Sheldon Shrock

I'm Brennan Vitali, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER professional. My family splits time between the U.S. and Costa Rica, and I built this firm specifically for families making that same transition. Most financial advisors have never handled a client leaving the country. I have. I know what it feels like to sit with the tax unknowns, the healthcare gap, the "are we making a huge mistake" feeling. That firsthand experience is why I focus exclusively on cross-border financial planning for Americans relocating to Costa Rica. My work covers the full picture: cross-border tax strategy, investment management across two countries, healthcare planning for the gap before CAJA eligibility, estate planning that works in both jurisdictions, and the sequencing of accounts and assets before, during, and after the move. As a fee-only fiduciary, I don't sell products. I charge for planning and advice. Whether you're in the early research phase or you've already booked the flight, I help you make confident financial decisions so you can focus on the life you're building abroad.

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

Eric Ball is a CFA® charterholder with 27 years of industry experience. He has been with America First Investment Advisors LLC since 1997, serving in various roles throughout his tenure. The firm provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. America First Investment Advisors emphasizes fundamental equity analysis, building equity-oriented portfolios typically consisting of 15 to 25 positions, and uses exchange-traded funds for fixed-income exposure with attention to credit quality and duration.

Dennis Blyly is a CFA® charterholder with 25 years of industry experience. He has been with Timucúan Asset Management Inc. since 2011 and also operates Blyly Asset Management, LLC. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, and institutional clients, focusing on fundamental, business-oriented analysis with concentrated portfolios held over multiple years. The firm is notable for managing private pooled vehicles and employing performance-based incentive arrangements for certain accounts.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.