Choose your Guide

Chris has 16 years of financial planning experience. He’s passionate about building members’ financial understanding so they feel empowered to grow toward their goals. He previously worked at Vanguard, Fidelity, and Citizens Bank and also spent 5 years leading a non-profit financial education program in Philadelphia. Chris is into volunteering, collecting sports memorabilia, and traveling with his family.

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.

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!

Durriya has 6 years of financial planning experience and an additional 4 years of tax-focused experience. She loves making complex concepts simple and actionable. She previously worked at Merrill Lynch, Ernst & Young, and the fintech company Albert. She loves, like LOVES, cooking.

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.

Naima has 12 years of financial planning and advising experience. She’s all about empowering people to make savvy decisions and unlock a-ha moments on their way to hitting their financial goals. She previously worked at Capital Asset Management Group, Motley Fool Wealth Management, and several boutique firms. Outside of work, Naima loves traveling, all things Beyoncé, and hanging with her husband and dog Smokey.