Daniel Yerger
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Accredited Investment Fiduciary. He is the founder and owner of MY Wealth Planners® and works one-to-one with every individual and business working with MY Wealth Planners® to build their Wealth Plan. He is also currently a PhD Candidate in Personal Financial Planning at Kansas State University with a research focus in financial planner efficacy, fee models, and fiduciary conduct. He is also the author of the Amazon #1 New Release in Wealth Management, 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 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, speaking at the Financial Planning Association’s National Conference, 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 Financial Planning Association's National Executive Committee, Next Generation Committee, the Public Policy, and Ambassador committees of the Longmont Area Chamber of Commerce, the Business Advisory Committee of Front Range Community College, and has regularly been the platinum sponsor of Boulder County Senior Law Day since 2018.
In his free time, Daniel runs with his dogs Laila, Monroe, and Hugo; volunteers at Front Range Community College; 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 and two cats.
To see disclosures related to professional awards and recognition, click here.
Greg Thoke
Greg Thoke is a Wealth Planner and works directly with each client to develop a comprehensive wealth plan that addresses their unique needs. He is also currently pursuing the CFP® Certification through the Masters of Financial Services program at The American College.
Prior to joining MY Wealth Planners, Greg worked at LPL, developing an individual practice and then co-founding the team that grew to manage $300 million in client assets. In particular, Greg contributed to and led the firm with a keen interest in investments and market analysis while being highly focused on client service and tailoring portfolios to individual needs. Greg excels in retirement planning and income analysis, developing portfolios designed to provide tax-efficient and risk-adjusted income for clients making the transition from financial independence into retirement. The firm served over 300 households at the time Greg decided to transition to MY Wealth Planners.
He has received numerous awards during his career, including Crest Awards in 2018 and 2020, Advisor Medalist Platinum awards in 2019 and 2020, the Jackson National Stars in 2017, and the Circle of Champions in 2017 and 2018. graduated from the University of Northern Colorado with a Bachelor’s of Science in Finance, and has since mentored and developed several financial planners in his role as a partner at his prior firm. He joined MY Wealth Planners in 2024 because of their emphasis on comprehensive planning, exceptional service, and the ability to mentor developing wealth planners as they begin their careers in wealth management.
Greg's commitment to making a positive impact extends beyond his professional life. He actively supports non-profits that align with his values, serving on the board of Junior Achievement Northern Colorado from 2018-2023 and sponsoring community baseball teams. He also volunteers and donates to organizations such as Steamboat Stars, Matthews House, Childsafe, United Way, and the Weld and Larimer County Food Banks. Greg's passion for skiing is not just a personal hobby, but a way for him to give back, as he volunteers to teach people with disabilities the joy of skiing. His love for travel has taken him to breathtaking destinations like Positanio, Italy and Machu Pichu, Peru. Greg, his wife Danielle, and their daughter Ava, who was welcomed to the world in 2023, reside in Timnath.
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 a Financial Planning Analyst with the MY Wealth Planners team assigned to assist in designing high quality financial plans helping clients accomplish their goals.
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 in June of 2024.
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’s 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. While settling into his new role, Daniel has expressed a passion for becoming an active community member and participant in local initiatives. 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 winters.