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SATISFACER LA  profesores

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Nuestro viaje comenzĆ³ mientras trabajaba para el Gobierno Federal.  y notamos que miles de personas no estaban preparadas  para la jubilaciĆ³n. La experiencia y el conocimiento que obtuvimos al ver a los estadounidenses retirarse a la pobreza nos inspiraron a crear un programa educativo interactivo que simplifica las finanzas personales.  Sabemos que las finanzas pueden ser aburridas, pero tambiĆ©n entendemos que hacerlas atractivas  y diversiĆ³n  cambiarĆ” permanentemente el futuro financiero de nuestros estudiantes.

 

Entendemos que la vida pasa y la mayorĆ­a de nosotros  estĆ”n tomando decisiones importantes en la vida: obtener tĆ­tulos universitarios, comprar casas, casarse, tener hijos y cambiar de trabajo. Ā”AquĆ­ es cuando mĆ”s necesitamos planificaciĆ³n financiera y fiscal! Un futuro seguro comienza con una base saludable.

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Nuestra misiĆ³n es crear un entorno divertido e interactivo para que nuestros clientes exploren los fundamentos esenciales para generar riqueza. Nos enorgullecemos de crear una atmĆ³sfera de respeto, creatividad e innovaciĆ³n al tiempo que permitimos a nuestros estudiantes  para implementar el  habilidades aprendidas con situaciones de la vida real.

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JOSH RUCKER

Tax Preparer and Business Consultant

Josh Rucker is an entrepreneur, activist, & writer, recognized as one of the premier up and coming talents in the marketing industry today. He is the CEO & Founder of Lancorp Digital Solutions, a fast growing marketing firm, based in North Little Rock, Arkansas & also co-hosts a weekly, educational podcast that tackles topics related to financial literacy and business development.

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Tracie has a ten-year background in the banking industry with a specialty in Treasury Management. She is also adept at performing arduous tasks such as assessing any particular client’s necessities and organizing complex designs to aid in business operations with maximum efficiency as an Implementations Specialist. 

TRACIE TOBIN

Preparer and Account Manager

 

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DEE SMITH

Tax Strategist and Program Manager

Dioneedra Smith is a compassionate financial educator with 19 years’ experience in Higher Education. She has a Master degree in Business Administration and a Bachelors  in Organizational Management. She is very organized and passionate about serving others. Her education and experience in personal finance allows her to help others keep track of their taxes and keep more money in their wallet.

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Nargiz has nearly a ten year background in the retirement sector, where she does strategic planning for individuals each day.  She specializes in tax strategies and offers online programs for students.  Her ability to dive deep into the details allows her students and clients to connect with the lessons and learn more effectively.

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Kevin is a dynamic speaker and presenter who is passionate about sharing the message of financial literacy with forward thinking groups that want to learn more about financial planning from a millennial’s perspective. He is also a licensed insurance agent and certified tax professional with the IRS.

NARGIZ TOFIK 

Tax Strategist and Program Manager

 

KEVIN YOUNG

Tax Strategist and Financial Counselor

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Janeil is an Accredited Financial Counselor (AFC®) educator and coach. With over ten years of experience helping others attain financial bliss, Janeil is deeply passionate about helping others live more financially fulfilling lives. She holds a Masters's Degree in Business Administration and continues to expand her financial knowledge so that she can be a greater asset to others.

JANEIL PIERRE

Tax Strategist and Financial Counselor

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