About

The Founder

 

Joseph DeGroff, MBA

 

Role in Organization
Mr. DeGroff's role is to facilitate the activities of the organization.  His time is allocated amongst working with clients, training staff, and guiding the steps of the business.   

Experience  

  • Financial Planning.  Mr. DeGroff has worked with individual clients for nearly 20 years.  
  • Business ownership.  He has been in business for seven years.
  • Education.  He taught personal finance courses in a university for seven years

The Coaches

Christian Cork

Small Business Budgeting

Avery Eldred

Small Business Accounting

Olivia Ellis

Property and Casualty Insurance

Christian Goumas

Budget Coaching

Corinne O'Connor

Budget Coaching

Noah Skinner

Budget Coaching