OUR TEAM – Money Management Educators

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

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.

Yana Trushov

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.

California – Bay Area

Deborah Sato Wong

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.

Brent Agee

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.

Chien K Yeh

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.

Cameron Lagala

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.

Bill Hagerty

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.

South Carolina

Richard Stivers

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.

Illinois

Gary Erickson

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.

Todd Oldham

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.

Tim Ried

Jeff Graff

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.

Evelin Freytas

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.

Nebraska

Craig Willeke

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

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

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

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

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

Click on the location button below to view Instructors

Email Paul Berntsen

Paul Berntsen

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.

Email Joan Bonvicini

Joan Bonvicini

Joan Bonvicini is a dedicated instructor recognized for her engaging and effective teaching style, as well as a financial representative since 2018. Her commitment to education and her ability to connect with attendees make her a valued educator. Joan also has over 700 wins as a collegiate coach. Joan went on to complete professional designation in finance including Financial Services Certified Professional (FSCP). She holds series 6, and 63 licenses.

Email Arjun Srivastava

Arjun Srivastava

Arjun Srivastava, MBA, FSCP® lives in Chandler, Arizona with his wife Narani and his two girls Oviya and Kaaviya. He received his Bachelor of Science in Engineering at Cornell University and his MBA at Arizona State University. He joined the Financial Services Industry in March 2020 at his wife’s recommendation. Narani is an actuary at New York Life, and thought Arjun would be a great agent. She was right, as she often is. Arjun’s goal is to help his clients create a vision for their financial future and help them put the pieces in place so that they can realize that vision.

Email Mariamne Beuscher

Mariamne Beuscher

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.

Email Chien K Yeh

Chien K Yeh

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.

Email Cameron Lagala

Cameron Lagala

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.

Email Bill Hagerty

Bill Hagerty

Bill Hagerty, ChFC, CLTC, CLU Senior Instructor and Financial Planning Specialist Bill Hagerty is a seasoned professional dedicated to helping individuals and families achieve financial security and long-term success. With advanced credentials and exceptional teaching skills, he empowers people to understand and pursue their financial goals with confidence and clarity. His expertise lies in guiding others through strategies that align with their objectives, from building wealth and minimizing tax burdens to planning for a secure retirement. Bill’s engaging approach and commitment to education have earned him widespread respect and admiration.

Email Harrison Saal

Harrison Saal

Harrison headed straight into the financial services profession after graduating from Sonoma State University with a Bachelor’s degree in Financial Management. With their best interest at heart, Harrison enjoys working closely with clients to help them meet their ever-changing needs and goals while establishing long-term relationships along the way. Harrison plans to grow with his clients as well by pursuing his CFP designation to advance his career.

Email Roberto Hernandez

Roberto Hernandez

Roberto Hernandez, based in the Bay Area, began his journey in the financial industry in 2021. Holding Series 6 and 63 licenses, he is passionate about financial education and specializes in Protection Planning, Investment Planning, and Legacy Planning. Roberto takes pride in simplifying financial concepts and empowering individuals to make informed decisions about their future. Married with four adult children and a two-year-old granddaughter, Roberto is deeply family-oriented. He is also heavily involved in his community, volunteering at his church, coaching two basketball teams, and serving as a Commissioner. Roberto is dedicated to helping others achieve financial clarity and security through education and guidance.

Email Andrew Schantz

Andrew Schantz

Andrew Schantz is a Financial Educator with Money Management Educators and a featured presenter for corporate clients. As a full-time financial advisor, he provides comprehensive services, including financial and retirement planning, employee benefits, and insurance solutions. Dedicated to empowering individuals with financial knowledge, Andrew volunteers his time to lead workshops and personal education sessions through the Money Management Educators Network. His straightforward, common-sense approach simplifies the complexities of personal finance, making it accessible and actionable for all. Andrew’s expertise and engaging style help clients confidently navigate their financial journeys and achieve their goals.

Email Jennifer Joseph

Jennifer Joseph

My name is Jennifer Joseph. I am originally from Florida. I graduated UCLA in 2019. I became an agent at New York Life in February of 2021. The main reason I started my practice is to educate and help people in their financial journeys, especially single woman and mothers. I come from a single mother immigrant household, and the lack of knowledge provided to women in my culture is something I would like to change. I specialize in working with pre-retirees and sole proprietors. Outside of work, I like to run, cook, hike, and play volleyball. I hold a bachelor’s in engineering and Math from UCLA.

