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

Meet your new squad. Your ride or die friend. The one who’s going to be by your side to help you get in control of your finances.

Your B.F.F. will always have your back.

Executive Team

Shannon McLay   Founder and CEO

Shannon McLay

Founder and CEO

Alicia Lazarto   Chief Operations Officer

Alicia Lazarto

Chief Operations Officer

Bridget Todd   Head of Client Strategy & Development

Bridget Todd

Head of Client Strategy & Development

Dana Ostomel   Vice President of Marketing

Dana Ostomel

Vice President of Marketing

Financial Trainers

Kyle Gibbons   Level 3 Trainer

Kyle Gibbons

Level 3 Trainer

Jacqueline Keeley   Level 2 Trainer

Jacqueline Keeley

Level 2 Trainer

Joy Liu   Head of Trainer Development

Joy Liu

Head of Trainer Development

Crystal Martinez   Level 2 Trainer

Crystal Martinez

Level 2 Trainer

Jenn Monahan   Level 3 Trainer

Jenn Monahan

Level 3 Trainer

Georgina Muri   Level 2 Trainer

Georgina Muri

Level 2 Trainer

Lindsay Perez   Level 2 Trainer

Lindsay Perez

Level 2 Trainer

Chandra Savage   Level 2 Trainer

Chandra Savage

Level 2 Trainer

Brenda Henry   Level 2 Trainer

Brenda Henry

Level 2 Trainer

Karishma Parikh   Level 2 Trainer

Karishma Parikh

Level 2 Trainer

Jessica Balcer   Level 2 Trainer

Jessica Balcer

Level 2 Trainer

Kristen Madden   Level 2 Trainer

Kristen Madden

Level 2 Trainer

Tai Wiggins   Level 2 Trainer

Tai Wiggins

Level 2 Trainer

Victoria Craw   Level 2 Trainer

Victoria Craw

Level 2 Trainer

Stella Gold   Level 2 Trainer

Stella Gold

Level 2 Trainer

Lisa Keeley   Level 2 Trainer

Lisa Keeley

Level 2 Trainer

Annisa Deljanin   Level 1 Trainer

Annisa Deljanin

Level 1 Trainer

Marketing and Operations Team

Anne DiDomenico   Enterprise Sales Executive

Anne DiDomenico

Enterprise Sales Executive

Emily Egan   Marketing Manager

Emily Egan

Marketing Manager

Lisa Heavin   Warm Up Call Associate

Lisa Heavin

Warm Up Call Associate

Lori Jackson   Warm Up Call Associate

Lori Jackson

Warm Up Call Associate

Caitlin Lyttle   Client Experience Manager

Caitlin Lyttle

Client Experience Manager

Erika Parente   Office Manager

Erika Parente

Office Manager

Real Stories from Real Clients



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