Guides that help you grow

Aashka has 11 years of financial planning experience. She’s passionate about collaborating with members to craft personalized paths to their biggest goals. She previously worked at R.W. Baird, Ameriprise, and Cresset Capital Management. Aashka loves exploring Austin’s food scene with her husband and daughter, and going on hikes with her German Shepherd, Kobe.

Alli has 10 years of financial planning and advising experience. She loves helping people navigate both the tactical and emotional complexities of financial decisions within a fun, comfortable space. She previously worked at Marshall Financial Group and Ellevest before building her own financial planning firm. Alli’s an avid Philly sports fan and loves being outdoors with her husband and their dog Whiskey.

Andrea has 8 years of financial planning and advising experience. She thrives on inspiring people to confidently take control of their finances with tailored advice and easy-to-apply education. She previously worked at the fintech company Pattern and, before that, Mercer Advisors. Outside of work, Andrea orchestrates the offense as point guard of her local women 's basketball team.

Andrew has worked in financial services since 2012. He loves seeing the relief that comes when he helps his Members alleviate a major stressor in their financial lives. He 's worked at Fidelity Investments, built a bespoke financial wellness program at NC State University, and his own firm while also serving in the US Navy. He loves exploring the Star Wars world with his two boys, traveling around the real world, and history!

Angela has 15 years of planning and advising experience. She loves empowering people to unlock their potential and embrace positive financial change. Previously, she started her own financial planning and speaking firm as well as worked at Merrill Lynch and Charles Schwab. When she’s not facilitating financial progress, Angela enjoys baking, family time with her husband and two daughters, and keeping up with their Dobermans.

Brianna has 7 years of planning and advising experience. She’s deeply committed to helping people make more informed money decisions at every step of their financial journey. She previously worked at Merrill Lynch in wealth management. In her free time, Brianna’s into exploring the Pittsburgh food scene, jamming to Taylor Swift in spin class, and reading while cozying up with her cats, Randy and Jim Bob.

Chris has 16 years of financial planning experience. He’s passionate about building members’ financial understanding so they feel empowered to grow toward their goals. He previously worked at Vanguard, Fidelity, and Citizens Bank and also spent 5 years leading a non-profit financial education program in Philadelphia. Chris is into volunteering, collecting sports memorabilia, and traveling with his family.

Colin has 11 years of planning and advising experience. He’s passionate about building people’s confidence to pursue their financial goals while saving them time and energy. He previously worked at Morgan Stanley before building his own financial planning firm. He loves soccer, volleyball, and hiking with his partner, Ali.

Durriya has 6 years of financial planning experience and an additional 4 years of tax-focused experience. She loves making complex concepts simple and actionable. She previously worked at Merrill Lynch, Ernst &Young, and the fintech company Albert. She loves, like LOVES, cooking.

Emily has 8 years of financial planning experience. She 's all about empowering people to navigate their financial journey with confidence while making them feel secure and supported along the path to hit their goals. Emily previously worked at ICONIQ Capital and UBS Financial Services. Outside of work, she loves outdoor adventures with her husband and diving into a good book.

Jack has 5 years of financial planning experience and a master’s degree in Personal Financial Planning. He’s focused on helping people feel more confident with money so they can pursue a fulfilling and intentional life. He previously worked at Ernst &Young before founding his own practice. Jack enjoys reading, traveling with his wife and being active in his church and community.

Mary has 8 years of financial planning and advising experience. She loves having high-impact sessions that leave members feeling inspired, motivated, and reassured. She previously worked at MetLife, Stash Wealth, and Student Loan Planner. Mary teaches tap dancing in her spare time and loves hanging out with her husband and their baby boy Nolan.

Matt has 10 years of financial planning experience and another 6 years working in early-stage technology. He 's passionate about getting to know his members, what they value, and what they truly want out of life so money can empower them to be the fullest versions of themselves. Matt previously ran his own practice working mostly with young families. His favorite thing in the world is coaching his boys 'soccer teams.

Naima has 12 years of financial planning and advising experience. She’s all about empowering people to make savvy decisions and unlock a-ha moments on their way to hitting their financial goals. She previously worked at Capital Asset Management Group, Motley Fool Wealth Management, and several boutique firms. Outside of work, Naima loves traveling, all things Beyoncé, and hanging with her husband and dog Smokey.

Naomi has 9 years of experience in financial services, planning, and advising experience. She’s all about making people feel empowered and at ease on their journey towards financial progress. Previously, Naomi worked at Lazard Asset Management and Fidelity before starting her own firm helping people grow towards their financial goals. She loves to travel, sew her own clothes, and dive into new hobbies.

Paige has 10 years of financial planning experience. She loves listening to members’ stories, understanding their goals, building the roadmap to get them there, and providing support along the entire journey. Paige previously worked at Baird &Co. as well as the fintech company Origin. Outside of work, she’s all about outdoor adventures, yoga, and hosting epic dinner parties with family and friends.

Raquel has 5 years of financial planning experience and a passion for helping people reach their goals in a way that aligns with their values. She previously worked at 2050 Wealth Partners, helping young families and entrepreneurs make progress and build confidence. She 's adventurous and loves to travel, cliff dive, and snorkel.

Rebecca has 10 years of financial planning experience and loves helping people resolve their mental clutter and financial stress, so they can think about money less and life stuff more. She previously worked at Ellevest and in wealth management in the Bay Area. She also ran a pro bono financial practice and wrote a book about financial planning for young families.

Sanchi has 8 years of experience across financial planning, investments, and economics. She’s driven by a desire to make meaningful impact in members’ lives, whether that’s helping navigate a major financial decision or building confidence to take control of their finances. Sanchi previously worked at Accretive Wealth Management and has her Masters in Economics. She loves traveling, hiking, cooking and sometimes painting, too!