Creating the future of financial life planning.
Client Experience Envisioneer
Amber is currently pursuing becoming an investment advisor representative. She has diverse interests. She is helping to smooth out our client experience for both financial life planning and investment management.
Investing and Special Projects Envisioneer
Nicole is currently a student at DePaul University. She has helped with research and developing our accumulation and distribution portfolios. Because of her diverse skill set she has helped with tasks ranging from evaluating new financial planning software to completing complex paperwork.