Our Team

Our clients benefit from our team of professional planners with diverse backgrounds. No one planner can be an expert in all areas so a strong team allows each planner to leverage other areas of expertise. Clients take comfort knowing that they have collective knowledge and experience on their side. To read each person’s bio, click on their photo below.

Nancy Dienes, MBA, CFP®
Nancy Dienes, MBA, CFP®Principal / Financial Planner
Ralph 'Ted' White, CFP®
Ralph 'Ted' White, CFP®Principal / Financial Planner
Holly Davis, CFP®, CPA
Holly Davis, CFP®, CPAFinancial Planner
Danika Waddell, CFP®, CSLP®
Danika Waddell, CFP®, CSLP®Financial Planner
Sandra Jones, CFP®, CIMA®
Sandra Jones, CFP®, CIMA®Financial Planner
Jonathan Coleman, CFA
Jonathan Coleman, CFAAssociate Financial Planner
Kathy Park
Kathy ParkSenior Client Relations Specialist
Rosie
RosieChief Morale Booster
“Woof”Rosie
Goddard Financial Planning - Your Team
John Goddard
John GoddardFounder (Retired)
Fee Structure

FIND OUT HOW OUR FEE STRUCTURE WORKS

We have several fee structure to suit your needs
Fee Structure