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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.
Kelly Brennan

Kelly Brennan

Kelly Brennan is an Enterprise Sales Manager at eMoney. Having moved from relationship management to training to enterprise sales, Kelly's helped advisors use eMoney to deepen client relationships and grow their business in several capacities. For any questions about how eMoney may be a fit for your enterprise, you can reach Kelly at kbrennan@emoneyadvisor.com.
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!).
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.
Mike Hemmert

Mike Hemmert

With more than 19 years of experience in the financial services industry, Mike Hemmert works closely with Enterprises, helping to enhance and innovate their advisors' business through the implementation of award-winning wealth management software designed to amplify an advisor's value to their clients. Prior to joining eMoney Advisor, Mike attended Boston College where he earned a degree in marketing. Mike currently lives with his wife and three children in the San Diego area.
Jess Liberi

Jess Liberi

As Head of Product, Jess brings eMoney Advisor's product vision and strategy to life. In this role, she focuses on the evolution and development of eMoney's robust portfolio of products, creating a powerful user experience across the platform. Working closely with financial advisors and advisory firms, Jess immerses herself in their world to fully understand them and their clients' needs. Jess has routed eMoney to focus on the growth and evolution of the financial services industry, its advisors, and the clients they serve to deliver a comprehensive and competitive suite of solutions.
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.
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 Senior Counsel and Manager, Sarah oversees data agreements, data governance, and the legal components of eMoney portfolio tools. She is responsible for structuring and negotiating eMoney's data agreements for both receiving data through APIs and data licensors, in addition to externalizing data and products to clients and third parties.
Mike Morsell

Mike Morsell

Mike serves as the Advisory Enterprise Sales Manager at eMoney Advisor, focusing on the sales and distribution of eMoney's financial planning platform to RIA's, broker dealers, insurance companies and banks. He's built his career helping firms adopt and scale financial planning technology, including leading some of the earliest enterprise deployments of eMoney's web-based financial planning technology.
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.
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.
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.
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.
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.
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