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About the Heart of Advice

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eMoney aspires to transform the future of financial advice. We empower advisors to help their clients achieve their financial goals. The Heart of Advice blog reflects our commitment to the practice of planning, to advisors, and to the people we serve together.

At the heart of it all is the relationship between advisor and client—transactional, yet deeply personal, and the key to growth. This blog was created to help advisors navigate the complexities of building productive relationships. We’re here to help your firm grow, to meet the evolving needs of your clients, and to stay at the forefront of financial planning.

Our Mission

Helping People Talk About Money

Our Vision

Financial Peace of Mind For All

Heart of Advice Contributors

Experts from eMoney and the financial planning community contribute to the Heart of Advice.

Josh Belfiore

Josh Belfiore

Joshua Belfiore is a Senior Product Manager for Advanced Planning at eMoney. Formerly, he spent over seven years at Merrill Lynch as a financial advisor to institutions and high-net-worth families, including current and former executives of Fortune 100 companies. Joshua led the financial planning efforts for several private wealth teams, was a member of PIMCO's executive advisory board in his capacity as a Merrill Lynch financial advisor – focused on increasing synergies between wealth and asset managers - and frequently consulted with Bank of America Merrill Lynch leadership on driving innovations in wealth management. Joshua earned his undergraduate degree in Philosophy from Salve Regina University in Newport, RI, and is an active member of the alumni communities at Salve Regina as well as his high school alma mater, Canterbury School.
Bill Bachrach, CSP, CPAE

Bill Bachrach, CSP, CPAE

An esteemed author, speaker, and training provider, Bill Bachrach is one of the world’s most sought-after resources for successful financial advisors who seek to be at the top of their profession in terms of client service, business success, and personal quality of life. Creator of the Values-Based Financial Planning™ turn-key business model, financial advisors from around the world travel to work with him and his team of expert faculty and accountability coaches to implement his trademarked business framework. Harnessing the latest technology and artificial intelligence, Bill’s team recently launched the AdvisorRoadmap Virtual Training Platform. This self-guided, online learning system is packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the repeatable processes that are crucial to acquiring and serving ideal clients. Throughout his career, Bachrach has penned a number of industry bestsellers including Values-Based Selling; The Art of Building High-Trust Client Relationships, Values-Based Financial Planning, High-Trust Leadership, and The Confident Advisor. In addition, his articles have been published in some of the most reputable financial services publications around the world.
Colby Bircher

Colby Bircher

Colby Bircher is a Vice President and Charitable Planning Consultant at Fidelity Charitable®, an independent public charity. The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mrs. Bircher assumed her current role in 2017. In this role, Mrs. Bircher is a premier resource for charitable planning in the Northwest region. She is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program, and discussing ways to incorporate charitable giving into clients' overall financial and wealth management plans.
Patti Brennan CFP®

Patti Brennan CFP®

A graduate of Georgetown University and a Certified Financial Planner (CFP), Patti Brennan is different. Not only does she provide comprehensive wealth management as President & CEO of Key Financial Inc., she and her team create integrated strategies that are unique for each client. Patti is not just a number cruncher. She has the ability to see the impact of small details in the big picture, and is known for communicating complex, financial concepts into simple, meaningful terms. Patti is a believer in giving back and currently resides on the boards of Brandywine Valley YMCA, Cuddle My Kids, Penn Medicine Chester County Hospital, and eMoney Advisory.
Joe Buhrmann CFP®, CLU®, ChFC®

Joe Buhrmann CFP®, CLU®, ChFC®

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.
Rita Cheng CFP® RICP®

Rita Cheng CFP® RICP®

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network which empowers women to connect and take control of their lives through the freedom gained by running.
Chad Chubb CFP®, CSLP®

Chad Chubb CFP®, CSLP®

Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). He is the founder and lead advisor for WealthKeel LLC, located in Philadelphia and specializing in helping Gen X & Gen Y physicians across the United States. He has been quoted by CNBC, Fobes, and Yahoo for his work with physicians. Recently, Chad was a speaker at the first-ever Kitces Summit for his work on using SEO to build a brand and a firm. In 2020, he was named to the InvestmentNews 2020 class of 40 Under 40, and earlier this year, he was named to Financial Advisor Magazine Top 10 Young Advisors to Watch in 2021.
Scott Cognato

