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About

We believe everyone deserves a Plan for their money

Our mission is to simplify the path to financial balance through evidence-based design and cutting edge technology, so that you can stress less about money and focus on what you love.

Meet the Team

Melissa Pancoast

Melissa Pancoast

CEO &Founder

Alex Orozco

Alex Orozco

Design Lead

Jeff Browning

Jeff Browning

VP Engineering

JJ Bacino

JJ Bacino

Data Analyst

Joi Bradford

Data Associate

Nick Bielak

Nick Bielak

Software Engineer

Rachel Wilkinson

Rachel Fawcett

Partnerships