we're on a mission to put The 'personal' back in 'personal finance.'

 
 

Shannon McLay

Shannon is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices.

Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for everyone.

 

Alicia Lazarto

Alicia Lazarto is a Level 3 Financial Trainer at the Financial Gym. Alicia has over 20
years experience in Finance, Treasury Operations and Tax. She managed operations
for several global business segments with locations in the U.S., Europe and the Asia
Pacific regions. Most recently, she held the role of Assistant Treasurer for a Global
Telecommunications firm. Her experience in Corporate Treasury and building extensive
banking relationships fueled Alicia’s desire to cultivate new relationships on a more
personal level. Guided by her passion for finance, strong interpersonal skills and
altruistic personality, Alicia is determined to support individuals in reaching their
financial wellness.

 

Bridget Todd

Bridget has an extensive background working in operations for very large hedge funds. In early 2016, she decided that she wanted more from her career rather than just a paycheck; and as a client of The Financial Gym, she determined that helping people with their money was what she wanted to do. Bridget has trained extensively in all areas of financial training including budgeting, credit management, student loans, savings strategies, insurance, short and long term goal planning, and investing principles.

Bridget is a Level 2 Certified Financial Trainer and works mostly with clients who are new to their financial fitness journey. Bridget is a graduate of Quinnipiac University in Connecticut and lives a financially fit lifestyle in New York City.

 

Crystal Martinez

Crystal is a Level 2 Certified Financial Trainer that joined The Gym after six years of managing operations for a global ESL brand within the International Education industry. She is passionate about creating an authentic connection with her clients, empowering them with knowledge on how to master their personal finances and ultimately achieve financial freedom.

Crystal is a graduate from California State University Long Beach where she studied Anthropology. She is a California native that relocated to New York to follow her professional and personal aspirations. Not only is Crystal a Financial Trainer, she is a Gym client too.   

 

Joy Liu

Joy Liu is a Level 2 Certified Financial Trainer who works with clients new to their financial fitness journey.  Joy joined The Financial Gym after a career in the advertising industry working in client services with the interest of marrying her passion for personal finance & working with people in a meaningful way.  She is a graduate of Johnson & Wales University in Rhode Island and recently re-located to North Carolina from New York City to live with her husband who is stationed there as a United States Marine.

 

Claire Campbell

Claire is a Level 1 Certified Financial Trainer who helps clients that are new to their financial health journey. Claire assists her clients with assessing their initial financial health, identifying goals, and laying out plans to achieve them. Claire has a Business Management degree from the University of Oklahoma and when she’s not helping others with their financial health she’s pursuing her other passion of dance.