Financial Review Council

Meet the experts who help Policygenius provide the most accurate and evidence-based advice.

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Our editorial standards at Policygenius were designed to ensure autonomy, expertise, and accuracy. To help keep our content up-to-date and evidence-based, our Financial Review Council of certified financial planners, certified public accountants, licensed financial advisors, and licensed insurance agents adds yet another layer of expertise.

You’ll know an article has been through a secondary round of fact-checking by the Financial Review Council when you see an “expert reviewed by” byline at the top of the page.

Meet the Council

All members of the Financial Review Council hold professional certifications — including CFP®, CPA, FINRA, CSRIC®, AIF®, PLCS, SBCS, and CLCS licenses — as well as long-term career experience in insurance and personal finance.

Ian Bloom CFP

Ian Bloom, CFP®, RLP®

Certified Financial Planner

Ian Bloom, CFP®, RLP®, is a certified financial planner and the owner of Open World Financial Life Planning, where he provides financial planning, investment management, and educational resources. Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® certification, he holds FINRA series 7 and series 66 licenses.

Ian Bloom, CFP®, RLP®, is a certified financial planner and the owner of Open World Financial Life Planning, where he provides financial planning, investment management, and educational resources. Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® certification, he holds FINRA series 7 and series 66 licenses.

Matt-Burke

Matt Burke

Life, Accident & Health Licensed Insurance Agent

Matt Burke is a life and property & casualty insurance expert and the director of operations for life, disability, home, and auto insurance at Policygenius. Matt has worked in the insurance and financial planning industries for more than seven years, and holds a bachelor’s degree in economics from Stony Brook University.

Matt Burke is a life and property & casualty insurance expert and the director of operations for life, disability, home, and auto insurance at Policygenius. Matt has worked in the insurance and financial planning industries for more than seven years, and holds a bachelor’s degree in economics from Stony Brook University.

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Angele Doakes

Property & Casualty Licensed Broker

Angele Doakes has worked in the insurance industry for five years. She is licensed to sell property and casualty insurance as well as life and health insurance. She also holds Series 6, Series 26, and Series 63 certifications from FINRA.

Angele Doakes has worked in the insurance industry for five years. She is licensed to sell property and casualty insurance as well as life and health insurance. She also holds Series 6, Series 26, and Series 63 certifications from FINRA.

Fabio-Faschi

Fabio Faschi, PLCS, SBCS, CLCS

Licensed Property & Casualty Expert

Fabio Faschi is a founding member of management liability insurance MGA Counterpart’s Partnerships division and a licensed property and casualty agent. He is a certified Personal Lines Coverage Specialist (PLCS), Commercial Lines Coverage Specialist (CLCS), Small Business Coverage Specialist (SBCS), as well as a notary of the state of New Jersey. Previously, he was a P&C operations manager at Policygenius and an account executive at Allied Insurance Agency.

Fabio Faschi is a founding member of management liability insurance MGA Counterpart’s Partnerships division and a licensed property and casualty agent. He is a certified Personal Lines Coverage Specialist (PLCS), Commercial Lines Coverage Specialist (CLCS), Small Business Coverage Specialist (SBCS), as well as a notary of the state of New Jersey. Previously, he was a P&C operations manager at Policygenius and an account executive at Allied Insurance Agency.

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Maria Filindras

Financial advisor

Maria Filindras is a financial advisor and a licensed Life & Health insurance agent in California. She holds FINRA Series 7 and Series 66 licenses, as well as an economics degree from the University of Southern California. Previously, she served as a financial advisor for LA Wealth Management and AXA Advisors. In these roles, Maria built financial plans for individuals, families, and companies with managing personalized investment portfolios with an emphasis on socially responsible (SRI/ESG) investing.

Maria Filindras is a financial advisor and a licensed Life & Health insurance agent in California. She holds FINRA Series 7 and Series 66 licenses, as well as an economics degree from the University of Southern California. Previously, she served as a financial advisor for LA Wealth Management and AXA Advisors. In these roles, Maria built financial plans for individuals, families, and companies with managing personalized investment portfolios with an emphasis on socially responsible (SRI/ESG) investing.

