Carter Cofield is the Owner & Lead Advisor of Cofield Advisors, LLC. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated his career to helping creative entrepreneurs thrive. Carter started “Cofield Advisors” because he believes in entrepreneurship and wanted to give creatives access a one stop shop for financial guidance so they can spend more time in their creative zone of genius.
Hi, I’m Jacqueline Schadeck. I’m a Certified Financial Planner™, New York Times Best Selling Author and serial entrepreneur. I believe our experiences shape who we are. And after witnessing my family fall victim to poor financial advice, I set out to be the go-to person for financial guidance. I hope you will come along with me on my journey to close the wealth gap!
I am a thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their family. Additionally, I am also the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programing, with a mission of closing the wealth gap by 10%.