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.
John first donned his jester cap in 2020 after spending some time with a couple of large national discount brokerage firms. During his tenure, he built and executed financial plans for clients all across the US. The driving force behind his Foolish transition was simple; a financial plan should be easily understood and it should be more lucrative for the client of the plan than the firm that prepared it.
John is a graduate of Abilene Christian University with a BBA in Financial Management. After living in the blow dryer that is west Texas and beginning his career in financial services, he completed the CFP® designation in 2018 to further his financial acumen. If you catch John outside of work, he is most likely mountain biking, exercising his dogs, fixing his 1908 Denver bungalow, or visiting another bucket-list location with his better half, Lauren.
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.
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.
Khwan got started in the financial advice profession by working for every Wall Street firm with 'Morgan' in its name that would hire her. But after stints at Morgan Stanley and JPMorgan, she felt foolish with a lowercase “f.” Khwan wanted to leverage her expertise to help clients in a more holistic way and further her career of service, ultimately bringing her to Motley Fool Wealth Management.
As a native of Thailand, Khwan is passionate about instilling a culture of diversity, inclusion and equality. Her life mission is to empower women around the world to elevate their self-worth and net-worth. She has been involved in several philanthropic committees and financial literacy programs for under-served women, such as Financial Planning Association (FPA), Dress for Success Worldwide, and Women4Good.
Khwan has a Bachelor of Arts in Communication Arts, and a Master of Science in Personal Financial Planning. Outside of work, she enjoys practicing yoga, hearing live music, and supporting locally owned restaurants. She's excited to learn that Motley Fool allows dogs at work and she's thrilled about her new home's breathtaking mountain views. Despite living in Colorado, you won’t find her on the slopes.
Hali (pronounced “Holly”) is a financial planner with almost three decades of experience, including 18 years running her own Registered Investment Advisor practice. Helping clients achieve their ordinary and extraordinary goals is a constant source of personal and professional joy.
Hali is passionate about the value of financial literacy and its power to change individual lives and the world. She created a 501(c)(3) that provides financial planning and education for hard-to-reach communities and is a regular speaker on various financial topics in locations ranging from high schools to transition housing and always manages to learn something new every time she teaches others.
Hali is a wife and mother to three college students and two mini dachshunds. While her family calls her a cheapskate, she prefers the title of Eternal Value Seeker--resources are too precious to be squandered. She loves beaches, movies, music and food. Her goal is to raise three kind, compassionate and independent adults and live with her husband and dogs in a home where she can watch the water while enjoying her morning and afternoon coffee.
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.
Justin brings years of experience in financial services to Motley Fool Wealth Management, which includes time spent as a high-net-worth financial advisor at the largest mutual fund company in the world and as a project manager on an ultra-high-net-worth client team. He is passionate about financial planning and loves helping clients live the lives they dream of.
Originally from the Detroit area, Justin attended the University of Michigan where he received his degree in economics. He earned his CFP® marks in 2017 and is a level 3 candidate for the Chartered Financial Analyst (CFA) designation.
Outside of the office, Justin enjoys skiing, golfing, playing ice hockey, training in Muay Thai and Brazilian Jiu-Jitsu, watching sports (especially of his alma mater), exploring the great outdoors and spending time with his wife, Kaelyn, and dogs, Butters (4 year old goldendoodle) and Biscuit (1 year old mini labradoodle).
Prior to donning her jester’s cap, Lydia was a Financial Advisor at a prominent Wall Street firm. However, she sought a more innovative environment better aligned with her personal values and vibrant personality, ultimately leading her to Motley Fool Wealth Management.
She earned the CFP® designation in 2019 and provides holistic financial plans that put all of the pieces of her client’s lives together - ranging from investment to retirement to tax to education planning. She finds joy and a deep sense of purpose in forming close relationships with her clients to help them achieve their personal and financial goals.
