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.

Monica

"I have a clear roadmap."

Monica
/ 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
Misha

"Now all my accounts are in one place."

Misha
/ Fruitful Member
Kathleen

"It has been pivotal with major life decisions."

Kathleen
/ Fruitful Member
Daniela

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

Daniela
/ Fruitful Member
Raquel

"I'm excited about the milestones that I've hit."

Raquel
/ Fruitful Member
Amy

"It’s given me a lot of peace and clarity around my finances."

Amy
/ Fruitful Member
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
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
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
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
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