Learn from Financial Experts Who've Been There

Our instructors bring decades of real-world experience from banking, investment management, and financial planning. They don't just teach theory—they share practical insights earned through years of helping people build better financial futures.

Meet Our Instructors

Your Financial Mentors

Each instructor combines extensive professional experience with a passion for teaching practical financial skills. They understand the challenges of managing money in today's economic climate because they've navigated these waters themselves.

Senior Financial Advisor Cordell Brightwater

Cordell Brightwater

Senior Financial Advisor & Former Bank Manager

Cordell spent fifteen years managing retail banking operations before transitioning to financial education. He witnessed firsthand how small budgeting changes create lasting wealth. His approach focuses on building systems that work for busy professionals who want to improve their financial situation without becoming spreadsheet experts.

Specializes in weekly budgeting frameworks and automated savings strategies
Investment Specialist Marianne Thornfield

Marianne Thornfield

Investment Specialist & Certified Financial Planner

After twelve years helping families plan for retirement and major life goals, Marianne recognized that most financial stress stems from poor weekly money habits rather than complex investment strategies. She developed our signature budgeting methodology that addresses emotional spending patterns alongside practical money management.

Expert in behavioral finance and sustainable spending plans

Our Teaching Philosophy

We believe financial education should be practical, not theoretical. Our instructors don't lecture from textbooks—they share real strategies they've used with hundreds of clients. Every lesson connects directly to challenges you face in your daily financial life.

Start Learning in August 2025
  • Personal experience from managing client portfolios worth millions
  • Case studies from actual families who transformed their finances
  • Weekly office hours for personalized guidance on your specific situation
  • Frameworks developed through years of helping people overcome financial stress
  • Ongoing mentorship that extends beyond formal course completion