Vice President of Advice

Damian D.

CERTIFIED FINANCIAL PLANNER™ Practitioner

I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding

Blog Posts

Your Money Line Helps Forgive an Average of $94,900 in Student Loans for Wayne Township Teachers

The crushing burden of student loans on employees isn’t lost on human resource teams. From delayed housing purchases and limited...

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A Budgeting Secret

I have the privilege of talking to many people looking to change their financial situation. As you can imagine, no...

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Use a second job to pay off debt

My wife and I are both 29 years old and struggling. We made a series of bad financial decisions about...

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Should you use savings to pay off debt?

I started a new job in Indy at the end of January 2014. Along with the new job came a...

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Here’s how to get money from a 401(k)

I have a very simple but stupid question. How will I get money out of my 401(k) when I retire?...

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What’s your financial mindset?

Money is rarely about money. Money is all about behavior. Your habits, thoughts, and feelings about money are going to...

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Learning to save for something new

Like you, I like stuff. People often mistake me as a tight-wad with my money. I, however, am not. I...

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Bad transportation choices can derail budgets

Transportation decisions shouldn’t be an afterthought. Two years ago, I came across a young married couple that was struggling financially....

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How to genuinely care more about giving to charity

You’ve been there. Your friend asks you to donate to their effort to raise money for a charity that means...

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