Our Team
Meet Our Professional Staff
Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of their time to provide education. They maintain a rigorous schedule of continuing education as required by their respective disciplines and regulatory organizations.
Our instructors are real world practitioners who are selected from the top of their field. Many are contributing editors to our bi-monthly newsletter, Financial News Digest. Our instructors are passionate about teaching and about helping others reach their financial potential.
California – Sacramento
Andrew J. Bondar
- Senior Instructor
Andrew J. Bondar is a seasoned senior instructor, renowned for his expertise and passion for teaching. With years of experience in delivering comprehensive and engaging lessons, he excels at guiding students through complex concepts. Bondar’s commitment to fostering a positive learning environment has made him highly respected among both peers and learners.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
- Website: www.MMEOnline.org
Yana Trushov
- Marketing Coordinator
Yana Trushov is a proactive marketing coordinator known for her organizational skills and attention to detail. She excels in managing marketing campaigns, coordinating events, and supporting team initiatives to ensure seamless execution. Trushov’s ability to collaborate and streamline marketing efforts has made her a key player in driving brand success.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
- Website: www.MMEOnline.org
California – Bay Area
Deborah Sato Wong
- Executive Director
Deborah Sato Wong is a highly accomplished Executive Director recognized for her strategic leadership and operational excellence. With a strong focus on innovation and organizational growth, she drives initiatives that align with the company’s mission and long-term goals. Wong’s ability to lead diverse teams and foster a culture of collaboration has been instrumental in achieving significant business advancements.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Brent Agee
- Senior Instructor
Brent Agee is a dedicated senior instructor known for his expertise in delivering high-quality education and mentorship. With a strong commitment to student success, he effectively simplifies complex topics and creates an engaging learning environment. Agee’s experience and passion for teaching have made him a respected figure in his field.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Chien K Yeh
- Senior Instructor
Chien K Yeh is an experienced senior instructor known for his deep knowledge and engaging teaching style. With a passion for education, he excels at breaking down complex subjects to help students grasp challenging concepts. Yeh’s dedication to fostering a supportive learning environment has earned him respect and recognition in his field.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Cameron Lagala
- Senior Instructor
Cameron Lagala is a seasoned senior instructor recognized for his expertise in education and his ability to inspire students. With a focus on creating interactive and impactful lessons, he simplifies complex material and encourages critical thinking. Lagala’s dedication to student growth and success has established him as a respected figure in his field.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Bill Hagerty
- Senior Instructor
Bill Hagerty is a highly experienced senior instructor known for his exceptional teaching skills and subject matter expertise. He is dedicated to creating a supportive and engaging learning environment, helping students master complex concepts with ease. Hagerty’s commitment to education and his ability to inspire learners have earned him widespread respect and admiration.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
South Carolina
Richard Stivers
- National Director
Richard Stivers is an accomplished National Director known for his strategic leadership and ability to drive organizational growth. With a focus on operational excellence and team development, he has successfully led nationwide initiatives that align with the company’s goals. Stivers’ leadership style emphasizes collaboration, innovation, and results-driven strategies.
- Address: 136 Beech Valley Drive Due West, SC 29639
- Phone: 615-957-9287
- Website: www.MMENorCal.com
Illinois
Gary Erickson
- Senior Instructor
Gary Erickson is a seasoned senior instructor known for his deep expertise and passion for teaching. With years of experience, he excels in delivering clear, engaging lessons that help students grasp complex topics. Erickson’s dedication to fostering a positive and supportive learning environment has made him a respected figure among both peers and students.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Todd Oldham
- Senior Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Tim Ried
- Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Jeff Graff
- Senior Instructor
Jeff Graff is an experienced senior instructor known for his engaging teaching methods and deep subject matter expertise. He is dedicated to creating a dynamic and interactive learning environment, helping students understand complex topics with clarity. Graff’s commitment to education and his passion for mentoring have earned him a strong reputation in his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Evelin Freytas
- Instructor
Evelin Freytas is a dedicated instructor known for her clear communication and effective teaching techniques. With a passion for helping students succeed, she creates engaging and supportive learning environments. Freytas is committed to making complex topics accessible, ensuring her students gain confidence and understanding in their studies.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Nebraska
Craig Willeke
- Senior Instructor
Craig Willeke is a seasoned senior instructor known for his extensive knowledge and engaging teaching style. He excels at breaking down complex subjects into understandable concepts, creating a supportive and interactive learning atmosphere. Willeke’s dedication to student success and his ability to inspire learners have established him as a respected educator.
