Meet the Team

Meet the individuals who are ready to help you secure a financial legacy.

(click on each team member’s photo to read their bio)

Mona

Principal Owner

Isabelle

Chief Operating Officer

Victoria

Chief Financial Officer

Robert

Chief Marketing Officer

Kati

Executive Director

Antonio

Finance Director

Tyler

Inside Sales Director

Jamie

Operations Director

Alicia

Marketing Development Specialist

Blair

HR Director

Ann

Customer Service Representative

Carla Lee

Student Success Support

Jim

Student Success Support

Joey

Customers Solution Specialist

Joshua

Student Success Support

Kellen

Customers Solution Specialist

Gene Guarino

Co-Founder of Recovery Housing Academy