Choose your Guide

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.

Jack has 5 years of financial planning experience and a master’s degree in Personal Financial Planning. He’s focused on helping people feel more confident with money so they can pursue a fulfilling and intentional life. He previously worked at Ernst & Young before founding his own practice. Jack enjoys reading, traveling with his wife and being active in his church and community.

Sanchi has 8 years of experience across financial planning, investments, and economics. She’s driven by a desire to make meaningful impact in members’ lives, whether that’s helping navigate a major financial decision or building confidence to take control of their finances. Sanchi previously worked at Accretive Wealth Management and has her Masters in Economics. She loves traveling, hiking, cooking and sometimes painting, too!

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.

Aashka has 11 years of financial planning experience. She’s passionate about collaborating with members to craft personalized paths to their biggest goals. She previously worked at R.W. Baird, Ameriprise, and Cresset Capital Management. Aashka loves exploring Austin’s food scene with her husband and daughter, and going on hikes with her German Shepherd, Kobe.

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.