ABOUT US
Meet Our Team
Sam Kwak
Founder
Sam is the creative lead for our team. He develops, motivates, and improves our team through well-tested and proven leadership skills.
David Bruce
Chief Operations Officer
David is a seasoned leader, who guides our team in management and operational excellence.
Kate McCarthy
Strategy Consultant
Kate handles customer relations and strives to make sure that all of our clients have the best chance to succeed at their goals in the program.
Joel Montiel
VP of Sales
Joel is in charge of the sales department making sure we achieve our set goals as well as working with clients to ensure they have the best chance of success in our program.
Shelli Elkins
Success Coordinator
Shelli ensures that every client has a great experience in our program and works hard to help set them up to achieve their financial goals.
Mikkei Florvilus
Strategy Consultant
Mikkei handles customer relations and strives to make sure that all of our clients have the best chance to succeed at their goals in the program.
Angel Rivera
Strategy Consultant
Angel helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.
Caroline Jaramillo
Strategy Consultant
Caroline helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.
Marcy Miller
Strategy Consultant
Marcy helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.
