This is probably the most excited guy you'll ever meet! His excitement is catching, and his zest for life is unmistakable. His appetite for delicious food is almost as big as his passion for helping others achieve financial freedom.
Compelling and detail oriented, Yen is our leader and mentor, the driving force behind everything that happens behind the scenes. Known for keeping everything running smoothly, she brings vision, structure, and heart to the team. With a strong sense of dedication to client care, pretty spreadsheets, she leads with both precision and care, while also enjoying life’s simple pleasures like good food, beautiful spaces, & fashion.
To many of us, Zenla is our powerhouse Trainer, a caring friend (sometimes a mom), and our walking "Easy" Button. Armed with knowledge, experience and a Can-Do attitude!
Our resident specialist on self-sufficiency, and results. This woman carries a sweet, simple reason and a strong drive. Learn from one of our best – just don't touch her stuff!
Amiable and warm-hearted, Maddi is a Trainer that demonstrates how being "giving" is a simple way to impact others.
A true practitioner of a holistic business.
She brings the community to the business and the business to the community. You haven't experienced a "Lunch and Learn" until you've met Nina! Prepare to take action... and to be fed!
Daniel is our youngest marketing director. As a big sports fan, he carries that same team-first mindset into everything he does professionally. Daniel represents the next generation of leadership with a genuine passion for growth.
Spending time with Alice is like free therapy. Discover more than what the business can do for you – learn how you can create, contribute and transform your life, one step at a time.
Having a twin career as a AMI Montessori Guide – Heather brings a calm, outgoing energy. She is a new mom, devoted to give back to the community and helping other parents through her greatest passion: education.
This courteous, new dad is full of spunk and heart. You'll find him on the field, empowering the average joe to realize their dreams – or adoring his baby daughter, Zaeya.
A paralegal and a campaigner – Michelle brings powerful skillsets to provide personalized solutions that make sense. Her confidence is contagious – get ready to learn and earn!
He's exuberant, he's witty, he's funny... and a little bashful. Above all, Mike is steadfast about supporting every individual's dreams through education. Originally known as "Fingers" – ask him why.
A seasoned professional who built her career in real estate development and now serves as a financial professional, all while being a dedicated supermom to her son. She's known for her reliability, strength, and unwavering commitment both at home and in her career.
This unassuming lady is a mother of six and she has embarked on a mission to help not only her own family feel confident about their financial future but also others and the next generations to come.
At first glance, this towering figure may come across as indifferent, almost robotic. Yet, Tony's actions are guided by high integrity, strong principles and a cringe-worthy kindness. It's his dedication to protecting others that makes him an upstanding agent for financial education.
Karen, a sociable and steadfast mom, effortlessly balances business and life’s joys. Her remarkable operational skills and commitment to empowering others to attain financial independence, she stands as the winning ace in your financial playbook.
With credentials in both health and wealth, this new dad helps families recognize the importance of building a solid foundation that brings both your well-being and financial prosperity to the forefront. Andrew will coach you to safeguard the most indispensable aspects of life.
Patrick is dedicated to helping families and entrepreneurs build strong financial foundations. With a genuine "win-win" mindset, he prioritizes collaboration and success for all, making him an inspiring advocate for those building their financial future.
Driven by a mindset of abundance and a deep compassion for helping others achieve their goals. Her unwavering belief that everyone deserves financial freedom inspired her to pursue a career dedicated to empowering clients.
Tina is a dynamic and ambitious professional with dual licenses, specializing in securing competitive mortgage rates and providing personalized financial strategies. Her self-starter attitude and commitment to client success makes her a trusted partner.
INSURANCE, BRANCH MANAGER
Our Gatekeeper – she supports us and our guests by introducing a warm smile upon arrival. Although she has an MBA and is a wiz with graphs, her soul is most alive when it's called by the sound of music and love of dance.
Tony & Yen’s baby girl – An early riser who adores her morning walks. Storm serves as the office’s gentle reminder to pause, breathe, and stay present. On sunny days, you’ll find her soaking up rays by the front door.
Heather & Samson's furbaby – she's a chunky ball of playfulness. She loves aggressively and is open to making new friends. Just don't touch her leash—she'll think you're trying to take her away from her beloved humans!
Trish's baby – A charming socialite who never misses a party. This dashing boy will win you over with his good looks and undeniable love for treats. Once you’re friends, you’re stuck with him—no take-backs!
Michael O's sweetheart – Misha is a big-hearted pup who greets everyone with instant love. Just beware of her size—she may not realize how big she is when she smothers you with cuddles.
Tina W’s dynamic duo – Meet Jack (right) and Jill (left). Jack is a belly-rub enthusiast who’ll strategically sprawl in your path, while Jill will put you through your paces before granting you VIP status in her inner circle.
Jessica F’s loyal lapdog – Peanut is the perfect coworker, staying quiet during meetings and never causing a fuss. Just watch your step—he’s blind and might bump into you as he makes his rounds!