Gamaliel Jimenez Volunteer Financial Mentor Passionate About… Budgeting Investing Retirement Plans Gamaliel (or Gama) works in the financial planning team at Perigon Wealth Management. He earned a B.S. in Personal and Family Financial Planning at the University of Arizona and is a proud Tucson native. He’s excited to help you plan for your future and…
Kurt WittmeyerCFP® Volunteer Financial Mentor Passionate About… Investing Purchasing a Home Student Loans Kurt is a Wealth Advisor Itasca, IL. He developed his passion for wealth management by watching his parents in the service industry and developing the desire to connect and build relationships with those around him. He identified that working in wealth management…
Hannah FarrowCFP® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Investing Hannah is working towards full certification as both a financial counselor and financial planner while switching careers after a decade in technology program management including 6 years at Apple. She received her Bachelor of Science at Massachusetts Institute of Technology with a major in…
Josh ChebulCFP® Volunteer Financial Mentor Passionate About… Investing Retirement Plans Taxes Josh is a career changer who came to the financial planning world after 14 years as an engineer. He loves living in Colorado, spending time with his wife and young son, golfing, skiing, and camping. He hasn’t traveled to nearly as many countries as…
Blanca CejaVolunteer Financial Mentor Passionate About… Budgeting Debt Management Insurance Blanca is a Client Service Specialist at Mercer Advisors and part of the Newport Beach, CA team. She enjoys problem-solving, learning, and sharing helpful tips to improve her and her family’s finances. She spent many years working in the Insurance industry, specifically, in employee benefits.…
Nick KergerCFP® Volunteer Financial Mentor Passionate About… Budgeting Taxes Investing Nick graduated from Marquette University with a Bachelor of Science in Finance and Economics. He enjoys trying to make personal finance digestible and understandable. He also enjoys playing all types of sports (basketball, volleyball, and recently took up golf), traveling domestically and internationally, running races,…
Tami LeffingwellSeries 7 Test Volunteer Financial Mentor Passionate About… Budgeting Investing Debt Reduction Tami is the Client Service Manager for Mercer Advisors in the Portage, MI office. She is passionate about life and serving in her community, and she takes care of those who are vulnerable and overlooked. Spending time with family, friends, her rescued…
Nicky AmoreCFP®, CPWA® Volunteer Financial Mentor Passionate About… Health and Wellness Women’s Rights Veterans and Military When I was a child, I was in a wheelchair and I found that I required attention that my siblings did not need. Since I knew my special needs were temporary, I was determined to move and help others after…
Laura RyanCFP®, FPA® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Purchasing and Home I want to help with Financial Literacy. I think it is important that all communities receive financial education. In an ideal world everyone would have a financial planner to help guide them. A social cause I care about is… Financial Literacy…
Jordan PaulCFP® Volunteer Financial Mentor Passionate About… Budgeting Retirement Plans Student Loans Jordan is a Lead Advisor at Theory Planning Partners. She received her Bachelor of Science in Accounting and Master of Accounting at the University of Kansas. She is a Certified Public Accountant (CPA) and is working to earn her Certified Financial Planner (CFP®)…