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  2. Our Team

Our Team

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Kevin O’Reilly, CFP®

Wealth Management Principal, President

Kevin O'Reilly, CFP® is the principal of Foothills Financial Planning, a licensed Investment Advisory firm based in the Ahwatukee Foothills.

Kevin founded Foothills Financial Planning to provide individuals, families, and business owners with fee-only financial planning and investment management tailored to fit their individualized needs.

Born and raised in the Chicago area, Kevin became a Hoosier while working on a Bachelor of Science degree in Finance at Indiana University. After graduating from IU, Kevin pursued a varied career in software development, technology management, and corporate finance prior to founding Foothills Financial Planning. Along the way, an MBA from the W.P. Carey School of Business at Arizona State University helped round out Kevin's perspective and expertise in investment management.

Kevin joined the Garrett Planning Network in 2008 while completing Boston University's financial planning certification program. He is a Certified Financial Planner™ practitioner, and also holds the designation of Chartered Retirement Planning Couselor (CRPC®), indicating his education and expertise in the specialized field of retirement planning. He has also achieved the Accredited Investment Fiduciary® designation, which represents a thorough knowledge of and ability to apply investment fiduciary best practices.

During his technology career, Kevin created software for numerous financial services firms, both as a direct employee and as a consultant. These companies included Nuveen Investments, First Command Financial Services, Trustmark Insurance and Penson Financial Services.

As parents to triplets, Kevin and his wife are well-versed in the fine art of multi-tasking. Kevin is also very familiar with the unique financial challenges facing parents of multiples, and helping other such parents is a specific objective of Foothills Financial Planning. They have lived in the Ahwatukee Foothills for more than twenty years.

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Janet Gerlings, CFP®

Associate Financial Planner

Janet Gerlings, CFP®, is an Associate Planner at Foothills Financial Planning, a licensed investment advisory firm based in the Ahwatukee Foothills.

Janet’s approach to personal finance can best be described as practical and optimistic, driven by a deep desire to provide meaningful value to each and every client. Her background includes many years’ experience in trading and risk management via the futures and options markets, as well as having been a successful small business owner. Her passion for working one-on-one with individuals and families, helping them to achieve their financial goals, led her to pursue her CERTIFIED FINANCIAL PLANNER™ certification.

Janet is an Arizona State University graduate, with a BS in Finance. She holds the Graduate Certificate in Personal Financial Planning from Kansas State University, and earned her CFP® certification in 2016.

Outside the office, Janet can be found hanging out with family and friends, entertaining her two rescue dogs, practicing yoga, or doing some local volunteer work. Although originally from Colorado, she has called the Valley of the Sun home for so long that she’s lost count of the years and considers herself an honorary native.

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Tim Carpenter

Wealth Management Analyst

Tim Carpenter is a Wealth Management Analyst at Foothills Financial Planning, a licensed investment advisory firm based in the Ahwatukee Foothills.

A Chicago native, Tim received his Bachelor of Science degree in Finance at Illinois State University. After graduating from Illinois State, Tim jumped in to financial services as an Insurance Advisor. Quick success opened the door for an opportunity to be an early stage member of a FinTech startup, catering to the needs of investment advisors nationwide. Learning from these two roles gave Tim the necessary pieces to build towards his ultimate goal, becoming a Financial Planner.

Tim will work directly with the team in Ahwatukee to support our clients, and in time will head the expansion of Foothills Financial Planning in the Chicago market. He looks forward to working with the next generation of clients in need of financial advice and taking on the fiduciary best practices that Foothills Financial Planning has put in place for the last 11 years. Tim will begin his studies to become a Certified Financial PlannerTM practitioner in 2020.

Tim and his wife call the western suburbs of Chicago home and are expecting their first child in April. In his down time, you can find Tim at the gym playing basketball and attempting to play golf.

Contact Us

Come see us for all of your financial planning and investment needs.  We look forward to hearing from you!

Ready to schedule an appointment? Give us a call at 480.445.9072 to find a time that works. 

Got a question or comment for us?
Please use our contact form and we’ll get right back to you.

Contact Information:
Phone: 480.445.9072
Fax: 888-862-8337

Email: kevin@foothillsplanning.com

4425 E. Agave Road, Suite 132
Phoenix, AZ 85044-0619
480-445-9072

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