Originally from Darien, CT, Lydia moved to Washington, D.C. after graduating from Washington & Lee University and has been in the District since. She loves traveling and finding any excuse to be active. Whether it’s skiing or hiking, practicing yoga or pilates, or playing tennis or golf, Lydia is happiest when she is outdoors. She is also a classical pianist and tries to play every day.
Jennifer is originally from sunny South Florida, where she received her degree in finance from the University of Florida. She brings her infectious smile and a decade of financial services experience to the Fool. In her career she's worn several hats from managing retail branches for TD Bank to TIAA where she helped high net-worth individuals and families, with complex financial needs get to and through retirement financially secure. And now, she's most proud and excited to be exchanging those hats for her jester cap!
Jennifer is excited to have joined the Motley Fool Wealth Management team in November 2020, to provide unbiased, financial advice tailored to clients and their unique situations. Her favorite aspect of her work is building deep relationships with her clients and learning how they choose to live out their definitions of success.
She resides in Washington, DC, with her husband. They keep busy staying physically active from taking dance classes throughout the city, to taking hikes in Rock Creek Park or along the Potomac River. She is an avid traveler and is always seeking recommendations for places to go, to add to her list of 22 countries she's visited to date.
Cami built her career in finance in both the public and private sectors, delivering personalized financial counseling to individual clients across a wide customer demographic. Prior to joining Motley Fool Wealth Management, she worked as a fully licensed and registered financial advisor, with Series 7 and 66 licenses, specializing in retirement, asset management, and estate planning. Her knowledge of financial planning and wealth management, combined with a genuine desire to help individuals and families achieve personal goals and improve their lives, makes her a perfect addition to the Client Experience team.
Born and raised in New York City, Cami enjoys good food, dining out, attending NY Yankees games, traveling, biking, skiing and the occasional golf game.
She holds a Bachelor of Arts degree from Clark University in Worcester, MA.
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.
Bio coming soon!
Michael is Fool Wealth’s advocate for clients on the inside. From delighting our clients with Foolishness to navigating the inevitable bumps in the road, Michael’s mission is to make you a Fool for life.
Michael first entered the financial planning industry with a national brokerage house through one of the top training programs at the time. After learning the ropes, he made the leap to a new and blossoming part of the industry that was combining the personal touch of a dedicated financial planner with technology-enabled financial data. He helped grow a start-up wealth management company in to a billion-dollar acquisition. He joined the Motley Fool Wealth Management team with the goal of continued improvement of our clients lives through all our Foolish principles.
Michael graduated from the University of South Carolina in 2011 with bachelor’s degrees in both Supply Chain Management as well as Marketing. He also graduated from the University of Colorado in 2020 with an MBA. Michael’s passion for helping clients improve their financial lives led him to also acquire the Accredited Wealth Management Advisor (AWMA) designation in 2015.
Michael lives in Denver with his wife and when not in the office they can be found exploring the Colorado mountains together.
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.
Michelle brings to the Fool over 17 years of experience serving in the financial services community. Prior to joining The Motley Fool, she worked as a financial planner at a retirement planning boutique in Denver where she fortified her ability to always put people first. Through her people first approach, she works to positively affect clients’ financial futures – truly making a difference in their lives. She currently holds her Series 7 and 66 licenses and has completed the education and experience requirements to sit for the CFP exam.
Michelle grew up in Oregon, but has called California, North Carolina, New Jersey, and now, Colorado home. When she’s not assisting clients, she enjoys shopping, reading about World War II history and wine tasting. She loves to go on adventures with her two daughters, whether it’s traveling across the country, or just a trip to Target.
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.
Kevin joined Motley Fool Wealth Management in 2020. He became interested in the financial services industry when he realized his father kept money under the mattress and thought "there must be a better way than this." He now strives to provide a simple and seamless approach to facilitating a client's drive to grow smarter, happier, and richer.
A Northern Virginia native, he has seen the exponential growth of what Northern Virginia once was to the influential region it is today. In his spare time, he enjoys all sports from basketball and football to cornhole and competitive cheerleading. He now resides in Alexandria where he takes on the world day by day, trying the latest and greatest cuisine the world has to offer.
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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