Start with Durriya

Why members love Fruitful

Hear inspiring stories from real members
making real progress.

These are current Members we paid in cash for participating in this series. This could create a conflict of interest. Each video is edited to be clear, concise and reflect the experiences of an individual Member, not others, at the time of filming. These testimonials don’t guarantee future performance or success.

Misha

"Now all my accounts are in one place."

Misha
/ Fruitful Member
Maya

"I feel a lot more in control of my life."

Maya
/ Fruitful Member
Colin

"I know exactly what I'm doing and what I need to work towards."

Colin
/ Fruitful Member
Daniela

"I'm doing better than I ever have been financially."

Daniela
/ Fruitful Member
Monica

"I have a clear roadmap."

Monica
/ Fruitful Member
Eli

"I don't feel like I'm flying by the seat of my pants."

Eli
/ Fruitful Member
Genevieve & Kurt

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

Genevieve & Kurt
/ Fruitful Members
Sharise

"I feel much more confident and positive."

Sharise
/ Fruitful Member
Alli Hershey
CFP® Professional

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.

Alli
's
style
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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
Angela Moore
CFP® Professional

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.

Angela
's
style
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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
Chris Rahemtulla
CFP® Professional

Chris has 16 years of financial planning experience. He’s passionate about building members’ financial understanding so they feel empowered to grow toward their goals. He previously worked at Vanguard, Fidelity, and Citizens Bank and also spent 5 years leading a non-profit financial education program in Philadelphia. Chris is into volunteering, collecting sports memorabilia, and traveling with his family.

Chris
's
style
🤝 Collaborative
Colin Bishop
CFP® Professional

Colin has 11 years of planning and advising experience. He’s passionate about building people’s confidence to pursue their financial goals while saving them time and energy. He previously worked at Morgan Stanley before building his own financial planning firm. He loves soccer, volleyball, and hiking with his partner, Ali.

Colin
's
style
❤️ Empathetic
🤝 Collaborative
📚 Resourceful
Durriya Pierce
CFP® Professional

Durriya has 6 years of financial planning experience and an additional 4 years of tax-focused experience. She loves making complex concepts simple and actionable. She previously worked at Merrill Lynch, Ernst & Young, and the fintech company Albert. She loves, like LOVES, cooking.

Durriya
's
style
☀️ Kind
♟️ Strategic
💡 Insightful
Emily Vallely
CFP® Professional

Emily has 8 years of financial planning experience. She's all about empowering people to navigate their financial journey with confidence while making them feel secure and supported along the path to hit their goals. Emily previously worked at ICONIQ Capital and UBS Financial Services. Outside of work, she loves outdoor adventures with her husband and diving into a good book.

Emily
's
style
❤️ Empathetic
🔍 Detailed
Mary Rush
CFP® Professional

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.

Mary
's
style
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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
Naima Bush
CFP® Professional

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.

Naima
's
style
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Naomi Parham
CFP® Professional

Naomi has 9 years of experience in financial services, planning, and advising experience. She’s all about making people feel empowered and at ease on their journey towards financial progress. Previously, Naomi worked at Lazard Asset Management and Fidelity before starting her own firm helping people grow towards their financial goals. She loves to travel, sew her own clothes, and dive into new hobbies.

Naomi
's
style
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Paige Clausen
CFP® Professional

Paige has 10 years of financial planning experience. She loves listening to members’ stories, understanding their goals, building the roadmap to get them there, and providing support along the entire journey. Paige previously worked at Baird & Co. as well as the fintech company Origin. Outside of work, she’s all about outdoor adventures, yoga, and hosting epic dinner parties with family and friends.

Paige
's
style
💯 Honest
📣 Supportive
🔍 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
Rebecca Palmer
CFP® Professional

Rebecca has 10 years of financial planning experience and loves helping people resolve their mental clutter and financial stress, so they can think about money less and life stuff more. She previously worked at Ellevest and in wealth management in the Bay Area. She also ran a pro bono financial practice and wrote a book about financial planning for young families.

Rebecca
's
style
☀️ Warm
🧩 Pragmatic
🎯 Action-oriented
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