Our Financial Planners

Megan Brinsfield, CPA, CFP®

Megan Brinsfield

Director of Financial Planning

Ross Anderson, CFP®

Ross Anderson

Financial Planner

Sean F. Gates, CFP®, CLU

Sean F. Gates

Financial Planner

Maxwell Hacker, CFP®

Maxwell Hacker

Junior Financial Planner

Amanda B. Kish, CFA, CFP®

Amanda B. Kish

Financial Planner

Daniel Messeca, CFP®

Daniel Messeca

Junior Financial Planner

Joe Perna, CFA, CFP®

Joseph Perna

Financial Planner

Naima Barnes

Naima Barnes

Foolish Paraplanner

Michael Padilla

Michael Padilla

Foolish Paraplanner

Emily Downie

Emily Downie

Client Service Associate

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. Amanda, 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.

Amanda Kish, CFA, CFP® discusses Investment Planning

 

Sean Gates, CFP®, CLU discusses Education Planning

 

Ross Anderson, CFP® discusses Retirement Planning

 

Joe Perna, CFP®, CLU discusses Risk Management and Insurance

 

Megan Brinsfield, CPA, CFP® discusses Income Tax Planning

 

To discover what we can do for you, simply click the button below to speak with a planner.