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  • Smiling woman with curly hair wearing a large chain necklace and a black blazer over a white top, against a dark 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

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  • Close-up of a smiling man with a beard and short hair, wearing a black jacket over a checkered shirt, against 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

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  • A woman with curly hair and red lipstick smiling against a dark background, wearing a dark top and a gold necklace.

    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 wearing a suit and shirt against a 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

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  • Smiling man with a beard and bald head wearing a coat and dark shirt against 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
  • Portrait of a smiling man in a blue suit 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