Matt Rivera, CFP®, CFA
My Story I used to absolutely dread having car problems. I don’t know much about cars and I have no desire to grow my tiny base of knowledge. I would bring my car into the dealership and feel like they were speaking to me in a different language. Each transaction would inevitably leave me wondering […]
Mary Beth Storjohann, CFP®
My Story I’ll never forget the feeling I had while sitting alone at my dining room table the evening I decided to launch my own business. I had been unhappy at my job for months and was finally facing down the “either/or decision.” Either I stay, or I go. I was being pushed to partner […]
Lindsey Woodward Rafkind, CFP®, MBA
My Story As a kid, all my dolls wore pantsuits. I was planning to take the business world by storm. At 5 years old, I set up shop in my grandma’s living room and kindly allowed her to repurchase all her trinkets from me at my imaginary cash register. I was a successful business woman! […]
Jorge Paganín, CPA
My Story Coming soon… How I’m expanding what’s possible with money Saving for retirement, enjoying life a little more, making sure my children have a good education. Outside of work, my passions include I enjoy volunteering and am heavily involved with the local youth soccer association.
Neela Hummel, CFP®
The reason I got into this profession: My dad created and sold several large companies in the 1970s, netting multimillions of dollars.
Barrett Porter, CFP®
The reason I got into this profession: One moment that I’ll never forget from my childhood was when my mom suggested to my dad that a college trust fund be set up for my sister and me.
