One team working together to build your wealth.
You’ve earned it.

Ana helps clients minimize taxes and maximize wealth through her accounting and tax services. She earned a B.S. in Accounting with a minor in French from Saint Mary’s College, where she received the Henry Rand Hatfield Award for academic excellence. A CPA, Ana gained valuable experience through experience at Cisco Systems. Trilingual in English, Spanish, and French, she has a strong passion for languages and served as president of the French Honor Society.

Barry helps clients simplify financial challenges and make smart decisions with their money. Before joining, he served as a tax manager at a "Big Six" firm and has co-authored articles to assist medical and dental professionals, as well as high-net-worth individuals, in managing their wealth. Barry holds a bachelor’s degree from Brigham Young University. Outside of work, he enjoys hiking Mount Diablo, exploring, and reading books on early U.S. history and investing.

Brett joined Earned in 2015. He holds a master’s degree in accountancy from Southern Utah University and is a Registered Investment Advisor. Prior to joining Earned, Brett worked for the Utah State Tax Commission. He is very passionate about helping clients save money, find inventive ways to be more tax efficient, and build wealth creatively and efficiently. Brett spends his free time with his wife and three boys. He loves mountain biking, hiking, and most anything else outdoors.

Cait, an MBA and CFP® is wealth professional dedicated to helping doctors maximize their wealth potential. She specializes in guiding high-achieving professionals and provides inclusive, fiduciary financial advice to diverse family structures, including LGBTQ+, blended families, and those who are divorced or widowed. Cait's expertise includes student loan planning, family and retirement planning, and values-driven goal setting. Originally from Hot Springs, Arkansas, she enjoys traveling, playing pickleball, and relaxing around bonfires.

Carson joined in 2010 to provide tax, accounting, and wealth management services, focusing on dental and medical practitioners. With extensive experience, Carson earned his bachelor’s degree from Utah Valley University and California State East Bay. He began his career as a tax associate at Deloitte, where he built a strong tax foundation that continues to inform his work today.

Dan Levy is an experienced tax accountant and Enrolled Agent (EA) with over 45 years of experience in tax preparation and tax planning. Known for his precision and commitment to excellence, Dan has built long-lasting relationships with hundreds of satisfied clients who trust his meticulous approach to taxation. His dedication to accuracy and personalized service has earned him a strong reputation for reliability. Based in the Bay Area, Dan continues to help individuals and small businesses navigate their financial goals with confidence.

Since joining Earned in 2005, Dave has helped clients with accounting and wealth management. He holds a master’s degree in accountancy with an emphasis in tax from Brigham Young University and is a Registered Investment Advisor Representative. Dave began his career at Deloitte & Touche, San Francisco, before working in his dad’s CPA practice in Hollister, California. Outside of work, he enjoys spending time with his family, playing guitar, singing, and golfing. Dave is registered with Thomas Doll, an Earned Wealth Company.

With nearly three decades at Earned, Denise Mitchell brings extensive experience to her role. As a Tax Manager for the past 19 years, she built on her strong foundation from her initial 10 years as a Bookkeeper. Prior to joining Earned, Denise gained valuable experience at a smaller firm serving doctors and dentists, which deepened her understanding of medical professionals’ unique financial needs. Her longevity reflects her dedication to helping clients achieve financial success.

As a Wealth Advisor at Earned and a CFP®, Hussein brings a wealth of experience and a robust background to the table. He is committed to a collaborative approach with our doctor clients to understand their unique goals and aspirations, ensuring a tailored approach that aligns seamlessly with their financial objectives. He is driven to empower doctors to make informed decisions that will maximize their wealth potential.

Haden has been with Earned since 1998, offering wealth management, accounting, and tax services to successful practitioners. He previously managed and consulted for dental practices, from start-ups to large groups. Haden has lectured on tax, financial planning, and practice management at UCSF, the University of the Pacific, and dental societies. A licensed real estate broker with CPA/PFS credentials, he holds degrees in economics and accounting/taxation. Haden enjoys flying, scuba diving, and swimming in Lafayette, CA..

Jared joined Earned in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development. Jared’s past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer. In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations. Jared earned his master’s degree in accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escape to a nearby restaurant; Café Esin is among their favorites.

