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

Britta A. Koepf, CFP®, ChSNC®
PARTNERLEAD ADVISOR

When Britta decided to work in the field of personal finance in 2013, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity.

 

A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities.

  

As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with special needs and their families.

 

Britta has been quoted in Financial Advisor Magazine and The Plain Dealer. She has also been interviewed in the WSJ’s Your Money Briefing podcast.

 

Britta and her husband Craig Lawrie live in Brooklyn Heights, Ohio, where they enjoy playing board games, ballroom dancing, and spending time with their dog, Wombat.

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Stephanie Bailey, MSFP
ASSOCIATE ADVISOR

Stephanie has loved finances since she was a teenager and balancing her sister’s checkbooks. It took a Bachelor’s degree in Spanish from Washington State University and many years of managing her family’s finances to realize her passion and desire to support others with charging forward toward their own financial freedom. 

 

Stephanie has recently joined the finance world after staying at home with her children for the last sixteen years. She has a Master’s degree in Personal Financial Planning from Kansas State University. Stephanie has already passed the CFP® exam and is working on her experience requirement to obtain the CFP® marks. She is grateful to be a part of each client’s financial journey at NorthAvenue.

 

As a military spouse, Stephanie has lived all over the United States. She has called Wyoming, Washington, Maryland, Arizona, California, Missouri and Texas home.  Stephanie’s greatest joy is her husband, Travis, and three daughters: Lauren, Rachel, and Abigayle. When faced with downtime, Stephanie loves to watercolor and bake.

Jeff Theado
OPERATIONS STRATEGIST

Jeff is a proven leader in helping institutions find ways to drive efficiency. Thinking he would like to get into coaching football, he graduated from Ohio State in 2008 with a degree is Sports Leadership but ended up working in warehouse management for the university for a few years before joining Fisher’s MBA program in 2013. Upon graduating in 2015 he went to work for a global manufacturing firm headquartered in central Ohio. In joining NorthAvenue, Jeff is excited to bring his expertise to a small, growing company after over a decade in public and private sectors.

 

Outside of work, Jeff tries to find time for just about everything, but his true passions are athletics and exploring. In addition to his love of team sports, he rides his bike annually in Pelotonia and completed the Ohio 70.3 Ironman in 2021, with his sights set on a full Ironman in 2022. When not training or traveling with his wife Kristen, Jeff enjoys relaxing at home playing video games or reading.

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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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Although many professionals call themselves "financial planners," only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.

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An online resource where every financial planner, financial advisor and investment manager listed on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

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Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you. 

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The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.