Scott Cognato

Scott Cognato is a Senior Technical Product Manager at eMoney. As a PM, he focuses on continually improving the best of breed Aggregation system, from architecture to end user experience, so that advisors and their clients don't need to. Scott's professional passion is to de-jargon FinTech and make even the most technical problems approachable to anyone interested. Outside of the office, Scott is an outdoor enthusiast, and can often be found mountain biking, road biking, or hiking throughout the Sierra Foothills he calls home with his family, friends, and Husky named Wolfy (his adopted name that fit too perfectly to change!).
Meg Curry CFP®

Meg Curry CFP®

With an undergraduate degree in computer science from Boston University, Meg began working in the financial services industry after the tech bubble burst in 2001. She went on to earn a master’s degree in financial planning and a graduate certificate in taxation from Bentley University and is a CERTIFIED FINANCIAL PLANNER (CFP®). Meg is passionate about empowering people to make good choices for themselves and helping them plan for future opportunities. She believes that if her clients understand the impact of their financial decisions, they can make better ones.
Joanne Del Signore

Joanne Del Signore

Joanne Del Signore is the Head of People Experience at eMoney playing an essential role in creating and nurturing our strong culture; one that lets people perform at their best while achieving strategic objectives. She and her team support eMoney’s most important asset—its people—and the functions that help the organization thrive. She works with business leaders to build and manage a People Experience organization that reflects and supports the dynamic needs of the business.
Dennis Elias CFP®, CPWA®, CLU®

Dennis Elias CFP®, CPWA®, CLU®

Dennis Elias has worked in the Financial Advising industry since 2015. Dennis recently joined Andersen as a Senior Associate and looks forward to continuing his passion for providing clients a one-of-a-kind experience, while also continuing to build his work in the community. Prior to joining Andersen, Dennis started his career at AFS Financial Group, where he became one of three advisors and specialized in the growth of their wealth planning services and working with NextGen clients. Dennis earned his BS at Virginia Tech, majoring in Finance, with a concentration in financial planning. Dennis is a CFP® professional and Chartered Life Underwriter®. Additionally, Dennis recently attained the Certified Private Wealth Advisor® certification. He is a member of the FPA and volunteers for Britepaths and the Foundation for Financial Planning in the Northern Virginia area. When he is not helping people achieve their own form of financial freedom, Dennis enjoys exploring new cities, keeping himself active, and bringing friends and family along on his travels.
Gregory A. Furer CFP®

Gregory A. Furer CFP®

Gregory is the founder and Chief Executive Officer of Beratung Advisors. Beratung Advisors focuses on planning for their clients and believes the future of the industry is driven by fees for advice and not asset management. Gregory is passionate about planning and spends time advocating and educating on behalf of financial planning. He believes this is a noble profession and when financial planners get better the world gets better.
Mac Gardner CFP®

Mac Gardner CFP®

Mac Gardner has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, “Motivate Your Money!" in 2013. As his family grew and his clients began to ask him for ways to teach their kids about managing money he decided to use elements from his first book to develop a financial literacy platform for young children. The Four Money Bears represent the four basic functions of money. When children gain exposure to money management skills at an early age they are likely to develop healthy financial planning habits as adults. Mac is a true believer in the power of stories. He wants every child to know the story of “The Four Money Bears" and the benefits of sound money management for generations to come.
Brandon Heid CFP®

Brandon Heid CFP®

Brandon is a Practice Management Consultant in eMoney's Financial Planning Group. In his role, he provides detailed assessments and recommendations for firms looking to enhance their use of the eMoney platform and incorporate interactive financial planning into their practice. He works closely with Sales, Training, and Relationship Management departments to assist prospects and active users, as well as develop internal talent. He helps coordinate eMoney’s University Program, working with instructors, program directors, and students in over 70 CFP Board registered programs across the country. Prior to eMoney, he spent time on both the institutional and retail side of TD Ameritrade, in multiple business development roles.
Abbey Henderson CFP® RLP® CPCC®

