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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. 

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amie@lulafinancial.com

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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.

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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.

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benjamin@lulafinancial.com

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