About Us

Our commitment is driven by helping people recognize the value of financial planning.

We provide total financial needs analysis through a network of experienced professionals with:

  • • Advisory services and Retirement analysis
  • • Estate strategies
  • • Employee benefit and retention services
  • • Business continuation strategies
  • • Insurance planning

Meet the Team

Brent Gordon

Brent Gordon, CFP®

Brent comes from a rural NM town where his father owned a small business. Though he was fantastic at his craft, he never studied how to run a business.  The amount of moving parts that can pull business owners in thousands of directions often seems daunting.  Brent’s passion is to help alleviate financial stress and deliver plans businesses and families can both understand and use.

He graduated from New Mexico State University with a degree in Accounting.  After college, he married his wife and they moved to Albuquerque.  Brent became a financial advisor in August 2007. Since then, he has been blessed with two girls and spends most of his free time with his family.

Brent’s passion is driven by helping people live their best lives by recognizing the value of planning.

Shari Spolar

Shari grew up in Forth Worth, TX before attending New Mexico State University with Brent and Rowdy.  After settling down in Rio Rancho, NM with her husband and two children, Shari joined the WayPath Financial team in 2016. 

When not working, Shari spends her time with family and friends camping and traveling.

She is the chief of operations for the practice, the glue that keeps things together. 

Keith Jordan

Keith Jordan, CPFA®

Junior Partner | Retirement Plan Specialist

Keith Jordan was born and raised in Albuquerque, New Mexico, and graduated from New Mexico State University with a degree in Finance and minors in Insurance and Banking. That grounding across planning, risk, and institutional finance pointed him naturally toward a career in financial services, where he has spent over nine years specializing in employer-sponsored retirement plans.

Keith holds the Certified Plan Fiduciary Advisor (CPFA) designation issued by the National Association of Plan Advisors (NAPA), reflecting deep expertise in fiduciary responsibilities and ERISA regulations. He currently oversees more than 65 active 401(k) retirement plans across a wide range of business sizes and structures.

At Tax-Optimized Planning Solutions, Keith serves as the primary liaison between the advisory team and the firm’s enrolled actuary, reviewing every plan design before it reaches a client and leading the technical walkthrough in plan presentations. His approach is grounded in a straightforward philosophy: give business owners and their employees the right financial information so they can make confident decisions, reach their goals, and build a more secure future.

Outside of work, Keith is happiest spending time with his wife and two sons, whether that means a round of golf, a day on the water, or a weekend on the ski slopes.

Arthur Steinkamp, MBA

Arthur was born and raised in Los Alamos, New Mexico, and comes from a close-knit family of eight. He attended the University of New Mexico, where he earned a bachelors in both Finance and Entrepreneurship, and his MBA while also competing as a pitcher on the Lobo baseball team. The discipline, teamwork, and work ethic he developed through athletics continue to shape the way he serves clients today.

As part of the WayPath Financial team, Arthur works alongside Brent Gordon to help maintain strong relationships with existing clients, while expanding the practice by serving new individuals, families, and business owners. Arthur is passionate about helping clients build confidence in their financial future through thoughtful planning and lasting relationships. He is currently pursuing his Certified Financial Planner™ (CFP®) certification to further strengthen his ability to provide comprehensive financial guidance.

When he’s not working, Arthur enjoys spending as much time outdoors as possible. Whether he’s hunting, fishing, or exploring the mountains, he values the opportunities to recharge and appreciate the outdoors.

Arthur Steinkamp
Ryan Woolhiser

Ryan Woolhiser, CFA®, CAIA®, CPWA®

When Ryan isn’t working, you’ll find him spending time with his wife, Alexandria, and their kids, Leighton and Barrett. He also loves to travel, work on his golf game, and get outdoors for some hunting and fishing.

Ryan has been in the investment and asset management industry for over 16 years, bringing a deep well of experience to the Capital Strategies Team. He started his career on the client-facing side as a personal advisor at JP Morgan before shifting to asset management. He’s held key roles, including Vice President and Senior Advisor Consultant at Oppenheimer Funds, and most recently, he was a Director and Senior Investment Consultant at City National Rochdale, where he helped design and manage custom portfolios across various asset classes.

As a CFA and CAIA charterholder, Ryan focuses on building personalized investment strategies for individuals, small business owners, executives, and families—always within the framework of a customized financial plan.

Ryan earned his bachelor’s degree in economics from the University of Colorado, Boulder, and he’s currently working toward his MBA at the SMU Cox School of Business. He also holds the Certified Private Wealth Advisor (CPWA®) designation.

He’s an active member of CFA Society of Dallas/Fort Worth and CAIA Texas.

Ashley Johnson

Ashley Johnson is a wife, mom of two, and the Client Relations Manager at WayPath Financial. Born and raised in New Mexico, she loves building connections and making sure clients feel taken care of. When she’s not at work, you’ll find her spending time with her husband and kids, whether it’s enjoying a family adventure or just hanging out at home.