Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

John Fricke is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm. Outside of his advisory work, he serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Stephen Kylander is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation and five years of industry experience. His prior roles include positions at Crow Point Investment Management, LLC and RBC Global Asset Management Inc. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing a range of investment vehicles and offering services such as family office support and retirement plan fiduciary consulting.

Danny Lattrell is a financial advisor with SPC based in Lincoln, VT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Parkland Securities, LLC since 2014 and has been involved in insurance sales through Lattrell Insurance since 1984. Outside of advisory work, he is active in the sale of various lines of insurance, annuities, and senior health insurance products through multiple affiliated firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through tailored, discretionary advice, working with Fidelity/NFS for custody and execution and maintaining distinct affiliations with broker-dealers and insurance agencies.

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Nathan & Lewis Securities, Inc. and Jamieson Eilers Inc., where he has worked since 1987. Outside of his advisory work, he is involved in nonprofit activities with the Friends of the Moretown Memorial Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advisory services, serving both large institutional clients and smaller plans with a range of third-party managed solutions.

Michael Fletcher is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Equity Services since 2010. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, often utilizing third-party asset managers and model portfolios.

Daniel Randall is a Series 66-licensed advisor with Equity Services, Inc. in Montpelier, VT, where he has worked since 1997, accumulating 28 years of industry experience. Outside of his advisory role, he serves as the commissioner of Browns River Little League, overseeing activities such as scheduling, coaching, and fundraising. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios with a focus on predominantly long-term investment strategies.

Alex David is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, Stifel Independent Advisors, and Raymond James Financial Services. He serves on the advisory board of Essential Edge Compliance Outsourcing Services, LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Aidan Costello is a financial advisor with Equity Services, Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Equity Services, he held positions at GlobalFoundries and The Essex Resort and Spa, as well as spent extended periods at Unemployed School. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term strategies and options for shorter-term trading across discretionary and non-discretionary accounts.

Justin Setter is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Equity Services since 2016. Outside of his advisory work, he is involved in selling Celtic season tickets through Ticketmaster/NBA Exchange. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Tyler Tutino is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding a Series 66 designation and eight years of industry experience. His prior firms include MML Investors Services, MassMutual Life Insurance Company, and AXA Advisors, LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both long-term strategies and shorter-term trading through a network of investment adviser representatives.

Abram Nunes is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Equity Services since 2012. Outside of his advisory work, he serves as a basketball official for youth AAU and recreational basketball leagues. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating both long-term strategies and options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Christopher Colby is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 66 licenses and accumulating 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Sentinel Asset Management. Outside of his advisory work, he serves as treasurer for the Bible Baptist Church of Berlin, VT. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of advisory platforms that utilize third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and discretionary management.

Gregory Teese is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Montpelier, VT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equity Services, Inc. for over two decades and also served as Chief Compliance Officer for NLG Capital, Inc. since 2022. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios, and integrates both long-term and specialized investment strategies.

Thomas Longfellow is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equity Services since 2006. Outside of his advisory role, he is a drummer for a local band performing publicly and works as a technical writing consultant on a contract basis. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, working with both discretionary and non-discretionary client programs.

Rebecca Dunne is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Montpelier, VT, holding a Series 66 designation and 26 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms and utilizing a range of third-party asset managers and model portfolios.

Randall Raner is a financial advisor at Equity Services, Inc. with over 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Equity Services since 1993. Raner is involved in several activities outside his primary advisory role, including serving as president of The Vermont Agency Foundation, a 501(c)(3) charitable organization supporting local nonprofits that assist children. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often employs third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Nicholas Audet is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, New York Life Insurance Company, Butternut Mountain Farm, and Stowe Mountain Resort/The Club At Spruce Peak. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Christopher Greeley is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Santander Securities. Voya Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and third-party strategists alongside technology-enabled tools to support both discretionary and non-discretionary investment programs.

Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Matthew Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. In his role, he provides personalized financial advice and portfolio management, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Matthew works closely with clients to develop customized strategies that may include hedging and monetizing concentrated or restricted stock positions. His approach involves a disciplined process focused on understanding clients' unique financial goals and life circumstances to create comprehensive wealth management plans. Matthew’s areas of expertise encompass college education planning, retirement and estate planning, executive compensation, philanthropic and socially responsible investing, tax minimization, and managing new wealth. He holds a BA in Economics and Finance from Bentley University and the CRPC™ designation from the College for Financial Planning. Additionally, he has been recognized as a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Matthew has contributed to the community through his service on the Board of Trustees for the Massachusetts Chapter of the Leukemia & Lymphoma Society. He also supports Hannah's House. His personal interests include adventure sports, baseball, cooking, golfing, music, reading, running, skiing, surfing, and traveling.

James Towne is a CFP® professional affiliated with LPL Financial, based in Montpelier, VT, with nine years of industry experience. His career includes roles at Mass Mutual Investors Services, Cetera Advisor Networks, and Edward Jones. Towne is also the sole owner of White Mountain Investments, an LLC based in Stowe, VT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, combining a wide range of advisory and non-advisory financial services across a network of over 22,800 advisors.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2014. Pearsall serves as the board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of third-party money managers through a multi-manager platform.

Alec Herbert is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC and Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.