Schedule a free intro call today

  • A woman with curly hair smiling, wearing a black blazer, white top, and a large chain necklace against a black background.

    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
  • Smiling man with a beard in a checkered shirt and blazer on a dark background.

    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
  • Person smiling with natural curly hair, wearing a dark dress and gold accessories.

    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
  • Man with glasses smiling, wearing a suit and shirt, dark background.

    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
  • Smiling man with a beard and bald head wearing a coat and a black shirt on a black background.

    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
  • Smiling man in a blue suit and light blue shirt against a dark background.

    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

    Meet with Jordan

Wealth Advisors., Advice on demand., Tax optimization., Homebuying., Insurances., College planning., Estate planning., Portfolios led by expert advisors., Updates in real time., Communities led by experts., Wins.

 WealthMore shows you how.