Texas
Mark Howard
- Instructor
Mark Howard is a skilled instructor recognized for his ability to deliver clear and effective lessons. Known for his supportive teaching approach, he helps students grasp complex topics with ease. Howard’s dedication to fostering a positive and engaging learning environment makes him a valued member of the educational community.
Washington
David Lewis
- Instructor
David Lewis is an experienced instructor known for his clear and engaging teaching methods. He is committed to helping students understand challenging concepts and develop their skills. Lewis’s approachable style and dedication to education create a supportive learning environment that fosters student success.
Rebecca Wolff
- Instructor
Rebecca Wolff is a dedicated instructor recognized for her engaging and effective teaching style. With a focus on making complex subjects accessible, she fosters a supportive learning environment that encourages student growth. Wolff’s commitment to education and her ability to connect with students make her a valued educator.
Wisconsin
Cindi Fox
- Senior Instructor
Cindi Fox is a highly experienced senior instructor known for her expertise and engaging teaching methods. She excels at making complex material understandable and creating a dynamic classroom environment. Fox’s commitment to student success and her ability to inspire learners have earned her respect and admiration in her field.
Alan Houston
Company CEO
Damian Kings
Marketing
Natasha Park
Manager
Louis Thomson
Call Support
Meet Our Team of Instructors
Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of their time to provide education. They maintain a rigorous schedule of continuing education as required by their respective disciplines and regulatory organizations.
Our instructors are real world practitioners who are selected from the top of their field. Many are contributing editors to our bi-monthly newsletter, Financial News Digest. Our instructors are passionate about teaching and about helping others reach their financial potential.
Andrew J. Bondar
- Senior Instructor
Andrew J. Bondar is a seasoned senior instructor, renowned for his expertise and passion for teaching. With years of experience in delivering comprehensive and engaging lessons, he excels at guiding students through complex concepts. Bondar’s commitment to fostering a positive learning environment has made him highly respected among both peers and learners.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
Yana Trushov
- Marketing Coordinator
Yana Trushov is a proactive marketing coordinator known for her organizational skills and attention to detail. She excels in managing marketing campaigns, coordinating events, and supporting team initiatives to ensure seamless execution. Trushov’s ability to collaborate and streamline marketing efforts has made her a key player in driving brand success.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
Deborah Sato Wong
- Executive Director
Deborah Sato Wong is a highly accomplished Executive Director recognized for her strategic leadership and operational excellence. With a strong focus on innovation and organizational growth, she drives initiatives that align with the company’s mission and long-term goals. Wong’s ability to lead diverse teams and foster a culture of collaboration has been instrumental in achieving significant business advancements.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 916-416-3072
Mariamne Beuscher
- Executive Director
Mariamne joined our team in 2024. She brings nearly twenty years of experience and dedication to delivering exceptional client support. Her expertise extends to project management, event planning, as well as team leadership. Mariamne is passionate about supporting the community through philanthropy.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Chien K Yeh
- Senior Instructor
Chien is a CERTIFIED FINANCIAL PLANNER® Professional with an MBA, based in Roseville, CA. With over two decades of experience in the financial industry, Chien specializes in holistic financial planning, investment management, and risk management. He is a featured speaker and consults with employees of leading tech and biotech corporations.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Cameron Lagala
- Senior Instructor
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Cameron Lagala holds CERTIFIED FINANCIAL PLANNER® and Wealth Management Certified Professional® certifications. He has over 15 years of experience in the financial services industry. Cameron graduated from California State University, Sacramento with his Bachelor’s in Finance with an emphasis in Financial Planning. He also acquired his Minor in Risk Management and Insurance. Cameron truly understands the importance of listening to his client’s goals and desires to create a comprehensive plan tailored to those individual needs.
