Bridget Todd

Head of Client Strategy & Development and Level 3 Trainer

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 3 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.

Best purchase ever made

Bruce Springsteen tickets

What are you working for?

A home and a happy and healthy life for me and my family (present and future).


Kyle Gibbons

Level 3 Trainer 

Kyle, Level 3 Trainer at the Financial Gym, is a New Jersey native and has been in the financial services industry since 2014. Prior to joining The Financial Gym, he founded his own financial services company where he helped individuals and small businesses learn to manage their wealth. Growing up, Kyle always had a passion for learning and helping others. He believes that financial education is the foundation for achieving freedom.Therefore, it is his life commitment to help everyone achieve financial freedom and create the possibility of turning dreams into reality. Kyle has a bachelor’s degree in Finance from the New Jersey Institute of Technology and studied Mandarin Chinese at the University of Illinois.

Favorite alcoholic beverage:

Chocolate espresso martini with a dark chocolate rim.

What are you working for?

I work to create financial freedom in the world.


Jacqueline Keeley

Level 2 Trainer 

Jacqueline is an actress with a passion for all things financial. She has worked in a variety of industries, from bartending to coaching to fixing computers at the Apple Store to managing the northern Manhattan buildings for co-working startup Knotel. She has a BA from Occidental College and started her financial fitness journey in 2014 after living paycheck to paycheck to pay off student loans. She now lives a financially fit life here in NYC, and has joined The Financial Gym to share her passion with others!

Worst purchase ever made:

Clothes I’ll never wear (pro tip: don’t shop tipsy)

What are you working for?

I’m working for the ability to continue doing what I love - acting - while not being constantly broke!


Joy Liu

Head of Trainer Development and Level 2 Trainer 

Joy 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.

Best purchase ever made:

My $20 monthly coffee bean subscription. My morning cup of coffee every day makes me so happy and I'm happy to pay slightly more for a smaller, higher quality roastery.

What are you working for?

Freedom to do work that I am passionate about and for my dog, Roxy, to live her best life.


Crystal Martinez

Level 2 Trainer 

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.
Worst purchase ever made:

All tourist souvenirs.

What are you working for?

A Montana ranch with horses and a rescue dog in an old beat up Toyota Land Cruiser. Like this.....


Jenn Monahan

Level 3 Trainer 

Jenn is a Level 3 Trainer at The Financial Gym. Before joining the team in early 2018, she left the hedge fund industry to focus more on her passion for finance: from working with complex products and markets, all the way to efficient budgeting/organizing day-to-day cash flow in her own personal life! Jenn's background also includes extensive market regulation work with various financial institutions, investment banks, hedge funds, and asset managers across the globe. She has a degree in Finance and Information Systems from Loyola University Maryland, and is Long Island native currently living her best life in New York City.

Favorite alcoholic beverage:

Jenn & Tonic

What are you working for?

Financial freedom & giving my clients the tools to do the same!


Georgina Muri

Level 2 Trainer

Georgina is a Level 2 Financial Trainer at The Financial Gym. Georgina has experience working in social impact investing, legal research, project management, and non-profit development. She holds a Master's Degree in European Politics and Policy from NYU and an Advanced Diploma in Monitoring & Evaluation. Before joining The Financial Gym, she held the role of Resource Services Coordinator at a Top 10 Law Firm in New York. Georgina is also a member of the Steering Committee for Women Advancing Microfinance New York, a mentor for social entrepreneurs and an advocate for financial inclusion, small businesses, and women's empowerment. Her experience managing her personal finances while waiting tables in college, and helping her family and friends on their journeys to financial wellness drove Georgina to look for an outlet to continue this work on a regular basis.

Best purchase ever made:

A perfectly sized carry-on suitcase that fits exactly under the airplane seat.

What are you working for?

To allow everyone to have a seat at the table- both financially and physically.


Lindsay Perez

Level 2 Trainer

Lindsay has a background in financial services and spent several years as a financial analyst on Wall Street. In her previous role, at Bank of America Merrill Lynch, she focused on wealth management and corporate benefits. While her time there was extremely educational, Lindsay felt somewhat unfulfilled in her role. She joined the Gym in 2018 in order to help empower those mystified by economic jargon and to help them feel confident about their financial choices. Lindsay is a Level 2 Certified Financial Trainer who works with a wide-range of clients, including those who are new to their financial fitness journey and those looking to take their finances to the next level. In addition to training, she is also a salary negotiation coach who wants to help others advocate for themselves. Lindsay graduated cum laude from the University of Miami, in her native Miami, FL..

Best purchase ever made:

 Plane ticket to Denver last year. It was $98. I traveled by myself for the first time, went skiing and hiking and I fell in love at the airport -- seriously! His name is Sam, he lives in Dallas and I've now been to Texas more times than I can count.

What are you working for?

Travel! The world is huge and beautiful. I want to see as much as I can. 


Chandra Savage

Level 2 Trainer

Chandra is a Level 2 Certified Financial Trainer. Years after her own wake up call with her finances, she decided to kick it up a notch helping others with their financial goals. Prior to the Financial Gym, Chandra worked as a Production Manager for years at a well-known flower company. She wished for a more meaningful career, one that focused on helping others create better lives for themselves by becoming financially fit. Chandra graduated from Queens College in her native borough of Queens, New York.

