Our Team

A growing team of licensed professionals across the country, united by the same commitment to education-first financial guidance.

Meet the Team

Wendy

Wendy C.

California, Illinois, Nevada, Texas

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Aimee D.

Aimee D.

Nevada

CC

Christian C.

Nevada

AA

Abbegail A.

Nevada

JA

Jeffrey A.

Illinois

MG

Malachi G.

Illinois

HC

Haille C.

Arizona

DT

DeAnna T.

Illinois

MA

Marie A.

Nevada

JD

Jaylon D.

Indiana

CD

Chris D.

Nevada

PD

Patricia D.

Nevada

FT

Fia T.

Nevada

KG

Kevin G.

Tennessee

TH

Troy H.

Louisiana

TL

Tyler L.

Iowa

CM

Claudia M.

California

JR

Jaqueline R.

Colorado

MB

Manuel B.

Washington