Choose your Guide

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!

Aashka has 11 years of financial planning experience. She’s passionate about collaborating with members to craft personalized paths to their biggest goals. She previously worked at R.W. Baird, Ameriprise, and Cresset Capital Management. Aashka loves exploring Austin’s food scene with her husband and daughter, and going on hikes with her German Shepherd, Kobe.

Jack has 5 years of financial planning experience and a master’s degree in Personal Financial Planning. He’s focused on helping people feel more confident with money so they can pursue a fulfilling and intentional life. He previously worked at Ernst & Young before founding his own practice. Jack enjoys reading, traveling with his wife and being active in his church and community.

Matt has 10 years of financial planning experience and another 6 years working in early-stage technology. He's passionate about getting to know his members, what they value, and what they truly want out of life so money can empower them to be the fullest versions of themselves. Matt previously ran his own practice working mostly with young families. His favorite thing in the world is coaching his boys' soccer teams.

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.

Alli has 10 years of financial planning and advising experience. She loves helping people navigate both the tactical and emotional complexities of financial decisions within a fun, comfortable space. She previously worked at Marshall Financial Group and Ellevest before building her own financial planning firm. Alli’s an avid Philly sports fan and loves being outdoors with her husband and their dog Whiskey.