Katelynn Wiley
My Story “I don’t care about money and I never will.” That’s what I remember saying to my family when they warned me that the non-profit path I had chosen wasn’t going to earn much income. Even then, I wasn’t being entirely honest with myself. As a graduating student of Peace and Conflict Studies at […]
Jacqui Worstell, CFP®
My Story The fluorescent lights buzzed overhead, casting a soft glow on the polished marble floors of the bank. I stood beside my mother, barely tall enough to see over the wooden counter, my eyes wide with curiosity. I watched intently as my mom handed her paycheck to the teller. That white slip of paper […]
David Rey
How I’m expanding what’s possible with money I learned early on to structure a financial plan and live below my means so I could stretch every dollar to maximize a surf or climbing trip. While my goals have slightly changed, that mindset has evolved with my career and life; because life happens. This approach gives […]
Elise Faur
My Story She was born at the turn of the century, a towering elderly woman who sported a tight perm that occasionally took on a lavender hue. She was remarkably independent, outspoken, and took to swearing on occasion. Her name was Doris and she was my most memorable babysitter. One day, when she saw our […]
Jason Pollens, CFP®
My Story Like so many of her generation, my mom wasn’t taught about personal finances. After my dad’s stroke, she was not only forced to become a full-time caregiver (all while still teaching elementary school), she also had to take over the family finances which involved trudging through bills and statements piled high on his […]
Rose Brink-Capriola, CFP®
My Story While completing my undergraduate degree in international business and finance, I became interested in microcredit lending in agriculture. I saw the good that could be accomplished by giving individuals access to capital. After college, I traveled the world working in regenerative agriculture and biodynamic viticulture. I fell in love with a model of […]
Kathryn Peyton, CFP®
My Story In my childhood, family travel meant long hours stretched across the back seat of the Ford Country Squire station wagon, reading Archie comics and Nancy Drew mysteries. Snacks were ice water from the red, plaid Thermos and ripe bananas from the sale bin at the grocery store. My parents were Depression era children, […]
Daria Victorov, CFP®
My Story Driving with my father, in his shiny silver BMW, on our way home from college orientation, he turned to me and said, “How are you going to pay for college?” The silence that followed was deafening. I was paralyzed, I had no idea. We had never discussed paying for college, or finances in […]
Spencer Sherman, CFP®, MBA
The reason I got into this business: In 1987, I earned my MBA from Wharton and began working for a large brokerage firm in Philadelphia. It was exciting to get up each morning, stride past Independence Hall, where the Constitution was adopted, and arrive at my stately corporate office.
Susan Olson, CFP®
The reason I got into this profession: Happily, the career path that sprang from those “have not” years provided me with a wealth of opportunities to explore my angst around money.
Kyle Williams, CFP®, CPA
The reason I got into this profession: One evening, when I was 12 or 13, my father said, “Kyle, please come into my office.” His tone was official and I had heard these words before—I was in trouble.
Kelly Acheson, FPQP™
The reason I got into this profession From the time I was a child, I dreamed of becoming an ambulance driver.
