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 trust 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.

Meet Our Partners

Chief Investment Officer

John McMillen, CFA, CFP®
Relationship Manager

Michael Bork, CFP®
Portfolio Analyst

Hunter Brooks, CFA
Client Services Manager

David Thomason
Client Services Manager

Donna Francis

Chief Investment Officer

John McMillen, CFA, CFP®

John McMillen is the Chief Investment Officer for Capital Directions, having joined the firm in February 2005. Prior to joining the firm, Mr. McMillen was an Investment Consultant with Charles Schwab & Co., Inc.’s Private Client Group. Prior to his career at Schwab, he worked in various capacities at Wachovia Bank, the Center for Society Law and Justice, and First Virginia Bank. Mr. McMillen has an undergraduate degree in Economics and an M.B.A. with a finance concentration from the University of New Orleans. He earned the right to use the Chartered Financial Analyst® designation in 2006. He and his wife, Jessica, have four children.

Relationship Manager

Michael Bork, CFP®

Michael Bork is a Relationship Manager for Capital Directions and is a Certified Financial Planner™. Prior to joining the firm, Michael was a Wealth Management Advisor with Plante Moran Financial Advisors in Detroit, Michigan. During his time there he worked to serve high-net worth, ultra-high net worth, family office, and institutional clients. Michael has experience in investment due diligence, tax planning, estate planning, retirement planning, charitable gifting strategies, and trust accounting. He has an undergraduate degree in Business Administration and Finance with a concentration in financial planning from Olivet Nazarene University. In addition to serving clients, Michael also serves as a sounding board and a resource for fee-only financial advisors and CPA firms who want to serve their clients more holistically.

Portfolio Analyst

Hunter Brooks, CFA

Hunter Brooks is a Portfolio Analyst for Capital Directions and is a Chartered Financial Analyst® (CFA) Charterholder. He joined the firm in 2021 following several years with an Atlanta-based RIA firm as an investment analyst. Hunter’s background also includes extensive industry experience in trading operations and data management. He supports our Chief Investment Officer and Investment Policy Committee in all facets of portfolio management and investment research.

Hunter graduated from the University of South Alabama with a B.S. in Finance. He lives in Smyrna with his wife, Sarah, and daughter, Abigail.

Client Services Manager

David Thomason

David Thomason joined Capital Directions in 2011 as Client Services Manager. His areas of responsibility include operations, trading, and reporting. Prior to joining the firm, Mr. Thomason served in operational positions in both the insurance and investment fields. He holds a B.A. degree in Finance from Kennesaw State University. He and his wife, Shannon, have two children.

Client Services Manager

Donna Francis

Donna Francis joined Capital Directions in May 2014 as a Client Services Manager. She holds a B.S. degree in Business Administration from Bloomsburg University. Donna brings years of experience in the financial services industry and has held multiple securities and insurance licenses throughout her career. Her favorite past times include tennis, golf, hiking, photography and quality time with family.

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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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