
I'm Amie Shapiro and I'm a financial advisor mostly due to a profound plant medicine ceremony. I’ve been called ‘the creative type’ which might just be a polite way of saying I’m weird. I've been performing most of my life, but I realized pretty early on that financial security is important to me. Now I get to help other people become financially secure.
I graduated Summa Cum Laude with a degree in Technology Entrepreneurship and Management. I'm a dog mom, vegetarian, and exercise enthusiast.
If you don't like NPR, we're probably not a good fit.
This movie speaks to me on a spiritual level.
This segment is a great analysis of US wealth.
​
​
​

I'm Benjamin Packard and I'm a financial advisor. At age 9, I started buying stocks. At age 13, I learned how to legally avoid paying taxes on earnings from the stock. Fast forward, and now I’m a financial advisor.
​
I have an MBA in finance from a mediocre university. I care about improving the lives of animals we eat. I have 2 button down shirts, 2 children, 500+ Legos and 1 wife. I’m a terrible cook. If you claim to like abstract art, we’re probably not a good fit.
This TED talk inspired me to donate 10% of my salary to charity.
This is the best personal finance lecture I’ve ever seen.
​