Owner at Carriere Financial Planning, specializing in working with small business owners as well as tech professionals with equity compensation.

Follow Jesus, love our family and community, and enjoy the earth God has given us

Founder @ Cresvita Capital

President of Rora Wealth

Hi! I'm Kathryn Hanna. I love talking about money, being outside, and (recently!) woodworking. I live in Phoenix with my 3 kids.

Founder and Lead Advisor of Refresh Wealth. Serving startup professionals with equity compensation. Love collaborating with other advisors!

Bend, OR

Founder of Lock Wealth Management in Atlanta, GA

Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.

AO Wealth

Father, Husband, Business owner

Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.

Hey all! My name is Brett Wysopal, Owner of Wysopal Wealth Planning, LC. I work with equity compensated families to simplify their equity and taxes.

Founder of Brucker Wealth. We deliver faith based financial planning for our clients with ability to serve our clients across multiple channels.

I'm Chloé, I live in Utah but I grew up in France. I work at Jalada as an accountant, and the team is awesome!

Passionate about economics.

Mindy :)

Financial Advisor

Trying to be in the best shape of my life