About Me
Driving excellent earning results
INVESTMENT PORTFOLIO MANAGER & CERTIFIED FINANCIAL PLANNER™
Sallie is an independent CERTIFIED FINANCIAL PLANNER™ professional working with individuals and businesses in the area for over 20 years.
The Journey
My Story
Journey of a vision
From humble beginnings in a small office to one of the leading names in the finance and investing landscape, I have always been about one thing: creating impactful investment options that resonate with my clients and bring them results.
Over the years, we’ve helped startups find their voice and established businesses refine their message, turning average individuals into investment titans.
Years of experience
Satisfied clients
Success Rate
Awards won
My Trading Methods
Guiding principles in my endeavors
Meet the team
Get to know the masterminds that make the magic happen.
Drew Cano
Co-Founder
Emillia Khan
Creative Director
Emilliano Martinez
Co-Founder
Jenny Hill
HR Manager
Ryo Hasegawa
SEO Specialist
Leroy Jenkins
Operations Manager
Pradeep Kumar
Account Executive
Kevin Dent
Developer
Testimonials
Manuel C Dobbs
"Sallies’s coaching and methods are a game-changer. Her deep market insights and strategic guidance have helped and transformed my portfolio earnings. A big Thanks to her!"
Athena Kroch
"Trading with Sallie is refreshing, bringing unique insights and empathetic guidance that exceeded my expectations."
Robert D Jacobs
"Under Sallie's coaching, I experienced remarkable positive shifts through her deep understanding and strategic approach."
Kathy J Pennington
"Most mentors don’t even create enough time to follow up on their mentees but she is the real definition of a Mentor. She’s always there to guide her mentees and make sure they’re on the right path. She puts you on the money game, changes your mentality and guide you through the right path. Ever since our paths crossed and I took her courses, she absolutely changed my mentality and my financial life. Her favorite quote “Go hard or Go harder” always pops up in my head when I feel like giving up then I go even harder."
Grow. Together.
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“I believe in opportunities, and I believe in every market or in every deal, there’re more opportunities to make more money”