Start typing, hit ENTER to see results or ESC to close
Trust & Will logo

Meet the Authors

banner

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.

View all articles by Al Faber
banner

Alan Gorlick, @AlanGorlick

Contributor, Financial Advisor Panel, Trust & Will

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

View all articles by Alan Gorlick
banner

Alexa Zin, @AlexaZin

Contributor, Financial Advisor Panel, Trust & Will

Alexa Zin is the Creative Director at Trust & Will. She specializes in crafting and communicating the brand point of view through visual and motion design, copywriting, and video production.

View all articles by Alexa Zin
banner

Alexandra Sepulveda, @AlexandraSepulveda

Contributor, Financial Advisor Panel, Trust & Will

Alexandra Sepulveda, VP of Legal at Trust & Will, has 20+ years of legal experience. She’s passionate about estate planning, inspired by personal loss. Formerly at Unity and Udemy, she’s bilingual in English and Spanish, and based in San Diego.

View all articles by Alexandra Sepulveda
banner

Bob Chitrathorn, @BobChitrathorn

Contributor, Financial Advisor Panel, Trust & Will

Suthipong "Bob" Chitrathorn is an advisor with 12+ years of experience who helps clients make informed financial decisions. Co-founder of Simplified Wealth Management, Bob is passionate about guiding people toward financial security.

View all articles by Bob Chitrathorn
banner

Bryce Desai, @brycedesai

Contributor, Financial Advisor Panel, Trust & Will

Bryce Desai is a Senior Probate Underwriter for Jet Insurance Company. During his tenure with Jet, Bryce has researched probate, estate, and guardianship law and has authored many featured articles on probate surety bonds.

View all articles by Bryce Desai
banner

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.

View all articles by Cary Bazan
banner

Chantel Bonneau Stewart, @chantel_bonneau

Contributor, Financial Advisor Panel, Trust & Will

Chantel has been a Wealth Management Advisor with Northwestern Mutual since 2010. Chantel partners with clients to help them envision, build and execute their financial plans that help them achieve their goals.

View all articles by Chantel Bonneau Stewart
banner

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.

View all articles by Charles Thomas
banner

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®.

View all articles by Chitra Patel