Patrick-Hanzel

Patrick Hanzel, CFP®

Certified Financial Planner

Patrick Hanzel is a Certified Financial Planner™ and Advanced Planning Team Lead at Policygenius. He has eight years of insurance and financial industry experience and previously worked at Northwestern Mutual as an advisor and associate. His expertise has been featured on Lifehacker, Consumer Affairs, Authority Magazine, Thrive Global, and Fatherly.

Patrick Hanzel is a Certified Financial Planner™ and Advanced Planning Team Lead at Policygenius. He has eight years of insurance and financial industry experience and previously worked at Northwestern Mutual as an advisor and associate. His expertise has been featured on Lifehacker, Consumer Affairs, Authority Magazine, Thrive Global, and Fatherly.

Mike-Hogan

Mike Hogan

Life Insurance Licensed Agent

Mike Hogan is a licensed insurance agent and has worked in the insurance industry for 10 years. He leads a team of case managers handling life insurance applications and is currently studying to become a Certified Financial Planner.

Mike Hogan is a licensed insurance agent and has worked in the insurance industry for 10 years. He leads a team of case managers handling life insurance applications and is currently studying to become a Certified Financial Planner.

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Anthony He

Disability Insurance Licensed Agent

Anthony He is a disability insurance expert with 10 years of insurance experience and is a licensed agent in the state of New York. Previously, he was a financial advisor at Northwestern Mutual.

Anthony He is a disability insurance expert with 10 years of insurance experience and is a licensed agent in the state of New York. Previously, he was a financial advisor at Northwestern Mutual.

Amy Northard CPA

Amy Northard, CPA

Certified Public Accountant

Amy Northard, CPA, is a certified public accountant and a founding partner at The Accountants for Creatives®, where she helps small business owners prepare tax returns and streamline bookkeeping systems. Previously, she served as a certification administrator for the National Association of Mutual Insurance Companies (NAMIC) and a staff tax accountant at L.M. Henderson & Company, LLP. She holds an accounting degree from the Kelley School of Business at Indiana University.

Amy Northard, CPA, is a certified public accountant and a founding partner at The Accountants for Creatives®, where she helps small business owners prepare tax returns and streamline bookkeeping systems. Previously, she served as a certification administrator for the National Association of Mutual Insurance Companies (NAMIC) and a staff tax accountant at L.M. Henderson & Company, LLP. She holds an accounting degree from the Kelley School of Business at Indiana University.

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Michael Reynolds, CSRIC®, AIF®, CFT-I™

Founder & Principal, Elevation Financial

Michael Reynolds, CSRIC®, AIF®, CFT-I™, is a financial advisor, principal and founder of Elevation Financial, and host of the weekly personal finance podcast Wealth Redefined®. He is a Chartered SRI Counselor (CSRIC®), an Accredited Investment Fiduciary (AIF®), and a Certified Financial Therapist (CFT-I™). He is a member of the National Association of Personal Finance Advisors (NAPFA) and the XY Planning Network (XYPN), and holds a FINRA Series 65 license. He is also the co-founder of Zephyr, a specialized marketing firm for Registered Investment Advisors.

Michael Reynolds, CSRIC®, AIF®, CFT-I™, is a financial advisor, principal and founder of Elevation Financial, and host of the weekly personal finance podcast Wealth Redefined®. He is a Chartered SRI Counselor (CSRIC®), an Accredited Investment Fiduciary (AIF®), and a Certified Financial Therapist (CFT-I™). He is a member of the National Association of Personal Finance Advisors (NAPFA) and the XY Planning Network (XYPN), and holds a FINRA Series 65 license. He is also the co-founder of Zephyr, a specialized marketing firm for Registered Investment Advisors.

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Kristi Sullivan, CFP®

Certified Financial Planner

Kristi Sullivan, CFP®, is a certified financial planner and the owner of Sullivan Financial Planning, LLC, where she helps people make important life decisions while knowing the effects on their finances. Previously, she was a regional consultant at Fidelity Investments for nine years, where she taught classes about financial concepts. In addition to her CFP® certification, Kristi holds a FINRA Series 65 license and a business degree from Colorado State University.

Kristi Sullivan, CFP®, is a certified financial planner and the owner of Sullivan Financial Planning, LLC, where she helps people make important life decisions while knowing the effects on their finances. Previously, she was a regional consultant at Fidelity Investments for nine years, where she taught classes about financial concepts. In addition to her CFP® certification, Kristi holds a FINRA Series 65 license and a business degree from Colorado State University.