Bill Hagerty
- Senior Instructor
Bill Hagerty is a highly experienced senior instructor known for his exceptional teaching skills and subject matter expertise. He is dedicated to creating a supportive and engaging learning environment, helping students master complex concepts with ease. Hagerty’s commitment to education and his ability to inspire learners have earned him widespread respect and admiration.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.MMENorCal.com
Richard Stivers
- Senior Instructor
Richard Stivers is an accomplished National Director known for his strategic leadership and ability to drive organizational growth. With a focus on operational excellence and team development, he has successfully led nationwide initiatives that align with the company’s goals. Stivers’ leadership style emphasizes collaboration, innovation, and results-driven strategies.
- Address: 136 Beech Valley Drive Due West, SC 29639
- Phone: 615-957-9287
Gary Erickson
- Senior Instructor
Gary Erickson is a seasoned senior instructor known for his deep expertise and passion for teaching. With years of experience, he excels in delivering clear, engaging lessons that help students grasp complex topics. Erickson’s dedication to fostering a positive and supportive learning environment has made him a respected figure among both peers and students.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Todd Oldham
- Senior Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Tim Ried
- Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Jeff Graff
- Senior Instructor
Jeff Graff is an experienced senior instructor known for his engaging teaching methods and deep subject matter expertise. He is dedicated to creating a dynamic and interactive learning environment, helping students understand complex topics with clarity. Graff’s commitment to education and his passion for mentoring have earned him a strong reputation in his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Evelin Freytas
- Instructor
Evelin Freytas is a dedicated instructor known for her clear communication and effective teaching techniques. With a passion for helping students succeed, she creates engaging and supportive learning environments. Freytas is committed to making complex topics accessible, ensuring her students gain confidence and understanding in their studies.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Craig Willeke
- Senior Instructor
Craig Willeke is a seasoned senior instructor known for his extensive knowledge and engaging teaching style. He excels at breaking down complex subjects into understandable concepts, creating a supportive and interactive learning atmosphere. Willeke’s dedication to student success and his ability to inspire learners have established him as a respected educator.
Mark Howard
- Instructor
Mark Howard is a skilled instructor recognized for his ability to deliver clear and effective lessons. Known for his supportive teaching approach, he helps students grasp complex topics with ease. Howard’s dedication to fostering a positive and engaging learning environment makes him a valued member of the educational community.
David Lewis
- Instructor
David Lewis is an experienced instructor known for his clear and engaging teaching methods. He is committed to helping students understand challenging concepts and develop their skills. Lewis’s approachable style and dedication to education create a supportive learning environment that fosters student success.
Rebecca Wolff
- Instructor
Rebecca Wolff is a dedicated instructor recognized for her engaging and effective teaching style. With a focus on making complex subjects accessible, she fosters a supportive learning environment that encourages student growth. Wolff’s commitment to education and her ability to connect with students make her a valued educator.
Cindi Fox
- Senior Instructor
Cindi Fox is a highly experienced senior instructor known for her expertise and engaging teaching methods. She excels at making complex material understandable and creating a dynamic classroom environment. Fox’s commitment to student success and her ability to inspire learners have earned her respect and admiration in her field.
Paul Berntsen
- National Network Coordinator
Paul Berntsen is known for his expertise in managing and optimizing network operations and coordinating network initiatives, using his strong organizational skills and focus on efficiency.
