Volunteer Financial Mentor

Thao Truong  Financial Mentor A LITTLE MORE ABOUT THAO:Thao is an Associate Wealth Advisor at Morton Capital. To Thao wealth means more than money. It is about having the privilege to live our life purpose with a joyful heart and enthusiasm—not stressing out about money, security, health, or relationships. It is about having the wisdom…

Volunteer Financial Mentor

Kevin Rex  Financial Mentor A LITTLE MORE ABOUT KEVIN:Kevin CFP® is a Wealth Advisor and Partner at Morton Capital. To Kevin wealth means experiencing life with those you love: skiing down a mountain in Utah, playing in the waves of Santa Barbara, or sitting around the fire pit in my backyard telling stories and laughing.…

Volunteer Financial Mentor

Rich Davtyan  Financial Mentor A LITTLE MORE ABOUT RICH:Rich CFP® began his career in wealth management in 2013. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. Rich resides in Los Angeles and when…

Volunteer Financial Mentor

Justin Shane  Financial Mentor A LITTLE MORE ABOUT JUSTIN:Justin Shane CFP® began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He holds a FINRA Series 65 license and is a member of the Financial Planning Association. Justin graduated…

Volunteer Financial Mentor

Grant Blindbury  Financial Mentor A LITTLE MORE ABOUT GRANT:Grant Blindbury CFP® is a and Partner at FMB Wealth. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management.…

Volunteer Financial Mentor

Rachel Shin  Financial Mentor A LITTLE MORE ABOUT RACHEL:Rachel is an Advisor at FMB Wealth. Rachel obtained her BA in Business Administration with an emphasis in Finance and Financial Planning from California State University, Fullerton in 2019, where she was the President of the Financial Planning Association. Rachel was also awarded a scholarship to be…

Volunteer Financial Mentor

Heather Aragona  Financial Mentor A LITTLE MORE ABOUT HEATHER:Heather began her career in the financial services industry in 2017, bringing with her a diverse professional background in government administration and management. Heather is a master problem-solver and advocate for her clients. She believes that great relationships begin with exceptional service and she delivers on that…

Volunteer Financial Mentor

Dane Sauer, CFP®  Financial Mentor A LITTLE MORE ABOUT DANE:Scott is a Certified Financial Planner (CFP®) at Mercer Advisors. Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal Finance in 2015. He is passionate about helping families identify their financial goals…

Volunteer Financial Mentor

Scott Adair, CFP®  Financial Mentor A LITTLE MORE ABOUT SCOTT:Scott is a Certified Financial Planner (CFP®)  and Investment Advisor Representative at ML&R Wealth Management. Scott Adair joined ML&R Wealth Management in 2012. Before joining ML&R he was a web developer and researcher for the Texas Legislative Reference Library. During this time, he embarked on his…

Volunteer Financial Mentor

Carli Smith, CFP®  Financial Mentor A LITTLE MORE ABOUT CARLI:Carli is a Certified Financial Planner (CFP®) at ML&R Wealth Management. She has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, helping…