Choose your Guide

Andrew has worked in financial services since 2012. He loves seeing the relief that comes when he helps his Members alleviate a major stressor in their financial lives. He's worked at Fidelity Investments, built a bespoke financial wellness program at NC State University, and his own firm while also serving in the US Navy. He loves exploring the Star Wars world with his two boys, traveling around the real world, and history!

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.

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.

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.

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.