Advisors at this firm
Nancy M
CFP®, Series 63, Series 65
Madison, WI
MAPT Capital
Nancy Metzger is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Thun Financial Advisors and was involved with Working Capital for Community Needs, Inc. Metzger also has experience in family care-taking and completed CFP coursework during her career transition. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach emphasizing low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a broad team and integrated affiliated service businesses.
Grace T
Series 65
Madison, WI
MAPT Capital
Grace Trewartha is a financial advisor with MAPT Capital in Madison, WI, holding a Series 65 credential. MAPT Capital is a newly registered, fee-only investment adviser that provides continuous portfolio management and project-based financial planning for individuals, high-net-worth families, and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm serves both U.S. and cross-border clients, tailoring its services to individual circumstances and goals. Its investment process combines passive and active strategies guided by modern portfolio theory, fundamental and cyclical analysis, and includes discretionary portfolio management and limited-scope, fixed-fee financial planning.
Francisco A
CFP®, Series 65
Madison, WI
MAPT Capital
Francisco Aguilar Puyol is a CFP® and holds the Series 65 designation, currently affiliated with MAPT Capital. He has over a decade of experience in financial advising, including five years at Creative Planning and twelve years at Thun Financial. He has been with MAPT Capital since 2026. MAPT Capital is a fee-only investment adviser that serves individuals, high-net-worth families, and institutional clients, including pension and charitable organizations. The firm combines passive and active investment strategies tailored to client-specific policies and offers project-based, fixed-fee financial planning with attention to cross-border and international tax considerations.
