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 Astorga 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 journey for me,…
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™…
Alexandra KeeltyCFP® Volunteer Financial Mentor Passionate About… Budgeting Investing Retirement Plans My name is Alexandra, known by Alex to friends and family, and am from Chicago. I’ve worked at a Chicago-based Wealth Management Firm for 8 years now and love to help people accomplish their financial goals. A social cause I care about is… Education.…
Dalia RodriguezAFC® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Retirement Planning Dalia Rodriguez is 3rd Decade’s Bilingual Financial Mentor. She graduated from Arizona State University’s W.P. Carey School of Business with a bachelor’s degree in Accounting. Dalia believes in the power of community and is eager to help expand 3rd Decade’s mission into the…
Doug Leventhal Volunteer Financial Mentor Passionate About… Budgeting Debt Management Insurance Doug is the Chief Operating Officer at a real estate development company in Phoenix, Arizona. Doug has a passion for getting young people started on the best path possible for financial security and would love to share some of his own personal expertise gained…
Ardie BuechnerAFC® Volunteer Financial Mentor Passionate About… Budgeting Debt Management The Military Ardie is an AFC® with a desire to learn all things personal finance, and share and exchange knowledge and experience with others. Ardie lives in south-central Alaska with her husband, son and their dog enjoying all that Alaska has to offer. Ardie is also…
Dana SandovalCFP® Volunteer Financial Mentor Passionate About… Budgeting Retirement Plans Insurance/Estate Planning Dana worked for Registered Investment Advisory firms in the Denver area. She holds a Lawyer’s Assistant Graduate program degree, with trust and estate emphasis, from the University of Sand Diego and a B.S. in Economics from Colorado State University. In addition to being…