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, EA®

Sean F. Gates

Financial Planner

Maxwell Hacker, CFP®

Maxwell Hacker

Financial Planner

Daniel Messeca, CFP®

Daniel Messeca

Financial Planner

Joe Perna, CFA, CFP®

Joseph Perna

Financial Planner

Michael Padilla

Michael Padilla

Wealth Consultant

Emily Downie

Emily Downie

Client Experience Specialist

William Jenney

Bill Jenney

Client Experience Specialist

Cristina Munteanu

Cristina Munteanu

Client Experience Team Lead

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

 

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.