Org chart
Liz Davidson
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Bri May
Creative Director
Namita S.
Chief Commercial Officer (cco)
Cristina Flores
Chief Operating Officer
Statia Thomas
Operations Manager
Chris Walker
Senior Resident Financial Planner
Cfp® Daniel C. Andrews Aep®, Cap®
Resident Financial Planner
Don E.
Senior Financial Coach
Cfp® Chfc® Veronica Arellano
Unbiased Financial Planner
Erik Carter Jd, Cfp®
Financial Coach
Julie Everett
Podcast Producer And Senior Financial Planner
Cdfa® Kari Cedergren Cfp®
Resident Financial Coach
Cfp® Juan Carlos Medina
Resident Financial Planner
Michael Smith
Financial Planner
Cfp® Scott Stark
Financial Coach
Sandra Theyard Harrell Mba, Cfp®
Unbiased Financial Coach At Financial Finesse
