Our Team

I have been in the Financial Services Industry for 25 years. I received my Business Management Degree from Northern Michigan University and also hold CFP, ChFC, CRPC designations.

I became a financial planner because I have always had a passion for finance and a deep desire to help people achieve their financial goals. Guiding individuals through their financial journeys allows me to combine my expertise with my commitment to making a meaningful impact in their lives. This profession enables me to turn complex financial concepts into actionable plans that bring peace of mind and financial security to my clients.

What do you like to do in your spare time?

• I am a musician, I play 4 instruments and I like to write songs.
• I lived in Singapore and I have been on the Tonight Show with Jay Leno

I became a financial advisor because I wanted to help people better understand their finances and the importance of financial planning. Many people feel stressed when it comes to money, and my goal is to ease that stress and provide a sense of relief. What I love most about my job is the opportunity to make a real impact every day. It’s incredibly rewarding to help families find answers to questions they’ve been struggling with for months or even years. The sense of accomplishment I feel when I can ease someone’s worries is unmatched. Each client has a unique story, and I’m excited to be a part of their journey toward financial security.

I grew up in Pittsburgh, PA, but now call Denver, CO home and love being close to the mountains. I’ve had the privilege of working with major firms like Vanguard and Fidelity, which has allowed me to interact with thousands of families and understand what truly impacts them. These experiences have also given me the opportunity to learn from some of the best in the industry, and I bring that knowledge with me every day. I graduated from Edinboro University of Pennsylvania with a degree in Social Science, along with minors in History and Psychology. These fields of study have been incredibly valuable in my work with clients, as I use all three daily to better understand their needs and guide them toward success.

What do you like to do in your spare time?

• I love spending time with friends and family
• I enjoy riding my bike and hiking
• I’m also a huge movie fan and have been a lifelong admirer of The Lord of the Rings

A quarter century helping clients make great financial decisions. I am a graduate of the University of Central Florida and a 5th generation Floridian.

I became a financial advisor because I believe everyone deserves to feel empowered and in control of their money. As a Certified Financial Planner™, what really lights me up is helping my clients take control of their finances and reach their goals. I absolutely love sharing my knowledge and seeing the “aha” moments when things start to click for them. It’s incredibly rewarding to witness my clients feeling more confident and secure about their financial future. I’m all about providing that personalized support and guidance to make sure they’re on the right track.

What do you like to do in your spare time?

• I was born on Guam. I have been on top and looked down into an active volcano. I have jumped out of a perfectly good airplane 10,000 feet up.
• I first acquired my Merchant Marine Master Captains license at age 24. With a love for the water (the salty stuff) and anything outdoors, you can usually find my wife Debbie and I out on the water or traveling to see new places.

I have over two decades of financial experience working with high net worth families in a collaborative environment to strategize, build, and implement financial plans to provide confidence and clarity that they will have a successful retirement. Along with my experience I also am a CFP and have worked with both large and boutique firms.

The main reason why I choose to be a financial advisor is my passion for helping people and interacting with them. A person’s financial decisions will significantly influence their family’s entire future, and I’d like to take the responsibility of helping them. Learning about people, their experiences, and their families is very fulfilling and then applying my expertise to help people exceed their goals is extremely rewarding.

What do you like to do in your spare time?

• I have a wonderful wife of almost twenty years and two amazing boys. They are 8 and 10 years old and I volunteer to coach all their sport teams. We enjoy spending our free time at the beach, fishing, and exploring the beauties of Florida. We also enjoy traveling to the Northeast a few times during the year to visit and spend time with both our families. Lastly, we are diehard University of Miami Hurricanes fans. GO U!

I went to school at UW-Madison and transferred to UW-Eau Claire to play D3 football. I received my CFP in 2014 and BFRA in 2016. I’ve been an advisor for 12 years. At my prior firm, I was an advisor, model architect, head trader, and director of technology and trading.

I became a financial advisor as I love seeing planning lead to happiness and increased well-being in people’s lives. I love the markets, money, and the power of compound interest. I enjoy helping people face their fears, protect themselves against them, and fight back against them.

What do you like to do in your spare time?

