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Mentors
Our mentors are here to help guide individuals and businesses toward financial success through education, strategic planning, and personalized mentorship. With expertise in financial literacy, budgeting, and investment strategies, they empower clients to make informed decisions and build a secure financial future.
Adel Elsayed
Director, Central Applications Engineering Manager
Daniel Lee
Divorce Attorney
Jandro Riveron
Product Manager
L. McKinley, CFP
MNM Vested, LLC
Scott Meyer
Entrepreneur
Carlos Garcia Jr
Product & User Experience Lead Design
David Eubank
Manufacturing Strategy Designer, Retired
Kenton Braun
CFP, ChFC
Marco Rimassa, CFP, CRPC, CFA
Investment Advisor Representative
Claudia Barreda
Behavioral Technician
Holly Ham
VP of Customer Success
Ketul Parekh
Global Technology Executive
Morgann Zimmer, CFP
Senior Financial Advisor
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