Will Morrison, CFP®, CPA

About Will Morrison, CFP®, CPA

I would say I took a non-traditional path to get my college degree. I went to a couple of different colleges prior to running out of money. I then worked as an over the road truck driver for 3 years to save money to finish my degree. I’ve always loved an adventure, and life on the road gave me adventure and also a path to save money.

I earned my undergraduate and graduate degrees in accounting, earned my Certified Public Accountant (CPA) after graduation. I worked as an auditor and fraud investigator for several years prior to getting into education.

For the past 10 years, I have taught accounting and finance at the University of Wisconsin-Oshkosh. I teach financial planning classes to students who want to be financial planners. Many students get internships that recruiters call “financial planning”, but all they do is sell to people. I’m fortunate to get to teach them what “real financial planning” can truly be.

One of the great things about teaching is how much I learn from the people I am teaching. This is really my inspiration for getting into financial planning. I get to meet such a diverse group of people each semester and they will ask me financial questions relating to personal/family issues. I started to realize that I had the ability to help people with this knowledge that I had. This led me to down the path of getting my Certified Financial Planner (CFP) certification which I received in April of 2019.

My goal in financial planning is to help clients achieve a better life. There is a common misconception that the only people who need financial planners are people with a lot of money. I believe that financial planning can help anyone, regardless of the amount of money they have, to live their best lives. I want clients to know when they work with me, they are working with someone who is dedicated to putting their interests first. We don’t just plan for retirement, we plan for tomorrow, for 5 years from now, for 15 years from now, etc. I believe that the sooner people start working with a financial planner, the better. 22 years old and just graduated from college? Perfect!

In my spare time, I spend time with my family: my wife Ginger, my three children, and our dog Rosie (Corgi). We love a road trip and try to visit Yellowstone National Park each summer. We also camp around Northern Wisconsin, Michigan’s Upper Peninsula, and our favorite place Washington Island. I also practice judo, serve as president of my local elementary school PTA, and serve as a Cubmaster of a Cub Scout Pack.

Brian Leben CFP®, CPA

About Brian Leben CFP®, CPA, PFS, MBA, CGMA

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master’s of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams.

Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor.

Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Gabriel Anderson, CFP®, CLU, ChFC

About Gabriel Anderson, CFP®, CLU, ChFC

Hey everyone, my name is Gabe and I run a westside Los Angeles based financial planning firm that serves Builders, Creators, and Educators both locally and virtually.

We specialize in and may be a good fit if you are:
A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals.

A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting.
An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits.

Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office on the Westside, 90066. We often meet our clients virtually but are available to meet in person locally at WeWork’s Playa Vista and Santa Monica locations. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot.

If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please head to our website to schedule a meeting at www.craftedwealthmanagement.com.

Looking forward to meeting you soon!