Abbey Henderson CFP® RLP® CPCC®

Abbey Henderson has worked in financial planning for over 20 years. A wealth advisor and coach, she holds an MBA and a Master of Science in Finance as well as the CERTIFIED FINANCIAL PLANNER™, Master Registered Life Planner (RLP®), and Certified Professional Co-Active Coach (CPCC®) certifications. In her practice, Abbey marries the art and science of financial planning to deliver an exceptional client experience. She is passionate about helping people establish the financial confidence to know that everything is on track—from managing their money, to sending their kids to school, to planning for retirement.
Melissa Henderson

Melissa Henderson

Melissa Henderson is the Director of Thought Leadership for Fidelity Investments. In this role Melissa conducts research and develops content on the wealth management industry to help Fidelity Institutional clients think differently about the future of their business. Her work centers around investor behavior and financial planning, and is delivered to Fidelity clients, investors and public through industry conferences, client events, social media and promotional channels. Melissa is working towards her CERTIFIED FINANCIAL PLANNER™ certification and received her Master in Business Administration from McGill University.
Bryna Kanarek

Bryna Kanarek

Bryna has worked in the financial services industry for over 40 years helping clients through all stages of life. She has a lifelong commitment to learning and professional growth and feels her greatest accomplishment is happy and confident clients. Bryna works with her clients to replace financial fears with confidence and assuredness through education, planning, and strategizing together. She is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors (NAIFA) and a Registered Representative since 1981.
Joy Lere, Psy.D.

Joy Lere, Psy.D.

Dr. Joy Lere is a licensed clinical psychologist and behavioral finance consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National Medical Center.
Steve Levis CFP®

Steve Levis CFP®

Steve Levis, CFP®, SVP, Financial Planning, leads the Practice Management Team within eMoney's Financial Planning Group. Steve helps new and existing firms succeed with the eMoney platform by leveraging its capabilities to the greatest extent within their practices. During his eMoney career, Steve has led the Customer Service, Financial Planning, Tech Support and Training teams at various times, in addition to countless hours assisting advisors and their teams.
Cam Marston

Cam Marston

Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years.
Chris Mauriello

Chris Mauriello

Chris Mauriello, Financial Planning Practice Management Consultant, has been helping eMoney clients at every level for 6 years. Starting as a Customer Service Rep, Chris’s passion for helping advisors implement and use eMoney led him to become a Client Success Coach, then a member of the Live Training Team, and ultimately to his current position, where he helps firms scale their planning services to deliver more personal, impactful advice.
Gwendaline Mazzara

Gwendaline Mazzara

Gwendaline Mazzara is a vice president of practice management and consulting at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Ms. Mazzara helps registered investment advisors, multi-family offices, and broker-dealers grow their business by leveraging marketing, public relations, and sales strategies. She also provides custom business consulting and develops and delivers proprietary practice management programs. Prior to joining Fidelity, Ms. Mazzara served as managing director for a boutique alternative investments market research firm, where she was responsible for building out their European division. She also served as a senior sales executive at SS&C Technologies, selling front-middle-back offices systems to asset managers and hedge funds. She started her career in Silicon Valley, working in both tech startups and Fortune 500 consumer product companies, such as Mattel and Sony, growing and managing international sales, overseeing product development, brand development, and marketing. Ms. Mazzara earned her bachelor of arts degree from Smith College and her master of business administration degree from the University of California, Berkley. She also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Stephanie McElheny CFP®

Stephanie McElheny CFP®

Stephanie is the President of Wealth Planning at Aspen Wealth Strategies. A CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of industry experience, she is incredibly passionate about identifying opportunities and implementing comprehensive financial planning solutions for both individuals and businesses. As a Chartered Special Needs Consultant™ and Enrolled Agent, her specific expertise includes special-needs planning as well as individual and business taxation. Stephanie is also a proud “Retirement Adventure Roadmap" guide, helping clients discover their best retirement.
Sarah Miller

Sarah Miller

As Associate General Counsel, Data Governance and Protection, Sarah oversees the data and privacy legal organization including legal data strategy, data agreements, data governance, and everything privacy related.
Max Mintz

Max Mintz

Max Mintz is a Partner and Financial Planner at Common Interests, a holistic financial advisory firm specializing in Sustainable, Responsible and Impact Investing. Common Interests is a Certified B Corp®, a designation the firm pursued to demonstrate verified commitment to social and environmental responsibility, and track their progress over time. In 2019, Max was honored as a “40 under 40” advisor by InvestmentNews, which he ascribes to the firm’s commitment democratizing access to both financial services and impact investing.
Hannah Moore CFP®

