WEALTHTENDER - Key Persons
Anna writes about a variety of personal finance topics including mortgages, debt management, student loans, personal loans, and more. Her work can be found on media outlets like The Balance, Freedom Debt Relief, Lending Tree, Credit Karma, NAV, and RateGenius.
Job Titles:
- CEO
- Founder
- SEC Marketing Rule
Brian is CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.
Brian Thorp is the CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Job Titles:
- President of MY Wealth Planners, Sai
Daniel Yerger, President of MY Wealth Planners, said, "A book I'd recommend every advisor planning on working for another advisor or hiring another advisor should read is "G2" by Phillip Palaveev. It talks in real and applicable terms about the conflicts between firm owners growing, employees attempting to develop their careers, and the push-pull between them in finding a balance between the ambitions of the employee and the objectives of the firm owner."
Job Titles:
- Wealth 's Chief Product Officer
Danny is a digital nomad, freelance writer, and travel enthusiast who's determined to make the most of his life. His new website, wisehealthynwealthy.com, is full of useful resources on a wide range of topics to help you do the same.
Derek is lead developer, with over 15 years of experience with front-end development, and web design. His core development technologies are HTML, CSS, JavaScript, PHP, and WordPress.
His core design technologies are paper, pen, Sketch, Figma, and the ever-powerful browser-based design.
Job Titles:
- Chief
- Growth Expert and Founder of Diana Cabrices Consulting
Diana is a wealthtech growth expert and founder of Diana Cabrices Consulting.
Job Titles:
- Financial Planner With La Crosse Financial Planning
Freeman Linde, Financial Planner with La Crosse Financial Planning said of the book, "Nick is the Godfather of this topic, and this is the seminal work on helping clients avoid the worst behavioral investment mistakes. Every advisor should read this book and then subscribe to his invaluable newsletter, "Nick Murray Interactive." It changed my practice and my life. That's not an understatement."
Job Titles:
- President, Advisor Practice Management
Grant Hicks, CIM, is President of Advisor Practice Management and co-author of "Guerrilla Marketing For Financial Advisors" 1st and 2nd edition. For speaking, workshops, or coaching, contact Grant at grant@ghicks.com.
Grant's combined financial advisor clients manage over 5 billion AUM and earn over $50 million dollars combined!
Job Titles:
- Consultant
- Personal Finance Writer
Hillary Gale is a personal finance writer who focuses on financial planning, investing, and money mindsets. She is the CEO and founder of Gale Creative Agency, a boutique digital marketing firm that develops marketing strategies and content for financial services brands.
Jeff is a Harvard 2025 student who is passionate about learning, living, and sharing all things personal finance-related. He has experience working in the financial industry and enjoys the pursuit of financial freedom. Outside of blogging, he loves to cook, read, and golf in his spare time.
Job Titles:
- CEO of Bernstein Private Wealth Management
- Founder and CEO of Bernstein Investment Consultants, Told
Jorey Bernstein, founder and CEO of Bernstein Investment Consultants, told us, "Carl Richards's' ‘The Behavior Gap' highlights the significance of mastering our emotions in finance. Learn to avoid common behavioral mistakes to stay on track toward your financial goals."
Freelance writer specializing in online business, personal finance, travel, and lifestyle. Lived, worked, and studied in six countries, across three continents. Visit KarenBanes.com or follow Karen on Medium.com.
Job Titles:
- Managing Principal of Authentic Advisor Video
Job Titles:
- FutureVault 's Vice President of Marketing
- Well - Known Marketing Executive
Kristian is a well-known marketing executive with an entrepreneurial spirit who has a proven track record of helping FinTech and SaaS startups gain early traction and momentum. Currently, Kristian is the Director of Marketing at FutureVault, the leading document management system and Digital Vault solution for financial services, where he remains responsible for overseeing and executing on all areas of marketing. Over the last several years, Kristian has provided content marketing services for financial services organizations, including RIA's and Broker-Dealers, helping them build credibility in the market with both new and existing clients.
