Byron Gurzo

How I’m expanding what’s possible with money I’m expanding what’s possible with money by challenging myself to learn everything I can about personal finance and pass that knowledge on to those around me. I discovered my fear of money came from a lack of understanding. By focusing on learning how to save money in an […]
Kate Barron-Alicante, CFP®

My Story “Don’t go looking for what you can’t handle.” This is what my Cajun maternal grandmother said to 7 year-old me over our crawfish etouffee dinner. I’d had the rare chance to sit next to the matriarch at the holiday dinner grownups’ table and I’d just worked up my courage to ask her about […]
Grace Mitchell-DiMicco

My Story I have an extraordinary fear of heights. I always have. “When you were a child, you would practically crawl into my skin,” my mom remembers. That’s why she was shocked when I told her I wanted to rock climb. “But I believe you can do whatever you put your mind to.” Like the […]
Barbara Wolf, CFP®, MBA

The reason I got into this profession: During college, I gradually began to realize that I would be on my own financially very soon.
Zivia Beniflah, FPQP™

The reason I got into this profession: As a wife and a mother of five children, my primary role for many years was that of nurturer, caretaker, mom. A few years ago I reached the point in my life where I felt it was necessary to add “provider” to my list of roles.