Hannah Moore CFP®

Hannah Moore is a number loving creative, Certified Financial Planner, and owner at Guiding Wealth in Dallas, Texas. Hannah has a passion for making financial planning accessible for her clients as well as other financial planners. Hannah has been repeatedly recognized for her work within financial planning, most recently receiving the 2020 Visionary Leader Award from the Financial Planning Magazine for her work in creating the FPA Virtual Externship.
Ed O'Brien

Ed O'Brien

Ed O’Brien sets the tone for eMoney Advisor’s success. Since Ed was named CEO in March 2016, eMoney has more than tripled in size. He has over 30 years of experience in finance with a focus on advisor technology. Ed previously served as Senior Vice President and Head of Platform Technology for Fidelity Institutional where he managed the development and operations of platform technologies supporting RIA broker-dealers and family office clients of Fidelity’s clearing and custody businesses. Ed led his team to be granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology. Ed’s previous experience includes an array of areas. Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Germany, Japan, and South Korea. In addition, he has served as president and board member for the Providence Society of Financial Analysts. Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.
Nina O'Neal

Nina O'Neal

Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management. She has been featured in multiple industry publications as a sought out national thought leader and commentator on industry topics and trends. Named one of the InvestmentNews 40 Under 40 Financial Professionals, Nina also serves as a participant for the annual InvestmentNews Think Tank, “Future of the Financial Services Industry.” She can be found on Seasons 4 & 5 of “Practice Makeover,” an InvestmentNews video series. Nina frequently serves as a panelist and participant in think tank meetings and industry conferences. She has been a contributor on practice management and industry topics for Financial Planning Magazine. Nina has also been featured as a commentator in InvestmentNews, US News & World Report, The Washington Post, OnWallStreet, Bank Investment Consultant, Investor’s Business Daily, The Street, Citywire RIA Magazine, wealthmanagement.com, and more. She was named a 2019 Investopedia Top 100 Financial Advisor as well as Onalytica’s Women in Finance: Top 100 Influencers. Nina is the founder and organizer of the Female Advisor Network, a national membership organization dedicated to empowering female financial advisors. She has a passion for helping to drive industry advancement for female financial advisors as well as all women in financial services. As host of “The Juggle is Real,” a video series with InvestmentNews, she candidly shares the unique challenges of working parents. She lives in Raleigh, NC with her two young boys.
Nancy Paul

Nancy Paul

The mother of three daughters, Nancy spent 100 hours researching merit scholarships for her eldest daughter. Together, the girls won $600,000 in merit scholarships—money for college based on achievement. Every dollar gave the family more options and empowered the girls with benefits that money cannot buy. Since 2011, Nancy has advised families who earn too much for financial aid how to pay less for college and empower their students in the process. One-third of her private clients are financial advisors seeking solutions to skyrocketing college costs for their own families. Nancy is the best-selling author of The Little Book about Scholarships; a former UCLA Scholarship judge; creator of the “Pay Less for College Boot Camp,” “The More Money for College Conference” at UCLA, “The College Treasure Chest: Where to Find Money for College Faster,” and the W.I.S.H.E.S. System™. She is also a speaker, consultant, and advocate for all families’ rights to know how to pay less for college, attain financial wellness, and maximize their students’ potential.
Alex Petsis, CFP®, ChSNC®

Alex Petsis, CFP®, ChSNC®

Alex graduated with his Bachelors of Business Administration in Finance from the University of Pittsburgh and holds his Masters in Financial Services from Saint Joseph's University. Postgraduate, Alex earned the CERTIFIED FINANCIAL PLANNER™ designation which requires passing a comprehensive 170 question proctored exam and achieving 6,000 hours of professional experience. At Anthony Petsis & Associates, Alex assists with the creation, implementation and maintenance of client financial plans. Alex enjoys meeting with clients to discover their needs and helping create custom investment solutions. As a Chartered Special Needs Consultant® and member of the Academy of Special Needs Planners, Alex has developed a specialty in planning for persons with disabilities and their families. While growing up in Bucks County, Alex has always been active in the community. He currently participates in the local Newtown Rotary club, St. Andrew's Parish, the Southampton Community Band and was named to Bucks County Courier Times “40 under 40” list. Outside of the office, Alex enjoys spending time with his wife and family, golfing, fishing and watching Philadelphia professional sports.
Alois Pirker