• I’m a huge fantasy/sci-fi fan, love grand strategy games, and married my high school sweetheart.
• I’m an avid Minnesota sports fan and a Twins season ticket holder. I enjoy spending as much time with my family as possible and find a lot of joy hiking with my black lab, Ninja. I enjoy escaping reality with fantasy and sci-fi novels and spending a lot of time researching investing and financial planning for fun.

I have been a CFP® for 12 years and obtained my Bachelor’s of Human Sciences in Financial Planning at Texas Tech University, which was, and still is, the top financial planning school in the nation. I have never sold a product for a financial commission. I was educated and have practiced with a focus on letting the financial plan dictate the action and solution.

I spent time working with larger institutions such as JPMorgan Chase & Co. as a Complex Wealth Planning Advisor and more recently with TIAA as a Wealth Advisor partnering directly with clients employed by higher education institutions, government entities, and non-profit organizations. I also have significant experience working alongside independent firms where I focused on developing retirement income strategies and creative tax optimization plans for clients and their families as they look towards how best to secure a successful retirement transition.

Every single client and family is unique. That’s what makes me passionate about what I do. I am a problem solver. I have spent my entire professional career partnering with individuals, families, and business owners to design and navigate their unique path to financial independence. Truth be told, I am a total nerd. The details are where the value is found.

What do you like to do in your spare time?

• I am a total nerd and because of the timing of my kids over the years, I could change a diaper on a cat if you asked me.
• Married to my wife, Lauren, of 12 years and we have three kids under the age of 7, Hudson, Remi, and Addison. We live in sunny south Florida in Boca Raton. I spends most of my free time selfishly trying his best to live vicariously through his kids out on the baseball and soccer fields. Hardly a dull moment at the Rigler household.

I became a financial advisor because I wanted to help people have a clear understanding of their financial circumstances in order to make the best decisions for their lifestyle and future. I enjoy being able to help people realize their financial goals and have the retirement of their dreams. It is a joy to get to know clients and see them become confident in their financial security after implementing a plan to meet their individual goals.

I received an Accounting degree from Radford University and also have designations as a CPA, PFS, CFP® and CGMA. I have experience as a CPA from leading the tax practice of a KPMG office. I worked as a Senior Financial Planner at Wachovia Bank for many years. I also was the Vice President of Taxation for a large family home office where I was responsible for income tax preparation and planning as well as estate tax planning 16 1/2 years.

What do you like to do in your spare time?

• I play several musical instruments including piano, guitar, bass, drums and trumpet.
• I enjoy riding my bike and hiking
• I like to do volunteer work both in the US and overseas.

With more than 25 years of experience in financial services, I am passionate about educating and guiding people through the complexities of their financial lives. I believe that while individuals work tirelessly to provide for themselves and their families, they often don’t have the time, interest, or expertise to manage every aspect of their financial well-being. I consider it a privilege to serve as a trusted resource, helping clients move confidently through each stage of their financial journey.

Over the course of my career, I’ve had the opportunity to work with respected firms such as TIAA, USAA, Raymond James, and Bank of America. Today, I specialize in delivering comprehensive financial planning for high-net-worth and ultra-high-net-worth clients, including entrepreneurs and business owners. My areas of expertise include tax strategy, income planning, estate planning, and investment management—all with a focus on helping clients achieve clarity, security, and long-term success.

What do you like to do in your spare time?

• As a husband and father of 3 kids, I enjoy traveling with my family. We like to create fun and enjoyable memories and create albums to look back on the experiences.
• I’m also a fan of sports as all three of my kids play organized sports (volleyball, football and basketball). When I’m not traveling or watching sports, I’m in my backyard tending to my tropical fruit trees.

I have been involved in the financial services industry as early as my first year of college at Temple University where I majored in Finance & Financial Planning. I have experience as a lead advisor in large firms such as Vanguard and Fidelity as well as smaller independent firms. My experiences with High Net Worth families and individuals allow me to grow my knowledge base and bring a unique perspective to every client situation.

I became a financial planner because I first and foremost wanted to help other people. I’ve always had a passion for finance and financial planning and this career path enables me to practice what I love and help people achieve their goals and dreams.

Outside of helping clients I am avid reader, love getting outside and being in the great city of Philadelphia (go Birds!). Fun fact, I have lived in the city for both Eagle Super Bowl wins and was on Broad St. both times as well. In addition, I love to play golf, despite being a 19 handicap, with my friends and family.

