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

Erika Moromisato

Financial Trainer

Jill Wagner

Financial Trainer

Gina Funaro

Financial Trainer

Sara Belhouari

Financial Trainer

Catriona Williams

Catriona Williams

Financial Trainer

Garrett Faulconer

Garrett Faulconer

Financial Trainer

Kadri Augustin

Financial Trainer

Kylie Lipinski

Financial Trainer

Joy Liu

Financial Trainer

Tina Hang

Financial Trainer

Kimberley Bigby

Kimberley Bigby

Financial Trainer

Executive Team

Featured

Shannon McLay

CEO & Founder

Alicia Lazarto

Chief Operations Officer

Rachel Adaline

Human Resource Manager

Operations Team

Featured

Rebekkah Holleman

Rebekkah Holleman

Client Experience Manager

Mariah Santopietro

Mariah Santopietro

MARKETING DIRECTOR

Hector Lopez

BUSINESS ANALYST

Columbus McKinney

Columbus McKinney

BILLING SPECIALIST

Posts in Executive Team

Shannon McLay

Shannon McLay

CEO & Founder

Executive TeamGuest UserJanuary 31, 2020Shannon McLay

Alicia Lazarto

Alicia Lazarto

Chief Operations Officer

Executive TeamGuest UserJanuary 31, 2020Alicia Lazarto

Rachel Adaline

Rachel Adaline

Human Resource Manager

Executive TeamGuest UserNovember 30, 2019Rachel Adaline