In 2016, Wealthrise Financial Planning was launched with a vision of offering competent financial guidance at an ultra-low price point while providing transparency and a high level of personal service. Wealthrises's unique low fee structure allows investors to partake in high quality, investment grade investments without forgoing growth to excessive advisor or mutual fund fees. We enjoy helping our clients uncover their life intentions and then build a financial plan and investment strategy to deliver upon those hopes and dreams.
Wealthrise currently services over 80 families consisting of $85M in assets under management.
About Shelley Murasko, CFP®, MBA Principal
Shelley’s unconventional career path from engineer to financial advisor was largely inspired by working alongside successful, hard-working people who despite terrific careers and the best intentions were missing out on smart financial planning moves and falling behind in building wealth.
With a long-standing love for investing and personal finance, Shelley took the career leap in 2013 by earning her financial planning credential, passing the difficult CFP® Board exam, and joining a successful investment company, Bahr Investment Group. In 2016, she launched Wealthrise with the goal of combining competent low-cost investing with a compassionate style of financial planning.
In addition to leading Wealthrise, Shelley enjoys spending time with her family which includes two kids and a Vizsla dog. Also, she loves to carve out time for yoga, hiking with friends, and travel.
About Kelly Doyle, Senior Financial Planner
Kelly joined the company as a Senior Financial Planner in September 2023, bringing with her a deep understanding of the financial challenges clients often face. She possesses a natural ability to research and grasp complex, technical data and communicate the information to clients in meaningful and simple terms. Kelly utilizes her analytical and project management skills, along with her foundational knowledge of behavioral finance, to help clients achieve their goals.
Previously, Kelly worked as a consultant for Rick Engineering Company, a San Diego-based civil engineering firm that focuses on land development for residential, commercial, and industrial facilities. After 18 years with the company, she made the shift from consulting to pursue her lifelong passion for personal finance with Wealthrise Financial Planning.
She holds a bachelor’s degree in environmental studies from the University of Colorado at Boulder and a Financial Planning Certificate from the Boston Institute of Finance. She has passed the rigorous CFP® exam.
Outside of work, Kelly is an avid outdoorswoman who has participated in triathlons, distance marathons, and outrigger paddling. While training for these rigorous activities, she developed key qualities for success that she uses to achieve goals in personal finance and beyond. This includes staying the course, doing the hard things, and tapping into the power of perseverance. She has many stories of going up against obstacles and overcoming them, such as when she paddled across Hawaii’s Ka’iwi Channel from Molokai to Oahu. Kelly also enjoys spending time with her husband and two young children.
About Brandy Mills, Client Services Manager
Brandy began her career working in the banking industry at the age of 16 where she won 2nd place in the State of Ohio Business Professionals of America contest for banking concepts. After college, she began working for a young, new county prosecutor that she followed into general practice and stayed with him for twenty years. Shortly afterwards she entered the financial industry as a financial advisors assistant for seven years before joining the Total Office team.
When out of the office, Brandy comes from a large extended family and was raised by her grandmother who she says, “gave me all the willpower to be as strong and ornery as I am”. As a former military family member, Brandy’s passions are supporting our U.S. Veterans and helping people and animals in need. She also enjoys cooking, sewing, spending time outdoors or at the beach with her husband, two sons, a dog and four cats. She volunteers with Meals on Wheels.