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.
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.
Stephanie Young
Stephanie Young is a Wealth Planner Assistant at My Wealth Planners, where she serves as the support system for the Wealth Planner team and the friendly face who welcomes new and existing clients.
Originally from Montana, Stephanie earned her Bachelor's Degree in Business Marketing from Montana State University. Her passion for community-building began during her time working in collegiate ministry, where she served on college campuses until 2013. That same passion later led her into the Colorado craft beverage industry, where she sought to bring people together over great drinks and shared experiences.
Stephanie began her journey at Avery Brewing Company, eager to learn how to create a thriving, community-centered tasting room. It was there she met her husband, John, and together they went on to build and launch Abbott & Wallace Distilling in Longmont. Stephanie played a key role in establishing the distillery's distribution channels and coordinating private events, while also building strong relationships with local businesses and nonprofits. These experiences deepened her passion for small businesses and the communities they serve.
With industry changes and rising operational costs, Stephanie and her family sought greater stability through career diversification. When the opportunity at My Wealth Planners emerged, she was drawn to the firm’s emphasis on ethics, client services, and personal connection. She now brings her entrepreneurial spirit and people-first approach to her role, striving to ensure every client’s experience is warm, welcoming, and memorable.
Outside of work, Stephanie and John are raising two adventurous daughters, instilling in them a love for the outdoors, a curiosity for different cultures, and a spirit of exploration.