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 Trainer Development

Bridget Todd

Head of Trainer Development

 

Financial Trainers

Crystal Martinez  Level 2 Trainer

Crystal Martinez

Level 2 Trainer

Chandra Savage  Level 2 Trainer

Chandra Savage

Level 2 Trainer

Jesse Gan  Level 2 Trainer

Jesse Gan

Level 2 Trainer

Sara Belhouari  Level 2 Trainer

Sara Belhouari

Level 2 Trainer

Beca Soto  Level 2 Trainer

Beca Soto

Level 2 Trainer

Phil Nelson  Level 2 Trainer

Phil Nelson

Level 2 Trainer

Lindsay Perez  Level 3 Trainer located in Dallas, TX

Lindsay Perez

Level 3 Trainer located in Dallas, TX

Karishma Parikh  Level 2 Trainer

Karishma Parikh

Level 2 Trainer

Tai Wiggins  Level 2 Trainer

Tai Wiggins

Level 2 Trainer

Nick O'Neil  Level 2 Trainer

Nick O'Neil

Level 2 Trainer

Brenda Henry  Level 2 Trainer

Brenda Henry

Level 2 Trainer

Stella Gold  Level 2 Trainer

Stella Gold

Level 2 Trainer

Joy Liu  Head of Trainer Academy

Joy Liu

Head of Trainer Academy

Jessica Balcer  Level 2 Trainer

Jessica Balcer

Level 2 Trainer

Gary Murano  Level 2 Trainer

Gary Murano

Level 2 Trainer

Victoria Sechrist  Level 2 Trainer

Victoria Sechrist

Level 2 Trainer

Angela Marsh  Level 2 Trainer

Angela Marsh

Level 2 Trainer

Jacqueline Keeley  Level 2 Trainer

Jacqueline Keeley

Level 2 Trainer

Joan McGrath  Level 2 Trainer

Joan McGrath

Level 2 Trainer

Mike Poulin  Level 2 Trainer

Mike Poulin

Level 2 Trainer

Jenny Harp  Level 2 Trainer

Jenny Harp

Level 2 Trainer

Georgina Muri  Level 2 Trainer

Georgina Muri

Level 2 Trainer

Gus Gosson  Level 2 Trainer

Gus Gosson

Level 2 Trainer

Terri Bennett  Level 2 Trainer

Terri Bennett

Level 2 Trainer

Ramona Gopie  Level 2 Trainer

Ramona Gopie

Level 2 Trainer

Jenn Monahan  Level 3 Trainer

Jenn Monahan

Level 3 Trainer

 

Marketing and Operations Team

Emily Egan  Marketing Manager

Emily Egan

Marketing Manager

Lisa Heavin  Lead Warm Up Call Associate

Lisa Heavin

Lead Warm Up Call Associate

Caitlin Lyttle  Client Experience Manager

Caitlin Lyttle

Client Experience Manager

 

Real Stories from Real Clients

 
 
 

The Financially Free Blog