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Nicholas G
CFP®, Series 66
Swedesboro, NJ
Facet
Nicholas Greco is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Facet and previously worked at The Vanguard Group, Inc., Morgan Stanley, and The Wolk Law Firm. Outside of finance, he operated Greco Pressure Washing & Property Services for six years. Facet Wealth offers subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and provides comprehensive planning services through remote channels.
Gianni D
CFP®, Series 63, Series 65
Philadelphia, PA
Facet
Gianni De La Cruz is a CFP® with 14 years of industry experience, currently advising at Facet since 2026. His prior roles include positions at Schwab Wealth Advisory Inc, Charles Schwab & Co, Inc., THE Vanguard Group, Inc., and PNC Wealth Management. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to provide comprehensive financial planning and investment management.
Jeremy B
CFP®, Series 66
West Chicago, IL
Facet
Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.
Joseph B
CFP®
Lancaster, NY
Facet
Joseph Bartelo is a CFP® professional at Facet with one year of industry experience. He previously worked at Sanderson Wealth Management, LLC for three years and Chiampou Travis Besaw Kershner for four years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and its proprietary web platform. The firm uses model-based asset allocations with technology-driven processes and offers a flat subscription planning model that includes investment management.
David G
CFP®, Series 65
Land O Lakes, FL
Facet
David Goss is a CFP® with five years of industry experience, currently serving as an advisor at Facet since 2026. Prior to Facet, he worked at Tapfin/EY for five years and has been a fitness trainer at EOS Fitness since 2020. He also teaches graduate-level music education courses as an adjunct assistant professor at the University of Florida. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, using technology-driven processes and model-based asset allocations primarily focused on exchange-traded funds. The firm offers a flat subscription pricing model rather than percentage-of-assets fees and integrates planning across its multi-advisor platform.
David M
CFP®, Series 63, Series 65, Series 66
Waxahachie, TX
Facet
David Martinez is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Facet. His prior experience includes roles at Edward Jones, Charles Schwab, USAA, TIAA-CREF, Fidelity, and Valic Financial Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual clients across the wealth spectrum, utilizing technology-driven processes and a flat subscription fee model rather than traditional asset-based fees. The firm’s approach includes model-based asset allocations with ETFs and a range of tax-optimized and income strategies for qualified investors.
Justin B
CFP®, ChFC®, Series 65, Series 66
Boerne, TX
Facet
Justin Bellows is a CFP® and ChFC® with seven years of industry experience. He is currently with Facet, where he has worked since 2022, and previously held roles at Texas Legacy Wealth Management and LPL Financial. Before entering financial services, he spent eight years at Rackspace. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, primarily through digital channels. The firm utilizes model-based asset allocations focusing on ETFs and employs technology-driven processes, including machine-learning algorithms, to deliver tax-optimized and personalized investment solutions.
Joseph S
CFP®, Series 63, Series 66
Memphis, TN
Facet
Joseph Staub is a CFP®-certified financial advisor with 21 years of industry experience, currently with Facet Wealth. His prior experience includes roles at Guardian, Park Avenue Securities, and Summit Asset Management. Staub has also spent time as a self-employed advisor. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with technology-driven processes and employs a flat subscription planning model rather than percentage-of-assets fees.
Thomas G
CFA®
Phoenix, MD
Facet
Thomas Graff is a CFA® charterholder with 14 years of industry experience. He is currently with Facet Wealth, Inc., where he has worked since 2022, after previously spending 12 years at Brown Investment Advisory & Trust Company. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription planning model that includes investment management.
Kimberly D
CFP®, Series 63, Series 66
Thornton, NH
Facet
Kimberly Du Laurence is a CFP®-certified financial advisor at Facet with 22 years of industry experience. Her prior roles include positions at Tiaa, Citizens Financial Group, and Banc Of America Investment Services, Inc. She has been with Facet since 2020. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, blending technology-driven processes and model-based asset allocations to serve a broad range of households through remote service channels. The firm’s approach integrates comprehensive planning areas and employs a flat subscription fee rather than percentage-based asset management charges.
Michelle P
CFP®, Series 66
Spring Valley, CA
Facet
Michelle Packer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Facet. She previously worked at Telos Capital Management, Inc. for over a decade and spent four years with Equitable Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, offering services through phone, video, and a proprietary web platform. The firm implements model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while employing a flat subscription fee model rather than traditional asset-based fees.
Brent W
CFP®, ChFC®, Series 66
St Petersburg, FL
Facet
Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.
Narcisse D
CFP®, Series 63
Brooklyn, NY
Facet
Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.
Nicholas C
CFP®, Series 66
Toledo, OH
Facet
Nicholas Cosentino is a CFP® with seven years of experience in financial advising. He currently works at Facet and previously held roles at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm emphasizes technology-driven, model-based asset allocations and uses a flat subscription pricing model instead of percentage-of-assets fees.
Jordan P
CFP®, Series 63, Series 66
Bountiful, UT
Facet
Jordan Parkinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, he worked at Fidelity Investments and held roles at several other firms including Earth Probe and Tetra Tech. Facet Wealth provides subscription-based financial planning and discretionary investment management, serving a wide range of individual clients through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to deliver tax-optimized portfolio implementation and regular account reviews.
Stephen G
CFP®, Series 66
Chandler, AZ
Facet
Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.
Jacob F
CFP®, Series 63, Series 66
Denver, CO
Facet
Jacob Fischer is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Facet Wealth and has previously been employed at Charles Schwab Bank, Charles Schwab & Co., HighTower Advisors, and Real Property Appraisals, PC. Fischer is based in Denver, CO. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through remote channels. The firm serves a range of clients and uses model-based asset allocations with a technology-driven approach, emphasizing flat subscription fees rather than traditional asset-based charges.
Anthony C
CFP®, Series 66
Round Rock, TX
Facet
Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.
Jennifer T
CFP®
West Palm Beach, FL
Facet
Jennifer Tang is a CFP® professional with seven years of experience in financial advising. She has worked at Facet Wealth, Inc. since 2021 and was previously employed at Noesis Capital Management Corp. from 2001 to 2019. Tang is based in West Palm Beach, FL. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations predominantly using exchange-traded funds and employs technology-driven processes for tax optimization and portfolio management.
Richard E
CFP®, Series 63, Series 65, Series 66
West Palm Beach, FL
Facet
Richard Elliott is a CFP® with 26 years of industry experience. He has worked at Facet Wealth since 2020 and previously held roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations that emphasize exchange-traded funds and tax-optimized strategies. The firm serves a wide range of households through phone, video, and a proprietary web platform.
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