One of our firm values is transparency. See the full picture of how the MY Wealth Planners team is compensated.
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, and SECRETS OF THE RICH: What the Wealthy Don’t Want You to Know About Money (A Satire).
Daniel has served several years as a lecturer at CU Boulder’s Leeds School of Business in the subjects of Investment and Retirement Planning, and completed his Ph.D. in Personal Financial Planning at Kansas State University. Prior to his work as a financial planner, he obtained a Masters of Business Administration from Colorado State University, and served in the United States Army as a Psychological Operations Specialist during Operation Enduring Freedom. In the time between his military service and starting MY Wealth Planners, he worked at 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.
Since launching the firm, Daniel has received numerous points of recognition for his work in the field of financial planning, including Financial Advisor Magazine’s 2026 Young Advisors to Watch, Money Magazine Best Financial Planners List in 2024, the National Association of Personal Financial Advisor’s New Planner Award in 2023, 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 National Financial Planning Association, the Colorado Chapter of the Financial Planning Association, and the CFP Board for his pro bono work, and numerous achievement awards from Waddell & Reed, Inc. during the time he was affiliated with the organization. He further is recognized as an expert in financial planner fee methodology and consumer selection of financial planners, having conducted some of the first research into financial planner fee methodology and consumer selection of financial planning professionals.
Beyond his educational and professional attainments, Daniel serves on several non-profit boards and committees, including the Longmont Area Chamber of Commerce Board, Social Venture Partners of Boulder County, 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, and two cats.
To see disclosures related to professional awards and recognition, click here.
Anahi is a Wealth Planning Analyst with the MY Wealth Planners team, where she is training to become a financial planner. She primarily assists advisors in developing financial plans and managing client service responsibilities.
Anahi earned her degree in Business Analytics and Information Management from the Leeds School of Business at the University of Colorado Boulder. She gained experience working with IBM on marketing and data analytics teams during her co-op. Prior to college, she completed an Associate of Applied Science in Computer Information Systems at Front Range Community College.
Before joining the firm, Anahi remained actively involved with her high school as a mentor, supporting students with college financial aid to break barriers and inspire more first-generation students to pursue higher education. Additionally, she served as the Advisory Chair for CTE, DECA, and FBLA, collaborating with teachers across the district to ensure students had the resources they needed to succeed and apply their skills in the future.
Anahi joined the team in January 2026 and looks forward to expanding her wealth planning skills and building strong client relationships. Anahi enjoys eating at new restaurants, discovering outdoor spots, traveling to different places, and spending time with family and friends.
Noa Gold joined the MY Wealth Planners team in June 2026 as a Wealth Planning Analyst, where he is training to become a wealth planner and is currently pursuing his CFP® Certification. In this role, he works closely with the MY Wealth Planners® team to help develop comprehensive financial plans, while also managing client service responsibilities to ensure every client receives a smooth, attentive experience.
A Colorado native, Noa earned his Bachelor of Science in Personal Financial Planning from the Leeds School of Business at the University of Colorado Boulder. Prior to joining MY Wealth Planners, he gained valuable industry experience at BSW Wealth Partners in Boulder, a fellow fee-only Certified B Corp, where he sharpened his foundation in financial planning and client service.
Noa's passion for the field extends beyond the office. While at Leeds, he served as a student teacher supporting Personal Financial Planning events, helping guide fellow students through coursework and educating students from other departments about the financial planning profession. Now settling into his new role, Noa is looking forward to becoming more involved in the local community and continuing to grow his wealth planning skills and expertise. Born and raised in Colorado, he feels right at home in Longmont. Outside of work, you'll likely find him on the golf course or hitting the slopes — when he's not golfing or skiing, he enjoys spending time with friends both in person and online. At home in Louisville, he lives with his fiancée and their two cats, who keep things lively.
Stephanie Young is the Office Manager for MY Wealth Planners, where she leads the support system for the Wealth Planning team.
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.
Stephanie was drawn to MY Wealth Planners’ emphasis on ethics, client services, and personal connection. She 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.
