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Who We Are

A bunch of entrepreneurs helping people make smart investment decisions!

We’ll say it upfront. This isn’t the most glamorous industry! But that doesn’t shake our spirits. We have sound reasons to show up each day. We come from a place where millions of families are struggling to grow their savings and secure better futures. A place where affordable access to quality insights and education can save a family’s future. It can be the difference between choosing a profitable investment or losing your life’s hard earned savings.

To lead a movement that helps people attain financial independence is an amazing feeling, one that will continue to keep us moving towards our mission of securing a better financial standing for millions in the country.

With a combined experience of close to 20 years in the industry and a balance of both young and the not-so-young, the team makes for a strong combination that serves our markets well. Together, this team has the technical expertise, the passion and the network to create life-altering, profitable experiences for millions of families.