Meet The Team
Jamie M. Lima, MBA, CFP®, CDFA® Co-Founder, CEO
20+ years in traditional financial
planning and divorce financial planning roles; successful exit
Rajitha Rupani
Co-Founder, COO/CCO
Global CX & Growth Executive with 20+ years in SaaS, driving AI-powered transformation, retention, and scale across $200M+ portfolios
Sierra Davis
Director of Customer Success and Operations
Leader in operations, administration, sales management; successful exit
Ameer Haider
Development Lead
Development expert and UI/UX strategist with a decade-plus of experience in B2B/B2C tech
George Hernandez
Director of Sales
Leader in scaling high-growth systems across fintech and legaltech; successful exit
Sean Lemke
Fundraising Strategist and Investor Relations
Global growth and business design manager, GTM and PMP pro
Zachary Weiner
PR and Investor Relations
Press, media, and speakership specialist; assisted with several successful exits
Megan Cornelius
Marketing
Marketing and social media pro, two successful exits
M. James Faison
Legal Advisor
Strategic legal counsel
Amit Patel
Legal Advisor
Strategic legal counsel
