Meet the Team

Meet the individuals who are ready to help you secure a financial legacy.

(click on each team member’s photo to read their bio)

Sherri-C

Sherri

Co-Founder

Frank-C

Frank

Co-Founder

Gene

Gene

President & Co-Founder

Isabelle

Isabelle

COO

Victoria

Victoria

Chief Financial Officer

Robert

Robert

Chief Marketing Officer

Bekah

Bekah

Chief Innovation Officer

Emmanuel

Emmanuel

Chief Revenue Officer

Tyler

Tyler

Inside Sales Director

Ikaika

Ikaika

Executive Director

Jaimie

Jaimie

Operations Director

Blair-Bio

Blair

HR Director

Alicia

Alicia

Marketing Development Specialist

Antonio

Antonio

Finance Director

Ann

Ann

Customer Service Representative

Kellen

Kellen

Customers Solution Specialist

Joey

Joey

Customers Solution Specialist

Steve

Steve

Customers Solution Specialist

TracieAnn

Tracie-Ann

Student Success Support

Dave-s

Dave

Student Success Support