Jonah FaulknerSeries 65 Test Volunteer Financial Mentor Passionate About… Insurance Investing Retirement Plans Introducing Jonah Sargent Faulkner, a financial maven with a taste for versatility and a dash of fun. Jonah’s like the Swiss Army knife of the financial world, juggling real estate, insurance brokerage, investment advising, and comprehensive financial planning with a smile. And…
David RobinsonAFC® Volunteer Financial Mentor Passionate About… Debt Management Investing Military Like many Americans, I struggled with money management. I lacked discipline and control around spending, resulting in high credit card debt and loans which crippled my finances and caused feelings of stress, hopelessness and shame. I made it a priority to learn how money…
Miriam FakaliCFP® Volunteer Financial Mentor Passionate About… Student Loans Budgeting Purchasing a Home Miriam Falaki is a Wealth Advisor and a Certified Financial Planner™ practitioner. Miriam joined Capital Directions in 2019 following 7 years at Merrill Lynch as a Senior Financial Advisor and Assistant Vice President. As a Wealth Advisor, she helps to ensure that…
Nathan Valentine Volunteer Financial Mentor Passionate About… Budgeting Debt Management Insurance I’ve been on both sides of the coin for budgeting and debt management. Being self taught, these have been some of the most impactful and life changing lessons I’ve learned. I’ve lived paycheck to paycheck, working multiple jobs with no car, and been tens…
Jacquelyne VegaMasters in Public Administration Volunteer Financial Mentor Passionate About… Budgeting Debt Management Student Loans Jacquelyne is currently a Project Manager for the Office of Economic Initiatives at the City of Tucson. Her work is focused on Business Retention and Expansion, and Economic and Workforce Development in order to foster a long-term sustainable and diverse…
Austin McDonnellCFP® Volunteer Financial Mentor Passionate About… Budgeting Investing Purchasing a Home I began as a financial planner two years ago after graduating from Indiana University in 2021. Since then, I’ve gotten married, moved into a new house, and earned my CFP designation in a whirlwind of a year and a half, so I’m very…
Alvaro AstorgaAZ Life Insurance License Volunteer Financial Mentor Passionate About… Family Planning Student Loans Debt Consolidation Hello everyone! I’m excited to share a little bit about my journey towards financial freedom. As of January 2023, I am thrilled to announce that I am completely debt-free, including paying off my mortgage. It’s been an incredible four-year…
Josh St. LaurentCFP®, CFT-I™ Volunteer Financial Mentor Passionate About… Investing Saving for a first home Retirement Josh spent 9 years working for a financial services corporation, where he realized the industry was underserving young people. He completed CFP® curriculum and graduate work in Advanced Financial Life Planning. Josh believes the biggest financial opportunities are not overly…
Tom HaugCFP® Volunteer Financial Mentor Passionate About… Budgeting Investing Taxes Hello! I am a wealth advisor at Buckingham Strategic Wealth. I work to ensure my clients have a tax-efficient, evidence-driven approach to ultimately help them achieve their most important financial goals. I am passionate about life planning and ensuring my clients’ interests and values are…
Baili RoyCFP® Volunteer Financial Mentor Passionate About… Investment Retirement Plans Taxes Baili joined the wealth management industry after graduating from the University of Illinois’ Financial Planning Program in 2017. Throughout her career, she’s had the pleasure of helping many individuals and families live their version of a full life. Baili is a Certified Financial Planner™…