The Table Financial Planning LLC

Brian Voelker is a CFP® and holds a Series 65 license with one year of industry experience. He has worked at The Table Financial Planning LLC since 2025 and previously held roles at the State of Michigan Bureau of Investing, Sequoia Financial Group, and Eide Bailly Financial Services. Voelker served in the United States Air Force from 2015 to 2020. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management based on Modern Portfolio Theory, using client-specific Investment Policy Statements to build diversified portfolios focused on tax efficiency and long-term allocation.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 credential and previously worked at Microsoft and McKesson. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management using Modern Portfolio Theory and offers ongoing planning and investment management with a focus on tax efficiency and long-term allocation.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

Leah Nelson is a CFP®-certified financial advisor with four years of industry experience. She is currently with The Table Financial Planning LLC and previously worked at Del-Sette Capital Management and South Valley Services. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management and Modern Portfolio Theory to build diversified, tax-efficient portfolios tailored to client-specific Investment Policy Statements.