Our Financial Planners

Megan Brinsfield, CPA, CFP®

Megan Brinsfield

Director of Financial Planning

Ross Anderson, CFP®

Ross Anderson

Financial Planner

Naima Barnes

Naima Barnes

Foolish Paraplanner

Philip J. Biedronski, Jr., CPA

Philip J. Biedronski, Jr., CPA

Financial Planning Associate

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

Raffaele Notaro, CFP®

Raffaele Notaro

Foolish Paraplanner

Michael Padilla

Michael Padilla

Foolish Paraplanner

Joseph Perna, CFA, CFP®

Joseph Perna

Financial Planner

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.