What do you like to do in your spare time?

• I speak fluent Polish, a majority of my family is over there
• I have been to 6+ countries in Europe.
• I live in a 100+ year old renovated school house.

Ryan brings clarity to his clients’ lives in all money-related topics. He thrives on helping others by putting their finances in proper perspective, which gives them confidence and calmness for a more fulfilling life.

Ryan worked at Fidelity Investments for 12 years, and then 3 years in the independent advisory space. Ryan earned a bachelor’s degree in economics and master’s degree in business administration from Lee Business School at UNLV, and a Certificate in Personal Financial Planning from UC Berkeley. He is a CERTIFIED FINANCIAL PLANNER® professional.

Ryan loves physical and mental workouts. He enjoys reading and learning, playing ice hockey, tennis, golf, and skiing. And he also owns a retail hockey store, “The Biggest Little Hockey Shop in the World”

What do you like to do in your spare time?

• Enjoys time in nature, practicing yoga, and meditation.
• In fourth grade, Ryan learned the trombone well enough to play for Harold Hill’s band in “The Music Man.”.

I became a financial advisor because I wanted to help people make confident, informed decisions about their money. I’ve seen firsthand how the right plan can remove stress, create opportunities, and allow families to focus on what matters most to them. My favorite part is helping clients enjoy life now while creating strategies that minimize taxes for both them and their heirs. There’s nothing more rewarding than knowing my work helps protect a lifetime of savings and allows families to pass on more to the people and causes they care about.

I became a financial planner because I first and foremost wanted to help other people. I’ve always had a passion for finance and financial planning and this career path enables me to practice what I love and help people achieve their goals and dreams.

Outside of work, I enjoy golfing, reading, and challenging myself with word games. Whether it’s a round on the course, getting lost in a great book, or solving a tricky puzzle, I love activities that keep both my mind and body active. I also value time with family and friends, especially when it involves good conversation and a bit of friendly competition.

What do you like to do in your spare time?

• I’m a die-hard fan of every Arizona sports team – win or lose, I’m cheering them on.
• Once guessed the Wordle word on my very first try (and I’m still bragging about it).
• Love to grill and believe there’s never a bad day for barbecue.

I live in Brooklyn, NY with my wife Samantha, our infant son Leo, and our two rescue dogs. I have a BS in Economics from NC State University and am a Certified Financial Planner™ professional. I got into financial services during a college internship, working in the office of a very successful Financial Advisor and have been drawn to it ever since. Over the years, I’ve gained experience in many areas of financial planning, including working as an independent advisor with my own book of business and as a financial planner with Vanguard, to name a few. My career has primarily focused on retirement planning and providing comprehensive financial planning. What I love most about my job is building meaningful relationships with clients, educating them on their financial options, and helping them achieve their financial goals.

What do you like to do in your spare time?

• I love food, music and spending time with friends and family. I live in NYC so there’s a ton for great food and live music. I am also a very capable amateur chef. My family lives in the blue ridge mountains, which we love to visit. My wife’s family has a plan in Chatham, MA in Cape Cod. We love to escape the city and travel.
•  love to play guitar and banjo, spend time in nature, and travel to new places when we can. I cherish the time I get to spend with my family and friends, whether that’s exploring the outdoors or enjoying some of the great food and live music that New York has to offer.

Being a planner and number cruncher ever since I was young it only made sense that I’d grow up to become a financial planner. I’ve always had a passion for helping people understand and improve their financial situations. I find my joy and value in guiding clients through the complex world of finances and helping them achieve more piece of mind.

I’ve been a student of the markets ever since high school and eventually went on to graduate with a degree from the University of Nevada, Reno’s College of Business. I have gained valuable experience working as an advisor at Charles Schwab and then at Fidelity Investments over the past 5 years after initially beginning my career as a teller for Bank of America. I am always looking to grow and learn which eventually led me to obtaining my CFP® certification in 2024.

What do you like to do in your spare time?

Outside of work you’ll find me spending time with family and friends, watching sports, traveling, skiing, hiking and playing just about any type of game or sport imaginable.

