Collaborative Financial Partners - Professional, outside of the box thing, transparent advisors in Columbus Ohio.

Chris@CollaborativeFP.com
614.799.2900 Ext. 1
Christopher Johnson Form ADV Part 2B

Christopher Johnson

CRPC®, AAMS®, CLTC, AWMA®, CEP®

Chief Executive Officer / Managing Partner

Chris has been a financial advisor since 2002, he became a platinum financial advisor in 2010, and a Private Wealth Advisor in 2014. He believes in holistic financial planning and he focuses on your goals, investments, insurance strategies, wealth preservation strategies, and estate planning strategies. He graduated with a BBA from Ohio University in 2000. He holds the CRPC® Chartered Retirement Planning Counselor sm, AAMS® Accredited Asset Management Specialist, and AWMA® Accredited Wealth Management Advisor designations from the College for Financial Planning. He is also “Certified in Long-Term Care.” The CLTC is a designation granted by the Corporation for Long-Term Care Certification. Graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. Lastly, Chris is also a Certified Estate Planner™. The CEP® is a financial, legal, or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP).

Chris is the co-founder of Collaborative Financial Partners LLC, a Registered Investment Advisory, practice that provides personalized client service and is dedicated to meeting the complex and unique financial needs of their clients.

Chris has been recognized as Forty under 40 in Columbus, Ohio by Business First. Chris wrote the white paper “The Missing Link in Estate Planning.” He was also recognized by the Ralph and Luci Schey Sales Centre as the 1st Annual Young Alumnus of the Year in 2012.

Chris has been on the Board of Junior Achievement of Central Ohio since 2012 and continues to serve on the Board as well as the Development Committee. From 2012 to 2019 he was on the Executive Board and Co-Chair of the Development Committee. He started volunteering in the classroom in 2010 and continues to volunteer in the classroom and at BizTown. Additionally, Chris is a member of the Financial Planning Association of Central Ohio and was previously on the Philanthropy Committee.

Chris has been involved with Ohio University since 2004 when he became a member of the Professional Sales Advisory Board and was a Co-Founder of the Sales Centre Alumni Society. He is currently serving on the Executive Board for the College of Business Marketing Advisory Board and serves as the Past-Chair on the Board for the College of Business at Ohio University.

Chris has been married to Karri, who he met at Ohio University, since 2003. Chris and Karri have a son, Colin, born in 2007, a daughter, Kendall, who was born in 2010 (they were both born on the 2nd of September), and a daughter, Elliott, born in 2015.

Meghan@CollaborativeFP.com614.799.2900 Ext. 2
Meghan Mader Form ADV Part 2B

Meghan Mader

CFP®, CRPC®, MSFP®, RICP®

Chief Operating Officer / Chief Compliance Officer / Managing Partner

Meghan graduated with a BSBA from the Fisher College of Business in 2004 at The Ohio State University where she majored in Risk Management and Insurance. Meghan is a Chartered Retirement Planning Counselor sm. Furthermore, at the end of 2011 she earned the CFP® professional designation. The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. In 2013, Meghan earned the RICP® designation. The Retirement Income Certified Professional® designation is awarded through The American College and focuses on creating sustainable retirement income strategies for clients. In 2015 she earned her Master’s in Financial Planning from the College for Financial Planning.

Meghan is the co-founder of Collaborative Financial Partners LLC, a Registered Investment Advisory, practice that provides personalized client service and is dedicated to meeting the complex and unique financial needs of their clients.

Meghan built our T.E.R.M (Tax Efficient Retirement Modeling) Software, which was originally completed in 2014. In 2013 Meghan started to work with some of our clients in the technology industry to find a better way to take into account Pensions, Social Security, Distributions from Non-Qualified and Qualified Accounts, Roth Conversions, Annuities, and Life Insurance Policies to save clients hundreds of thousands of dollars in taxes when compared with "Normal Retirement Income Strategies". From 2013 through most of 2014, Meghan and Chris took time working with software engineers to build a complex, but easy to navigate program, that can be used to build an efficient tax income strategy. At the end of 2014 and into 2015, the software began to be beta tested by numerous other advisors in the industry. The software builds a path to effectively minimize taxes over the long-term life of a client's income stream while maximizing the distribution of wealth with efficiency.

