Meet Our Team

Craig Wear, CFP®

Founder / CEO

After a thirty-two year career as an independent financial adviser and Certified Financial Planner™, Craig sold his practice and focuses his business interest, experiences, and efforts toward alerting savers of the large tax obligations that are built into their retirement accounts.

This has birthed two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets. The tax issues are very real and a very large concern for many savers.

Richard Romero, CFP®

Director of Financial Planning

Richard boasts over three decades of experience in the Financial Services sector. His previous roles include serving as the Manager of Sales Support for Prudential Advisors. Additionally, he contributed three years to Ameriprise Financial Services, where he assumed the responsibilities of COO for one of the nation’s largest practices and spearheaded franchise recruitment and engagement efforts in the Mid-Atlantic region. Richard has also held positions such as Manager of Training & Development for Prudential Advisors, Head of Wealth Management for PenFed Wealth Management, and Senior VP & Wealth Management Sales Manager at HSBC Wealth Management for the Mid-Atlantic region.

Following his college graduation, Richard embarked on a journey as a Nuclear Engineer in the U.S. Navy’s nuclear submarine program. His exceptional service garnered him multiple accolades, including 2 Navy Achievement Medals and an Honorable Discharge. Richard is distinguished by his Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) designations, both earned after obtaining a B.A. degree from Ottawa University in Ottawa, KS. Currently residing in Herndon, Virginia, with his wife, Sheri, and their daughter, Fiona (adopted from Russia), Richard relishes family time, indulges in wine pairings at local vineyards, and frequents live performances in the DC area during his leisure hours.

Derrick DeHays, CFP®

Rothology™ Specialist

Derrick began his career in the financial services industry over 28 years ago. He has extensive experience throughout his career working with clients of private banks and fiduciary wealth management firms. As a CERTIFIED FINANCIAL PLANNER™ professional, he provides thoughtful financial advice and potential solutions though planning and implementation of strategies that put the clients best interest first.

Derrick is a native Floridian and his family has been in SW Florida since 1950. When he is not helping clients, you will likely find him on a boat, as he first acquired his Master Captain’s license at age 23. He is active in the community, supporting local children’s charities and a past board member of the Estate Planning Council of Naples. He and his wife Deborah have been licensed foster care providers and raised three children of their own.

 
Daniel Jandro

Daniel Jandro, CFP®

Rothology™ Specialist

With over a decade of experience, Daniel specializes in providing multi-generational financial planning services. With a focus on long-term financial planning, behavioral finance, and financial coaching, Daniel leverages cutting-edge technology to help clients achieve their financial goals.

Outside of planning, Daniel’s passion lies in spending time with his family and exploring nature with his black lab, Ninja. He is also a die hard Minnesota Twins fan even amidst their historic and continuous playoff failures.

Daniel actively volunteers as a Financial Coach and Volunteer Financial Planner with Prepare and Prosper. Through this role, he helps under-resourced individuals and families achieve financial security and independence.

Taylor Rigler, CFP®

Rothology™ Specialist

Taylor has spent his entire professional career partnering with individuals and families to design and navigate their unique path to financial independence. He has over 12 years of comprehensive financial planning experience as a fiduciary in every role throughout his career and has maintained his Certified Financial Planner™ designation since 2014. From the first dollar saved to the last dollar spent, Taylor has dedicated his efforts towards designing and implementing creative and efficient solutions across all facets of the financial picture. He passionately believes that holistic financial advice and personalized education can provide the confidence necessary for clients to make well-informed financial decisions.

He spent time working with larger institutions such as JPMorgan Chase & Co. as a Complex Wealth Planning Advisor and more recently with TIAA as a Wealth Advisor partnering directly with clients employed by higher education institutions, government entities, and non-profit organizations. He also has significant experience working alongside independent firms where he focused on developing retirement income strategies and creative tax optimization plans for clients and their families as they look towards how best to secure a successful retirement transition.

Taylor, his wife, Lauren, and three kids under the age of 7, Hudson, Remi, and Addison, live in Boca Raton. Taylor spends most of his free time selfishly trying his best to live vicariously through his kids out on the baseball and soccer fields. Hardly a dull moment at the Rigler household.

Brian Hickox, CFP®

Rothology™ Specialist

Over the span of more than two decades, the entirety of his professional journey has been immersed within the dynamic landscape of finance. His career commenced in the realm of institutional trading, evolving over time to encompass the domains of corporate benefit consulting and personal financial planning. His dedication and unwavering commitment to the field prompted him to earn the prestigious Certified Financial Planner (CFP®) designation, a testament to his profound belief in the transformative influence of a well-crafted financial blueprint and the positive impact he can confer upon clients and their extended families. This belief is underpinned by his unwavering commitment to providing a fiduciary level of guidance, devoid of any product sales, thus ensuring that clients receive the utmost in ethical and trustworthy financial counsel.

With a remarkable athletic background as a two-time Ironman, he champions the concept of adhering to a structured, goal-oriented process to achieve meaningful results. He firmly believes that the actions undertaken today serve as the compass that guides one’s trajectory toward success in the future. Beyond his professional pursuits, his passions extend to the realm of college football, where he is an ardent fan, and he derives immense enjoyment from pursuits such as fly fishing and the pursuit of aquatic adventures whenever the opportunity arises.

 

Tyson Fuller, CFP®

Rothology™ Specialist

Hailing from the great state of Texas, he currently calls Austin, TX home, where he resides with his wife and five children. When not busy offering strategic financial planning and advice with over a decade of expertise, he finds joy in cracking a good dad joke or indulging in the art of woodworking as a hobbyist.

Armed with a Finance degree from The Pennsylvania State University and boasting a CERTIFIED FINANCIAL PLANNER™ designation, his journey in guiding individuals through various stages of their financial lives has been both fulfilling and impactful. He cherishes the opportunity to contribute to the improvement of people’s financial well-being, guiding them not just for the immediate future but also for the long-term.

In his role, he takes pride in helping others navigate the complexities of financial planning, ensuring that each individual takes meaningful and actionable steps towards a more secure financial future. His commitment lies not only in the present but extends to empowering others for sustained financial success over time.

 
 

Adam Deutsch, CFP®

Rothology™ Specialist 

Adam embarked on his financial services career over a decade ago, driven by a profound commitment to guiding clients through essential financial planning endeavors. From retirement and education to long and short-term goals, including estate planning, he is dedicated to empowering individuals to secure their financial futures. Leveraging his ingenuity and adept problem-solving skills, Adam specializes in tailoring bespoke plans for clients, always prioritizing tax efficiency.

Residing in Rochester, NY, alongside his wife Whitney, Adam finds fulfillment and challenge in his pursuits outside the office. As an accomplished mountain climber, he has conquered all 46 High Peaks of the Adirondacks and now sets his sights on mastering them anew in winter conditions. Beyond the peaks, Adam maintains equilibrium through practices such as karate, yoga, and meditation, ensuring a balanced approach to both his personal and professional life.

Brittany Motley

Director of Operations

Mason Wear

Director of Marketing

Dawson Wear

Client Experience Coordinator 

Chris Wills

 Media Manager

Vera Lutterodt

 Client Outreach

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