Tools to Make Smart Money Choices
We strive to ignite, influence, and inspire individuals to make informed decisions to achieve their life goals and long-term well-being.
Those who make a meaningful impact
Meet the dedicated professionals committed to guiding you on your financial journey
Lance Dixon
Financial Education Specialist
Bringing extensive experience in community-focused financial coaching and education.
Maria Lopez
Insurance Solutions Advisor
Known for crafting personalized insurance strategies that protect families.
David Kim
Retirement Account Consultant
Focused on innovative retirement planning tailored to veterans and seniors.
Sophia Patel
Community Outreach Coordinator
Leads initiatives that inspire informed financial choices across all age groups.