I utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence and build security in your financial life. When it comes to money and finances, education and compassion are key. I make sure to talk through any topics you don’t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.
I’m not your typical
I grew up with a lot of uncertainty, fear and confusion around money and learned early on the kinds of problems it can cause in life. To pay my own way through college, I found myself with a position in a financial services firm. It was there that I learned many others were experiencing the same fear and stress I had, but instead of living with it – they were ditching it! I immediately switched my major to financial planning and soon after learned what having control of your money instead of letting it control you means.
Why I’m serving this generation
I majored in money. I experienced, first hand, the huge disconnect between today’s education system, financial planning firms, and the very limited availability and accessibility of financial information and guidance for those of us in our 20’s, 30’s and 40’s. With Workable Wealth, I’ve set out to bridge that gap.
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 12 years of experience in the financial services industry she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.
Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”
Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as U.S. News & World Report, The Wall Street Journal, Glamour, Women’s Health, Yahoo!Finance, CNBC, Forbes, and more. Her first book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, debuted as a #1 new release and cuts through the fancy financial lingo and breaks down complicated money topics, while providing clear-cut guidance on the moves you can make to improve your financial situation right now.
A military spouse until her husband Brian transitioned out of the U.S. Navy as an Officer in 2015, Mary Beth has a huge heart and love of our troops and their families and when not working with service members as clients, spends her time volunteering to educate this group. Mary Beth is a member of NAPFA, the XY Planning Network and the San Diego Financial Advisors Network.
If you can’t find her crunching numbers on her trusty HP 12C financial calculator, you can find Mary Beth knocking out witty blog posts, traveling, enjoying a good glass of wine, having an adventure in or around San Diego with her husband and daughter, or curling up with a good book.
Lisa Marie Miller, is our Director of Getting It Done. She telecommutes for Workable Wealth from her home base in Traverse City, Michigan. Eschewing her educational background in life sciences, Lisa has pursued a career focused on team organization, client collaboration, and outdoor recreation. She is committed to guiding clients through the on-boarding process and helping them stay on task to reach personal goals. Outside of her work endeavors, Lisa spends her time enjoying Northwestern Michigan’s hiking, kayaking, and wine culture.
Lex Vogelgesang, is in her second year with Workable Wealth as Associate Financial Planner. What originally started as helping a friend input client data has quickly has grown into a full fledge passion to help others meet their financial dreams. Lex transitioned out of the Marine Corps after 11 years and is pursuing the Financial Planning Certificate through Boston University and plans to sit for the CFP® Certification Examination in 2018. She assists in the preparation of financial plans, compiling and reviewing client data, and is working to reach Batgirl status to Mary Beth’s Wonder Woman. Lex is also a military spouse with her husband still serving in the U.S. Navy. They currently reside in Newport, RI with their 3 children, and 11-year-old pup. They are looking forward to making east coast memories. When Lex gets some down time, you can find her volunteering at her children’s school, coaching volleyball, or binge watching tv shows. She enjoys tasty beverages, a charcuterie plate, Pinterest fails, and traveling.