1) I am half British

2) I am member of the Nevada Air National Guard

3) I have legitimately travelled back in time

I became a financial planner because I wanted to combine something that I am passionate about with the ability to have a positive impact on another person’s life, and realized the best place to do this was in the financial planning field given my passion for financial literacy. To me, the best part about my job would be the ending impact I have on my clients, as I have always enjoyed helping bring success into the lives of those around me.

I graduated from Purdue University with a major in Financial Counseling & Planning. Immediately after college, I spent some time in the broker dealer space assisting clients with account servicing requests at Charles Schwab, then Fidelity. After 3 years, I made my way to a local firm where I was able to hone my planning skills by supporting two different advisors as an analyst before taking on an opportunity with Fisher Investments as an investment counselor. Now, I am happy to take a holistic approach to financial planning with Q3 by serving as a financial planner.

What do you like to do in your spare time?

• During the summer, you will most likely find me spending time somewhere on a golf course or out on a lake fishing
• In the winter, I try my best to attend as many Chicago Blackhawks games as possible
• I view myself as a home chef, and tend to try at least 3 new recipes per month to possibly integrate something new into what I can make.

Growing up in a modest household, money was never in abundance, and often led to a lot of hardship. I knew I wanted a better financial life for myself, and decided to take initiative, getting educated in every facet of financial planning. Once I learned you can take this skill and use it to help people as well, I knew I had found my calling. I now get to do what I love, helping everyday people just like my family and I, achieve their financial freedom.

What I love most about the job is seeing the reaction on people’s faces when I give them the good news that they will be able to retire in the next year, or buy that vacation home, or pay for their grandchildren’s college. Whatever someone’s goal may be, knowing that I am making a real world impact in their life is a beautiful feeling.

What do you like to do in your spare time?

• I am an avid Muay Thai practitioner, constantly seeking to improve my skills and learn something new.
• I love travelling and aim to visit at least two new places a year, most recently having gone to Hawaii.
• When I’m not training or travelling, you will probably find Fernessa and I at a new restaurant we have been wanting to try.

As the first point of contact for many potential clients, they play a key role in driving growth at Q3 Advisors. Focused on outreach, lead qualification, and relationship building, they help ensure our sales pipeline stays strong and aligned with our ideal client profile. Their work sets the foundation for successful client partnerships and supports our overall business development strategy.

After 6 years as a top-performing Senior Account Executive, I realized the consistent results achieved weren’t by chance, they came from a repeatable process I refined to convert more leads into clients without the stress or pressure that often comes with sales. That realization sparked a deeper mission for me: To help others experience the same clarity and confidence through a structured approach when it comes to presenting an offer. As the creative mind behind Pipeline Conversions, I’ve dedicated my work to redefining how sales professionals connect with prospects. By replacing outdated, aggressive tactics with a modern process built on understanding and alignment. What I love the most about what I do is seeing those who chosen sales as a career clearly articulate their value, increase conversions, and ultimately expand their impact in an unintrusive way. Watching clients experience excitement, gratitude, and measurable success through something I created is a privilege I never take for granted.

With over 25 years on the front lines of sales, I have dedicated my career to mastering the art of conversions through structure, clarity, and strategy. As the found of Hasan Consulting, LLC and creator behind the brand Pipeline Conversions, our Patented innovations help simplify complex ideas, boost confidence, and close with consistency. I am a lifelong entrepreneur and former Golden Gloves boxer, who applies the same discipline and mindset I teach to, believing that success in business and life follows two guiding principles: “If you want more, you must become more” and You can’t control what you don’t take responsibility for”

What do you like to do in your spare time?

Outside of work, I enjoy spending as much time as possible with my son…volunteering as his basketball coach and staying present through every milestone. I love reading and listening to audio books, going on walks or drives to think strategically, and exploring new restaurants. A lifelong learning who is attemping to learn how to play the piano, while looking forward to star gazing at night, fued by a childhood fascination with space and what lies beyond. Family time remains an important part of my life, as does my commitment to helping the next generation recognize opportunity when it presents itself.

Brittany oversees the operational backbone of Q3 Advisors, with a key focus on HR-related procedures and organizational support. As Director of Operations, she ensures that our internal processes run smoothly, from onboarding and compliance to team support and policy implementation.

