Megan is a rare breed, in that she enjoys specializing in areas that most would rather avoid - individual tax and estate planning. She began her career as a CPA, mainly working with high-net-worth families and business owners. She spent several years working almost exclusively with corporate executives of Fortune 500 companies. In addition to financial planning responsibilities, she led the income tax compliance function in her previous role.
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 — and to have the opportunity to enjoy weekends between January and April every year.
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. Today, he's happy to serve as a Foolish financial planner and put your interests first – and believes that the best financial advice is holistic and, most important, actionable. An entrepreneur at heart, Ross loves helping small business owners navigate financial markets; he also has a penchant for using options as short-term instruments for leveraging long-term ideas.
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.
Amanda is excited to be a part of the talented team at Motley Fool Wealth Management. After earning an M.B.A. in Finance from the University of Rochester's Simon School of Business, Amanda spent several years as an analyst at a Rochester, N.Y.-area asset management firm, where she headed up the company's fee-based consulting practice and its mutual fund research division. She became a professional Fool in 2007 and served as the senior advisor for the Champion Funds investment service and then as the fund advisor for Motley Fool Rule Your Retirement. Amanda joined the financial planning team in 2013 and hopes to continue to make the world a more Foolish place, one investment at a time. She holds the Chartered Financial Analyst designation and is a Certified Financial Planning professional™.
It's a little-known fact that Amanda spent several years in college as a musical theater major, training for a career on Broadway. Despite giving up her professional performing ambitions, she now enjoys singing as a hobby and performs onstage with local community theater groups.
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 earned the Chartered Financial Analyst, CFP®, and Chartered Life Underwriter designations. Joe joined Motley Fool Wealth Management in 2014 and lives in Washington, D.C., with his wife, Diane, and pup, Lola. His Foolish hobbies include playing and watching soccer and going to concerts in search of the next up-and-coming bands.
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 Bethesda 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.
Naima joined Motley Fool Wealth Management in January 2016 after working for various companies handling high net worth and ultra-high net worth clients. She believes that financial planning should be for everyone, not just a specific group of people. When she isn’t helping clients reach their goals, she is helping to spread financial literacy by leading the program for High School age students through The Motley Fool LLC’s education initiative, Fool School.
Naima graduated from The Ohio State University with a BS in Consumer and Family Financial Services. She lives in Alexandria with her dog, Smokey. She loves to travel, knit and cheer on the Buckeyes. She is hoping to travel to six out of seven continents in the next five years!
Mike, originally from Santa Fe, NM, received his degree in Economics from Westminster College in Salt Lake City. While living in Utah, Mike discovered 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 Northwestern Mutual where he worked with clients and advisors in a financial planning capacity where he specialized in financial security and risk management. Mike also developed and trained new advisors and played an active role in the company’s internship program.
Mike believes that a healthy financial house is among the most important aspects of a person’s life. In 2014 Mike leapt at the opportunity work at Motley Fool Wealth Management, and was delighted to join as a Foolish Paraplanner. When he is not helping the world invest better, Mike enjoys cycling and cooking and is self-proclaimed “Jack of all trades.” Mike lives in the DC area 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.
Phil joined Motley Fool Wealth Management in September 2014, coming over from The Motley Fool's parent company, where he had served as corporate controller and treasurer since joining the company in 2005. Phil is energized to now work directly with members of The Fool’s community, where he can provide support and guidance to those who need assistance with their personal finances.
Phil has been a CPA since 1989 and is currently pursuing the CFP® designation. Before joining The Motley Fool, he spent time in the steel industry as an analyst and audit manager, and before that he was an auditor with a Big Four (actually, Big Eight at the time) public accounting firm. Phil earned his bachelor's degree in accounting and his MBA with a concentration in finance from Loyola University in Maryland.
Phil has been investing in the stock market, following Foolish principles, for over 20 years and is the founder and treasurer of a Baltimore-area investment club. He lives near Baltimore and has been a longtime season-ticket holder of both the Orioles and Ravens.
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.
Access to Motley Fool Wealth Management is only available to MFWM clients pursuant to an Investment Advisory Agreement and Investment Advisory Agreement - Financial Planning Addendum, and accepting delivery of MFWM's 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 or any Motley Fool real money portfolio services.
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