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 Financial Trainer

Ijal Thompson

Ijal Thompson

Financial Trainer

Financial TrainerCaitlin LyttleNovember 21, 2023Ijal Thompson

Kelly Medina

Kelly Medina

Financial Trainer

Financial TrainerCaitlin LyttleNovember 20, 2023Kelly Medina

Sam Cash

Sam Cash

Financial Trainer

Financial TrainerGuest UserMay 10, 2023Sam Cash

Erika Moromisato

Erika Moromisato

Financial Trainer

Financial TrainerGuest UserApril 25, 2023Erika Moromisato

Jill Wagner

Jill Wagner

Financial Trainer

Financial TrainerGuest UserSeptember 20, 2022Jill Wagner

Gina Funaro

Gina Funaro

Financial Trainer

Financial TrainerGuest UserDecember 30, 2020Gina Funaro

Sara Belhouari

Sara Belhouari

Financial Trainer

NYC, Financial TrainerGuest UserDecember 27, 2020Sara Belhouari

Catriona Williams

Catriona Williams

Financial Trainer

NYC, Financial TrainerGuest UserOctober 13, 2020Catriona Williams

Garrett Faulconer

Garrett Faulconer

Financial Trainer

Financial TrainerGuest UserFebruary 13, 2020Garrett Faulconer

Kadri Augustin

Kadri Augustin

Financial Trainer

NYC, Financial TrainerGuest UserJanuary 29, 2020Kadri Augustin

Kylie Lipinski

Kylie Lipinski

Financial Trainer

Financial TrainerGuest UserJanuary 26, 2020Kylie Lipinski

Joy Liu

Joy Liu

Financial Trainer

Trains Remotely, Financial TrainerGuest UserDecember 1, 2019Joy Liu

Tina Hang

Tina Hang

Financial Trainer

NYC, Financial TrainerGuest UserMarch 25, 2019Tina Hang

Kimberley Bigby

Kimberley Bigby

Financial Trainer

Financial TrainerGuest UserMarch 24, 2019Kimberley Bigby