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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.