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Meet the Authors

Michael Flemetta

Michael Flemetta

Contributor, Financial Advisor Panel, Trust & Will

Mike brings over 12 years of experience in financial services. He collaborates closely with clients and their families to shape life goals and ensure that needs, wishes, and values are effectively planned across generations.

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Vinee Mehta

Vinee Mehta, @VineeMehta

Contributor, Financial Advisor Panel, Trust & Will

Vinee is a seasoned financial expert and the founder of Truly Unbiased. With a career spanning over two decades, Vinee holds Certified Financial Planner and Accredited Investment Fiduciary credentials.

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Ken Behm

Ken Behm, @KenBehm

Contributor, Financial Advisor Panel, Trust & Will

Hi—I’m Ken and I provide financial planning services because I’m invested in helping others achieve their goals. I enjoy sharing my passion and experience to help people strategize how to make their dreams a reality.

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Al Faber

Al Faber, @AlFaber

Contributor, Financial Advisor Panel, Trust & Will

I am a CERTIFIED FINANCIAL PLANNER™ professional with Woodson Wealth Management. I started my career in financial services in 1992 after earning a Master of Business Administration with a concentration in finance from Long Island University.

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Chitra Patel

Chitra Patel, @ChitraPatel

Contributor, Financial Advisor Panel, Trust & Will

Chitra Patel is the Founder and CEO of WealthWorth. She empowers her clients to achieve their desired WealthWorth through collaborative financial planning. Chitra is also a CERTIFIED FINANCIAL PLANNERTM and Certified Private Wealth Advisor®.

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Cary Bazan

Cary Bazan, @CaryBazan

Contributor, Financial Advisor Panel, Trust & Will

For the last decade, I have been helping the people of Texas and surrounding states with their short and long term financial goals. When I am not working with clients I am spending time with my wife and daughter in McKinney, TX where we reside.

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Karl Leonard Hicks

Karl Leonard Hicks, @KarlLeonardHicks

Contributor, Financial Advisor Panel, Trust & Will

Karl Leonard Hicks is a founding member of The Leonard Financial Group, LLC, with over 30 years of experience in the financial services industry. He specializes in working with individuals and families to create, implement and manage financial plans.

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Garrett Harper

Garrett Harper, @GarrettHarper

Contributor, Financial Advisor Panel, Trust & Will

A 2006 University of Kansas grad with nearly 15 years of experience owning his own business, Garrett Harper brings a friendly, down-to-earth approach to financial planning that helps clients feel comfortable and supported.

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Charles Thomas

Charles Thomas, @CharlesThomas

Contributor, Financial Advisor Panel, Trust & Will

Charles H Thomas III, CFP® is the founder and president of Intrepid Eagle Finance, a virtual financial planning firm that serves Christian families. He has spent over 20 years helping families solve complex money challenges.

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Alan Gorlick

Alan Gorlick, @AlanGorlick

Contributor, Financial Advisor Panel, Trust & Will

Alan E. Gorlick is CEO of Gorlick Financial Strategies (2011 – present). Prior to financial services, he has significant executive level and consulting experience in international business and corporate finance.

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