Meet Our Team
Whether it’s delivering customized financial education webinars for your organization or developing comprehensive online courses, we are ready to help you maximize your investment. We leverage our deep background in securities, entrepreneurship, and Wall Street to provide unbiased financial training that sticks.
With years of service across government, non-profit, and corporate sectors, our team is uniquely suited to understand your specific challenges and deliver institutional-grade financial solutions.
Danijel Velicki
I came to the U.S. as a 17-year-old immigrant kid in 1995 with a vision of the American Dream in my heart and Coolio on my Walkman. I had just $40 in my pocket at the time. That’s it. I had no idea what I was doing. I just knew I wasn’t going home and this had to work. I know what’s possible. You can come from nothing and become something. I’ve lived it.
I want to be sure every person in this country gets the same opportunity I did and has access to a team of people that are truly invested in their everyday success.
When I’m not dreaming up better ways to make sure the people around me have access to everything they need to win at life, I’m at home with my family. My wife, Melissa, is everything to me, and providing the very best that I can for our children – daughter, Maja, and twins, Ella and Noah – is my life’s purpose. I love CrossFit, Shawn Mendes (don’t hate!), and visiting my Mom back in Croatia as often as we can.
Leadership Team
Our Contributors
Meet Our Team of Financial Wellness Experts and Creatives behind our curriculum.
"We believe that life is better when you’re not worried about money."
That’s why we’ve built a library of actionable personal finance courses designed to help our learners replace doubt with financial confidence. Our goal is to provide a solid money management strategy that prioritizes holistic financial wellness so you can achieve your life goals.
Our Passion
We are dedicated to financial stress reduction. We love helping people live better lives by becoming financially healthy. We work every day to help individuals and families realize their potential through family wealth building and education rooted in our core values: Hope, Respect, and Engaging Financial Literacy.
Our Promise
We promise to respect YOUR story and to provide the practical financial tools you need to reach your unique version of success. We combine a behavioral finance approach with genuine empathy to help you plan for a brighter tomorrow.
Prioritizing Financial Wellness for All
People who aren't burdened by financial stress are empowered to be better spouses, parents, and employees. We believe that financial capability is the foundation of a happy life. By focusing on workplace financial well-being and student financial success, we help create better humans and stronger communities.