WHO IS DAVID
David is a published author and accomplished project manager in the IT field. His book I'm Not Flipping Burgers When I'm 70! explores personal finance, budgeting, home ownership and investing for the future. David also launched a project called the Personal Finance Squad in which he offers guidance on all areas of budgeting and achieving financial freedom. You can find these resources under Personal Finance Squad on YouTube or at personalfinancesquad.com.
WHO IS CINDY
Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognized wealth management firm. She has a background in a variety of areas of wealth management, including 401(k) analysis and education, branch management and client service. Her passion is helping others understand the value of planning and achieving their long term financial goals.