top of page
IMG_2274 (1).jpg

I'm Amie Shapiro and I'm a financial advisor. At age 10, I opened a checking account and started depositing 1/2 my allowance there. The other 1/2 went toward buying CDs and Bath and Body Works Body Sprays.


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 Derrick Lewis and I’m a financial advisor. At age 13, I became fascinated by compounding interest.


I started my professional career as an aircraft mechanic and know that details matter.

I believe the “why” is an essential part of financial discussions.

I've worked as a grief counselor. 

I have four degrees but will always be a student.

When I'm not spreading the gospel of compound interest, you'll find me building 2,000+ piece Lego sets.

This TED talk taught me how to manage a team.

Here's some advice I wish I was given earlier in life. ​ 


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 25 years and now I’m a financial advisor.

I have an MBA in finance from a mediocre university. I live in co-housing. I care about improving the lives of animals we eat. I have 4 button down shirts, 2 children, 417 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 impacted my life.

This is the best personal finance lecture I’ve ever seen.

bottom of page