Courtney Thompson
Courtney's passion is to create a safe and comfortable environment for talking about finances. She aims to provide guidance to help members reach their financial goals.

Veronica Balderas
Veronica focuses on helping members develop healthy habits and establish strong foundations for their financial future.

Leo Mora Jr. (English and Spanish speaking)
Leo enjoys making an impact on members’ lives by collaborating and building relationships. Leo creates strategies to help execute financial goals and reinforces them by being a genuine support system.

Sabrina Olander
Sabrina excels at providing insight to each individual financial situation. She finds passion in helping members pave a path to financial success by planning and creating personalized goals together.

Brandon Smith
Brandon is driven by empathy and understanding. Brandon offers confidential judgement-free financial planning, and helps his members meet attainable customized goals.