Choose your Guide

Angela has 15 years of planning and advising experience. She loves empowering people to unlock their potential and embrace positive financial change. Previously, she started her own financial planning and speaking firm as well as worked at Merrill Lynch and Charles Schwab. When she’s not facilitating financial progress, Angela enjoys baking, family time with her husband and two daughters, and keeping up with their Dobermans.

Matt has 10 years of financial planning experience and another 6 years working in early-stage technology. He's passionate about getting to know his members, what they value, and what they truly want out of life so money can empower them to be the fullest versions of themselves. Matt previously ran his own practice working mostly with young families. His favorite thing in the world is coaching his boys' soccer teams.

Mary has 8 years of financial planning and advising experience. She loves having high-impact sessions that leave members feeling inspired, motivated, and reassured. She previously worked at MetLife, Stash Wealth, and Student Loan Planner. Mary teaches tap dancing in her spare time and loves hanging out with her husband and their baby boy Nolan.

Raquel has 5 years of financial planning experience and a passion for helping people reach their goals in a way that aligns with their values. She previously worked at 2050 Wealth Partners, helping young families and entrepreneurs make progress and build confidence. She's adventurous and loves to travel, cliff dive, and snorkel.

Alli has 10 years of financial planning and advising experience. She loves helping people navigate both the tactical and emotional complexities of financial decisions within a fun, comfortable space. She previously worked at Marshall Financial Group and Ellevest before building her own financial planning firm. Alli’s an avid Philly sports fan and loves being outdoors with her husband and their dog Whiskey.

Naima has 12 years of financial planning and advising experience. She’s all about empowering people to make savvy decisions and unlock a-ha moments on their way to hitting their financial goals. She previously worked at Capital Asset Management Group, Motley Fool Wealth Management, and several boutique firms. Outside of work, Naima loves traveling, all things Beyoncé, and hanging with her husband and dog Smokey.