Joe is committed to building long-lasting relationships with his clients, believing that integrating wealth management, tax, and accounting needs provides the best approach. He’s dedicated to helping individuals and families achieve financial sustainability across generations. Joe holds a Bachelor of Science in Economics from the University of California, Santa Barbara. Since joining Earned in 1988, he has been a dedicated leader and frequent speaker on wealth management and tax planning for high-net-worth individuals. Joe enjoys spending time with his wife Angela, their children, and grandchildren, and they love outdoor activities.

Mani joined Earned in 2019, bringing a passion for accounting and business operations. A licensed CPA, he holds master’s degrees in accounting and taxation. With extensive experience working with small businesses, transitioning to advising doctors was a natural step. Mani finds fulfillment in helping physicians navigate their financial goals and support their practices’ success. Outside of work, he enjoys spending time with his family and playing in the local American Poolplayers Association.

Myhanh brings 30+ years' experience building wealth with clients to Earned. She uses Earned's proprietary diagnostic to develop financial plans tuned to clients specific goals and 7 key building blocks of wealth. She has a deep understanding of the unique financial challenges and opportunities doctors face.

Nick has nearly 10 years of experience in the retirement industry, working with some of the largest retirement plans at Earned. As a key leader in building the enterprise retirement business, he helps expand Earned’s services to new medical groups, offering comprehensive wealth and tax advice to more doctors. An active member of the American Retirement Association, Nick holds multiple designations from the National Association of Plan Advisors and the American Society of Pension Professionals and Actuaries.

Shannon is a CFP® dedicated to helping clients thrive and lead prosperous lives. She specializes in creating custom financial plans that prioritize her clients' well-being, guiding them through a comprehensive wealth management process. Shannon offers expertise in cash flow, net worth, risk management, investments, and philanthropic goals. She holds a bachelor’s degree in Psychology from the University of Arizona and a Certificate in Financial Planning from Boston University. Shannon is also a Certified Financial Therapist-Level I™ Practitioner.

Shawn is a Senior Tax Manager at Earned, where he helps clients navigate the complexities of taxes and handles correspondence with taxing authorities. With nearly 25 years of experience in tax, Shawn specializes in individual, business, and non-profit taxation. Before joining Earned, Shawn served in the US Marine Corps, though he humorously keeps his previous duties classified. Shawn holds a BS in Business with an emphasis on Accounting from California State East Bay. Outside of work, he enjoys trail running, mountain biking, and reading books by Vince Flynn, Brad Thor, and Jack Carr.

Todd, CFA, CFP®, and CPWA, was captivated by investments from his very first experience. What began as a desire to understand how markets functioned and wealth was built evolved into a passion for solving the complex financial challenges individuals face throughout their lives. Todd joined Earned to approach financial planning the right way, leveraging a vast network of knowledge and a fiduciary standard of care. He is passionate about helping clients build wealth with a comprehensive, integrated approach.

Clarissa, a Bay Area native, joined the Earned team in 2004. She is dedicated to building trust-based relationships with clients, believing a personal touch makes a significant impact. Clarissa earned a Bachelor of Science in Business Administration and Economics from St. Mary’s College in Moraga. Before joining Earned Wealth Advisors, she worked in Community Relations and Human Resources. Outside of work, she enjoys spending time with her family, traveling, camping, and gardening.

Coleman is passionate about financial planning and is pursuing the CFP® designation. This demonstrates his commitment to providing comprehensive financial guidance and helping clients make informed decisions. Coleman grew up in a doctor household and is driven by the opportunity to give back to the community and help doctors reach their financial goals.

James holds a degree in Accounting from Brigham Young University – Idaho, where he developed a passion for personal finance and tax-smart investing. He is currently pursuing the CFP® designation and is committed to helping clients, particularly doctors, make informed financial decisions. With a focus on tax-efficient strategies, James works to provide tailored solutions that align with his clients' goals and financial well-being.

Jennifer is the Director of Investment Administration at Earned, where she has been since 2000. She leads the Wealth Management administration team with a strong focus on delivering exceptional client service. Jennifer holds a B.S. in Business Administration/Financial Services from San Diego State University. She resides in the San Francisco Bay Area with her husband, Steve, and their two Havanese dogs, Monty and Fiona. In her free time, Jennifer enjoys traveling, photography, and genealogy.

