Kitces Financial Planning Value Summit 2025

As Co-Founder, John’s passion is driven by a deeply-rooted desire to help others. While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession. Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Graduating with honors, John earned a Bachelor’s of Science in Business with a focus in Finance and later achieved the CERTIFIED FINANCIAL PLANNER™ designation. He also holds insurance and real estate licenses. His desire for continual growth and development eventually led to a specific emphasis in helping clients integrate Medicare and Social Security planning decisions into their financial life goals.

A family man at his core, outside of the office John loves spending his time with wife, Jaclyn, and children, Ella and Hudson. He also enjoys fitness, which includes running 5k’s with his dog, Chipper, named for Chipper Jones of his beloved Atlanta Braves.

Emily has focused her professional work on financial planning since the beginning of her career. She finds passion in helping real people improve their relationship with money and their overall outcome in life. Founding TrailWise allows her to practice this passion fully while proving to herself and the entire industry that planning can be individualized and scalable at the same time. She hopes her future continues to expand the access to planning and to encourage clients to engage with their money more and more.

Daniel Kopp is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as servicemembers get their financial lives in order by aligning their money with their values. He is also an Air Force veteran after almost 9 years as an officer on active duty during which he served as an Air Battle Manager participating in combat deployments and training opportunities all across the world. Outside of his official military commitments, Daniel has always had a passion to help servicemembers and their families master their finances where he served as a volunteer financial counselor during most of his time on active duty.

Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach 😉