MCAP SpecialtiesNeed expert financial advice in specific areas? Check this listing of specialties each MCAP member has.
Areas of Expertise by Member
Every advisor below is an expert in certain areas, in addition to offering comprehensive financial planning. When you need help with a complex case, contact MCAP and select your desired advisor or let us know your needs and we'll connect you with the advisor most suited to your circumstances.
Andy Lee, CRPS®, CFS®
President, Tax Wise 1031
Real Estate Tax Strategy Professional since 1993
Areas of expertise:
- Real Estate Transaction Tax Planning
- Real Estate Portfolio Allocation
- Real Estate Financing/Funding
- 1031 / Fee Simple and Securitized Exchange Solutions
- Qualified Opportunity Zone Assistance (Section 1400 Z-1 and Z-2)
- Bonus Depreciation Application (Section 168k &179)
- Structured Installment Insurance Consulting (Section 453)
- Real Estate Agent/CPA Continuing Education
- National RE Agent Network
Brenna Massaro, CFP®, CDS®
Owner, Apex Wealth Management; Co-Network Director, Artisan Network
Areas of expertise:
- Divorce navigation and financial planning
- Education and future planning
- Long Term Care Planning
- Retirement income planning
Brent Robinson
President, Robinson Financial Group
Areas of expertise:
- Tax Efficient Business Acquisitions and Liquidations
- 1031 Exchanges
- Capital Gains Deferral
- Rental real estate tax reduction
- Evaluation of entity and effects of potential changes
- Income and Expense shifting
- Overall tax reduction planning
- Tax preparation
Candace Kearney
Co-Network Director, Money Concepts
Areas of expertise:
- Special Needs Planning
- Employee Centric Corporate Downsizing and Occupational Transition Strategies
- Life Insurance
- Income Replacement
- Legacy Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Pension Benefit Plan Analysis
- Annuity Strategies ranging Generational to Income Planning
Chris Blair, CFP®
Founder, Maestro Associates
Areas of expertise:
- Comprehensive financial planning
- Developing long-term strategies to improve income
- Helping make use of all assets to achieve an ideal retirement
Chris Puffer
Senior Partner, Creative Capital Group
Areas of expertise:
- Wealth & Estate transition planning
- Business succession & Executive benefits
- Farms & Family-owned businesses
- Life Insurance strategies
- Tax and Trust Planning
Cindy Helman, RFC®, CFS®
Owner, Wisebridge Wealth Management
Areas of expertise:
- Risk management
- Tax efficiency
- Long-term wealth transfer
- Insurance strategies
- Employee and executive benefits
- Business succession planning
- Translating complex planning concepts into clear, actionable strategies that align with both personal and business goals
Jesse Studyvin, CHFC®, TPCP®
Financial Planning Coordinator, Money Concepts
Areas of expertise:
- Tax Planning
- Estate Planning
- Disability Insurance Planning
- Life Insurance Planning
- Education Planning
- Business Succession and Management Modeling
- Tax-optimized retirement and generational income planning
- Advanced annuity case design
- Utilization of Life Insurance as a cash flow resource
- Tax modeling for inherited assets
Kyle Hackney, MBA
President, Generational Finance Group
I specialize in tax-efficient retirement planning for business owners and high-net-worth families, integrating advanced plan design, strategic Roth conversion planning, and proactive distribution strategies to reduce lifetime taxes and support multigenerational wealth.
Areas of expertise:
- Advanced Retirement Design for Business Owners
- Tax-Efficient Income & Roth Conversion Strategies
- RMD & Distribution Optimization
- Multigenerational Wealth Planning
Nathan Boyle, MS, CFP®, MRFC®
VP, CIO, & Wealth Advisor, Peterman Financial Group
Areas of expertise:
- Insurance planning for protection and/or as an investment asset.
- Generational planning – Getting kids/grandkids involved in planning/meetings.
Core demographics:
- ‘High earners, not rich yet’ (HENRY) prospects/clients, deciding on retirement optimization and efficiency.
- Proper communication to present, close, and provide value to the following niches:
- Medical/Science professionals
- Engineer prospects
- Millennial & Gen Z prospects.
Tom De Jong, MS
President, The Planning Firm™
Areas of expertise:
- Fee-based financial planning (see Financial Planning for Any Market course)
- Multigenerational planning
- “Retirement Readiness” planning
- Tax planning
- Estate planning
- Insurance strategies
- Charitable planning
- Planning for business owners, including succession planning
