Meet Your Team
Benjamin Duhoski
Co-Founder
Ben has an interest in behavioral finance, striving to grasp the intricacies of human psychology in financial decision-making. His goal is to tailor financial strategies to suit each individual's needs and preferences.
Outside of the office, Ben is a member of the US Virgin Island National Lacrosse Team. He is also a golf enthusiast who can be found practicing his swing while brainstorming ideas.
Megan Madden, CFP®
Financial Planner
Currently pursuing her certified estate and trust designation (CES), Megan passionately advocates for financial education accessibility and inclusivity. With expertise in serving high net-worth individuals, Megan tailors strategies for diverse financial and tax needs.
Megan leads an active lifestyle and enjoys the vibrant fitness community that she’s fostered as a pro coach at Solidcore.
Simeon Esprit, WMCP® MBA®
Co-Founder
Born in London, England, Simeon is a seasoned financial planner with a deep commitment to helping people save and earn more. Their understanding of the nuances of life, both financial and recreational, positions him as a holistic guide on the journey to a secure and fulfilling future.
Beyond the world of finance, Simeon is an advocate for a healthy lifestyle. He actively pursues fitness goals, a love for basketball, while also immersing himself in the realms of science fiction movies and video games.
Brianna Smith
Client Service Associate
Brianna is committed to providing exceptional support and ensuring client satisfaction. With a strong background in customer service, she excels in building trust with clients and addressing their needs.
Brianna enjoys exploring new music artists and genres along with a curious eye for photography. If you want to know the best Nachos or egg rolls in town, Brianna is your go-to source.
Eric Simning
Financial Planner
Armed with a Master's in Applied Economics, Eric has a distinct perspective shaped by his small business ventures and the positive influence Financial Planning can have on business owners.
Eric treasures family vacations and traveling. As an avid basketball enthusiast, he finds joy in the game and embraces an active lifestyle through his love for cycling.
Plan Today. Prosper Tomorrow .