Megan is a nationally recognized finance expert who specializes in financial planning, tax advice, and estate planning. She began her career as a CPA, mainly working with high-net-worth families and business owners. She also spent several years working almost exclusively with corporate executives of Fortune 500 companies on their financial planning and tax strategy.
Megan came to Motley Fool Wealth Management in 2014 with a desire to help investors put together ALL the pieces of their financial well-being instead of just handling taxes. She now oversees Fool Wealth’s financial planning and client service functions, and serves as quality control for the advice delivered to our clients. You can also find Megan’s advice featured on the local news, in print publications, as a speaker at conferences, and as a guest on podcasts.
She graduated with a BS in Commerce from The University of Virginia and has a Master of Accounting from The Ohio State University. Megan loves horseback riding and travel, but she has never traveled on horseback. She may be the only CPA you know who has run with the bulls in Pamplona.
Having spent time in major Wall Street brokerage houses, Ross became aware of the disconnect between what's best for investors and what's best for brokers. But in 2014 he turned in his suit and tie in exchange for a Fool cap.
Today, he's happy to serve Foolish investors putting your interests first – and believes that the best financial advice is holistic and, most importantly, actionable. An entrepreneur at heart, Ross loves helping small business owners navigate financial markets.
Ross is a graduate of Christopher Newport University, where he obtained a BSBA with a focus in finance and communications, and became a Certified Financial Planner™ in 2012 after studying at the College for Financial Planning. When he's not poring over financial statements and tax returns, Ross enjoys golfing, skiing, and honing his skills as a DJ.
Sean embodies an ethos of extreme saving in his personal life, but as a Foolish Financial Planner at Motley Fool Wealth Management, he is busy developing impactful, tax-saving, wealth-building strategies for our clients. Sean started down the path to becoming a financial planner after his father's retirement benefits were cut, and as he saw the stress that money decisions have on people. Sean completed his Certified Financial Planning™ board-certified program at the University of Wisconsin, Madison.
Building on his education, Sean entered the financial-services industry in 2007, helping families build comprehensive financial plans. He codified this background with his CFP® designation in 2013. Working in the trenches, Sean recognized that incentives drive behavior and watched financial professionals rationalize selling expensive investment products. Seeing such a lack of integrity around him, he jumped at the chance to work at Motley Fool Wealth Management, starting in 2014.
After turning an internship into a full-time position as a financial advisor at a prominent Wall Street firm, Joe saw firsthand how monetary incentives in the financial services industry could shift the focus from a client’s need to an advisor’s pocket. Joe would rather focus on providing honest advice to help clients meet their goals. In addition to his experience with investments, he spent time in the risk management industry, providing internal consulting on disability insurance, life insurance, and long-term care insurance to representatives of Northwestern Mutual.
Originally from Bethlehem, Pa., Joe attended American University and after graduating has earned the Chartered Financial Analyst, CFA, and Certified Financial Planner, CFP® designations. Joe joined Motley Fool Wealth Management in 2014 and lives in Denver, CO.
Max has evolved into the financial planner he is today through years of experience helping individuals and businesses achieve their unique financial goals. He loves the opportunity to positively affect the lives of our clients and their families, and he believes that every good planner should have a thirst for education and the ability to take a unique perspective to each plan.
Max completed his undergraduate studies in 2010 with a B.A. in communication, business at Coastal Carolina University, where he also ran competitively for the track and cross-country teams. His passion for learning led him to earn CFP® designation in the summer of 2014. When he isn't helping the world invest better, he's probably off running, listening to music, watching baseball, or eating.
Daniel comes to the Fool with a background as an independent financial advisor. With exposure to many of the products investors are presented in today’s marketplace, he can help people evaluate their effectiveness (or sometimes lack thereof) within their financial situations, and he takes pride in doing it. Daniel is excited to have joined the Motley Fool Wealth Management team in 2014 to help our members get objective and educated financial guidance.
Daniel is a graduate of the University of Maryland, where he received a B.S. in finance in 2009, and he earned the CFP® designation in 2015. His passion for financial planning extends to the local community where he serves as the chair of charitable planned giving for a non-profit organization. He lives in the Baltimore area with his wife and their hound dog, Blueberry. In his spare time, he enjoys playing guitar with his rock band and lamenting the woes of D.C. sports.
Passionate, hard working, and patient - three words (or four, technically) that together perfectly describe Emily’s approach to improving the Fool Wealth client experience. Emily joined Motley Fool Wealth Management in June 2018 after trying her hand as a teacher of middle school math, spending a year as an au pair in Munich, Germany, and receiving a Bachelor of Arts in Engineering Science from the University of Rochester in 2016. Her diverse experience is her greatest asset when it comes to working with our clients, and her commitment to excellence is evident to all who interact with her.
Emily’s areas of expertise include:
Originally from Troy, NY, Emily enjoys playing soccer with colleagues, taking advantage of the DC Brunch scene, and spending time with her family and friends that live in the area when she’s not busy helping our clients with all of their customer service needs.
Bill has been working in financial services in a variety of roles since 2011. Before coming to Motley Fool Wealth Management he has worked as a financial advisor and as a customer service representative at various broker/dealers where he registered his Series 7 and 66 securities licenses. He enjoys helping clients navigate their investment accounts and introducing them to the benefits and features of FoolWealth.
When he’s not assisting Motley Fool clients and financial planners, Bill plays in a bagpipe band, enjoys riding his bike, and is active in his church. He has lived in the DC Metro area for all of his life except for four years spent in Lancaster, Pennsylvania when he attended Franklin & Marshall College.
Cristina joined Fool Wealth in 2019 and has quickly risen to be strong contributor. She is a driving force on the Client Experience Team, working directly with clients in a way that epitomizes Foolish Professionalism. Behind the scenes, she works tirelessly to improve processes and reorient the team towards approaches that scale. She feels strongly that clients should be able to sleep at night because they trust their financial advisor and joined Fool Wealth with a deep connection to the purpose and mission.
She lives in historic Old Town Alexandria, speaks Russian and Romanian, loves German Shepherds, and has ambitions to travel the world.
Mike, originally from Santa Fe, NM, received his degree in Economics from Westminster College in Salt Lake City. He was introduced to the world of financial planning through a top-10 internship at Northwestern Mutual. Upon graduation Mike parlayed his internship experience into a full time position with the firm spanning nine year across three states and the District of Columbia.
Mike believes that a building and maintaining a healthy financial house is among the most important aspects of a person’s life. Mike was among the first 12 employees hired back in 2014 to staff the newly established Wealth Management team. A long time fan of the Fool, Mike leapt at the opportunity to don his very own jester cap.
When he is not helping the world invest better, Mike is avid skier, he enjoys cycling and cooking and is self-proclaimed “Jack of all trades.” Mike lives in Golden, CO with his wife and their two rescue boxers, Apollo and Olivia. Fun fact - Mike and his wife exchanged vows while running a marathon in Las Vegas, NV.
Motley Fool Wealth Management’s most experienced financial planners talk about why they enjoy planning here. Each of them discuss a distinct financial planning topic, and how we help our clients in those areas. Sean, Joe, and Ross each work with a service team to serve their clients. Megan oversees the financial planning department and lends her expertise as needed.
Access to Motley Fool Wealth Management is only available to MFWM clients pursuant to an Investment Advisory Agreement and acceptance of our Client Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. MFWM retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.
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