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  • TANYA FRIAS

    HEAD OF WEALTH PLANNING

    I’m a first generation college graduate. I became a CERTIFIED FINANCIAL PLANNER™ to help millions like me.

    Teams: #womenwhowealth #retirementplanning

    Meet with Tanya

  • JACOB STEWART

    WEALTH ADVISOR

    I’m one of 12 kids. I grew up in a low income household. I became a CERTIFIED FINANCIAL PLANNER™ because where you start doesn’t determine where you end.

    Teams: #estateplanning #vetsandwealth #insureandprotect

    Meet with Jacob

  • JORDAN ZACKERY

    WEALTH ADVISOR

    I’m a first generation All American college football athlete. I became a CERTIFIED FINANCIAL PLANNER ™ because I believe everyone deserves financial success.

    Teams: #collegeplanning #menwhowealth #firstgenwealth

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  • DESIREE FISHER

    WEALTH ADVISOR

    I became a CERTIFIED FINANCIAL PLANNER™ because I fundamentally believe people should have a clear understanding of money and how it can be used as a tool to build generational wealth.

    Teams: #cashflow #estateplanning #blkwomenwealth

    Meet with Desiree

  • RICK TARBODA

    WEALTH ADVISOR

    My father came to America and worked 2 jobs to save enough to start his own business. I became a CERTIFIED FINANCIAL PLANNER ™ to help hard working folks build wealth.

    Teams: #taxoptimization #menwhowealth

    Meet with Rick

  • CORY FALADE

    WEALTH ADVISOR

    My journey to becoming a financial planner started with wanting more for my own finances. Once I got better financially, I decided to get the knowledge help others. I’m also a proud pride planner.

    Teams: #homeownership #newinvestors

    Meet with Cory