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Founders

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.

He has been a C-Level Vice President of Marketing & Business Development for a credit union and has owned numerous businesses himself. 

Garrett Philbin

CMC

Garrett built a successful financial coaching business, growing it to $80k+ revenue in the first five 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.

Learn More About Our Team

Meet the Team