Alois Pirker

Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools. Mr. Pirker has been quoted in various media outlets, including The Wall Street Journal, Bloomberg, Dow Jones, Reuters, American Banker, Investment News, Financial Planning, Ignites, and FundFire. Since its inception, Mr. Pirker has been part of the panel of judges for the annual Global Private Banking and Global Wealth Tech Awards presented by Financial Times’ Professional Wealth Management magazine.
Chad Porche

Chad Porche

Chad Porche, VP, User Experience, has been working to enhance the usability and accessibility of eMoney for over 10 years. As the first UX designer at eMoney, he's played a foundational role in the evolution of the platform. Chad now focuses on emerging initiatives, using forward-thinking UX to capture multi-generational interest in eMoney's full suite of solutions.
Jacob Rademacher CFP®

Jacob Rademacher CFP®

Jake is a financial planner with Collaborate, eMoney’s outsourced financial planning service. He started at eMoney as a member of the client support team and found joy in trouble shooting advanced planning questions. As he wanted to continue to expand his knowledge he moved to the financial planning group where he wore many hats in assisting client support as tier 3 resource, a product consultant, and educational resource developer, among other responsibilities. Jake attended the University of Wisconsin-Madison and earned the CFP® designation in 2021.
Celeste Revelli CFP®

Celeste Revelli CFP®

Celeste Revelli, CFP®, is the Director of Financial Planning at eMoney Advisor. She oversees advanced financial planning client support and services, as well as eMoney's internal and external financial planning education programs and department operations. With over 10 years of experience in the financial services industry, Celeste received her CFP® designation in 2014 and graduated from Loyola University Maryland in 2008.
Michelle Riiska, ChFC®

Michelle Riiska, ChFC®

Michelle joined eMoney over four years ago after working for an RIA where she first became acquainted with eMoney as a user of the software. She started her career at eMoney as a Customer Service Representative, which allowed her to use the skills she obtained as a Communications Major/Sociology Minor at Hawaii Pacific University to gain a great understanding of how our users utilize the software, and the questions clients may need answered through technology. She has since moved on to working with the Financial Planning Group where she works on escalated cases and participates in industry research. Michelle recently obtained the ChFC® marks and is looking to obtain her CFP designation. You can find her being overly enthusiastic about tax legislation in webinars, fishing the Elizabeth River, or coming up with new recipes that rival both the complexity and unpredictability of cryptocurrency.
Alex Rivera

Alex Rivera

Alex Rivera serves as the VP, Call Center Support at eMoney where he is passionate about creating and delivering exceptional client experiences. He oversees both client and technical support operations, drawing from a 20+ year history of continually finding new ways to serve and delight clients. Alex works every day at eMoney to ensure eMoney users have access to the information they need at any time. Prior to joining eMoney, he led the number one sales team in the J.P. Morgan Chase Card Services network and assisted with several product launches at Amazon.
Valerie Rivera

Valerie Rivera

Valerie Rivera, Senior Product Marketing Manager at eMoney Advisor, leads the go-to-market strategy for eMoney's suite of business development solutions. Valerie began her career at eMoney in 2012 as an Account Executive and then a Live Trainer where she trained over 1,000 advisors on the eMoney platform – helping them drive success in their firms. In her spare time you can find Valerie outdoors--snowboarding, hiking, and mountain biking in her home in Colorado.
Inna Rivilis

Inna Rivilis

Inna Rivilis is the Director of Practice Management and Consulting for Fidelity Investments. Inna’s work at Fidelity Investments is focused on developing programs and training to help financial advisors improve and grow their business. Her commitment to advancing financial planning is influenced by her 15+ years of career as an investment advisor, financial planner and most recently business consultant focused on the investment and financial planning firms. Inna serves as a President-Elect for the Financial Planning Association of Massachusetts with her tenure as president commencing in 2021. She received her Bachelor’s degree in finance from The University of Wisconsin and her Master’s in financial planning from Bentley University.
Matt Rogers

