Choose your Guide

Andrea has 8 years of financial planning and advising experience. She thrives on inspiring people to confidently take control of their finances with tailored advice and easy-to-apply education. She previously worked at the fintech company Pattern and, before that, Mercer Advisors. Outside of work, Andrea orchestrates the offense as point guard of her local women's basketball team.

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.

Paige has 10 years of financial planning experience. She loves listening to members’ stories, understanding their goals, building the roadmap to get them there, and providing support along the entire journey. Paige previously worked at Baird & Co. as well as the fintech company Origin. Outside of work, she’s all about outdoor adventures, yoga, and hosting epic dinner parties with family and friends.

Angela has 15 years of planning and advising experience. She loves empowering people to unlock their potential and embrace positive financial change. Previously, she started her own financial planning and speaking firm as well as worked at Merrill Lynch and Charles Schwab. When she’s not facilitating financial progress, Angela enjoys baking, family time with her husband and two daughters, and keeping up with their Dobermans.