With over a decade of experience in high net worth financial services, Jessie puts clients at the forefront of the conversation. She ensures that the client onboarding process is high touch and comfortable. She prides herself on seeking to understand the client first, and speaking at their level of financial knowledge, with ongoing communications.

Jon is passionate about financial planning and is working toward the CFP® designation to deepen his ability to offer comprehensive guidance. With previous experience in the financial services industry, he focuses on understanding each client’s unique needs and providing ongoing support to help them make informed financial decisions. Outside of work, Jon enjoys running, biking, hiking, and anything outdoors.

Megan is a Retirement Plan Consultant at Earned, specializing in plan design and new client education. She graduated from UC Berkeley with degrees in English and Economics and began her career in the retirement plan industry before joining Earned to manage its retirement plan department. Megan has a deep understanding of regulatory changes and excels at translating complex retirement plan concepts for clients. She lives on a hobby farm near Walnut Creek, where she hosts Airbnb guests, cares for alpacas, and runs a home yoga studio.

John is the Founder and CEO of Earned, bringing over 30 years of leadership experience, including 20+ years in financial services. As CEO of Blucora, he oversaw $80B in AUM, achieving a top 3% stock return. At Charles Schwab, he co-led the Retail Division, built the advisory business, and served as CEO of Schwab Bank. His career also includes leadership roles at Wells Fargo, Coca-Cola, PepsiCo, Booz-Allen, and more.

Swetha is the Chief of Staff at Earned, overseeing investor relations, operations, and strategy. Previously, she was the Director of eCommerce at ABInBev and a consultant at the Boston Consulting Group where she focused on private equity projects. She holds an MBA from Harvard Business School and a Bachelor's degree from Princeton University. With her diverse expertise in strategy, eCommerce, and private equity, Swetha brings a wealth of experience to Earned.

Fred brings extensive leadership experience in financial technology, product management, trading, and digital advisory. Most recently, he was General Manager of the APL division at InvestCloud and previously served as Global Chief Product Officer at Broadridge. Previously at JP Morgan, he held key leadership roles driving digital wealth management. With over a decade at Charles Schwab, he served as President of Schwab Wealth Investment Advisory and led the launch of Schwab Intelligent Portfolios. Fred’s expertise in innovation, strategy, and client experience drives cutting-edge wealth management solutions for growth and long-term success.

Alex has over 15 years of expertise in consulting, strategy, planning, and venture capital from Oliver Wyman, Bright Health, and Juxtapose. She led Earned Wealth’s operations and finance for three years before stepping into her current role, driving growth, innovation, and customer-centric strategies.

Mike is the Head of Corporate Development at Earned Wealth, where he identifies key insights and opportunities to drive business transformation. Previously, he served as Chief Strategy and Growth Officer at Earned and has extensive board experience, including roles with Arcbest, Feed the Children, and Valyant AI. As President of Blucora, he led the creation of Tax Smart Investing (TSI™) and delivered significant growth. With a history of successful leadership at GameStop and PepsiCo, Mike specializes in innovation, profitable growth, and digital transformation.

Joy Lai is the Chief Growth Officer at Earned, bringing a proven track record of scaling businesses and driving market expansion. Since joining in August 2023, she has led Earned’s organic growth, strategic partnerships, and inorganic growth initiatives to accelerate the company’s trajectory. Previously, as Chief Marketing and Operating Officer at Kitchen United, Joy spearheaded the company’s expansion from inception to a nationally recognized brand valued at over $400M. Her leadership experience spans Internet Brands, The Wonderful Company, and Bain & Company, where she specialized in scaling businesses, go-to-market strategy, and post-merger integration. Joy holds a BS in Business Administration from UC Berkeley and a Master’s from Stanford University.

As Chief Wealth Officer and a CFA® charterholder, Bill is driven to accelerate wealth creation for doctor clients, by career stage and their unique career arc, using advanced technologies, deep data insights, and evidence-based methodologies. In this role, Bill leads development of Earned's perspective across the seven wealth domains that together most drive financial outcomes for doctors: investing, tax planning, career advisory, insurance, trust and estate, debt management, and cash management.