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Our Advisory Team

Megan Brinsfield, CPA, CFP®

Megan Brinsfield

Director of Financial Planning

John Freemire, CFP®

John Freemire

Wealth Advisor

Sean F. Gates, CFP®, CLU, EA®

Sean F. Gates

Senior Wealth Advisor

Maxwell Hacker, CFP®

Maxwell Hacker

Wealth Advisor

Khwan Hathai, CFP®

Khwan Hathai

Wealth Advisor

Hali London, CFP®, ChFEBC

Hali London

Senior Wealth Advisor

Joe Perna, CFA, CFP®

Joseph Perna

Senior Wealth Advisor

Michael Padilla

Michael Padilla

Wealth Consultant

Justin Rivera, CFP®

Justin Rivera

Wealth Advisor

Lydia Ruhlin, CFP®

Lydia Ruhlin

Wealth Advisor

Jennifer Thomas

Jennifer Thomas

Wealth Advisor

Cami Capasso

Cami Capasso

Client Experience Specialist

Emily Downie

Emily Downie

Client Experience Specialist

Trey Fernandez

Trey Fernandez

Client Experience Specialist

William Jenney

Bill Jenney

Client Experience Specialist

Michelle Leichtner

Michelle Leichtner

Client Experience Specialist

Cristina Munteanu

Cristina Munteanu

Client Experience Team Lead

Kevin Nguyen

Kevin Nguyen

Client Experience Specialist

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.

Sean Gates, CFP®, CLU discusses Education 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 wealth advisor.