United in Purpose
We’re dedicated professionals united in a common objective to reduce the wealth gap for underserved communities by bringing opportunity, education, and applied financial knowledge to all.
Leadership
Team
Advisory Council
Meg Vecchi, CLU®, Michelle Pedigo, Cynthia "Cindy" Hoes, Eric Jackson, CLU®, LUTCF®, |
Pam Wheeler, Kathy Tague, Kim Thomas, Alisha Reed, |
Robert Schaffer, George Connolly, JD, CLU®, ChFC®, Mike James, Natalia Brown, |
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