Email Justin Hinton

Justin Hinton

Justin is an experienced business owner and financial advisor, specializing in crafting tax-efficient retirement strategies for professionals, families, and fellow business owners. He emphasizes simplicity and effectiveness, fostering strong client relationships that ensure they feel confident and in control of their financial future. Having not grown up with a financial background, Justin is passionate about giving back. He regularly speaks at high schools, charity events, and with non-profits, aiming to provide the solid financial foundation he lacked during his upbringing. Whether supporting his wife in managing their award-winning Pilates studio or contributing to the community, Justin is dedicated to helping others achieve financial stability and prepare for life’s challenges. “

Email Ricardo Ramirez

Ricardo (Rick) Ramirez

Email Andrew J. Bondar

Andrew J. Bondar

Email Yana Trushov

Yana Trushov

Email Peter Hiep A

Peter Hiep A

As a First-Generation Vietnamese Educator, my purpose is to provide access and develop solutions that will be tailored to your Financial Success Blueprint. Whether it’s through insurance, investments, or better estate planning, it is my professional responsibility to work toward your best interest and bridge the gap between your goals and dreams.

Email Joseph Vander Linde

Joseph Vander Linde

Joseph lives with his wife Gina and their two children in Colorado. They love adventures near and far, from unique experiences serving in Rotary International to frequent travel as a family, business, or personnel. As Principal, Joseph founded Noble Capital Group to guide healthcare professionals through their financial journey, no matter their age. In undergraduate he received a Bachelor of Science with Summa Cum Laude honors from University of North Florida and went on to complete professional designations in finance including Accredited Estate Planner (AEP®), as well as Certified Financial Planner (CFP®). He holds series 6, 7, and 66 licenses.

Email John Ermer

John Ermer

John Ermer is a financial educator and founder of Ermer & Associates, Inc., established in 2020 after his 33-year career in financial services. As a full-time Financial Advisor, he provides fee-based advisory services, combining proven strategies with personalized attention to each client’s unique goals. As a dedicated member of the Money Management Educators Network, he volunteers his time conducting educational workshops and personal sessions, offering a commonsense approach to demystifying personal finance. His combination of expertise and straightforward teaching style has helped countless community members achieve their financial goals.

Email Jean Ann Johnson

Jean Ann Johnson

Jean Ann Johnson is an Established Agent from the South Florida GO. Since joining New York Life in October 2020, Jean Ann qualified for Career Summit (2022), became a Registered Rep achieving her Series 6, in 2021.Jean Ann qualified for Executive Council in 2023 &2024. Originally from Montego Bay, Jamaica, Jean Ann attended College in Dorset England and has a degree in Hotel and Catering and Hotel Administration. Prior to joining the Company, she worked in the Travel Nursing Industry as a recruiter and Senior Recruitment Manager where she played a major role in recruiting and training new recruiters. For 10 years prior to the Covid pandemic, operated her own custom catering company. Jean Ann has been married to her wonderful husband Frank for 29 years and is the proud mother to 2 amazing sons and 3 stepsons. Her faith and my family are the pillars of her life.

Email Gary Erickson

Gary Erickson

Email Todd Oldham

Todd Oldham

Email Tim Ried

Tim Reid

Tim Reid has been an educator and presenter with MME for the past 12 years, bringing over 15 years of experience in the financial services industry. He specializes in holistic financial planning, investment management, financial literacy, and risk management. Tim is passionate about empowering individuals and organizations to make informed financial decisions that align with their long-term goals. His approach combines expertise, education, and personalized strategies to help clients achieve financial security and success.

Email Jeff Graff

Jeff Graff

Email Evelin Freytas

Evelin Freytas

Email Ricky Dukes

Ricky Dukes

With 15 years of experience in the insurance and financial services industry, Ricky specializes in serving nurses, driven by a passion to address the financial support gap between physicians and nurses. His mission is to help 100 families each year prepare for retirement, providing personalized solutions that meet their unique needs. Ricky has been recognized with two Executive Council honors and membership in the prestigious Million Dollar Round Table (MDRT). In addition to his professional achievements, he is deeply involved in his community. He serves on the board of Camp Centurion, is a nationally syndicated radio announcer, and actively participates in the chamber of commerce and BLU networking leadership. A dedicated soccer dad, Ricky is happily married with six children, and his family has lived in four states.

