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

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, Interim CEO

Kylie Lipinski

Financial Trainer

Joy Liu

Financial Trainer

Tina Hang

Financial Trainer

Executive Team

Featured

Kadri Augustin

Financial Trainer, Interim CEO

Kimberley Bigby

Chief Operating Officer

Operations Team

Featured

Austin Kelly

Operations Associate

Guest User 4/17/25 Guest User 4/17/25

Whitney Catalano

Marketing Manager

Guest User 10/17/24 Guest User 10/17/24

Clay Miller

Accounts Specialist

Guest User 9/5/24 Guest User 9/5/24

Austin Kelly

Operations Associate

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, Interim CEO

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

Guest User 3/24/19 Guest User 3/24/19

Kimberley Bigby

Chief Operating Officer

Financial Advisors

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

Financial Trainers

Executive Team

Operations Team

Whitney Catalano

Clay Miller

Austin Kelly

Sam Cash

Erika Moromisato

Jill Wagner

Gina Funaro

Sara Belhouari

Catriona Williams

Garrett Faulconer

Kadri Augustin

Kylie Lipinski

Joy Liu

Tina Hang

Kimberley Bigby

Sign up for our newsletter

Sign up for our newsletter

Join our newsletter to get our best financial tips, free resources, and newsletter-only promotions straight to your inbox to help you on your financial freedom journey!

SERVICES

ABOUT

LEGAL

GET IN TOUCH

Financial Advisors

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

Financial Trainers

Executive Team

Operations Team

Sign up for our newsletter

Sign up for our newsletter Sign up for our newsletter

Join our newsletter to get our best financial tips, free resources, and newsletter-only promotions straight to your inbox to help you on your financial freedom journey!

SERVICES

ABOUT

LEGAL

GET IN TOUCH

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

Sign up for our newsletter