Meet our wealth advisors

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  • 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

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    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

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    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

  • KEVIN MATTHEWS, II

    WEALTH ADVISOR

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    I’m a bestselling author and former math teacher who believes everyone deserves financial freedom.

    I make investing simple so that everyday people can build wealth and break generational barriers. 

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

    DESIREE FISHER

    WEALTH ADVISOR

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    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

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    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

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    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

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    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