Email Craig Willeke

Craig Willeke

Email Gerard St-Cyr

Gerard (Jerry) St-Cyr

Jerry focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. Jerry’s target audiences include women, companies, business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. He has substantial experience building investment portfolios, annuity strategies, Life, Long Term Care and Individual Disability Insurance plans. Tax-efficient solutions are also a major focus of his. Jerry has two wonderful boys who live in Manhattan. Hobbies include tennis, paddle, cycling and martial arts. Author of two books: My Wine Guide Made Simple and WOMANITY! A tribute to Women.

Email Adelaide Agyemang

Adelaide Agyemang

My core purpose as a financial educator and a Financial Advisor is to support & guide you in growing your wealth. I help you achieve a life of financial freedom & security.

Email Ashwini Colvin

Ashwini Colvin

Ashwini focuses on Financial, Retirement & Tax Diversified Planning for Individuals and Businesses. As an Educator and Financial Services Professional he effectively guides his clients in Managing Risks & Savings for College and Retirement. He holds Series 6 and 63 licenses and is currently pursuing Financial Services Certified Professional (FSCP) designation with The American College of Financial Services. He is recognized with three Executive Council honors.

Email Stacy Pierre-Louis

Stacy Pierre-Louis

Stacy Vanessa Pierre-Louis, ChFC, CLTC, is the founder of SVP Financial Strategies, a financial advisory firm specializing in personalized financial planning for individuals, families, and professionals. With a background in broadcast journalism, Stacy simplifies complex financial concepts into actionable strategies. She takes a holistic approach, offering services in wealth accumulation, retirement planning, insurance, and estate planning, ensuring her clients’ financial goals align with their values. Dedicated to financial literacy, Stacy empowers clients to make informed decisions and achieve long-term financial security. Through her expertise and commitment, Stacy fosters strong client relationships, providing tailored solutions to help them navigate life’s financial challenges confidently.

Email Richard Basulto

Richard Basulto

Richard Basulto is a dedicated financial educator, and an advisor with Eagle Strategies, since 2018. With a bachelor’s and master’s degree from CUNY – Brooklyn College and a background in tax accounting, Richard brings a well-rounded approach to financial planning. Richard works with individuals, families, and business owners to develop tailored strategies that build long-term wealth and financial security. Education is the cornerstone of his practice, and he empowers clients with the knowledge to make informed decisions. Outside of work he enjoys golf and cherishes time with family and friends.

Email Natthavadee Khemsuwan

Natthavadee Khemsuwan

As dedicated financial educator and a Financial Service Professional, Natthavadee Khemsuwan specializes in retirement planning, investment strategies, and insurance solutions. She immigrated from Thailand in 2002, bringing with her a strong dedication to helping individuals secure their financial futures. With a focus on personalized strategies, Natthavadee works closely with clients to develop plans that align with their long-term goals. Her diverse background and commitment to exceptional service allow her to offer unique perspectives in the financial services industry.

Email Inez Justine Aznar

Inez Justine Aznar

A financial planner specializing in the unique challenges of the sandwich generation, Inez Aznar, FSCP®, helps empower clients to manage their responsibilities with confidence, clarity, and purpose. With over 14 years of experience in the financial services industry, Inez focuses on guiding families through multigenerational financial planning with empathy and expertise. Inez has a holistic approach, going beyond the numbers to understand clients’ motivations, priorities, and long-term vision. She and her team also specialize in guiding families through intergenerational wealth planning, estate strategies, and family support dynamics.

Email Carlo Mantica

Carlo Mantica

Carlo Mantica is a fiduciary financial advisor and an employee benefits specialist. He is a licensed Agent, Registered Representative and an Investment Advisor Representative. He focuses on both holistic fiduciary wealth management and employee benefits. Carlo Mantica is a Financials Services Certified Planner FSCP®, Retirement Income Certified Planner RICP®, Accredited Investment Fiduciary AIF®. Previously, he owned a turnaround management consulting, worked for Booz Allen, Omnicom, Barilla and Heineken. He is a graduate of Bocconi University and has an MBA from NYU Stern School of Business.He speaks English, Spanish, French, Italian, German and Portuguese.

