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®)…
Carynna MottVolunteer Financial Mentor Passionate About… Debt Management Retirement Plans Student Loans My name is Carynna Mott and I am a proud resident of New Haven, CT. I joined the Mercer Advisors team as a Client Service Specialist because I cherish helping people and providing comprehensive support. My passion lies in empowering others to achieve…
Ashley RittershausCFP® Volunteer Financial Mentor Passionate About… Budgeting Retirement Plans Taxes I’m a financial planner who is passionate about helping people feel less stressed and more confident managing their money. I believe everyone deserves to feel financially secure and that money is a tool to live the life you want. Although talking about money is…
Nikki GriffithAFC® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Retirement Plans Nikki is the Assistant Director of Finance for the City of Chesapeake, VA. She loves working with high school students and adults of all ages to make financial information relatable. Originally from Maryland, she is an avid Baltimore Orioles and Baltimore Ravens fan.…
Adam Van DeusenCFP® Volunteer Financial Mentor Passionate About… Budgeting Investing Purchasing a Home Adam is a Financial Planning Nerd for Kitces.com, where he writes and speaks about topics related to financial planning. He previously worked at a fee-only financial planning firm in the Washington DC area and was a financial journalist earlier in his career.…
Steve OniyaCFP®, ChFC® Volunteer Financial Mentor Passionate About… Investing Retirement Plans Un/Underbanked Born and raised in Houston, Texas and instilled with an entrepreneurial drive from entrepreneurial parents; Steve enjoys leading people, business development and helping others. He enjoys the strategy of making more, from less. Steve grew up helping his father’s business (in which his…
MaryAnne GucciardiCFP®, RICP® Volunteer Financial Mentor Passionate About… Education & Literacy Women’s Rights Seniors MaryAnne Gucciardi is a Financial Advisor. She has a deep marketing, business development, strategy, and entrepreneurial background. MaryAnne spent 10+ years in CPG, manufacturing and outside sales in Asia, four years in fundraising with Stanford and UNC School of Medicine and…
Jeaneese AyandokonMentor & Volunteer Coordinator A LITTLE MORE ABOUT JEANEESE:Jeaneese Ayandokon is the Mentor & Volunteer Coordinator at 3rd Decade. She holds a B.A. in Cultural Anthropology with a focus on community development from the University of Houston. With a passion for volunteer management, Jeaneese is dedicated to fostering meaningful connections between nonprofits and their stakeholders. In…
Claudia Campo MirabentMarketing & Social Media Intern A LITTLE MORE ABOUT CLAUDIA:Claudia comes from a diverse background having been born in Venezuela, raised in Mexico, and educated in the United States. She is trilingual, dedicated, and a wizz at brand management. She is currently a student at the University of Scranton and will graduate in…
TALI Pawperations Manager A LITTLE MORE ABOUT TALI:Tali manages all aspects of planning and supervising team fun. She is also very serious about staying on task (the task being giving her enough pets).