Within my role, I partner with clients to help them navigate some of life’s most challenging intersections. I designed Massie Financial Planning as a boutique firm for those who are transitioning into retirement, or have recently faced the challenges of caring for loved ones. And, the individuals that I work with often describe me as patient and exceptionally knowledgeable in planning. I truly live to help people who never set out to become wealthy — and those who need a trusted partner to navigate the complexities of retirement, being a caretaker or both.

In my free time, I enjoy spending time with my close friends and family, especially my wife, Michelle, and our chocolate lab, Penny. I can also be found watching football or playing golf. Additionally, my love for travel motivates me to explore new places, cultures and food, from enjoying a meal with friends to cooking with my family at home in Old Town Alexandria.

As a CERTIFIED FINANCIAL PLANNER® professional, Michael is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Michael has been involved in the financial services industry since 2013. He was a relationship manager for Capital Directions from 2017 until it joined with Savant in 2023. Prior to joining Capital Directions, Michael was a wealth management advisor for a national audit, tax, consulting, and wealth management firm, where he served high-net-worth, ultra-high-net-worth, family office, and institutional clients.

Michael earned a Bachelor of Science degree in business administration and finance with a concentration in financial planning from Olivet Nazarene University in Bourbonnais, IL, where he was a three-year captain of the men’s golf team, earned CCAC all-conference honors, and was a co-founder of the student-led investment fund.

Michael and his wife Nicole have two daughters and live in Alpharetta, GA. He is a diehard Detroit sports fan and in his free time enjoys playing golf, trying new restaurants, and spending time with friends and family at Torch Lake, MI.

David has been involved in the financial services industry since 2007. He was a client services manager for Capital Directions from 2011 until it joined with Savant in 2023. Prior to joining Capital Directions, David served in operational positions in both the insurance and investment fields.

David earned a Bachelor of Business Administration degree in finance from Kennesaw (GA) State University. He and his wife Shannon have two children.

John has been involved in the financial services industry since 1996. He was the chief investment officer for Capital Directions until it merged with Savant in 2023. Prior to joining Capital Directions, John was an investment consultant with Schwab Wealth Advisory (formerly Schwab Private Client). Before that, he worked in various capacities at Wachovia Bank, the Center for Society Law and Justice, and First Virginia Bank.

John earned a bachelor’s degree in economics and a Master of Business Administration degree from the University of New Orleans. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation.

John and his wife Jessica live in Clemson, SC, with their four children. Their weekends are spent splitting time among soccer games, dirt bike races, and the Carolina Youth Symphony.

Tyler is member of Savant’s Trading Department and works out of the Atlanta, GA office. He was a trading operations specialist for Capital Directions from 2022 until it joined with Savant in 2023. Prior to joining Capital Directions, he was a portfolio manager in the legal services field.

Tyler earned a Bachelor of Science degree in finance and business economics from Jacksonville State University.

He enjoys spending time with his wife Rachel, his dog, attending concerts, and watching football.

Val Mendoza has worked closely with financial advisors for the past five years, and has provided coaches and businesses with administrative support. She specializes in improving operational tasks, document preparation, the onboarding process and providing support to clients. She has a Bachelor of Science in Women’s Studies, and is studying towards her Series 65 certification. Val loves photography and learning new languages during her free time. She speaks both English and Spanish. She also loves to travel and learning more about different cultures.