Matt Rogers

Matt Rogers is a Director in the Financial Planning Group at eMoney Advisor, LLC. He has over two decades of experience in financial services spanning sales, marketing, and software development. Matt has published multiple articles and co-authored the Life Insurance chapter of Financial Planning for Medical Professionals. At eMoney, Matt enjoys helping build software to advance the company vision of financial piece of mind for all.
Matt Schulte CFP®

Matt Schulte CFP®

Bill Simonet CFP®

Bill Simonet CFP®

Bill Simonet, CFP®, AIF® is a CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal of Simonet Financial Group, LLC. He has over 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams. Bill has been recognized as a thought leader with the next generation of Financial Planning professionals. His work and collaboration within the financial planning community has led to several accolades such as: “InvestmentNews Magazine 40 under 40 class of 2017" and Financial Advisor Magazine's “10 Young Advisors to Watch 2018."
Connor Sung CFP®

Connor Sung CFP®

Connor serves as Manager of the Practice Management team at eMoney Advisor. In his current position he provides escalated financial planning support primarily to clients by helping them implement eMoney into their financial planning process. He also serves as a product expert and a resource for internal departments helping Sales, Live Training, Relationship Management, Communications and Development. Connor attended James Madison University, where he received his Bachelor's Degree in Finance. He earned in his CFP® designation in 2016.
Brett Tharp CFP®

Brett Tharp CFP®

Brett Tharp, CFP®, is a Financial Planning Education Consultant at eMoney Advisor where he is a primary contributor to internal and external financial planning education programs. In this role, Brett collaborates with colleagues in the Financial Planning Group and other internal teams to maintain and enhance learning programs. A graduate from the University of Connecticut in 2006, Brett then completed the CFP® coursework through Temple University and earned his CFP® designation in 2015. He brings more than a decade of financial services industry experience to eMoney.
Frank Tropiano

Frank Tropiano

Currently serving as Head of Client Services, Frank leads more than 150 employees dedicated to customer service, implementation, training, coaching, and client support. His previous experience as Head of Product for eMoney combined with eMoney’s award-winning customer service ensures that Frank and team can help eMoney’s 50,000 users maximize their experience and understanding of the eMoney platform to drive business growth. He also serves on eMoney’s core leadership team. Frank joined the company in 2002 and has spent his 30-year career focused on the development of financial applications, including online brokerage trading and e-commerce systems. He previously served as Regional Operating Officer and Director of eSolutions for Breakaway Solutions, Inc., an internet consulting company and application service provider. Prior to joining Breakaway, Frank held various leadership roles at Reality Online, a Reuters’ company, including Vice President of Reuters Web Development, Vice President of Development, Director of Content Services, Director of Data Center Operations, and Director of Macintosh Products. Frank earned his bachelor’s degree in computer science from Drexel University in 1988.
Erin Voisin CFP®

Erin Voisin CFP®

Erin Durkin Voisin has worked in the financial services industry since 2005. Prior to joining EP Wealth Advisors, Erin worked for Westmount Asset Management as their Director of Financial Planning. She concentrated on developing comprehensive financial planning solutions for their affluent client base. Prior to Westmount, Erin worked for MetLife in San Diego as well as MetLife of Southern California. She served as the Lead Financial Planning Specialist for the firm’s Case Design Unit where she was responsible for working with over 120 financial advisors in creating in customized comprehensive financial plans for their clients. Erin earned her BS from the University of San Diego, majoring in Business Administration and Psychology. She also holds a Masters degree in Accounting. She is currently a CFP® certificant and a Certified Divorce Financial Analyst®. Erin recently completed the Enrolled Agent Designation. Erin participates annually in FPA’s Pro Bono Financial Planning Days, is FPA Pro Bono for Cancer volunteer, co-chairs EP Wealth’s Financial Literacy committee and outreach, and has been a founding member and the current Chairwoman of EP Wealth Advisor’s Investing in Women initiative. Erin also co-chairs the firms Internship and Externship program. In her spare time, Erin enjoys spending time with her family, paddleboarding, cooking, and enjoying life at the beach!
Luke White

Luke White

Luke White, Senior Product Manager at eMoney Advisor, defines the direction and vision of Bamboo and the eMoney Client Site. He focuses on providing advisors the tools and resources they need to acquire, retain, and engage their clients and prospects. He earned a bachelor's degree in Computer Information Systems at Clemson University and received his MBA from Boston College.
Jimmy Williams CFP®

