Meet Our Team

Dedication. Expertise. Passion.

Our team brings together a wealth of experience spanning diverse sectors including technology, banking, government, and consulting. Our CEO and CFO met at Google where they worked on employee development and real estate & operations strategy, respectively. After Google, they reunited at Meta Platforms Inc., where they both continued to work on the industry’s most challenging problems and innovative solutions.With backgrounds enriched by MBAs from leading business schools, we possess a unique blend of theoretical knowledge and practical experience. What unites us is a shared passion for empowering others financially. Our collective drive and diverse skill sets enable us to approach challenges with innovation and dedication, to build solutions that truly make a difference in people's lives.

Terrence Taylor

Co-founder & CEO

Traci Brooks

Co-founder & COO