Our team of Childfree Wealth Specialists are trained to serve clients who are Childfree or permanently childless. While most financial planners center the needs of parents, we understand the unique needs of those who are planning a life and future without kids.
Hi, I'm Dr. Jay.
Founder and CEO of Childfree Wealth¢ & Childfree Wealth Specialist
Childfree Wealth Specialist & Investment Advisor Representative
Hi, I'm Bri.
Throughout college, I worked full-time while my parents & scholarships paid for my education. However, I hadn’t learned how to manage money causing me to make some major mistakes. Through social media, books, & the internet, I learned more about personal finance. Eventually, I was able to come back from my mistakes.
I hold a Bachelor of Arts in Communication from the University of North Dakota and have a background in marketing. Now, I’m using my marketing skills to increase personal finance education & am an Investment Advisor Representative. I'm also the co-host of Childfree Wealth Podcast.
When I'm not working, you can find me hiking, running, or doing generally anything else that involves being outside. My core values are community, education, social participation, & sustainability.
Hi, I'm Rob.
In college, I earned income through a work-study job and funded my education with a mix of financial aid and proceeds from my Bar Mitzvah. Living in an affordable rental space made my bi-weekly paychecks feel like wealth. I learned spending through trial and error, thankfully avoiding big mistakes.
After a few work years, a friend and I moved to Portland, OR. The journey west wasn’t easy; a car fire cost us everything. Starting over, we rebuilt with help from friends and family. It’s been eight years, and I’m reminded of my good fortune.
When not paraplanning, catch me biking, brewing coffee, and enjoying live music – just your typical Portlander.
Staff Writer and Editor
Hi, I'm Ashley.
I changed careers in 2021, after spending 12 years as a museum professional. I got to work for wonderful institutions in Pennsylvania, Arkansas, Kansas, and New York, but I never made enough money to feel financially secure and as if I could make real progress in my life.
Now I work as a digital content writer and editor, specializing in personal finance. I have found more financial success in 2022 than I ever had before, and I love sharing money advice. I want to help other childfree people learn how to manage their finances. I'm also queer and solo polyamorous, and I'm used to subverting societal expectations of what a woman is supposed to be and do. I'm thrilled to join Childfree Wealth as a staff writer and editor.
I have a Master of Arts in Applied History from Shippensburg University, and the research and communication skills I developed in my graduate program still serve me well even in my new role.
Hi, I'm David.
After studying marketing and public relations in college, I read The Millionaire Next Door, paid off all debt and starting investing 30% of my income. After landing a coveted job with a Fortune 500 I figured out I didn't want to spend my life stressed out, in a cubicle, so against all advice, I left my job and went on a journey to discover happiness.
Along the way, I've followed my passions, instead of a standard career path, which lead me to become a top 5% salesperson in luxury clothing, the youngest marketing director ever at a private equity group, owner of a marketing agency, COO at a global franchise company, CMO at a sustainability company that has kept millions of tons of toxic waste out of landfills and a busy consultant helping business owners build market-leading brands.
Now, I'm excited to use my experience and passion to support others on their journey to become financially free while planning for a happy and secure future without children.
Chief Marketing Officer
Chief Compliance Officer
Hi, I'm Kingston.
I've been a regulator myself, so I've been on both sides. I've been in financial services since 2008, and honorably served four years in the US Air Force. I have a Bachelors degree in Finance and an MBA from Elmhurst University.
I'm not all business and compliance though. On a nice day, I love to golf, but living in Minnesota can make it a challenge to find warm, sunny days year-round. When I'm not golfing I'm enjoying time with my family, church, or traveling.
About Childfree Wealth®
Childfree Wealth® is a Investment Advisor registered with the SEC and, serving customers across the U.S. We are an Advice-Only, Fee-Only, Fiduciary Financial Planning firm, and only charge for our time (no AUM fee or minimum assets). Our goal is to make financial planning accessible for everyone. We only charge for time, and follow a passive investment strategy. That means we don’t try to impress you with fancy tools, but rather focus on investments you can understand and manage yourself.
Childfree Wealth® is designed around three concepts:
Childfree Wealth® is designed around three concepts:
Principles matter. At Childfree Wealth, we have a set of principles that guide both our practice and the financial planning we recommend.
In full transparency, we want to share our principles here:
We provide ongoing financial planning to Childfree and Permanently Childless people. We define Childfree as that you “don’t have kids and aren’t planning on having kids.” How you got to the point where kids aren’t part of your plan is your own business. It does not matter if you are Childfree by choice, Childless not by choice, or Childless by circumstances, the bottom line is that your financial plan changes once kids are not part of your current and future life.
We embrace everyone. We are committed to diversity and inclusion in both the people we serve and those we hire.
We believe in and support reproductive health, rights, and justice.
Being Childfree or Permanently Childless means you have a different foundation and goals for your financial plan.
Your financial plan should reflect you.
We believe you should focus on the life you want to live and then create a financial plan to get there.
Everyone deserves to learn how to manage their money and how to move toward financial independence.
Your financial literacy and behaviors with money will have more of an impact on your financial plan than the numbers themselves.
Debt is stealing from your future. Cutting debt out of your life sets the foundation for financial independence.
You should only invest in things you understand. That means you understand what you are investing in, how the investment impacts your financial plan, and where to keep it (which accounts and the tax implications).
We embrace passive, long-term investing.
We believe life insurance should be used to protect your income if one of your loved ones relies on it. For most Childfree people, there is a limited or no need for life insurance.
We all need a plan for long-term care.
We believe in Advice-Only financial planning. You should be able to get advice about your finances without paying a percentage of your assets or other AUM fee.
We believe in Fee-Only financial planning. We only get paid by you and do not make money from selling you products.
All of our Financial Planners are CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries.
We call our CFP® professionals “Childfree Wealth Specialists” as they live and understand what it is like to be Childfree or Permanently Childless.