Andrew J. Bondar
- Senior Instructor
Andrew J. Bondar is a seasoned senior instructor, renowned for his expertise and passion for teaching. With years of experience in delivering comprehensive and engaging lessons, he excels at guiding students through complex concepts. Bondar’s commitment to fostering a positive learning environment has made him highly respected among both peers and learners.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
Yana Trushov
- Marketing Coordinator
Yana Trushov is a proactive marketing coordinator known for her organizational skills and attention to detail. She excels in managing marketing campaigns, coordinating events, and supporting team initiatives to ensure seamless execution. Trushov’s ability to collaborate and streamline marketing efforts has made her a key player in driving brand success.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
Mariamne Beuscher
- Executive Director
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
Chien K Yeh
- Senior Instructor
Chien is a CERTIFIED FINANCIAL PLANNER® Professional with an MBA, based in Roseville, CA. With over two decades of experience in the financial industry, Chien specializes in holistic financial planning, investment management, and risk management. He is a featured speaker and consults with employees of leading tech and biotech corporations.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
Cameron Lagala
- Senior Instructor
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
Bill Hagerty
- Senior Instructor
Bill Hagerty is a highly experienced senior instructor known for his exceptional teaching skills and subject matter expertise. He is dedicated to creating a supportive and engaging learning environment, helping students master complex concepts with ease. Hagerty’s commitment to education and his ability to inspire learners have earned him widespread respect and admiration.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
Richard Stivers
- Instructor
Richard Stivers is an accomplished National Director known for his strategic leadership and ability to drive organizational growth. With a focus on operational excellence and team development, he has successfully led nationwide initiatives that align with the company’s goals. Stivers’ leadership style emphasizes collaboration, innovation, and results-driven strategies.
- Address: 136 Beech Valley Drive Due West, SC 29639
- Phone: 615-957-9287
Gary Erickson
- Senior Instructor
Gary Erickson is a seasoned senior instructor known for his deep expertise and passion for teaching. With years of experience, he excels in delivering clear, engaging lessons that help students grasp complex topics. Erickson’s dedication to fostering a positive and supportive learning environment has made him a respected figure among both peers and students.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Todd Oldham
- Senior Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Tim Ried
- Instructor
Todd Oldham is a dedicated senior instructor renowned for his ability to simplify complex concepts and create an engaging learning environment. With extensive experience in education, he is committed to helping students succeed through interactive teaching methods. Oldham’s passion for education and mentoring has earned him respect and admiration within his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Jeff Graff
- Senior Instructor
Jeff Graff is an experienced senior instructor known for his engaging teaching methods and deep subject matter expertise. He is dedicated to creating a dynamic and interactive learning environment, helping students understand complex topics with clarity. Graff’s commitment to education and his passion for mentoring have earned him a strong reputation in his field.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Evelin Freytas
- Instructor
Evelin Freytas is a dedicated instructor known for her clear communication and effective teaching techniques. With a passion for helping students succeed, she creates engaging and supportive learning environments. Freytas is committed to making complex topics accessible, ensuring her students gain confidence and understanding in their studies.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
Craig Willeke
- Senior Instructor
Craig Willeke is a seasoned senior instructor known for his extensive knowledge and engaging teaching style. He excels at breaking down complex subjects into understandable concepts, creating a supportive and interactive learning atmosphere. Willeke’s dedication to student success and his ability to inspire learners have established him as a respected educator.
Mark Howard
- Instructor
Mark Howard is a skilled instructor recognized for his ability to deliver clear and effective lessons. Known for his supportive teaching approach, he helps students grasp complex topics with ease. Howard’s dedication to fostering a positive and engaging learning environment makes him a valued member of the educational community.
David Lewis
- Instructor
David Lewis is an experienced instructor known for his clear and engaging teaching methods. He is committed to helping students understand challenging concepts and develop their skills. Lewis’s approachable style and dedication to education create a supportive learning environment that fosters student success.
Rebecca Wolff
- Instructor
Rebecca Wolff is a dedicated instructor recognized for her engaging and effective teaching style. With a focus on making complex subjects accessible, she fosters a supportive learning environment that encourages student growth. Wolff’s commitment to education and her ability to connect with students make her a valued educator.
Cindi Fox
- Senior Instructor
Cindi Fox is a highly experienced senior instructor known for her expertise and engaging teaching methods. She excels at making complex material understandable and creating a dynamic classroom environment. Fox’s commitment to student success and her ability to inspire learners have earned her respect and admiration in her field.
Why Choose Us
The Financial Education That Keeps You Ahead
Source of stress
Nearly 2 out of 3 adults say money is now a significant source of stress
Impact on Women
93% of women report being stressed over money
Employer Support
97% of employers feel responsible for their employees' financial wellness