Email Richard Stivers

Richard Stivers

Email George Cahoon

George (Blair) Cahoon

As a financial educator and professional George (Blair) Cahoon is dedicated to helping individuals, families & business achieve their financial goals. I specialize in creating personalized investment strategies, retirement planning, and risk management to ensure your money works as hard as you do. His holistic approach encompasses everything from life and disability insurance to estate planning, ensuring his clients have a solid foundation to build upon. He is particularly focused on helping young families and business owners secure their futures while planning for growth. Known for his empathetic listening and clear communication, Blair takes the time to understand each client’s unique situation and goals. He believes that financial planning is not just about numbers—it’s about building trust and fostering lasting relationships. His clients appreciate his ability to break down complex concepts into actionable steps.

Email Alex Dalton

Alexander Dalton

I have been in business for over 2.5 years! My main reason for getting into the financial services business was my affinity for numbers…I originally was on track to pursue engineering, but realized I had a heart for educating and guiding people. Some of my specialties include retirement income planning, employee benefits, 401(k) rollovers, and general financial literacy. In my free time, I am an avid athlete and coach, coaching middle school football and track, and playing sports such as volleyball, spikeball, ultimate frisbee, and especially pickleball! I have been married to my wife Emily Dalton for 1 year–no kids yet!

Email Mark Howard

Mark Howard

Email Aaron Novak

Aaron Novak

Aaron Novak started in the financial services field 2010 as a loan officer and joined New York Life as a Financial Professional in 2020. He earned his FSCP® designation in 2023; the Financial Services Certified Professional designation has helped him understand the importance of ensuring his clients have a complete financial plan. He specializes in protection planning, wealth accumulation, and preservation. He has always had a goal of helping clients achieve personal financial success. As a father of two teenage boys, he understands and values the importance of planning for the future.

Email Kristi Cain

Kristi Cain

Kristi Cain joined the MME Leadership Team in 2024. Kristi holds several investment licenses and the following designations from the American College of Financial Services: CLU, ChFC, CLF and FSCP. She is also the Senior Director of Development at the New York Life Houston General Office. Prior to joining New York Life in 2009, she was a middle school teacher and a banking center manager which explains her love for continued education and passion to create a positive learning environment for everyone. Kristi is actively involved in her community and supports several local philanthropies.

Email Jordan Godeaux

Jordan Godeaux

Email Oguguomakwa Okolie

Oguguomakwa J Okolie

Email Anthony Church

Anthony Church

Email David Lewis

David Lewis

Email Rebecca Wolff

Rebecca Wolff

Email Cindi Fox

Cindi Fox

Meet Our Team of Instructors

Email Paul Berntsen

Paul Berntsen

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.

Email Andrew J. Bondar

Andrew J. Bondar

Email Yana Trushov

Yana Trushov

Email Mariamne Beuscher

Mariamne Beuscher

Email Chien K Yeh

Chien K Yeh

Email Cameron Lagala

Cameron Lagala

Email Bill Hagerty

Bill Hagerty

Email Harrison Saal

Harrison Saal

Email Roberto Hernandez

Roberto Hernandez

Email Richard Stivers

Richard Stivers

Email Craig Willeke

Craig Willeke

Email Andrew J. Bondar

Andrew J. Bondar

Email Paul Berntsen

Paul Berntsen

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.

Email Yana Trushov

Yana Trushov

Email Mariamne Beuscher

Mariamne Beuscher

Email Chien K Yeh

Chien K Yeh

Email Cameron Lagala

Cameron Lagala

Email Bill Hagerty

Bill Hagerty

Email Richard Stivers

Richard Stivers

Email Gary Erickson

Gary Erickson

Email Todd Oldham

Todd Oldham

Email Tim Ried

Tim Reid

Email Jeff Graff

Jeff Graff

Email Evelin Freytas

Evelin Freytas

Email Craig Willeke

Craig Willeke

Email Mark Howard

Mark Howard

Email David Lewis

David Lewis

Email Rebecca Wolff

Rebecca Wolff

Email Cindi Fox

Cindi Fox

Email Joan Bonvicini

Joan Bonvicini

Email Alex Dalton

Alexander Dalton

Email Peter Hiep A

Peter Hiep A

Email Arjun Srivastava

Arjun Srivastava

Email Gerard St-Cyr

Gerard (Jerry) St-Cyr

Email Aaron Novak

Aaron Novak

Email George Cahoon

George (Blair) Cahoon

Email Stacy Pierre-Louis

Stacy Pierre-Louis

Email Richard Basulto

Richard Basulto

Email Adelaide Agyemang

Adelaide Agyemang

My core purpose as a financial educator and a Financial Advisor is to support & guide you in growing your wealth. I help you achieve a life of financial freedom & security.