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4400 N. High Street, Suite 201

Columbus, OH 43214

Info@NorthAvenueFA.com

 

Phone   614-210-3948  

Fax    614-798-1523

 

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2018 NorthAvenue Financial

ABOUT NORTHAVENUE

Our Story

The doors of NorthAvenue opened January 1st, 2019. However, the seeds of this practice were planted several years earlier when Kristen and Chandler first met.

 

Kristen had already built a solid foundation in financial planning. After graduating as a dual major in Finance and Marketing, she helped hundreds of clients plan their financial well-being working as a senior financial advisor for over a decade. But during that time something was missing – the opportunity to satisfy her unique vision for holistic financial planning.

 

Following a math-intensive education in actuarial science, Chandler spent several years as an actuarial analyst in healthcare. Although she found this work fulfilling, it all took place behind a computer screen. After one-too-many dreams about Excel spreadsheets, she realized it was time to explore a career shift towards more immediate and personal relationships with clients.

 

At the start of their own new beginnings, winds of change brought these two focused and driven women together to forge a partnership and break the mold in a male-dominated industry. They bonded over their love of musicals, travel, and in particular their desire to provide unbiased fiduciary advice.

 

While in Chicago for a business conference, they retreated to the lounge of The Robey, a stylish hotel on North Avenue, to brainstorm ideas for an exemplary business. There, they came to the table with an idea of what set them apart from their contemporaries. Attributes that already propelled them forward within their own careers: attention to detail, thoughtfulness, and a work ethic that just won’t quit. Discussing this made them realize their connection was special.

 

The day was spent exploring and refining their vision, overlooking North Avenue with breaks for discussions over Cuban food and a walk through the historic neighborhood of Wicker Park. That day two financial professionals finalized a joint vision of a company culture for their employees that prioritizes a reputation of excellent client service, support for professional development, advancement of a diverse financial planning industry and client base, and realizing higher values by giving back to their communities.

 

The story of NorthAvenue is just beginning.

Proud to be a women-owned business.

Kristen E. Moosmiller, EA, CFP®
FOUNDER, MANAGING PARTNER

For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes. 

 

As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement. 

 

Her greatest joy is encouraging and supporting clients to achieve their personal dreams.
 

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HIGHLIGHTS

CERTIFIED FINANCIAL PLANNER™

 

EA - Enrolled Agent with the IRS

Top 40 Advisors Under 40 Award                          InvestmentNews 2016

NAPFA

     National Board Member (2019-Present)

 

Financial Planning Association 
of Central Ohio

    Chairwoman (2016)

    President (2014-2016)

    Board Member (2012-2013)

NORTHAVENUE IN THE NEWS

Chandler E. Fugate-Laus, CFP®
PARTNER, SENIOR ADVISOR

Chandler Fugate-Laus is a CERTIFIED FINANCIAL PLANNER™ and owner of NorthAvenue Financial Advocates. After graduating from The Ohio State University with degrees in Actuarial Science and Financial Math, she originally began her career as an actuarial analyst in healthcare data analytics, where her work directly informed the design of chronic disease-management wellness programs in Central Ohio. She discovered fee-only financial planning while searching for job opportunities with more personal client interaction. Her desire to help people make meaningful change in their lives paired well with her strong math background, to make financial planning a natural fit.

 

Chandler firmly believes that the best way to serve her clients is by providing sound financial education, from a holistic perspective, so that her clients fully understand her recommendations and ultimately feel comfortable making their own financial decisions. She aims to work with her clients as a partner

and resource towards their financial wellness.
 

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Kendyl A. Hull, Notary Public
OFFICE MANAGER

Kendyl is the Office Manager at NorthAvenue, where she oversees the company's operational, client service, and administrative duties.

Going beyond that, Kendyl facilitates the client/advisor relationship, ensuring they have everything needed to succeed.

 

Throughout all of Kendyl’s professional opportunities, she has always been drawn to one thing: people. That’s why she always answers the phone with a smile and is genuinely interested in getting to know everyone and adding a personal touch to every interaction. This translates to all aspects of her life, including her relationships with her significant other, Sam, her two massive Bernese Mountain Dogs, Gus & Mozzie, her co-workers, and especially, our clients.

 

Kendyl is a proud alum of The Ohio State University where she received a Bachelor’s of Science in Agribusiness and Applied Economics.

