Dr. Daniel Yerger
Dr. Daniel Yerger is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Accredited Investment Fiduciary. He is the founder and owner of MY Wealth Planners® and supports the financial plan of every individual and business working with MY Wealth Planners® to build their Wealth Plan. He is also the author of GETTING IN THE DOOR: Starting a Financial Planning Career.
Daniel served in the United States Army as a Psychological Operations Specialist during Operation Enduring Freedom and graduated from Kansas State University with his PhD in Personal Financial Planning, Colorado State University with a Masters of Business Administration Certified in Finance and the University of Colorado Denver with a triple-bachelors in History, Political Science, and Military Science. After the military, Daniel worked for International Business Machines (IBM) in their Global Technology Services division, assisting in client services management and project implementation for organizations such as the Department of Defense, United States Postal Service, and Citi Group. Finally, in 2015, he launched the practice that would serve as the beginning of MY Wealth Planners®.
Since launching the firm, Daniel has received numerous points of recognition for his work in the field of financial planning, including the Money Magazine Best Financial Planners List in 2024, Investopedia Top 100 Financial Advisors in 2021, Longmont Area Chamber of Commerce’s 2020 Building Bridges Award & 2018 Ambassador of the Year Award, and invited speaking at numerous finance and financial planning conferences, received certificates of appreciation from the Financial Planning Association of Colorado for his pro bono work, and numerous achievement awards from Waddell & Reed, Inc. during the time he was affiliated with the organization. He further has conducted the first research into financial planner fee methodology, seeking to determine "why" financial planners charge the way they do, as contrasted to "what" they charge, and how this affects client outcomes. Daniel teaches Investment Planning & Retirement Planning at the University of Colorado Boulder's Leeds School of Business.
Beyond his educational and professional attainments, Daniel serves on several non-profit boards and committees, including the Longmont Area Chamber of Commerce Board, NAPFA West Region Board, the Public Policy committee of the Longmont Area Chamber of Commerce, the Business Advisory Committee of Front Range Community College, and has regularly been a regular sponsor of events such as Boulder County Senior Law Day, Unity in the Community, and charitable endeavors such as Foundation Forward.
In his free time, Daniel spends time with his dogs Laila, Monroe, and Hugo; games with friends going back as far as middle school; and spends quality time with his wife, Kaitlyn. They live together in Longmont, CO with their three dogs, two cats, and axolotl.
To see disclosures related to professional awards and recognition, click here.
Emily Green
Emily joined MY Wealth Planners as a career changer with prior experience in medical services and small business entrepreneurship. She took an interest in financial planning when she identified it as a field that could challenge her.
Emily attended Lake Superior College as part of the PSEO program which allowed her to earn her Associate of Arts degree during her last two years of high school while simultaneously earning her diploma. She then completed the accelerated surgical technologist program in 2013, and worked at St. Luke’s Hospital in the OR, before taking a break from life in MN to volunteer in the Middle East.
She lived in Amman, Jordan for a little less than a year, volunteering in various refugee hospitals and clinics in the region. In addition to supporting the medical teams already in place there, she taught level one English for adults in the evenings at a local school. When her volunteering trip ended, she returned to the United States and moved to Colorado.
Rather than continuing to work in surgery, she returned to working as a certified nurse’s assistant which provided a lot more patient contact and hands-on care. Taking on private clients allowed the freedom to give very focused and personally tailored care, something that’s often difficult to obtain from an agency. After several years and many wonderful relationships built with clients and their families, she accepted a position as corporate support supervisor of a home health agency. This job meant overseeing the five field offices in the state, as well as being the head of HR for the company. Once the pandemic began, she also joined the Ad Hoc team for the company to handle the constant changes and challenges the virus brought to home care, and the medical community in general.
After working in healthcare for so long, an opportunity came up to purchase a locally owned business on Main St. that was closing due to COVID. The deal very quickly went through, and she resigned from her corporate position to run the historic coffee shop and keep the doors open through the pandemic. After owning the business for two and a half years and navigating the many issues the pandemic brought to food service and small business owners, she sold her stake in the shop.
Emily came on to MY Wealth Planners at the start of August in 2023 and is excited to grow her knowledge of financial planning and with the firm. In her free time, she enjoys reading, spending time with loved ones, and being outside in all that Colorado has to offer. She lives here in Longmont.
Daniel Stefanski
Daniel is an Associate Wealth Planner with the MY Wealth Planners team, and works directly with each client to develop a comprehensive wealth plan that addresses their unique needs.
Prior to joining MY Wealth Planners, Daniel worked as an Associate Advisor for McAdam Financial, while obtaining his degree in Finance from Saint Joseph’s University in Philadelphia. After graduation, Daniel was promoted to the role of Financial Advisor with McAdam Financial before joining the MY Wealth Planners team.
Prior to starting with MY Wealth Planners, Daniel obtained his Enrolled Agent designation. Enrolled Agents are required to demonstrate special competence in tax matters, adhere to ethical standards, and stay current with tax law and regulations to assist clients in accurate tax reporting and to assist in more effective tax planning. The Enrolled Agent designation is the highest credential awarded by the IRS.
Daniel serves on the Longmont Area Chamber of Commerce’s Education and Ambassador committees, and his journey across the country reflects his commitment to refine his skills and development as a financial professional and a willingness to embrace challenges and new opportunities, whether through assisting local nonprofits, joining professional networks, or simply engaging with neighbors and small businesses in the Longmont area.
Daniel joined the MY Wealth Planners team at the start of June 2024 and is excited to continue his knowledge of financial planning and grow as a respected professional in the industry. In his free time, Daniel enjoys spending time working on his golf addiction, reading, biking Longmont, and skiing the Front Range during the winter.
Olivia Lieb
Olivia joined our team at MY Wealth Planners bringing on board her passion, creativity, and warmth for guiding and supporting the people and local businesses in our Longmont community. She obtained her Bachelor’s Degree in Hospitality Management in 2018 from Metropolitan State University of Denver.
After graduation, Olivia worked for local restaurants and clothing boutiques before landing a job at the front desk of a hotel in the fall of 2019. Once spring of 2020 hit along with the pandemic, she had to pivot once more, and decided to start her own career as a self-employed entrepreneur. After five years of success and building a close online community, she craved face-to-face interaction. She wants to help people accomplish their dreams and goals.
Once she learned about the amazing work Wealth Planners do for people who are navigating through the unpredictability of life, she knew that this was a path that would both intrigue and challenge her. Having little prior knowledge in the field she, has dedicated to working hard and studying to become a valuable asset to MY Wealth Planners, Longmont, and our beautiful community.
She is recently engaged as of August 2024 to her partner of ten years and has two adorable cats named Mia and Zebulon. In her free time she enjoys painting watercolors and being creative in any way possible, reading, playing video games, and spending time with her family.