Josh Escalante Troesh

CFP | MBA

Josh has over two-decades experience guiding entrepreneurs as a business consultant, Tenured Professor of Entrepreneurship and Personal Finance, and fiduciary financial advisor for business owners.

• Former C-Level Vice President of Marketing & Business Development for a credit union
  • (Achieved top 0.5% of all CUs nationally for membership and loan growth)
• Helped over a thousand entrepreneurs build and grow their businesses.
  • And has owned numerous businesses himself
• Quoted in Forbes, Consumer Reports, CNBC, and US News & World Report
• #1 ranked financial advisor nationally on Investopedia Advisor Insights.* 
• Runs a financial planning nonprofit that provides resources to a quarter million people each year.

Garrett Philbin

AFC | CMC

Garrett built a successful financial coaching business, growing it to $80k+ revenue in the first four years, and is the founder of a community of thousands of aspiring and current financial coaches.

He regularly coaches financial coaches on starting their businesses, defining their coaching process, and showing up authentically in their work.

• Wrote the authoritative guide to Financial Coaching for Kitces.com (#1 financial & investment industry blog).
• Regularly quoted by media on the subject of financial coaching and the financial coaching industry.