Start with Durriya

Why members love Fruitful

Hear inspiring stories from real members
making real progress.

Monica

"I have a clear roadmap."

Monica
/ Fruitful Member
Genevieve & Kurt

"We can actually enjoy our time together a lot more."

Genevieve & Kurt
/ Fruitful Member
Vince

"I feel like I have a handle on everything."

Vince
/ Fruitful Member
Ugonna

"I feel way more in control and empowered to make decisions."

Ugonna
/ Fruitful Member
Richard & Caroline

"We're really excited to plan our life."

Richard & Caroline
/ Fruitful Member
Jennean

"I know exactly where my money is going."

Jennean
/ Fruitful Member
Sharise

"I feel much more confident and positive."

Sharise
/ Fruitful Member
Misha

"Now all my accounts are in one place."

Misha
/ Fruitful Member

These are real Fruitful Members who were paid in cash for their time and participation in this series.

Each testimonial reflects the individual Member's experience as an advisory Client and is not intended to represent any other Member's or Client's experience.

We believe in the integrity of this approach and that, outside the conflict of interest present due to compensation, no other conflicts apply to these testimonials.

These Client testimonials represent the opinions of each Member, and may have been edited for brevity and clarity*.

Andrea Easterling
CFP® Professional

Andrea has 8 years of financial planning and advising experience. She thrives on inspiring people to confidently take control of their finances with tailored advice and easy-to-apply education. She previously worked at the fintech company Pattern and, before that, Mercer Advisors. Outside of work, Andrea orchestrates the offense as point guard of her local women's basketball team.

Andrea
's
style
⚡ Empowering
💡 Insightful
🧮 Analytical
Andrew Rotz
CFP® Professional

Andrew has worked in financial services since 2012. He loves seeing the relief that comes when he helps his Members alleviate a major stressor in their financial lives. He's worked at Fidelity Investments, built a bespoke financial wellness program at NC State University, and his own firm while also serving in the US Navy. He loves exploring the Star Wars world with his two boys, traveling around the real world, and history!

Andrew
's
style
💬 Conversational
🙌 Dedicated
🧠 Open-minded
Bri Sullivan
CFP® Professional

Brianna has 7 years of planning and advising experience. She’s deeply committed to helping people make more informed money decisions at every step of their financial journey. She previously worked at Merrill Lynch in wealth management. In her free time, Brianna’s into exploring the Pittsburgh food scene, jamming to Taylor Swift in spin class, and reading while cozying up with her cats, Randy and Jim Bob.

Bri
's
style
📣 Supportive
✅ Proactive
🤝 Collaborative
Matt Becker
CFP® Professional

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.

Matt
's
style
❤️ Empathetic
🤝 Collaborative
📚 Resourceful
Mckenna Wieser
CFP® Professional

Mckenna has 7 years of financial planning and advising experience. She’s passionate about taking big, complicated life decisions and making them approachable, digestible, and exciting. She’s previously worked at Charles Schwab, helping families in all stages of life meet and exceed their goals with confidence. She loves to travel, go see live music, read, and hang with her dogs Bowser and El.

Mckenna
's
style
🫶 Committed
👁️‍🗨️ Perceptive
✅ Thorough
Raquel Tennant
CFP® Professional

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.

Raquel
's
style
😊 Friendly
🔍 Detailed
💫 Enlightening
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