Financial Advisors

Meet Your New B.F.F.
(Best. Financial. Friend.)

Meet your new squad. Your ride or die friend.
Your B.F.F. will always have your back.

Featured
Erika Moromisato
Erika Moromisato

Financial Advisor

Jill Wagner
Jill Wagner

Financial Advisor

Gina Funaro
Gina Funaro

Financial Trainer

Sara Belhouari
Sara Belhouari

Financial Trainer

Catriona Williams
Catriona Williams

Financial Trainer

Garrett Faulconer
Garrett Faulconer

Financial Advisor

Kadri Augustin
Kadri Augustin

Financial Advisor

Kylie Lipinski
Kylie Lipinski

Financial Trainer

Joy Liu
Joy Liu

Financial Advisor

Tina Hang
Tina Hang

Financial Advisor

Executive Team

Featured
Kadri Augustin
Kadri Augustin

Financial Advisor

Kimberley Bigby
Kimberley Bigby

Chief Operating Officer
Financial Trainer

Operations Team

Featured
Austin Kelly
Austin Kelly

Operations Associate