Sara Samuels, J.D., CLU, RICP, is a former practicing attorney and runs her own financial planning firm, working with clients all over the country and the world. Sara works with people in all industries; but specializes in working with people in the Creative Arts (advertising (agency and client side), branding, PR tech) and business owners by helping them articulate and clarify what they value so they are inspired to implement pro-active and tax-intelligent solutions integrated directly with their goals and priorities, so they can do what they do best! Sara’s mission is to financially empower her clients, so they reduce economic vulnerability and build enough wealth to live their very best lives, now and in the future.
Rendel Solomon is the founder of One Stock One Future and a Principal with Muller & Monroe Asset Management (M2), a Chicago-based private equity firm that has advised on over $1 billion of assets since inception. Prior to joining M² in 2008, Rendel worked as an entrepreneur in the media and entertainment industry in New York and as an engineer at P&G in Cincinnati. Rendel obtained his BS in Electrical Engineering from Tulane University and his MBA from Columbia Business School.
Catrina D. Weinum CPA upon graduating from Graduate school she quickly began her career in accounting working with small businesses in the tech, education and construction fields. She quickly realized she was passionate about helping small business owners manage their cash flows as well as take the fear out of tax reporting so that these businesses could succeed. In 2016 she formed her own accounting firm, Charis Accounting and has since gone on to help multiple business owners with their accounting and tax reporting. She holds a Master’s degree in accounting and finance management and obtained her CPA designation in 2012. She resides in Schererville, IN with her 4 children.
Rashauna Scott is a millennial thought leader who strategically uses her influence to raise awareness about wealth building through investing in real estate. As a licensed real estate agent, Rashauna is recognized on social media as (hashtag) #TheInvestorsRealtor. She has attracted many clients who have an interest for investing whether they are first time home buyers, beginner, or seasoned investors. While she serves her clients in all capacities of buying & selling; her specialty is helping them acquire single family & multi-family investment properties. Rashauna’s six year investing experience include: private investing, tax liens, wholesaling, and fix & flips. However, she has developed a specific investment niche for raising and managing hundreds of thousands in private capital. Her primary focus is allowing investors the opportunity to be a part of deals they normally couldn’t handle on their own. Furthermore, Rashauna is the founder of Flippin’ In Heels, Inc. a community for women real estate investors that hosts conferences, property tours, online summits and much more. Flippin’ In Heels not only aims to educate women on the many avenues of investing but it also highlights women who are decision makers within the industry as well.
Anterio Jackson is in the financial service industry, he has a unique approach for helping people find money. He believes there is more opportunity to serve clients by helping them avoid financial losses. He is a subject matter expert, who has spent over 350 hours of studying personal and business credit education. He is a Board-Certified Credit Consultant, Certified Business Credit Specialist, Board Certified Metro 2 Academy Compliance Consultant, and a Certified Financial Coach with Neighbor Works.