Connect With Our Team
Whether you're planning your first budget or refining years of financial strategy, our specialists are here to guide you through every step of your annual budgeting journey.
Department Specialists
Budget Planning Division
Miranda Chen - Senior Budget Strategist
Specializes in comprehensive annual budget
frameworks, expense categorization
systems, and long-term financial goal
alignment. Miranda has helped hundreds of
individuals create sustainable budgeting
practices that actually stick beyond
January.
Direct: +1 709 786 1404 ext. 201
Investment & Savings Analysis
Derek Patel - Investment Education
Coordinator
Focuses on teaching portfolio
diversification principles, retirement
planning education, and savings allocation
strategies. Derek's approach emphasizes
understanding market fundamentals rather
than chasing quick returns.
Direct: +1 709 786 1404 ext. 205
Financial Education & Workshops
Priya Johansson - Learning Program
Director
Coordinates our educational workshops and
develops curriculum for financial literacy
programs. Priya designs learning
experiences that make complex financial
concepts accessible to everyone,
regardless of background.
Direct: +1 709 786 1404 ext. 212
Get Personalized Guidance
Our smart routing system will connect you with the right specialist based on your specific budgeting needs and current financial situation.