Financial & Tax Architects, LLC

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Paul Stout is a Series 65 licensed financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2021 and has been associated with Rand A, Inc. since 1997, where he also serves as an insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies.

James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Jason Smitka is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. His prior roles include positions at Scout Wealth Management, AE Wealth Management, and Client One Securities, among others. Outside of his advisory work, he is the managing member of Scout Financial Group and owns Smitka & Associates, LLC, where he is involved in fixed insurance sales. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Michael Wofsey is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2020, previously at Money Concepts Capital Corp for seven years, and at Summer Associates, Inc. for 18 years. Outside of his advisory role, he is an independent insurance agent selling life, health, and annuity products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Brian Hoodjer is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at Financial & Tax Architects since 2024 and is also associated with Brighton Financial Group and Brighton Homes. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers retirement-plan consulting, educational seminars, and proprietary investment strategies that are reviewed and rebalanced monthly, serving mostly discretionary client relationships.

Mark Connell is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, and Gateway Church. Financial & Tax Architects specializes in discretionary portfolio management and financial planning for individual and high-net-worth clients, particularly those nearing or in retirement. The firm uses proprietary investment strategies primarily involving ETFs and individual securities, offering customized portfolios managed with monthly reviews and rebalancing.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Justin Yoo is a financial advisor at Financial & Tax Architects, LLC in Urbana, MD. He holds a Series 65 credential and has professional experience at Bravium Consulting and Element Materials Technology. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Michael Kurth is a financial advisor at Financial & Tax Architects, LLC with the PFS™ designation and a Series 65 license. He has one year of industry experience and has held positions at several firms, including Kurth Tax & Planning PLLC, CST Group CPA's and Business Advisors, and Heil Wealth Management. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm offers a range of services including retirement-plan consulting, educational seminars, and proprietary investment strategies focused on market trends and customized allocations.

David Brooks is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved with Financial and Tax Architects since 1996 and also manages FTA Insurance Services, where he spends a significant portion of his time. Brooks has roles at RIA Compliance Services, LLC as well. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” with monthly account reviews and rebalancing, serving mostly discretionary clients and offering a sub-advisory business to other registered investment adviser firms.

Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

Joseph Goh is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Financial & Tax Architects, LLC and previously worked at LPL Enterprise, Prudential Insurance Company of America, and Ameriprise Financial Services Inc. Outside of financial advising, he is a licensed Texas realtor involved with Kingdom Estate Realty, a mortgage and real estate services business. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Alan Johnson is a financial advisor at Financial & Tax Architects, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Professional Group, Inc. since 2011. In addition to his advisory role, he works full-time as an independent insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Anthony Brown is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at firms including Newport Group, Milliman, and Transamerica. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.