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

Founder + CEO

Alex Orozco

Alex Orozco

Founding Designer + Chief Design Officer

Clare Herceg

Clare Herceg

Vice President
of Growth

Jill Berardini

Jill Berardini

Chief Technology Officer

Courtney Saenz

Courtney Saenz

Partnership Success Manager

Darin Umphenour

Darin Umphenour

Partnership Account Executive

Jay Smallwood

Jay Smallwood

Partnership Manager

Thomaz Moon

Data SCientist