Jimmy Williams CFP®

Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma. He specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning. He currently serves as the Chairman of the AICPA National Accreditation Commission. Jimmy has served as the treasurer and trustee on the AICPA Foundation. He is a past president of the OSCPA and completed a term as a member of the AICPA Board of Directors. Jimmy authors and teaches advanced financial planning techniques and ethics for the AICPA and the CPA Societies of California, Iowa, Montana, Nebraska, Oklahoma and Texas. Williams is often sought as an expert on financial planning matters for the CPA Insider, Daily Oklahoman, The Planner Newsletter, OSCPA Focus Magazine, U.S. News & World Report, N Common Magazine for Women and the McAlester News Capital. He has served as an editorial adviser to The Tax Adviser, The Planner Newsletter and The Journal of Financial Planning. Most recently he authored and published articles for CPA Insider titled “Are Ticking Time Bombs on your Client List?” and The Tax Adviser titled “Help Small Businesses Choose the Right Employee Retirement Plans”. Jimmy was recognized by CPA Magazine as one of the “Top 40 CPAs to Know in a Recession”. He was recently appointed by Governor Kevin Stitt to serve as a founding board member of the Oklahoma Employee Insurance and Benefits Board. Williams is the Past-Chairman of the OEIBB and responsible for the overall function and direction of the agency to serve its member through investing and monitoring approximately $380 million in reserves and to maintain and improve the sustainability of the agency to serve its participants. Most recently, Jimmy is the lead creator of a podcast titled, “Live a Life by Design” which has subscribers/listeners in 27 countries. As the author of Invest in Yourself weekly column in the McAlester News Capital, Williams provides guidance to retirees in seeking out a more meaningful life through managing their resources more efficiently. Registered Principal Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Jimmy J. Williams is an Investment Advisor Representative of Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. 321 S. 3rd, Ste. 4, McAlester, OK 74501.
Lauryn Williams CFP®

Lauryn Williams CFP®

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Summer and Winter Olympic Games. Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial questions that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings, or understanding a 401(k), Worth Winning is ready to help with all things personal finance.
Julia Wiss CRPC®

Julia Wiss CRPC®

Prior to joining the Lumen Wealth Group, Julia’s expertise derived from Financial Planning at Independent Capital Management beginning in 2005. In 2010, Julia joined Waddell & Reed, Inc., and served as the Managing Principal of the South Bay Division of California beginning in 2013. There, she was able to combine her passion for Financial Advisor leadership, growth and development, with her skills in Financial Planning and client asset management. In November of 2017, Julia took her expertise in leadership and financial planning and joined a team of high caliber and exceptional service advisors focused on holistic wealth management. Julia’s focus is going the extra mile for clients by providing them with a top-notch customer experience. She especially helps clients connect the dots of their financial lives. Julia leads the onboarding, implementation, forecasting, and creation of functional strategies. Julia is a native of Moscow, Russia and moved to Fairfax, Virginia in the spring of 1996. She graduated from the University of Virginia in 2004 earning a dual degree in Economics and Theatre. In 2012, Julia obtained the Chartered Retirement Planning Counselor® designation and now serves as the President of the Financial Planning Association of Los Angeles. Julia, her husband Jeremy, and their son Nathan, live in Los Angeles. Outside of the Lumen Wealth Group, the Wiss’ family enjoys travel, live music, and hiking.
Cara Woodland

Cara Woodland

Cara Woodland joined eMoney Advisor as Market Research Manager in October of 2018. She helps the organization understand the wealth, financial advisor and financial technology marketplace in order help them be more customer centric in their decision making. She focuses on research related to customer experience, marketing, branding, new products and competitive intelligence. Prior to joining eMoney Advisor, Cara spent over 10 years consulting with Fortune 500 companies in market research, innovation and product development. In addition, she also has practical client-side experience within the finance and banking industry in developing marketing, front-end innovation and customer engagement programs. Cara graduated with a degree in Marketing Management from Virginia Tech and is a Certified Financial Marketing Professional. In addition, she is a frequent speaker and author on the topics of innovation, market research, creativity, communication and marketing strategy for colleges, professional associations and corporations.
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