Choose your Guide

Andrea has 8 years of financial planning and advising experience. She thrives on inspiring people to confidently take control of their finances with tailored advice and easy-to-apply education. She previously worked at the fintech company Pattern and, before that, Mercer Advisors. Outside of work, Andrea orchestrates the offense as point guard of her local women's basketball team.

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.

Durriya has 6 years of financial planning experience and an additional 4 years of tax-focused experience. She loves making complex concepts simple and actionable. She previously worked at Merrill Lynch, Ernst & Young, and the fintech company Albert. She loves, like LOVES, cooking.

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.

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.