Tyler is the go-to expert for all things automation and tech development at Q3 Advisors. As our Solutions Specialist, he designs and builds the systems that power our workflows, streamline processes, and drive operational efficiency. Whether it’s customizing automations or developing new tools, Tyler ensures our technology supports both client success and internal productivity

As the Chief Revenue Officer at Q3 Advisors, Mason leads all aspects of revenue generation, including sales strategy, client development, and growth initiatives. Mason ensures Q3 Advisors remains aligned with market opportunities and client success. You will find him to be a collaborative leader focused on results, innovation, and long-term partnerships.

I got into financial planning to help people make better decisions for their life and their families.

I started back when the earth was still cooling, and had absolutely no idea what was in store. Fortunately, I was able to avoid the big institutions through the pathway of always being independent. Through the years I’ve learned a lot, mostly from clients; some planned well and others did not. I decided to take the good principles from the first group and teach them to the others.

What do you like to do in your spare time?

• Outside of my love for ‘Miss America’, my second love is riding adventure style motorcycles and mountain bikes.
• I play a little golf, learning tennis and pickleball.
• I also spend fall and winter designing big and building custom furniture – as a novice, of course.
• We have a brilliant Australian shepherd, Bristol, enjoy riding side by side vehicles with Pam, and a pretty fair whistler (picked it up from my dad).

Our paraplanners play a crucial behind-the-scenes role in supporting the advisory team at Q3 Advisors. They assist with data analysis, financial plan preparation, and documentation, ensuring every client strategy is well-informed and accurately executed. Their attention to detail and analytical support help deliver high-quality planning experiences for both clients and advisors.

I love simplifying the complexities of money and helping people focus on what truly matters most. What I enjoy most is giving people the advice they need to pursue their dreams. My clients continually inspire me with their aspirations, and it’s deeply rewarding to provide the clarity that helps them move forward with confidence and make a positive impact on the world around them.

My career in financial planning has spanned wealth management, fintech, and advanced tax strategy. In wealth management, I built financial plans, contributed to investment strategy, and helped strengthen firmwide planning processes. In the fintech space, I worked to design innovative ways to deliver advice without the stigma of product sales or AUM-based models. Later, I specialized in tax planning, creating strategies to help people reduce their tax burden and keep more of what they earn.

Together, these experiences shaped my approach: building clear, effective, and personalized financial plans that allow people to focus less on the complexity of money and more on what matters most in their lives.

What do you like to do in your spare time?

• Outside of work, I am drawn to the outdoors and the challenges it brings. Snowboarding, mountain biking, camping, and backpacking are some of my favorite ways to spend time.
•  I also enjoy staying active through basketball and CrossFit competitions. Most of all, I love sharing these experiences with my family, whether we are out on the trail, camping under the stars, or playing sports together.

I bring over three decades of experience in the Financial Services sector, having held key roles in leading organizations. My career includes serving as the Manager of Sales Support for Prudential Advisors, as well as contributing three years at Ameriprise Financial Services. During my time at Ameriprise, I served as COO for one of the nation’s largest practices and led franchise recruitment and engagement efforts in the Mid-Atlantic region. I have also held significant positions such as Manager of Training & Development for Prudential Advisors, Head of Wealth Management for PenFed Wealth Management, and Senior VP & Wealth Management Sales Manager at HSBC Wealth Management for the Mid-Atlantic region.

Before entering the financial services industry, I embarked on a remarkable journey as a Nuclear Engineer in the U.S. Navy’s nuclear submarine program following my college graduation. My dedication and performance in the Navy earned me multiple accolades, including two Navy Achievement Medals and an Honorable Discharge.

I am also distinguished by my Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) designations, which I proudly earned after completing a B.A. degree from Ottawa University in Ottawa, KS.

What do you like to do in your spare time?

• I relish family time
• Indulging in wine pairings at local vineyards
• Frequent live performances in the DC area during my leisure hours

Dawson plays a vital role in ensuring every client interaction at Q3 Advisors is smooth, responsive, and personalized. As our Client Experience Coordinator, he supports the day-to-day needs of our clients, manages communications, and helps maintain the high service standards we’re known for. Dawson is dedicated to creating a seamless and positive experience across every touchpoint.