Mary Beth Storjohann
Mary Beth Storjohannage 31
CEO and founder, Workable Wealth
Plenty of advisers are trying to crack the millennial client base, but Mary Beth Storjohann has had it locked down since the earliest days of her career.
The 31-year-old is the founder of Workable Wealth, a San Diego-based fee-only practice that specializes in clients who range from their 20s to 40s.
Ms. Storjohann fell into financial planning when she took her first job as a receptionist at a financial planning firm. There, she eventually climbed to director of client services.
“It was appealing to me that people could take control of their financial lives and get rid of their stress,” she said.
It didn’t take Ms. Storjohann long to realize how she wanted to provide advice, and that her best route was to became an entrepreneur.
“Seeing the products that were sold to my generation, it made me passionate about being fee-only and acting in clients’ best interests,” she said.
Her practice is 100% virtual, though she’ll meet with clients face-to-face if they happen to be in her neck of the woods. And she consults other advisers on creating sustainable models for serving Gen Y clients.
Ms. Storjohann could teach a thing or two about making use of the media, as well. She boasts 120+ media touches on her website, including TV, radio and print, and writes her own blog.
Amid it all, she does find time to give back. Ms. Storjohann has been a mentor through FPA's Women Connect program and provides insights and feedback to younger advisers looking to break out on their own.
— Darla Mercado