Meghan is a member of the Resources and Development Committee for Dress for Success of Columbus. She also volunteers regularly at Dress for Success within the Suiting Program and is involved as a Mentor. Additionally, she is a member of the Financial Planning Association of Central Ohio and regularly volunteers in the classroom and at BizTown for Junior Achievement of Central Ohio.

Meghan has been married to Tom since 2010. Tom owns his own pool service business, Endless Summer Pool and Spa Service, which has become a namesake in Columbus, Ohio since he started it in 2005. Meghan is extremely active and is consistently competing in Triathlons, Crew competitions and various types of races. In 2016 she completed a half Iron Man.

CLightfoot@CollaborativeFP.com614.799.2900 Ext. 3
Chris Lightfoot Form ADV Part 2B

CHRIS LIGHTFOOT

MBA, CKA®, AAMS®

Financial Advisor / Charitable Giving Specialist

Chris has been in financial services as an advisor and educator since 2008. He has a passion to see clients steward their money well, increase their capacity for generosity, and give of their time, talents, and treasure toward the people and purposes for which they care most.

Chris serves in the community in various capacities: The Ohio Director for the National Christian Foundation; Generosity Coach at Good News Church in Powell, Ohio; and Board Member for Design Outreach in New Albany, Ohio. Chris was formerly on the steering committee for the Philip Heit Center for Health New Albany and on the board for both the Cornerstone Academy and Columbus Humanities Arts and Technology Academy.

He is a graduate of Faith Baptist Bible College and earned his MBA from the University of Colorado. Chris and his wife, Meghann, met while teaching high school together in Colorado Springs, CO in 2009. They have two boys, Elias and Bennett, and all four love spending time with friends and extended family, playing, traveling, and outdoors enjoying God’s creation.

Melanie@CollaborativeFP.com
614.799.2900 Ext. 4

Melanie McGraw

Operations Manager

Melanie joined the team in 2014 as an Operations Specialist. Melanie works closely with Meghan and Chris to ensure we are continually working to provide excellent solutions and processes to achieve our clients’ goals. Additionally, Melanie works with Meghan to handle all of the day to day operations.

Melanie also regularly volunteers with Junior Achievement of Central Ohio within both the classroom and BizTown. Additionally, she volunteers with Dress for Success of Columbus.

Melanie took some time off from her career to raise her children before joining our team. Previously, she was with Cardinal Health for 15 years where she spent 10 years as a Pricing and Contracts Supervisor. Melanie is married and has two sons. She is originally from Columbus, Ohio and graduated from Hilliard Davidson.

Joi@CollaborativeFP.com
614.799.2900

Joi Armstrong

Client Service Coordinator

Joi joined the team in 2015 as a Client Service Coordinator. Joi does all of the scheduling, marketing, and client appreciation, in conjunction with keeping Chris J., Meghan, and Chris L. focused on helping clients. Previously Joi held a variety of roles at the Gap, including Trainer, Supervisor, and Customer Service Representative.

Joi also regularly volunteers with Junior Achievement of Central Ohio within both the classroom and BizTown. Additionally, she volunteers with Dress for Success of Columbus.

Joi is married and has two adult children. Joi is originally from Columbus and is a proud graduate of Brookhaven High School. In 2016 Joi completed her Associates Degree in Human Resources, in 2018 she received her Bachelor of Business Administration, and in 2019 she received her Masters Degree in Human Resources.

JLoveday@CollaborativeFP.com
614.799.2900 Ext. 7

John loveday

Paraplanner

John joined the team in 2019 as a Paraplanner. He works primarily with Meghan working to provide detailed strategies and planning to help our clients achieve their personal goals. Previously John worked as a Financial Planning Assistant in Columbus Ohio.

John graduated from Mount Vernon Nazarene University with a Bachelor of Science with a double Major in Accounting and Finance with a Minor in Financial Planning and a Concentration in Certified Public Accounting. In March of 2019 John passed the CERTIFIED FINANCIAL PLANNERtm certification exam. He is also licensed to place Life and Health Insurance.

John was married to Michaela in July of 2019 and is involved with Kingdom Advisors.

Saffron

CMO (Chief Morale Officer)

Saffron is a rescued breeder adopted through the organization GRIN. She keeps the office calm and will not hesitate to let you know if she is not getting the attention she deserves.

OUR TEAM

​Christopher Johnson