About the author:
Sheldon McFarland is Vice President of Portfolio Strategy & Research at Loring Ward, our third-party investment management consultant. He has been with Loring Ward since 2001 and also serves on its Investment Committee. Sheldon holds a Bachelors Degree in Business Management/Finance from BYU, is a member of the CFA Institute, and belongs to the CFA Society of San Francisco.
About the Author:
Ryan Sheppard is a financial planner and co-founder of Capstone Wealth Partners, an independent Registered Investment Adviser based in Columbus, Ohio. He has a degree in Economics from Ohio State and has earned the ChFC® (Chartered Financial Consultant) designation for advanced knowledge in financial planning. Ryan has 10+ years of direct client experience, and serves as the firm's COO.
About the Author:
Joe Messinger is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Capstone Wealth Partners, an independent Registered Investment Advisor based in Columbus, Ohio. He is a proud Penn State grad and has obtained his ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter), in addition to the CFP® certification. Joe has 14+ years of experience, and is well known for his speaking engagements in the advanced areas of college funding.
Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families
The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.
Capstone Wealth Partners is a fee-only Registered Investment Advisor (RIA) in the state of Ohio.
We provide independent financial planning advice to college-bound families in a fiduciary setting.
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