Born and raised in Edmonton, Alberta, Canada, Brian is a Certified Financial Planner™ specializing in high net worth individuals making the transition between Canada and the U.S.  He founded Transition Financial Advisors Group, Inc. in 2001 as a fee-only, comprehensive Canada-US financial planning, investment management, tax planning and preparation firm. A dual Canada-US citizen, Brian holds both the Canadian and U.S. CFP designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the U.K. and holds the Canadian Investment Manager (CIM) designation. Based in Arizona, Brian is the author of “The Canadian in America: Real-life tax and financial insights into moving and living in the U.S. – 3^rd Edition” and “The America in Canada: Real-life tax and financial insights into moving and living in Canada. – 2^nd Edition” In addition, Brian has written many articles, been quoted in numerous newspapers and journals and speaks frequently on Canada-U.S. financial planning matters. 

He founded and co-chaired a Canada-U.S. International Tax Council with the IRS, in addition to having personal experience with his own Canada-US moves. Brian has been working with Canada-U.S. cross-border transitions since January of 1997. In addition to his professional designations, Brian holds an MBA from the University of Arizona, a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising. Brian assists the community by speaking on financial matters, doing pro bono budget counseling, financial planning and tax work. Brian loves watching reality tv, following his beloved Edmonton Oilers and Arizona Cardinals, travelling, playing in a recreational Texas Holdem league, riding bicycle and recently became a grandpa.

Transition Financial Advisors Group, Inc.    www.transitionfinancial.com

Mitch is a Certified Financial Planner™ and Chartered Financial Analyst that directs the investment management process through investment research and analysis, portfolio construction, and asset allocation for clients relocating between Canada and the U.S.  In addition to the CFPÒ and CFAÒ designations, Mitch holds a Masters of Business Administration Degree in Finance from New York University. Mitch began working in the financial services field in 1986 and has almost 35 years of experience in the industry. He has taught investment management and financial planning at three different universities and enjoys speaking at industry conferences.

Mitch is married to Lourdes and they have two daughters Michele and Laura. Mitch likes the outdoors and in particular, river rafting and snorkeling.

Transition Financial Advisors Group, Inc.    www.transitionfinancial.com

Jennifer Strymecki is a Senior Cross-Border Advisor and Planner at Transition Financial. She holds the Canadian CFP® designation, a Series 65 license, and is an authorized Ontario Insurance Agent. Jennifer is committed to ongoing education to ensure she provides the best advice to her clients.

With years of experience at leading firms and personal experience living in Canada, the United States, and Portugal, Jennifer specializes in helping clients with international moves and major life transitions. She focuses on clarity, empathy, and empowering clients to make informed financial decisions.
Jennifer helps clients optimize investments, prepare for and reach financial goals, and manage cross-border tax and estate matters. Her additional background in financial operations allows her to offer practical solutions at every stage of her clients’ financial journeys.

Having relocated internationally with her own family, Jennifer offers unique insights for expatriates and those facing cross-border moves, guiding them through financial and regulatory challenges.

Jennifer lives in upstate New Jersey with her husband. They enjoy the Hudson Valley’s parks and New York City’s cultural offerings, and are dedicated to volunteer service as a core part of their lives.

Transition Financial Advisors Group, Inc.    www.transitionfinancial.com

Casey was raised in Cardston, Alberta, Canada and graduated from the University of Calgary with a Bachelor of Commerce with a specialization in accounting. He has over 20 years of experience in cross-border planning and tax return preparation. He obtained his Chartered Accountant (CA) designation and worked in public practice for several years with big four accounting firms in their expatriate tax departments providing U.S. and Canadian personal tax return preparation and tax/payroll planning services for companies that had cross-border employees. He transitioned to providing U.S. and Canadian tax return preparation, tax planning, and estate planning for high net worth individuals. Casey has his Canadian CFP® designation, and has also worked several years in a number of high profile cross-border wealth management firms in the Calgary area providing comprehensive U.S. and Canadian financial/tax planning and tax return preparation services for their clients.

Casey and his wife Leslie have two girls, Lydia and Sophia. Casey enjoys spending time with family, in nature and enjoys a variety of sports and outdoor activities.

Jorge Alonso has been working in the financial services field for 20 years.  He was the office manager at his previous employer but the focus of his experience has been the back office function of investment management (trading, asset allocation, running/managing portfolio accounting software, producing investment statements and reports). He has a two-year degree from Miami-Dade College.

Jorge is married to Vilma and they have no children. Jorge is an avid sports enthusiast (he loves the Lakers and Yankees!) and loves to travel.

Tony Caba joined Transition Financial Advisors Group in June of 2021 as an Associate Financial Planner. He is currently a candidate in the US CERTIFIED FINANCIAL PLANNER™ professional designation and upon completion, will work towards earning the designation in Canada. Tony holds a degree in finance from Florida International University.  

Tony interned with Transition Financial in the summer of 2017 during his junior year of college. Upon graduating, Tony joined a large eCommerce company where he worked in search engine optimization and operations for three years before returning to Transition Financial Advisors to embark on a career in personal financial planning.

Born and raised in South Florida, Tony and his wife Laura love to travel, ski, play volleyball and spend the day out on the boat whether it be fishing, snorkeling or just cruising around with family and friends.

David Royal joined Transition Financial Advisors Group in August 2025, after his family’s move from the US to Canada inspired him to turn a lifelong passion for personal finance into a career change. He has been living the cross-border lifestyle and is now happy to be practicing it professionally! David is currently a QAFP candidate and intends to pursue his Canadian CFP next.

David has worked as an ESL teacher, a higher education administrator, and an IT Business Analyst. He holds a BA in English Literature from Washington University in St. Louis and an MA in Teaching English as a Second Language from the University of Hawaii. He has extensive experience as a US expat, having also lived in the UK, Taiwan and China.

On a personal note, David is married to Krista and they have one daughter. Living in Nova Scotia, David loves spending time outdoors hiking, biking, and kayaking, and also enjoys reading, singing, and playing pickleball.

Evonne Avalos is the newest addition to the Transition Financial Advisors Group team and will likely be the first voice you will hear when you call in. She has a background in higher education admissions, and office management spanning over 20 years. As the office manager, she makes sure everyone has what they need to do their job effortlessly and keeps the firm operating like a well-oiled machine by scheduling appointments, pitching in where needed. Evonne holds a Bachelor of Arts degree in Journalism & Mass Communication, and a degree in History from Arizona State University.

Evonne is married to Jesse and they have two teenaged daughters and two spoiled Chihuahuas. Evonne is a pop culture junkie, trivia buff, and is a self-professed Anglophile.

Eva Sunderlin has been a valued member of the Transition Financial Advisor Group family for 24 years. Throughout her tenure, she dedicated herself to helping clients navigate life’s most important financial decisions – from retirement planning to wealth management – always with professionalism, warmth, and genuine care.

Her commitment to her clients and colleagues alike has left a lasting impression on everyone she worked with, and her contributions to our team will not be forgotten.

Eva, thank you for everything you have brought to Transition Financial Advisor Group. We are deeply grateful for your 24 years of dedication and service, and we wish you a truly wonderful and well-deserved retirement!