WELCOME TO REFRAME WEALTH!

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WELCOME TO REFRAME WEALTH!

Schedule a Call

ReFrame Wealth began with a vision of reimagining the meaning of wealth. Our purpose is to empower clients to live a life of clarity, intention, and alignment. We enter every conversation with an open heart and an open mind. Our goal is to change the way our clients feel about money — and to make the time you spend with your financial planner a turning point in your financial life.

OUR IMPACT

ReFrame Wealth set out to prove that wealth management could be done differently. We believe that the world is ready for financial advice that is non-judgmental, service-centric, and unquestionably without conflict. Our goal is to empower clients to explore and elevate what’s possible with their money. We also are proud to serve our extended community through pro bono financial planning services, financial literacy programs, and charitable giving — because everyone deserves to feel good about their money.

ReFrame Wealth Stands For

Empowerment

Inclusion and Equity

Financial Literacy

Social Impact

Data-Based
Decisions

Connection

Meet the ReFrame Team

Mitch

Falter, AIF®, CFP®

Mitchell Falter is a founding member and a financial planner at ReFrame Wealth. His mission is to help his clients and their extended families achieve the best possible outcomes — and live their best life. Our clients look to Mitch to sort out the most difficult financial puzzles, which often requires him to collaborate with a team of specialists across disciplines. Mitch is skilled at breaking down complexity, explaining things clearly, and connecting the dots in different areas of the client’s financial and personal life. When he’s not working, Mitch spends time with his wife Laurie, his children Tom and Cecilia, as well as their two dogs, six chickens, the horse he has never ridden, and the cat who came with the house.

Jessie

Doll, CFP®

Jessie Doll is a founding member and a financial planner at ReFrame Wealth. She believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes — and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.

Erin

Cummings

Meet Erin Cummings, the newest member of ReFrame Wealth. Erin is joining the firm as a Client Services Manager and will be integral in the daily life of ReFrame. With a background in finance and a strong desire to help clients achieve their financial goals, Erin is excited to join the team and start making a positive impact on clients’ lives. Erin believes that everyone should feel confident and in control of their financial future, and she is committed to providing personalized support to help clients achieve their dreams. When Erin is not working, she enjoys exploring DMV area breweries, cheering for her favorite D.C. sports teams, and maintaining a healthy lifestyle through regular workouts at her local gym.

Meet Our Partners

Director of Portfolio Integration

John McMillen, CFP®, CFA, MBA
Director of Advisor Services

Michael Bork, CFP®
Advisor Services team Lead

David Thomason
Advisor Services Representative

Donna Francis
Client Services Representative

Breeanne Sportelli

Director of Portfolio Integration

John McMillen, CFP®, CFA, MBA

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(tm) professional and has attained his Chartered Financial Analyst(r) (CFA(r)) 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.

Director of Advisor Services

Michael Bork, CFP®

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. He is a CERTIFIED FINANCIAL PLANNER(tm) professional.

Michael is an active member of North Fulton Community Charities’ Emerging Leaders Council and serves as the group’s treasurer. He and his wife Nicole have a daughter and live in Alpharetta, GA. Michael 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.

Advisor Services team Lead

David Thomason

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.

Advisor Services Representative

Donna Francis

Donna has been involved in the financial services industry since 1989. She was a client services manager for Capital Directions from 2014 until it merged with Savant in 2023. Prior to joining Capital Directions, she was an investor relations manager.

Donna earned a Bachelor of Science degree in business administration from Bloomsburg University. She enjoys tennis, golf, hiking, CrossFit, photography, and quality time with her family.

Client Services Representative

Breeanne Sportelli

Bree has been involved in the financial services industry since 2020. She was a client services manager for Capital Directions until it joined with Savant in 2023.

Bree earned a Bachelor of Science degree in business administration from Portland (OR) State University. She enjoys the outdoors, cooking, working out, reading, and spending quality time with her family. Bree and her husband have a son. They live in Alpharetta, GA with their golden retriever.

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ReFrame Wealth, LLC (“ReFrame Wealth”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). ReFrame Wealth provides investment advisory and related services for clients nationally. ReFrame Wealth maintains all applicable notice filings, registrations, and licenses as required by the various states in which ReFrame Wealth conducts business, as applicable. ReFrame Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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