Financial Advisors

Meet Your New B.F.F.
(Best. Financial. Friend.)

Meet your new squad. Your ride or die friend.
Your B.F.F. will always have your back.

Financial Trainers

Featured
Ijal Thompson
Ijal Thompson

Financial Trainer

Kelly Medina
Kelly Medina

Financial Trainer

Sam Cash
Sam Cash

Financial Trainer

Erika Moromisato
Erika Moromisato

Financial Trainer

Jill Wagner
Jill Wagner

Financial Trainer

Gina Funaro
Gina Funaro

Financial Trainer

Sara Belhouari
Sara Belhouari

Financial Trainer

Catriona Williams
Catriona Williams

Financial Trainer

Garrett Faulconer
Garrett Faulconer

Financial Trainer

Kadri Augustin
Kadri Augustin

Financial Trainer

Kylie Lipinski
Kylie Lipinski

Financial Trainer

Joy Liu
Joy Liu

Financial Trainer

Tina Hang
Tina Hang

Financial Trainer

Executive Team

Featured
Shannon McLay
Shannon McLay

CEO & Founder

Rachel Murakonda
Rachel Murakonda

Human Resource Manager

Kimberley Bigby
Kimberley Bigby

Chief Operating Officer

Operations Team

Featured
Austin Kelly
Austin Kelly

Operations Associate

Rebekkah Holleman
Rebekkah Holleman

Client Experience Manager