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

financial planner

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.

Professional Bio:

Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 13 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 two kids, or curling up with a good book.

 

Our Team:

 

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.

 

 

Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner. She has 10 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals in their 20s-40s understand their financial lives and make better decisions with their money.

Ariel helps her clients define their biggest goals, minimize their financial risks and build their long term wealth. She believes having a clearly defined financial plan gives her clients the ability to be more present with their families and friends and gives them the freedom to enjoy their life.

Ariel is married to a pilot and spends as much time as possible exploring the US with her husband and 2 children. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal financial strength. She is a member of NAPFA, the XY Planning Network and the Financial Planners Association.

Ariel works virtually out of Charlotte, NC. She enjoys North Carolina’s mountains, beaches and everything in between. In her free time you can catch her walking to one of Charlotte’s excellent breweries, playing Scrabble or building Lego houses with her kids.

 

You need and deserve unbiased, honest financial advice that makes money fun again.