All Financial Coaches:
• Have a CFP® designation
• Are 100% unbiased and do not sell anything
• Have at minimum 10 years of financial planning experience
• Are full-time financial educators
• Pass an eight-step recruiting process
• Can be certified on your company’s employee benefits
• Are trained in behavioral finance techniques
• Have high EQ and love helping people
Our diverse team is located across the United States.

Meet some of our featured Financial Coaches.

Brian Kelly, CFP®
Certified Financial Planner

Chris Setter, CFP®
Certified Financial Planner

Cyrus Purnell, CFP®
Certified Financial Planner

Doug Spencer, CFP®
Certified Financial Planner

Erik Carter, CFP®
Certified Financial Planner

Greg Ward, CFP®
Certified Financial Planner

Jim Jacobucci, CFP®
Certified Financial Planner

Linda Robertson, CFP®
Certified Financial Planner

Mark Dennis, CFP®
Certified Financial Planner