Choose your Guide

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.

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.

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.

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.

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!

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.