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.

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.

Mary has 8 years of financial planning and advising experience. She loves having high-impact sessions that leave members feeling inspired, motivated, and reassured. She previously worked at MetLife, Stash Wealth, and Student Loan Planner. Mary teaches tap dancing in her spare time and loves hanging out with her husband and their baby boy Nolan.

Naomi has 9 years of experience in financial services, planning, and advising experience. She’s all about making people feel empowered and at ease on their journey towards financial progress. Previously, Naomi worked at Lazard Asset Management and Fidelity before starting her own firm helping people grow towards their financial goals. She loves to travel, sew her own clothes, and dive into new hobbies.

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.

Alli has 10 years of financial planning and advising experience. She loves helping people navigate both the tactical and emotional complexities of financial decisions within a fun, comfortable space. She previously worked at Marshall Financial Group and Ellevest before building her own financial planning firm. Alli’s an avid Philly sports fan and loves being outdoors with her husband and their dog Whiskey.