Meet the Fool Wealth Team

Get to know the longtime Fools behind Fool Wealth

There are plenty of things that make what we’re offering here in Motley Fool Wealth Management truly Foolish. But perhaps none more so than this incredible fact...

Every single professional who selects the investments behind our SMAs came up through the ranks of The Motley Fool's publishing business before moving on to work on this "auto-pilot" investment solution for Motley Fool Wealth Management...

What's more, many members of the team -- including the president of Motley Fool Wealth Management -- are longtime Fools themselves. Please click the images below to get to know each member of our Foolish family.

Nick Crow, CFA

Nick Crow

President

Bryan Hinmon, CFA

Bryan Hinmon

Lead Portfolio Manager

Mohna Shah

Mohna Shah

Director of Operations

Tony Arsta

Tony Arsta

Portfolio Manager

Bill Barker, CFA

Bill Barker

Portfolio Manager

David Meier

David Meier

Portfolio Manager

Jeremy Myers, CFA

Jeremy Myers, CFA

Portfolio Manager

Michael Olsen, CFA

Michael Olsen, CFA

Portfolio Manager

Nate Weisshaar, CFA

Nate Weisshaar

Portfolio Manager

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

Kelsey Mowrey

Kelsey Mowrey

Director of Strategic Partnerships

Drazin Saric

Drazin Saric

Senior Fund Accountant

Anthony Price

Anthony Price

Senior Trader

Michael Leichtner

Michael Leichtner

Senior Trader

Whitney Montgomery

Whitney Montgomery

Performance Analyst

Chris Harris

Chris Harris

Director of Product

Leah Murphy

Leah Murphy

Marketing Manager

Jeb Bishop

Jeb Bishop

UX/UI Lead

Bo Boland

Bo Boland

Software Developer

Bryce Corey

Bryce Corey

Software Developer

Spencer Holleman

Spencer Holleman

Software Developer

Jeff Lee

Jeff Lee

Director of Technology

David Mitchell

David Mitchell

Senior Web Operations Engineer

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