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

Financial Trainer

Kelly Medina

Financial Trainer

Sam Cash

Financial Trainer

Erika Moromisato

Financial Trainer

Jill Wagner

Financial Trainer

Gina Funaro

Financial Trainer

Sara Belhouari

Financial Trainer

Catriona Williams

Financial Trainer

Garrett Faulconer

Financial Trainer

Kadri Augustin

Financial Trainer

Kylie Lipinski

Financial Trainer

Joy Liu

Financial Trainer

Tina Hang

Financial Trainer

Executive Team

Featured

Shannon McLay

CEO & Founder

Rachel Murakonda

Human Resource Manager

Kimberley Bigby

Chief Operating Officer

Operations Team

Featured

Austin Kelly

Operations Associate

Rebekkah Holleman

Client Experience Manager

Caitlin Lyttle 11/21/23 Caitlin Lyttle 11/21/23

Ijal Thompson

Financial Trainer

Caitlin Lyttle 11/20/23 Caitlin Lyttle 11/20/23

Kelly Medina

Financial Trainer

Guest User 5/10/23 Guest User 5/10/23

Sam Cash

Financial Trainer

Guest User 4/25/23 Guest User 4/25/23

Erika Moromisato

Financial Trainer

Guest User 9/20/22 Guest User 9/20/22

Jill Wagner

Financial Trainer

Guest User 12/30/20 Guest User 12/30/20

Gina Funaro

Financial Trainer

Guest User 12/27/20 Guest User 12/27/20

Sara Belhouari

Financial Trainer

Guest User 10/13/20 Guest User 10/13/20

Catriona Williams

Financial Trainer

Guest User 2/13/20 Guest User 2/13/20

Garrett Faulconer

Financial Trainer

Guest User 1/29/20 Guest User 1/29/20

Kadri Augustin

Financial Trainer

Guest User 1/26/20 Guest User 1/26/20

Kylie Lipinski

Financial Trainer

Guest User 12/1/19 Guest User 12/1/19

Joy Liu

Financial Trainer

Guest User 3/25/19 Guest User 3/25/19

Tina Hang

Financial Trainer

Financial Advisors

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

Financial Trainers

Executive Team

Operations Team

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