Podcast: The Money Script

Listen in as Sonya joins Yohance Harrison to talk about the latest developments at Choir, what leadership looks like, the importance of listening, and also – a little insurance and financial planning shop talk.

Read More

Gloria Garcia Cisneros

Meet Gloria Garcia Cisneros Gloria is a Latina first gen financial life planner who currently manages investments and financial plans for high-net-worth families in San Diego. She is an advocate of financial literacy and wants to focus her career on empowering, educating, and helping other young women and BIPOC communities with what it means to…

Read More

Sam Ushio

Meet Sam Ushio Sam is a founder of a human capital platform and change management firm. His areas of expertise are leadership, human capital, purpose, ikigai, positive psychology, behavioral coaching, and organizational culture. Areas of Expertise: leadership human capital purpose ikigai organizational culture burnout employee experience change management wellness, well-being midlife professionals life satisfaction AAPI…

Read More

Jamie Clark

Meet Jamie Clark, CFP Jamie is an inclusive financial planner, running their own virtual financial planning firm. They are a career changer from software engineering and incorporate technology to improve the processes and efficiency of their firm. Areas of Expertise: Financial Planning for queer, LGBTQ, nonbinary, trans, career changers Technology Process Virtual business operations Gender:…

Read More

JaQ Campbell

Meet Jacqueline “JaQ” Campbell “JaQ“, as people affectionally call her, is known for her infectious energy, her community of elite world changers and her ability to inspire, influence and create sustainable change that crosses cultures and barriers. Areas of Expertise: Legacy Planning Investment Management Black Owned Wealth Management Firm Emerging Family Offices Women Entrepreneurs, Women…

Read More

Yohance Harrison

Meet Yohance Harrison Yohance has dedicated most of his life to empowering those around him to take charge of their financial future. He enjoys helping individuals, students, business owners, and advisors learn simplistic methods to execute life’s big goals. Areas of Expertise: Financial Planning medical students residents young physicians Insurance, Investment Advice, Coaching/Mentoring Advisors Business…

Read More

Sonya Dreizler

Meet Sonya Dreizler Sonya developed Choir’s certification algorithm and heads up business development for Conference Certification. Sonya’s two decades of experience in finance includes as a speaker and author focused on fostering candid conversations about gender and race in financial services, and many years as a Broker Dealer and RIA executive. Areas of Expertise: Diversity,…

Read More

Tremaine Wills

Meet Tremaine Wills, MBA Tremaine Wills is a financial planner who specializes in making financial concepts understandable for minorities and women. She enjoys speaking about using money as a resource to fund and design your dream life while making an impact in the community. Areas of Expertise: Bridging the wealth gap Financial literacy Financial planning…

Read More