Ashley FolkesCFP®, RICP® Volunteer Financial Mentor Passionate About… Debt Management Military Sustainable Investing I have many certifications including CFP®, RICP®, CRPC®, CPWA®, CEPA®. I love endurance racing. I have done a lot of marathons, Ironman Triathlon Races, and competitive 100-mile cycling races. Every morning, I hit my knees and ask God to give me the…
Julia MessineoCFP® Volunteer Financial Mentor Passionate About… Budgeting Investing Retirement Plans Julia began her career in financial services at Merrill Lynch where provided personalized investment management strategies to help clients achieve their financial goals. She joined Mercer Advisors in 2021 and is passionate about serving clients and assisting them in planning for what they deem…
Jennifer (Jen) EdwardsSeries 65 Test Volunteer Financial Mentor Passionate About… Budgeting Student Loans Retirement Plans Katherine earned her undergraduate degree in Criminal Justice from The University of Alabama. She made her switch to finance after taking an elective white-collar crime class. Then, she found her passion that blended money management and assisting others. Katherine forgo…
Daniel Lugo Volunteer Financial Mentor Passionate About… Debt Management Budgeting Investing Hi! My name is Daniel, and I am an aspiring financial planner from the Philadelphia area. I am passionate about helping others with their financial situations and am looking forward to carrying this on. In my free time, I enjoy working out, reading, watching…
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…