ABOUT US

Meet Our Team

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Sam Kwak

Founder & CEO

Sam is the creative lead for our team. He develops, motivates, and improves our team through well-tested and proven leadership skills.

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David Bruce

Chief Operations Officer

David is a seasoned leader, who guides our team in management and operational excellence.

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Kate McCarthy

VP of Student Support and Senior Strategy Consultant

Kate handles customer relations and strives to make sure that all of our clients have the best chance to succeed at their goals in the program.

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Joel Montiel

VP of Enrollment And Senior Enrollment Consultant

Joel is in charge of the sales department making sure we achieve our set goals as well as working with clients to ensure they have the best chance of success in our program.

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Mikkei Florvilus

Senior Strategy Consultant

Mikkei handles customer relations and strives to make sure that all of our clients have the best chance to succeed at their goals in the program.

Patrick Grimm

Success Coordinator

Patrick ensures that every client has a great experience in our program and works hard to help set them up to achieve their financial goals.

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Angel Rivera

Enrollment Consultant

Angel helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

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Caroline Jaramillo

Enrollment Consultant

Caroline helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

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Marcy Miller

Enrollment Consultant

Marcy helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

Bryce Shurtliff

Enrollment Consultant

Bryce helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

Trevin Lingren

Enrollment Consultant

Trevin helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

Albert Sanchez

Enrollment Consultant

Albert helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

Simon Steele

Enrollment Consultant

Simon helps clients have the best chance of success through consulting them on how our strategy could work for their individual situation.

Break Free From Your Mortgage

Do you have a mortgage and want to reach financial freedom faster?
Check out our new book, Break Break Free From Your Mortgageā€‹, where you will learn how to payoff your mortgage as early as 5 to 7 years without refinancing, hurting your credit, or paying extra into your existing mortgage