Meet our team of professionals

Choose a financial counselor or intake specialist
Areas of Support
Language
Oscar Jose Palma
Financial counselor
Certifications:
AFC®
Languages:
EN
SP
Oscar learned early on about the importance of making every dollar count, inspiring him on a journey to help others find financial stability. Today, as an AFC®, he helps others find their financial footing and build their future, with specialization in helping military service members.
Areas of Support
Latinx populations
Lived experience
Military
Business owners
Parents of young adults
Hobbies:
5K charity runs
Hometown:
Washington D.C.
Sara Croymans
Financial counselor
Certifications:
AFC®, M.Ed.
Languages:
EN
For more than 30 years, Sara has dedicated her career to helping people build critical life skills in financial capability and resilience. Whether helping clients with money management, debt, or recovery from adversity or trauma, Sara empowers clients with the confidence and resources they need to make better personal financial decisions.
Areas of Support
Lived experience
Identity Theft
Food scarcity
Military
Parents of young adults
Hobbies:
Gardening & raising laying hens
Hometown:
Montevideo, MN
Michael Spear
Financial counselor
Certifications:
CFP®
Languages:
EN
Michael is a CFP® and a full-time graduate student pursuing an MS in mental health counseling. Michael lives, works, and breathes at the intersection of mental health and finance, and believes success at these crossroads is critical for human thriving.
Areas of Support
Parents of young adults
Business owners
Retirement insights
Cryptocurrency
Hobbies:
CrossFit, running
Hometown:
Indianapolis
Stephanie Higgins
Financial counselor
Certifications:
ChFC®, AFC®, MQFP®
Languages:
EN
Stephanie’s professional journey into financial planning blends her background in social services with a passion for helping people use finance to achieve their life goals. Stephanie focuses on creating trusted relationships based on non-judgmental support, financial education, and a deep understanding of clients’ hopes, dreams, and specific life circumstances.
Areas of Support
Immigrant populations
Military
Parents of young adults
Hobbies:
Yoga & mushroom foraging
Hometown:
Okinawa, Japan
Kristen Haflett
Intake specialist
Certifications:
Languages:
EN
‍Kristen Haflett is an Intake Specialist with GamFin and helps connect clients with a financial counselor and other necessary resources.
Areas of Support
Identity Theft
Food scarcity
Parents of young adults
Military
Hobbies:
Cooking & gardening
Hometown:
Colorado Springs, CO
Martha Menard
Financial counselor
Certifications:
AFC® candidate, Ph.D.
Languages:
EN
Martha has always held a secret passion for financial health, and her years as a behavioral health practitioner and researcher provides her with unique insight into how money impacts our wellbeing. Today, as a financial coach, she works to help people build a new, positive relationship with money and achieve their financial goals through an integrative, holistic approach.
Areas of Support
Business owners
Retirement insights
Parents of young adults
Hobbies:
Cats and gardening
Hometown:
Charlottesville, VA
Lynn McHann
Financial counselor
Certifications:
AFC®, CFEI®
Languages:
EN
Lynn's passion for helping others recover from financial trauma comes from her own personal experiences. At the tender age of 18, her parents saddled her with the family’s farm loans and never paid them back. Today, Lynn uses her unique life experience to help others navigate life’s financial curveballs and avoid the same financial pitfalls she faced.
Areas of Support
Lived experience
Food scarcity
Identity Theft
Hobbies:
Binge-watching crime shows
Hometown:
Bozeman, MT
Kayleen Salchenberg
Financial counselor
Certifications:
AFC®
Languages:
EN
Kayleen is passionate about helping people regain stability when money feels overwhelming. Her goal is to make managing money less stressful and more approachable through practical steps and tools taken together. In her work, Kayleen creates a judgment-free space, approaching every conversation with respect, empathy, and care.
Areas of Support
Immigrant populations
Parents of young adults
Business owners
Hobbies:
Hiking with dogs
Hometown:
Bend, Oregon
Janice Pierce
Financial counselor
Certifications:
CFP®, RICP®, CRPC, CFEI, CPFWC
Languages:
EN
Janice brings over a decade of experience to financial counseling, where she spearheads a step-by-step approach to help clients regain control of their finances. Janice approaches every client, regardless of their situation, by emphasizing trust and creating a safe space for people to speak without fear of judgement.
Areas of Support
Retirement insights
Tax education
Business owners
Disability services
Parents of young adults
Hobbies:
True crime all the time!
Hometown:
Boise, ID
Dominique' Reese
Financial counselor
Certifications:
CFP® candidate, AFC®, FFC®
Languages:
EN
As a single mother and entrepreneur, Dominique’ understands the struggles and challenges women face today. Her mission is to apply this deep understanding and her own experiences to help others gain financial stability and transform their financial lives.
Areas of Support
Business owners
Lived experience
Parents of young adults
Identity Theft
Hobbies:
Game nights with family, watching ratchet shows
Hometown:
Los Angeles
Clint Prom
Financial counselor
Certifications:
CFP®
Languages:
EN
Having worked in the community banking industry, I encountered people every day who struggled with money management issues. For many people, money shapes how they view themselves and how others see them, affecting their confidence and self-worth. I want to help people take those life-changing first steps towards financial security, so they can regain confidence in themselves and their future.
Areas of Support
Military
Retirement insights
Parents of young adults
Hobbies:
Sports coaching, fetch with my Doberman
Hometown:
San Diego, CA
Axton Betz-Hamilton
Financial counselor
Certifications:
AFC®, Ph.D.,
Languages:
EN
Axton uniquely understands the emotional toll of debt and financial trauma; as a young child, she was the victim of familial identity theft. Axton knows the challenging journey that many face on the road to financial recovery, and wants to help clients regain their footing, one step at a time.
Areas of Support
Identity Theft
Lived experience
Parents of young adults
Hobbies:
Reading
Hometown:
Brookings, SD
Andrea Person
Intake specialist
Certifications:
Languages:
EN
Andrea Person is a Care Navigator and Intake Specialist at GamFin, where she connects individuals from diverse backgrounds with tailored resources to support well-being and resilience.
Areas of Support
Lived experience
Parents of young adults
Identity Theft
Disability services
Immigrant populations
Hobbies:
Self-defense, Krav Maga
Hometown:
Loveland, CO
Amer Geries
Financial counselor
Certifications:
AFC®
Languages:
EN
AR
Amer is committed to helping families find their financial freedom. His own family’s experience of rebuilding wealth after emigrating from Egypt inspired him to become an AFC®. Now, he works to equip others with the information they need to make the right decisions. Leading with empathy, Amer provides clients with the accountability they need to succeed.
Areas of Support
Immigrant populations
Lived experience
Retirement insights
Identity Theft
Hobbies:
Oud enthusiast
Hometown:
Washington DC
Alexis Kilgore
Intake specialist
Certifications:
Languages:
EN
Alexis is a dedicated social work professional with a passion for strengthening communities through systems-level intervention. Currently pursuing her Master’s in Social Work at Boston University, she is committed to promoting individual, family, and community well-being by reducing barriers and improving access to essential resources.
Areas of Support
Food scarcity
Immigrant populations
Parents of young adults
Hobbies:
Hiking
Hometown:
Denver
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