Meet Our Team to Start Your Financial Education.
Our Team!
DENISE EDINGER
Cofounder
Hi I am Denise! I was a pharmacist for 23 years where I was passionate about helping my clients achieve better health. I became a client with our firm almost 20 years ago and realized that I did NOT know how money worked and my life and income were far from protected. In 2014, I decided to look for a new career. The catch was I now had a growing family and I owed a farm raising expensive horses! I still had to work to pay the bills. I became licensed in the financial industry and worked part time until the timing was right for me to transition from my health care career to my financial career. I am able to fulfill my passion of helping people, with more impact. Now I can help families and generations!
I enjoy a busy life with my kids, who love competitive sports, riding and competing with my horses ( includes running the farm), supporting my husband and his career and being in control of my life. Having the freedom to control my schedule and my income has been a blessing that I didn’t expect! I love mentoring and this business allows me to fulfill that role as well as I help others chase their dreams too!
CATHERINE SAKOWSKY
Cofounder
I’m Catherine. I’m a mom of 2 awesome humans (and one adorable fur baby ), a wife, and someone who’s always been passionate about helping others. Over the years, I’ve worn a lot of hats — I’ve been both an employee, self-employed and a business owner, sometimes even juggling all at once!
For 20 years, I worked in healthcare, and I also spent 10 years running a business with my husband in the trades industry (I know, an odd combo!). Then, I found something I truly love: helping families with financial education.
The knowledge I’ve gained through my training and certifications has completely transformed my family’s financial future. And that’s exactly what I want to help others do too.
As a financial broker, I’m all about teaching families how to take control of their money and make confident financial decisions. I focus on a wholistic approach, starting with reducing debt and showing families how to make their money work for them.
This journey has been amazing, and I’m so excited to help others find the peace of mind that comes with knowing their finances are in good shape
TRACY COMTE
Cofounder
After more than 30 years as an equestrian coach, guiding both horses and riders to success, I’m embarking on an exciting new journey in the financial industry as a broker. While my career has shifted from the arena to the markets, my core values remain the same—dedication, strategy, and a commitment to helping others achieve their goals. Just as I’ve navigated the complexities of training and competition, I’m now applying that experience to financial solutions, offering clients informed and strategic guidance.
As a financial broker, I am now teaching families how to take control of their money and make confident financial decisions. My goal is to empower people with the knowledge and tools they need to build a secure financial future. The knowledge and experience I’ve gained through my new education and training have completely changed my own financial future, and I’m passionate about helping others do the same.
Financial Education for Every Need.
Insurance
We believe every family deserves peace of mind. That’s why income protection is at the heart of what we do.
Investments
We help clients grow and protect their wealth through smart, tax-efficient strategies—while ensuring their family remains the primary beneficiary for generations to come.
Referral Partners
Life is busy — that’s why we simplify it. As your one-stop financial hub, we handle it all and connect you with trusted experts when your needs go beyond our services.