Taiwan-based freelance journalist who covers tech, geopolitics, and finance. Liam has written for Al Jazeera, Nikkei Asia Review, South China Morning Post, Straits Times, National Interest, and has appeared in Fortune Magazine, and several other international media outlets.
Job Titles:
- Financial Planner With Genesis Wealth Planning, Sai
Michael Acosta, Financial Planner with Genesis Wealth Planning, said about the book, "The most meaningful quote from "The Psychology of Money" that I absolutely love and share with all clients states, "People do not want the mathematically optimal strategy. They want the strategy that maximizes for how well they sleep at night." There is always a "rationale" and "reasonable" outcome to every decision. The most rational decision doesn't always mean it's the most reasonable for the client based on their own psyche."
Mike is a freelance writer for financial advisors and investment firms. He's a CFA® charterholder and Chartered Market Technician®, and has passed the coursework for the Certified Financial Planner program.
Job Titles:
- Founder at Eden Financial
Nycole Freer, founder at Eden Financial said of the book, "I learned what he says when he goes networking. So instead of saying, "I am a financial advisor", he says I am an investment manager or will nonchalantly say, "I am better with money than directions…" when he leads his biking group or "I guess I will stick to my day job of managing money…" so people don't get turned off by the typical financial advisor elevator pitch. I also learned his sales script. I loved that he sets the expectations that there is nothing to sign but to go home and sleep on it before making a decision. I love the questions that he asks his prospects as well, and he shares the entire script in his book. He also shares how to get the client's tax returns that were filed for the prior year to deliver massive value."
Job Titles:
- Co - Founder of BC Brokerage
Peter is a fintech marketing professional with a highly successful track record helping early-stage ventures in areas including payments, credit/prepaid, and lending.
His portfolio includes Marqeta, BillFloat, Wallaby Financial (acquired by BankRate), UNest, PropertyBridge (acquired by Moneygram), and Vertical Finance.
Job Titles:
- Catalyze AI Chief Revenue Officer
Job Titles:
- Financial Advisor With Money Scientific, Sai
Scott Custis, Financial Advisor with Money Scientific, said, "It's the best book about money because it's relatable. It avoids charts and graphs and discusses the author's experiences. Anyone can read this book, and I recommend it to everyone who wants to read about money".
Scott Opper is a veteran of the financial advice business, having most recently served as a Practice Solutions Director, and Director of Internal Sales & Consulting for Envestnet.
Scott is an industry advocate and voice for the benefits of personal financial advising. He has worked with thousands of financial advisors in the RIA, IBD, and Bank channels, helping them sharpen their value proposition, scale their practices, and better understand the universe of products and technologies available to them.
Throughout his career, he has focused on helping advisors build and expand their fee-based advisory business through training, education, and consulting. Scott received a BA in Economics from the University of Wisconsin-Madison. He lives in the Chicago area with his wife Sarah, son Jackson and daughter Emilia.
Tim Melia, Principal & Financial Planner with Embolden Financial Planning, lays it out perfectly, "I recently read Die With Zero by Bill Perkins. I've worked with several clients lately, many of them Generation X and younger, who experienced what work-life balance might look like during the pandemic shutdown. They have a desire to bring as much of that into their present lives as possible instead of waiting for retirement. They want to experience life now and maybe live a simpler life in retirement, perhaps delaying retirement or even just partially retiring. The whole book is about finding balance, but I found this quote to be very meaningful: ‘Although we all have at least the potential to make more money in the future, we can never go back and recapture time that is now gone. So it makes no sense to let opportunities pass us by for fear of squandering our money. Squandering our lives should be a much greater worry.' As a financial planner, I found it very valuable to read this book. It has changed my perspective on finding balance, and it has enhanced my ability to work with my clients who are seeking the same."