Favorite alcoholic beverage:

Mollydooker Blue Eyed Boy Shiraz

What are you working for?

It's a secret. To be continued . . .


Brenda Henry

Level 2 Trainer

Brenda is a Level 2 Certified Financial Trainer who loves helping clients on the path to financial fitness (and ultimately freedom). As a native Texan who moved to the Big Apple in 2010, she has a diverse work background with years of experience in the real estate industry. After overcoming her own fears of the word “budget,” she became passionate about helping others build up the savings and confidence to work toward their goals. Brenda graduated summa cum laude with a B.A. in Theatre and Music from Stephen F. Austin State University.

Favorite Drink

Harpoon’s Flannel Friday - I love a good craft beer!

What are you working for?

To create financial independence for my family while helping others achieve the same.


Karishma Parikh

Level 2 Trainer

Karishma is a Level 2 Certified Financial Trainer and California native. Prior to joining the Financial Gym, she worked at a financial services company learning the details of the planning process. However, she realized she wanted to do more to ensure this knowledge wasn’t exclusive. She always had a passion for learning and sharing advice. Karishma believes education is empowerment and wants to provide her clients with the knowledge necessary to achieve their financial goals. Karishma has a bachelor’s degree in economics and psychology from Smith College and studied business at NYU.


Best purchase ever

A creme bruleé blow torch... I love to experiment in the kitchen!

What are you working for?

I am working for financial empowerment for all! And to travel the world!


Jessica Balcer

Level 2 Trainer

Jessica is a Level 2 Financial Trainer and a native of the California Central Coast. Jessica began her journey in personal finance after she graduated college and had to teach herself how to improve her financial situation. Through this experience, personal finance became her passion and it became her mission to help everyone achieve financial wellness and reach for their big dreams! Jessica has experience in both financial services and public service where she previously worked in Child Welfare. She graduated from the University of California, Berkeley with a degree in Anthropology and was a gym client prior to working for the Gym.


Favorite TV show

Newsroom

What are you working for?

So that myself and my family can live our best, and most financially fit,  lives... along with everyone else!


Tai Wiggins

Level 2 Trainer

Tai is a Level 2 Certified Financial Trainer who combines passion, empathy and humor to help her clients achieve their wildest financial dreams. After an 8 year career in higher education, she was ready to empower others through financial literacy. Knowledge is power and she is ready to help you live your best life (and keep you laughing and encouraged along the way). Tai and her husband are also Gym clients so feel free to ask her about the progress they're making!


Favorite Drink

Rose…all day.

What are you working for?

I’m working to travel, eventually have Belle’s library (from Beauty and the Beast) and to leave a legacy for my future children.


Victoria Craw

Level 2 Trainer

Victoria worked in television news as a producer and reporter for 5 years before coming to The Financial Gym. Her passion for personal finance grew while she worked at Fox Business Network, where she produced segments on financial markets and investing on the top-rated "Countdown to the Closing Bell with Liz Claman." Victoria is a born and bred Connecticut girl, but she also lived in Michigan and Colorado while training as a figure skater. Victoria was a member of Team USA and performs professionally in shows when not writing financial plans. She enjoys dancing, reading, and watching the Hallmark Channel. Victoria graduated summa cum laude from Oakland University.

Best purchase

2-week trip to Ireland & Scotland

What are you working for?

To help people realize their inherent worth and become good stewards of their money.


Stella Gold

Level 2 Trainer

Stella Gold is a money maker and loves making magic happen when it comes to your finances. Miss Gold has a variety of experiences (personal and professional) in the financial realm. Three years ago she found herself drowning in money anxiety and debt after her father unexpectedly passed. She decided to turn her grief into gold. She started her own business designing backpacks which she successfully sold out on Kickstarter. She also works with Ladies Get Paid, a platform and community for professional women to help them advance in their careers. Through these experiences she learned the ropes of personal finance and finally felt empowered by money, NOT paralyzed. As a Financial Level II Trainer, Stella cannot wait to guide you through your own financial journey and reach the financial empowerment she herself worked for. She believes you deserve it.


Worst purchase ever made

The "just one more" drink that I've always regretted the next morning

What are you working for?

Buying a home in California in cash and running for office #StellaGold2020


Lisa Keeley

Level 2 Trainer

Lisa is a Level 2 trainer that resides in Southern California. She has worked as a financial analyst for over 20 years. Her previous work experience spans across the pharmaceutical, aerospace and travel industries. She was given the opportunity to work at the same company with her daughter who resides in New York and jumped at the chance. She is looking forward to working with you to become financially fit.

Favorite alcoholic beverage

Cabernet wine


What are you working for?

My family! 


Annisa Deljanin

Level 1 Trainer

Annisa is a level 1 Certified Financial Trainer. Before joining the Financial Gym team Annisa was an associate recruiter at Marshall Alan Associates. She gained extensive knowledge in the recruiting and hospitality industries. Annisa decided to combine her passions for finance by helping clients achieve financial freedom. Annisa graduated with a degree in finance from St. John’s University and lives in Long Island, New York.

Favorite TV show:

Greys Anatomy

What are you working for?

To live a financially fit lifestyle and to be able to travel the world.