Root Financial Partners

Christopher Casale is a financial advisor at Root Financial Partners in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RightWise Wealth, Inc. and in hotel management positions with Crescent Hotels & Resort, Kimpton Hotels & Resorts, and Interstate Hotels & Resorts. Casale earned a Master’s in Financial Planning from the University of Georgia. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online financial academies separate from its advisory services.

Susanna Van Rooyen is a financial advisor at Root Financial Partners in Seattle, WA, with one year of industry experience. She holds the Series 65 designation and previously worked at Pathway Financial Advisors and Howard Center. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and offers educational programs through paid academies separate from advisory services.

Erin Varghese is a CFP® and holds a Series 65 license, with five years of industry experience. She joined Root Financial Partners in 2025 after five years at Pure Portfolios Holdings LLC and has prior roles at E*TRADE and U.S. Bank. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified passive investment strategies using index funds and ETFs, with customized portfolios tailored to client objectives and tax considerations.

Chelsea English is a CFP® professional with nine years of industry experience, currently with Root Financial Partners. Prior to joining Root, she worked at Lee, Sipe and Associates and Serving Those Who Serve, among other roles. Outside of advising, she occasionally provides pet-sitting services. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programming alongside its advisory services.

Levi Anderson is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He currently works at Root Financial Partners and previously held roles at EP Wealth Advisors, TD Ameritrade, and Edward Jones. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, with additional strategies available for clients with more complex needs.

Christopher Brown is a CFP® with 10 years of industry experience. He has held roles at Root Financial Partners since 2025 and previously worked at Clark Asset Management, Mariner Platform Solutions, and Patriot Investment Management Group. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, with specialized strategies available for clients with complex needs.

Chelsea Johns is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Root Financial Partners and has prior experience at firms including Empower Retirement, Mills Wealth Advisors, and Cain Watters & Associates. In addition to her advisory role, Chelsea operates a business planning and tax analysis practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm favors broadly diversified, passive investment approaches tailored to client objectives and offers specialized strategies, educational programming, and dedicated private-wealth planning services.

Monica Mejia is a CFP® and ChFC® with one year of experience in financial advising, currently with Root Financial Partners. She previously worked at Golden Wealth Capital and Allworth Financial. In addition to her advisory role, Monica owns and operates a health and wellness coaching business focused on body image issues, disordered eating, and acne healing. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and offers educational programs and paid online academies.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Nicholas Hassig is a CFP® professional with 11 years of industry experience, currently serving at Root Financial Partners since 2026. He previously worked at Charles Schwab and Charles Schwab Bank from 2019 to 2026, and at OppenheimerFunds Distributor, Inc. from 2016 to 2019. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Cassie Boren is a CFP® and Series 65-registered advisor with Root Financial Partners in Bluffton, SC. She has been in the financial industry since 2022, previously working at Truist Investment Services before joining Root Financial Partners. Her background includes diverse roles in hospitality and small business operations. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios, and offers educational programs and online academies for financial education apart from advisory services.

Kenzie Passino is a financial advisor with Root Financial Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has diverse experience including roles at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners provides investment management and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming and online academies in addition to its advisory services.

Hope Swain is a financial advisor at Root Financial Partners in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Root Financial Partners in 2026, she worked at Aspen Book Co/Pinkerton Collective LLC and FrontRange Capital Partners. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients, emphasizing broadly diversified, passive portfolios tailored to client objectives and risk tolerance. The firm offers educational programs and online academies alongside its advisory services.