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


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, 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.

Charlotte Jacobs, CFP® Recruiter

Charlotte is a CERTIFIED FINANCIAL PLANNER™ certificant with a B.S. in Family Financial Planning from The University of Georgia. She spent five years working as an Associate Financial Planner and Operations Manager in a wealth management firm. Charlotte has a passion for helping people discover and achieve their goals and enjoys helping new financial planners find their place in the industry.


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.