T.J. Burkett
SUPPORT ADVISOR

T.J. started his career in the harness horse racing industry, a sport he had participated in since he got a trotter instead of playing football his junior year of high school. After graduating from Michigan State University with a degree in agricultural communications, T.J. eventually took a job at Hoof Beats magazine, where he became the youngest executive editor in the magazine’s 75-year history.

 

As T.J. spent time creating his family's financial plan, he found out that the complex challenge in front of him required hours of time and a wide range of knowledge and expertise. Coincidentally, he found that he enjoyed reading, learning, and talking about financial planning with his friends, family, and colleagues. He soon realized that he could make a career of helping others with their financial plans.

 

T.J. began his transition into the financial planning industry by joining the Financial Planning Association (FPA) of Central Ohio and enrolling in the CERTIFIED FINANCIAL PLANNER™, course program at The American College of Financial Services. In May 2018, he joined the team as a support advisor, helping Kristen deliver exceptional service to clients. In October 2018, he became an Investment Adviser Representative (IAR).

 

T.J. lives in Worthington with his wife, Maria; son, J.J.; and daughter, Cece. He and Maria are longtime members of the Columbus Curling Club, where T.J. served as vice president and spent seven years as the club’s tournament coordinator, which in curling are called bonspiels.

Anne Mills
CLIENT SERVICE MANAGER

Anne is the Client Service Manager at NorthAvenue, where she assists in the company's day to day administrative duties by working closely with clients to ensure they experience the highest level of service. She looks forward to meeting and working with all of NorthAvenue’s clients.

Anne is a recent graduate of Denison University where she received a Bachelor’s of Arts in Economics, as well as Minors in Spanish and Music Performance. While attending Denison, Anne served as a tutor for her peers within the Economics Department. It was from this position that she discovered her passion for working closely with other people and helping them to reach their full potential. Anne believes this translates closely to her role at NorthAvenue, and is committed to providing excellent service to her clients based on diligence and integrity.

Outside of the office, she enjoys spending time with her friends and family. Music, specifically orchestra, has always been a significant part of her life and she hopes to become involved with a community orchestra in the near future.  Anne’s other interests include baking, travel, and giving back to the community. 
 

Dr. Martina Peng, CFP®, Ph.D.
FINANCIAL PLANNING ASSISTANT

Dr. Martina Peng serves as the Department Chair of Accounting, Finance, and Economics at Franklin University, overseeing faculty and curriculum to maintain and grow the academic integrity of the department. 

During her sabbatical at the beginning of 2019, she joined the NorthAvenue team, bringing in-depth knowledge of financial decision-making and behavior, as well as providing insight into financial education. Now post-sabbatical, she is looking forward to using her experience at NorthAvenue to enhance Franklin University’s curriculum. Though she is headed back to her role at Franklin University, she is thrilled to continue supporting NorthAvenue clients on a part-time basis as a Financial Planning Assistant.

Born in Taiwan, Dr. Peng moved to the States in 2000 pursuing her interest in consumer finance. She earned a Master of Business Administration from the State University of New York at Buffalo and a Ph.D. in Consumer Finance from The Ohio State University. 

Martina stays active in the industry, serving in leadership roles for the Financial Planning Association Central Ohio Chapter (FPA). She is also a member and education liaison of the National Association of Personal Financial Advisors (NAPFA), and a member of the Society of Financial Service Professionals (FSP).

 

Outside of work, she enjoys spending time with her family, as well as singing and playing guitar.  As a travel enthusiast, she enjoys exploring and learning about new countries and cultures. Dr. Peng lives in Columbus, with her husband Mike and their two children Anna and Ian.

Bobbie Moosmiller, CPA Inactive
IN-HOUSE TAX CONSULTANT

Bobbie is a Columbus, Ohio native and a proud alumnus of The Ohio State University. Originally a school teacher, Bobbie opted for a career change after 10 years of educating Columbus' youth. Returning to college, this time at Franklin University, she majored in accounting earning the CPA designation shortly after graduation. 

 

As a Senior Tax Accountant, specializing in estate and trust tax laws, she boasts 30 years of experience as a practicing CPA. And, while Bobbie no longer maintains her CPA certification, she still brings serious tax expertise to the NorthAvenue team. 

 

Bobbie and husband John reside in Westerville, Ohio. Both are Buckeye football fans as well as enthusiastic travelers and artists. She escapes it all by cozying up with a good book, preferring British history and mysteries.  

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