"How We Do What We Do": Compensation Models
Includes a Live Event on 04/21/2021 at 12:00 PM (MDT)
Find out what taking charge of your career looks like! Part of the “How We Do What We Do” series, this session will showcase how planners from around the country actually do financial planning. Get a glimpse at what financial planning looks like in practice.
Stephanie Trexler, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and work with a team of advisors to help business owners, corporate executives, professionals and retirees make smart decisions about their money. We use a comprehensive approach to wealth management and combine personal financial planning with sound investment management to help clients achieve their goals.
Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
MY Wealth Planners
Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® is the President of MY Wealth Planners®, a fee-only financial planning firm in Longmont, CO, and a Ph.D. in Personal Financial Planning student with Kansas State University, whose research focuses on financial planning fee models and efficacy for clients.
Cody Garrett is an alumnus of the University of Houston and Berklee College of Music, where he majored in music theory and contemporary piano performance. He then worked as a professional musician for 8 years before developing an interest in financial planning. He completed the CFP education program at Rice University and switched careers to work full time as a comprehensive financial planner in 2018. With tax efficiency as a core planning area, Cody plans to achieve the Enrolled Agent designation this year.
Cody's passion is to help families translate complex financial topics into simplified language and a measurable action plan. Outside of work, Cody writes educational articles on MeasureTwiceMoney.com to help DIY members of the financial independence community "keep finance personal" and avoid one-size-fits-all financial advice.