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Our Team

The Goldman Financial Planning team is dedicated to providing friendly, professional service based on years of knowledge and expertise.

We will help you choose one of our CERTIFIED FINANCIAL PLANNERTM professionals to serve as your lead coach. In addition, two or more of our team members typically assist on each planning engagement and with ongoing client support. You can expect individualized attention, depth of knowledge, and responsiveness from our team.

Meet the Team

Michael Goldman

Michael Goldman

CFP®, M.A.
Founder | Executive Director

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Abby Morton

Abby Morton

CFP®, MBA
Partner | Planning Director

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Paula Birmingham

Paula Birmingham

CFP® | Planning Manager

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Mark Rich

Mark Rich

CFP® | Lead Planner

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Stephen Birmingham

Stephen Birmingham

Portfolio Manager

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Betsy Williams

Betsy Williams

Client Care Manager

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David Weliver

David Weliver

Technology Advisor

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Stephanie Schredder

Stephanie Schredder

Client Care Coordinator

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Goldman Financial Planning’s affiliations include the following:

Goldman Financial Planning subscribes to the CERTIFIED FINANCIAL PLANNERTM (CFP®) code of ethics and professional standards for all activities.

NAPFA-Registered Advisor

National Association of Personal Financial Advisors (NAPFA) members commit to charging on a fee-only basis to avoid the conflict of interest inherent in accepting commissions.

Member Garrett Planning Network

As a member firm, we are committed to making competent and objective advice accessible to everyone through hourly fee-only financial planning.

Our Investment Partner

A scientific approach to planning-centric investing. Asset Dedication provides back-office functions — such as implementing trades, portfolio monitoring, and performance reporting — and also serves as our research department. Asset Dedication’s capabilities are critical when it comes to creating and overseeing the methodology we use and conducting ad hoc research for specific client needs to optimize investment results. The Asset Dedication team includes the following experts:

Stephen J. Huxley, Ph.D.

Chief Investment Strategist | Co-Founder

A recognized leader in finance, investing and economics, Stephen is a tenured professor of decision sciences at the University of San Francisco. He has more than 35 years of experience researching and applying decision theory to real-world problems. Stephen co-authored the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation with Brent Burns and often publishes academic journal articles and presents papers at international conferences.

Brent Burns, MBA

President | Co-Founder

Brent applies extensive academic research to the development of practical and innovative portfolio strategies. His deep background in empirical finance helped form the basis for Asset Dedication’s modeling and analysis. An adjunct professor at the University of San Francisco School of Management, Brent is also a former member of the U.S. National Track and Field Team.

Jeremy Fletcher, MBA, CFA

Director, Investments and Portfolio Risk Management

A Chartered Financial Analyst (CFA), Jeremy has been developing his expertise in fixed income management since 1991 with impressive results. He uses his bond- and investment-trading genius to successfully manage multibillion dollar portfolios and knows how to get the best execution for investment trades. Jeremy has managed one of the top-performing U.S. fixed income funds in the United States.