Creating the future of financial life planning.
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.
Manager, Operations Envisioneering™
Keishanna helps smooth the operations that support delivering our Envisioneering™ Financial Life Planning Process. Her duties encompass seeing that our financial planning, investment management, and insurance workflows run smoothly. She also helps prospects and clients get scheduled and tends to our accounts receivables.
Jeanne brings a fresh perspective on helping Millennial women pursue financial freedom. Her background in account management and marketing fits the Envisioneering™ Financial Life Planning Process. She is currently pursuing registration as an investment advisor representative.