Taking Charge of Your Financial Future: Building Your Team and Toolbox

Join the TCDIP Emerging Leaders Group (0-10 years of experience) for Part 1 of our financial health series! In this panel, financial experts and practicing attorneys will discuss the basics of setting financial goals, developing a financial plan, and the different types of financial professionals and services available. We'll also discuss financial planning from different cultural backgrounds, effective charitable giving, and more!

Questions our panel will consider include:

• How to determine your financial goals
• How to develop a plan to reach your financial goals
• How to find a financial advisor who understands the different financial goals that people from different cultural backgrounds (first generation, expectations for elder care, etc) might have.
• Different types of financial professionals that you can work with
• Different types of saving and investment accounts
• Effective charitable giving

Panelists and Moderator:

Roya Moltaji

Roya’s desire to reduce the time and stress people spend on money and financial decisions drives her career. She has been interested in how money impacts emotions, thought, and action since she was young. It takes a unique character to attend summer business camp in high school, but this interest in how money works foreshadowed Roya’s professional trajectory.

Roya graduated magna cum laude from The University of St. Thomas with a B.A. in finance and a minor in economics. She has been in the financial services industry since graduating from college and has pursued further education, resulting in several designations from The American College, the College for Financial Planning, and the CFP® Board.

When she is not working, Roya may be found at a fundraiser for a local non-profit organization, connecting with friends, playing broomball, socializing at The Woman’s Club of Minneapolis, traveling, or spending time with immediate and extended family. She loves everyday adventures with her wife and son.

Kiley Demery

Kiley Demery is a veteran wealth advisor with over 16 years of experience in the industry. He is affiliated with Woodbury Financial Services, Inc., which is part of the Advisor Group broker-dealer network. As a financial advisor with Demery Wealth Advisors, Kiley is focused on offering investment, insurance and plan design services to small businesses and individuals. 

Kiley began his career with Northwestern Mutual in 2001 as a Financial Representative. He developed fundamental investment knowledge and provided asset and income protection strategies for clients. In 2004, Kiley moved on from Northwestern Mutual to start a Mortgage company as a broker. While in that position, he facilitated the application process, approval and closing of residential mortgage loans in Minnesota. Kiley joined Wells Fargo Advisors in 2010, where he provided personalized financial advice for families and business owners. With extensive experience throughout major shifts in the markets, he dedicated his career to delivering a full balance sheet investment planning services. 

Kiley is passionate about giving back to the community. He served on the boards of Non-profit Corporations such as the North Community Teen Enrichment Center and Osiris in Minneapolis from 2008 to 2015. Kiley holds Series 7 & 66 registrations and insurance licenses.

Erin Bryan

Erin is a Co-Chair of Dorsey & Whitney’s Consumer Financial Services Group. She is also a member of the Firm’s Technology Industry Group and Finance & Restructuring Practice Group. Erin is passionate about identifying innovative legal solutions for her clients. She draws on her prior in-house experience as a Senior Corporate Counsel for one of the largest banks in the United States in order to anticipate her clients’ evolving business needs and tailor her legal services to their specific goals.

Erin’s regulatory and compliance practice includes advising clients on anti-money laundering laws, cannabis regulations, collections, consumer lending, consumer loan servicing, credit reporting, default servicing, the Dodd-Frank Act, earned wage access products, electronic banking, financial technology, government examination/supervision, licensure, mortgage (origination, servicing, and warehouse lending), and privacy. Her default and bankruptcy practice includes bankruptcy litigation, consumer bankruptcy compliance, lien enforcement, receiverships, and out-of-court commercial workouts.

Jen Miernicki

Jen Miernicki is a Partner at Faegre Drinker with a specialty in corporate and tribal finance. She represents commercial lenders and borrowers in syndicated, club, and single-bank transactions and leverages extensive market knowledge to the advantage of her corporate and tribal clients. Jen counsels commercial banks, financial institutions and non-traditional lenders in syndicated transactions, real estate and asset-based financings, and complex senior and mezzanine debt financings.

Although she is no CFP or CPA, Jen also enjoys all things personal finance, executing on a personal financial plan that considers her family’s short- and long-term goals with a focus on financial independence. She enjoys encouraging friends, mentees, and colleagues to embrace practical financial goals that empower decision-making that is driven by interest and outcome, not a paycheck.

Jen joined TCDIP in early 2009, as part of the rejuvenation of the YLG (now ELG). After serving as co-chair for YLG and taking an active role in the committee that is now our Membership Engagement and Innovation Committee, Jen became TCDIP’s Assistant Secretary and eventually Secretary. Jen’s term as TCDIP Secretary has ended, but she continues to stay connected and involved with TCDIP in many ways.

Moderator: Jeremiah Allison

Jeremiah Allison is a mergers and acquisition lawyer at Medtronic. He attended Washington State University from 2012-2016, where he played for the late Coach Mike Leach. After his football playing days were over, he attended Mitchell Hamline School of Law. When Jeremiah Allison is not practicing law, he is engaged in the community through his foundation, The Allison H.O.P.E. Foundation where he helps other pursue excellence.

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/ SIPC.  WFS is separately owned and other entities and/ or marketing names, products or services referenced here are independent of WFS.  Woodbury Financial Services, Inc and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax and legal advisor regarding your specific situation. 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. ROYA LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 100 South Fifth Street Suite 2300, Minneapolis, MN 55402. (612) 333-1413. | CRN202305-282885