Kristen joined Partnership Financial in 2014, and became managing partner in 2017. She began her financial planning career immediately after graduating from Xavier University with a degree in Finance and Marketing in 2008. In 2011 she earned her Certified Financial Planner® credential. Prior to Partnership Financial, Kristen spent six years at PDS Planning as a senior financial planner.
Kristen strongly believes that a comprehensive, tax focused, fee-only approach is the best way to help her clients. This has led to her active involvement in the Financial Planning Association (FPA), NAPFA (the national organization of fee-only advisors), and the Alliance of Comprehensive Planners. She is a two term past President of FPA of Central Ohio, and a past Pro Bono Director. While serving as Pro Bono Director the chapter was recognized by Financial Planning magazine for their work providing financial education to women at New Directions Career Center in Columbus, Ohio. Kristen served on the spring 2015 NAPFA National Conference Committee, and has also served as a panelist at several NAPFA conferences. In recognition of her contributions to the financial planning industry, Kristen was named by InvestmentNews as a 2016 40 under 40 honoree, chosen from more than 800 nominations.
Kristen and her husband Jeff reside in Westerville where she is an active member of the Rotary Club of Westerville Sunrise and currently serves as a board member and incoming Secretary of the club. She also chairs the Service to Youth Committee for the club. The committee recognizes Westerville City School employees monthly who have a tremendous impact on the development of children within the school district. Kristen is an avid traveler and has visited over 30 countries. While at home, Kristen and Jeff enjoy their cats, Mac and Bella. They do try to get out of the house as often as possible to hike, bike and kayak.
Email Kristen at Kristen@partnershipfinancial.com.
Jim is a proud member of the Alliance of Comprehensive Planners (ACP). Having been a client of an ACP advisor since 2002, Jim understands the great value of working as a comprehensive, fee-only ACP Advisor. He became a partner in Partnership Financial in 2008.
Jim has received extensive training in all areas of personal financial planning through the Ohio State University and specialized training in financial planning techniques through the Alliance of Comprehensive Planners. Jim earned a B.S. in Marketing from Franklin University in 1992. He passed the rigorous CFP® exam in 2007 and became a CFP® in 2011. Also in 2011 Jim became an Enrolled Agent (EA) which allows him to represent clients before the IRS. He is a member of NAPFA (national organization of fee-only financial planners) and the National Association of Tax Preparers. Jim serves on the board of directors for ACP.
Jim lives in the Clintonville neighborhood of Columbus. He is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their active elementary school aged daughter. The whole family enjoys the outdoors – biking, going to the park, swimming and neighborhood walks with the family dog. Jim serves on the board of directors for the Central Ohio Families with Children from China organization and on various church committees.
Email Jim at Jim@partnershipfinancial.com.
Rob started Reed Financial Planning LLC in 2000. He merged his company with Partnership Financial LLC in 2013 and became a partner in the firm. He is a founding member of the Alliance of Comprehensive Planners (See Rob's ACP interview) and also a member of NAPFA (the national organization of fee-only financial planners) and the National Association of Tax Professionals.
Rob is a Fulbright scholar with a Ph.D. in cultural anthropology. He taught at the Ohio State University for many years. His interest in financial planning developed during this time as he wrestled with financing a growing family, plus OSU’s retirement system and Ohio’s state pension plan.
Rob is the author of Your Art Is Your Business and is a regular columnist for Professional Artist magazine. He lives in Clintonville with his wife, the author Lisa Klein. In his spare time Rob enjoys playing classical guitar. Unfortunately, he is not very good at it.
Email Robert at Rob@partnershipfinancial.com.
Jo Anne Paynter started Partnership Financial LLC in 1996 to work with middle America clients and her focus continues to guide the firm. Jo Anne is a founding member of the Alliance of Cambridge Advisors (ACA)—a non-profit, member-owned organization of fee-only advisors. The ACA changed names in 2014 to the Alliance of Comphrensive Planners (ACP). She was twice appointed to the 100 Top Advisors published by Mutual Funds magazine. Jo Anne has her BSc and MS from Ohio State University (a long family tradition).
