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I'm Amie Shapiro and I'm a financial advisor.  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 early on I realized that financial security was way better than standing in a spotlight while being broke. So I help people become financially literate by day and continue to sing after hours.


As soon as my meetings are over, you'll find me hiking with my dogs or at a rehearsal.

I graduated Summa Cum Laude with a degree in Technology Entrepreneurship and Management.


If you haven’t done karaoke, we’re probably not a good fit.


Here’s a TED talk that impacted my life.

This is the best wellness lecture I’ve ever seen.


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 modern 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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