Malcolm Hughes
How I’m expanding what’s possible with money I always communicate my financial needs alongside my emotional requirements, and I’m unafraid to seek assistance when necessary. Each month, I set aside funds for mutual aid projects within my community and to helping other LGBTQ+ individuals in achieving their transition goals. Outside of work, my passions include […]
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 […]
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 […]
Brenda Chatman, FPQP™
How I’m expanding what’s possible with money I set money aside each month to support charities and events focusing on environmental conservation and social justice initiatives. Every year I review my charitable giving to find ways to contribute additional time or money. Outside of work, my passions include I love spending time outdoors and am […]
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 […]
Lauren Boyes
My Story If I could go back in time and visit my past self in early 2020, I would have told her this: the entire world is about to shut down due to a pandemic; buckle up in 2021 because you’ll give birth to a sweet baby boy; and in 2023, you will be a […]
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 […]
Danielle Onesto
My Story On my 5th birthday, with the candles glowing in front of me, I struggled to make a wish. One wish. As the seconds ticked on, the pressure grew and the yellow wax dripped onto the chocolate frosting. I thought, “I have to pick one thing?” I couldn’t decide. Even worse than making a […]