She and her husband love obsessing together over New York Times crossword puzzles. They used to enjoy doing jigsaw puzzles as well, but in 2012 they became "parents" to 3 Siberian kittens and have since determined that it will be quite some time before they can spread little cardboard pieces on their dining room table and hope to see all the pieces again...ever. Jo Anne has been doing Pilates for 3 years now, and has been riding and showing her horse, Donna Karan, for two years. This year she hopes to get enough scores to win her Bronze medal in Dressage on Donna.
Email Jo Anne at Joanne@partnershipfinancial.com.
Chandler joined Partnership Financial in 2016. She is a Columbus native with degrees in Actuarial Science and Financial Math from the Ohio State University. After several years as an actuarial analyst for a large healthcare provider and a year-long teaching stint in France, she decided to transition into a financial advising career. She is currently working on completing her CFP® certification with Boston University. She is also a member of the Financial Planning Association of Central Ohio and is helping organize Columbus’ Financial Planning Day 2017.
Chandler is a classical violinist who stays in touch with her musical side by playing with her trio of sisters and singing with the Harmony Project’s Spirit of Columbus Choir. Chandler lives in Grandview with her better half, Eric. Together, they are travel enthusiasts and enjoy exploring new places. (Chandler hopes to learn Spanish, so they can backpack through South America!) When at home, they like to travel with their taste buds – cooking new recipes and trying out all the hole-in-the-wall ethnic restaurants that Columbus has to offer.
Email Chandler at Chandler@partnershipfinancial.com.
Kendyl joined the Partnership Financial team in November, 2016. She is an alumni of The Ohio State University and has a Bachelor’s of Science in Agribusiness and Applied Economics. Her new career at Partnership Financial is off to a great start and she loves assisting all of our clients.
Kendyl enjoys an eclectic array of music, movies, and cooking with her significant other, Sam. She is a classically trained violinist and pianist. Within the last two years, she moved to the Dublin area and is living and loving the bustle of city life. Kendyl recently added a dog to her family, an ornery nine month old Bernese mountain dog named Gus. He just topped 110lbs and surprisingly enough, still seems to be growing. She joined the Buckeye Bernese Mountain Dog Club and is now working on course agility and obedience. In her free time, she and Sam try to discover new things to do in the area and welcome any new ideas.
Email Kendyl at Kendyl@partnershipfinancial.com.
Patrick joined Partnership Financial in May, 2017 . He is a recent graduate of Ohio University with a Bachelor’s Degree in Finance. After graduation in December, he began working at a financial services company in a sales role. After a few months in the position, he realized that the best way to help clients was through fee-only financial planning. Patrick is passionate about helping clients through comprehensive, fee-only planning, which made Partnership Financial a great fit for him. Patrick is currently working on completing his CFP® certification through The College for Financial Planning.
Patrick lives in a neighborhood on the east side of Columbus called Olde Towne East. He enjoys this area because of the close proximity to Downtown and also having the beautiful Franklin Park Conservatory just a few blocks away. Patrick loves trying new food and restaurants, although Chipotle is his favorite. In his spare time, he likes to watch basketball, draw, and work out.
Email Patrick at Patrick@partnershipfinancial.com.
Mark is a Support Advisor who works closely with Jim Davis. He graduated from The Ohio State University in December, 2016 with a Bachelor of Science in Economics and a Bachelor of Arts in Chinese. Mark is currently working on completing his CFP® certification and came to Partnership Financial expressing that he would like to help individuals and families understand their financial lives and reach their goals through fee-only financial planning. Mark would also like to discover a way to get more financial help to low-income families who can't afford traditional financial planning services and relieve people of the weight of their financial burdens.
Mark lives in Worthington and being raised in Central Ohio, is a true Ohio sports fan. Mark enjoys being active inside and out. His favorite activities are snowboarding, playing hockey, and reading anything that peaks his interest. Throughout the next year, his personal goals are to swim a non-stop mile, learn to water ski, and complete a slalom course without falling.
Email Mark at Mark@partnershipfinancial.com.