Meet the Team

President

Personal Finance Interest: Index funds

Director of Operations

Hobby: Personal fitness

Project Manager Lead

Hobby: Spending time with her family’s golden retrievers.

Program Manager Lead

Personal Finance Interest: Helping families as a social worker and military spouse

Corporate Secretary

Hobby: Watching the Steelers

Product Management Director

Interesting Fact: My oldest is in college…and it’s expensive.

Program Manager Lead

Hobby: Hunting and fishing

Program Manager Lead

Hobby: Baking

Financial Officer

Interesting Fact: Former collegiate baseball player

News & Insights