CALEB BROWN | Co-Founder & Partner
Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. He has been featured in Investment News, Dow Jones, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners. He is also an Adjunct Faculty member for the University of Georgia's Financial Planning Program.
He has been named the Next Generation Influencer by Financial Planning magazine, one of the top 25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40. He is a member of NAPFA and FPA and completed three years of service on the FPA NexGen leadership committee. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.
Michael E. Kitces | Co-Founder & Partner
MSFS, MTAX, CFP®, CLU, CHFC, RHU, REB, CASL, CWPP™
Michael is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the publisher of the e-newsletter The Kitces Report and the blog Nerd’s Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. Also, Michael is a co-author with John Olsen of “The Annuity Advisor”, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and is a co-author of “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.
Paulina Walters, M.S. | Recruiter
Paulina earned her B.S. and M.S. in Personal Financial Planning from Texas Tech University. She was previously employed as an Associate Financial Consultant and a Client Service Associate before joining New Planner Recruiting. Although she has enjoyed working in the financial planning industry, she has found her passion lies in helping others find their own calling in the profession.
Mary Bell Carlson, Ph.D., CFP®, AFC® | CONTRACT Recruiter
Dr. Mary Bell Carlson is a financial behavior expert and has a passion for helping others. She is excited to bring her energy and expertise to New Planner Recruiting, LLC. She has worked in a variety of roles including: speaker, consultant, government relations specialist, and technical advisor, to name a few. Dr. Carlson has written numerous academic articles and has been featured in several publications, including Kiplinger’s Personal Finance, Fox Business News, Investment Advisor, LearnVest.com, Advisors4Advisors.com, and Investment News. Her Ph.D. is from Kansas State University in Personal Financial Planning with an emphasis in Financial Therapy. She holds both the Certified Financial Planner® and Accredited Financial Counselor® designations. Dr. Carlson cares deeply about people and is committed to helping others understand more about money, communication, and relationships.
David Bowman, CFP® | contract Recruiter
Dave earned his B.S from the CFP® Board registered financial planning track at The Ohio State University’s College of Education and Human Ecology. He’s volunteered extensively both within the planning profession and promoting financial wellness in his community since his time at Ohio State. Before joining New Planner Recruiting, Dave was an Associate Advisor in a fee-only planning environment helping families and individuals live their best lives through thoughtful planning. He’s now a consultant and support planner for a number of planning firms across the country. Dave has always enjoyed helping students and career changers grow their skills as financial planners and find fulfilling positions with progressive planning firms. He started the Central Ohio chapter of FPA NexGen to further these goals and is excited to join the NPR team to continue matching new planners with great opportunities.
Adrianna Mentis, SHRM - SCP, CPM | Operations Manager
Adrianna is a certified Senior Human Resource Professional and has worked in both the nonprofit and Corporate America sectors for more than 10 years. She is skilled at building and maintaining quality alliances and partnerships. Adrianna earned a B.S. in Human Resource Management and currently pursuing a MSHRM. She ensures effectiveness by providing strategic, operational and ethical support that is consistent with the mission, values, policies and contractual obligations of the firm. Adrianna is the mother of two wonderful daughters whom she enjoys spending every free moment with. Her hobbies include: tennis, reading, shopping, watching sports and diversifying her food portfolio. Adrianna has a deeply rooted passion for helping others and frequently volunteers for American Red Cross, Autism Speaks, Atlanta’s Center for Self-Sufficiency and Susan G. Komen.
Tracy Kellermeyer | Recruiting Coordinator
Tracy comes from a Health Promotion & Wellness background. She earned her B.S. from University of Wisconsin-Stevens Point and was previously employed as a Recruiting Coordinator in the Health & Wellness Industry. She grew a deep appreciation and interest in the Personal Finance Industry after her own journey with paying off debt and finding financial freedom. In her free time, Tracy loves to travel, try out new restaurants, ski, and cheer on her favorite team, the Chicago Blackhawks.