Meet the People Behind Your Progress
Our team brings together decades of experience in helping individuals move past investment fears and build confidence in their financial decisions. We understand that behind every investment concern is a real person with genuine worries.
Real Experience, Real Understanding
What sets our team apart isn't just our credentials—it's our genuine understanding of investment anxiety. Each of our advisors has worked directly with hundreds of people who felt overwhelmed by financial markets.
- 15+ years average experience in behavioral finance
- 800+ clients helped overcome investment fears since 2020
- Psychology-based approach to financial education
- Personal experience with market volatility and recovery
Our Core Team
Quincy Roswell
Senior Investment Advisor
Quincy spent his early career watching clients make fear-based decisions that hurt their long-term goals. After experiencing his own investment setbacks in 2018, he developed methods that address the emotional side of investing first.
Celeste Brennan
Behavioral Finance Specialist
Coming from a background in cognitive psychology, Celeste helps people identify and work through the mental patterns that create investment paralysis. Her approach focuses on building understanding rather than pushing decisions.