Ariel WatsonCFP® Senior Financial Mentor Passionate About… Insurance Budgeting Student Loans Ariel is a Sr. Financial Planning Analyst for Allegheny Financial Group in Pittsburgh, PA, where she helps her financial advisor build financial plans. She has BS in Accounting and Finance and recently passed the CERTIFIED FINANCIAL PLANNER™ exam. In her spare time, Ariel can…
Duc TruongCPA® Senior Financial Mentor Passionate About… Budgeting Investing Taxes Duc is a Certified Public Accountant (CPA) based in Seattle, WA. He earned a Master’s degree in Taxation from the University of Washington and started his career at one of the Big 4 accounting firms. Throughout his professional career, he is always passionate about delivering…
Jared ArcherCFP®, CPA® Senior Financial Mentor Passionate About… Insurance Debt Management Purchasing a Home I help individuals and families reach their financial goals, such as having adequate savings for retirement, developing robust investment strategies, purchasing a secondary/vacation home, funding their children’s education/weddings, and many others. Whatever their goals may be, I take a holistic approach…
Heather BelliCFP® Senior Financial Mentor Passionate About… Budgeting Investing Retirement Plans I have been a financial advisor for over 25 years and love helping clients achieve their financial goals. I’ve lived in northern California my whole life, and when not working, I enjoy being outdoors with my family and pets. We currently have 2 horses,…
Mason HulceVolunteer Financial Mentor Passionate About… Budgeting Debt Management Student Loans Mason is currently working as a Financial Planner. He has a Bachelor of Science in Sociology from Utah State University, complemented by a minor in Financial Planning. In 2023, Mason successfully passed the Certified Financial Planner (CFP®) exam and is now accumulating the necessary…
Cynthia Bistrain-OkiePMP® Volunteer Financial Mentor Passionate About… Debt Management Investing Student Loans Cynthia is an Finance Operations Manager at Intuit Inc. She has a passion for learning and sharing information that others find useful. She looks forward to helping you identify your financial goals and discover a path to reach them. Cynthia enjoys hiking, reading,…
Amber Aanenson Volunteer Financial Mentor Passionate About… Budgeting Debt Management Military I am a wife and a mom of four pretty great children. I am an educator by trade. I enjoy learning about plants and their superpowers. We love to travel as a family and have visited most of the United States by car. I…
Andrew KielVolunteer Financial Mentor Passionate About… Budgeting Investing Purchasing a Home Andy is a full time investor and president of Optimize Investments Inc, a private equity company that specializes in safe, secure, long-term cash flow. He also serves on the board of the Hermitage no-kill cat shelter as treasurer. A social cause I care about…
Alex MurphyVolunteer Financial Mentor Passionate About… Budgeting Investing Retirement Plans I enjoy building long-lasting relationships while helping peers and clients. I was born and raised in Oakland, and excited to be starting my career close to home in the Bay Area. I joined Mercer Advisors in the early summer of 2023, after graduating from the…
Emma JonesVolunteer Financial Mentor Passionate About… Budgeting Debt Management Basic Financial Literacy I am a 24 year old, pursuing my CFP and working as a financial planner. I had the benefit of learning about what good financial decisions can do for you in my late teens and 20s, which I believe has set me up…