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TO CONTINUE TO PROVIDE EXCELLENT SERVICE TO ALL OF OUR FOX WEALTH MANAGEMENT FAMILIES, WE ARE CLOSED TO NEW PLANNING CLIENTS UNITL SEPTEMBER.  IF YOU ARE INTERESTED IN WORKING TOGETHER,  SIGN UP FOR OUR WAITLIST AND WE WILL CONTACT YOU IN SEPTEMBER.

WAITLIST

About

our Team

Johanna Fox Turner, CPA, CFP®, RLP® Photo Johanna Fox Turner, CPA, CFP®, RLP® Hover Photo
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Johanna Fox Turner, CPA, CFP®, RLP®

Partner, Financial Planner

JOHANNA FOX TURNER, CPA, CFP®, RLP®

Partner, Financial Planner

I started out in 1980 as a CPA then decided to become a CFP® in 2006 because our tax clients did not have access to a Fee-Only financial planner. The biggest compliment I receive is when a client tells me what a great listener I am. Their trust is a constant reminder that there are a lot of families counting on me. It’s a sobering responsibility but one I embrace.

To learn about Johanna’s professional and educational accomplishments, you may read her resumé here.

Michelle Neiswender, MBA, CFP® Photo Michelle Neiswender, MBA, CFP® Hover Photo
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Michelle Neiswender, MBA, CFP®

Partner, Financial Planner

MICHELLE NEISWENDER, MBA, CFP®

Partner, Financial Planner

From childhood, I recognized that money was a powerful thing – it affects our relationships as well as behavior. Under Johanna’s mentorship, I’ve found my calling to use these skills to help clients develop a healthy connection to their money and articulate their dreams and goals into an achievable plan. It’s humbling when clients tell me they feel more secure and confident about their finances because of how I’ve helped.

To learn about Michelle’s professional and educational accomplishments, you may read her resumé here.

Robert Lewis, CFP® Photo
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Robert Lewis, CFP®

Financial Planner

ROBERT LEWIS, CFP®

Paraplanner


"My first job at age 13 was in a Bank.  I held a Real Estate license during my college years and invested in rental real estate in my work years.  I’ve always done my own tax returns.  Personal money matters have always been an aptitude and interest for me.  During my career as a product & package development manager for a major consumer product company, I navigated the confusing world of financial “advisors”.  This has led me to be passionate about helping others achieve their financial goals through sound and objective financial planning."
Michael Tinio Photo

Michael Tinio

Paraplanner
Tonjia Brewer  Photo

Tonjia Brewer

Office Manager
Beau Turner Photo Beau Turner Hover Photo
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Beau Turner

Security

BEAU TURNER

Office Security

I’m registered as a “miniature” Australian Shepherd but I weigh about 60 pounds – maybe Lassie sneaked into my gene pool! After all, I know how to fetch my leash to go for a walk and Mom tells me when I’m happy that I can twerk better than Mylie Cyrus. I help the humans at FWM with banking and security and get some awesome treats for my trouble. All in all, Fox & Co. is a pretty good place to work.


Lottie Turner Photo

Lottie Turner

Little Sis