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

MA

Marie A.

Nevada

JA

Jeffrey A.

Illinois

RD

Rebecca D.

Pennsylvania

TH

Troy H.

Louisiana

AC

Aliesia C.

Michigan

TL

Tyler L.

Iowa

JR

Jacqueline R.

Colorado

KG

Kevin G.

Tennessee

FT

Fia T.

Nevada

CD

Chris D.

Nevada

DT

Deanna T.

Illinois

MG

Malachi G.

Illinois