Nancy Metzger is a CFP® professional with eight years of experience in financial advising. She currently works at MAPT Capital and previously held roles at Creative Planning, Inc., Thun Financial Advisors, and Working Capital for Community Needs, Inc. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines passive and active investment strategies and integrates financial planning with investment decisions, emphasizing modern portfolio theory and addressing cross-border wealth matters.

Grace Trewartha is a financial advisor at MAPT Capital with four years of industry experience. She holds a Series 65 designation and has worked at firms including Creative Planning and Roaring Fork. Outside of her advisory roles, she is involved with Live Beneath Your Means LLC, a business she has been engaged with since 2018. MAPT Capital is a fee-only advisory firm serving a range of clients including individuals, families, pension plans, and charitable organizations. The firm integrates financial planning with investment management, emphasizing cross-border and international wealth matters through a blend of passive and active strategies.

Francisco Aguilar Puyol is a CFP® with eight years of experience in financial advisory. He is currently with MAPT Capital in Madison, WI, having previously worked at Creative Planning and Thun Financial. His background includes academic experience at Northwestern University. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, and organizations. The firm employs a modern portfolio theory approach that combines passive and active strategies, with an emphasis on international wealth management and integrated financial planning.