Meet The Coaching Team
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Connect has a team of financial coaches that provide one on one assistance to clients via online meeting rooms. These coaches use the Connecting to Your Finances online workbook as the basis, as well as other tools, to help the client create a budget, form a plan to pay off debt, find software or other resource to continue tracking their spending, and much more.
Pedro Rosario
Trainer / Financial Coach
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Pedro has been a coach since 2005
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Money Map Budget Coach
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Crown Budget Coaching Certification
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Compass Referral Coaching Certification
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Career Direct Consultant
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Executive Director at Equipping Wise Managers
(855) 284-1957
Paul Mashni
Financial Coach
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Paul has been a coach since 1998
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Connect Coaching Certification
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Connect Workbook Certification
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Crown Budget Coaching Certification
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Compass Navigating Study Facilitator
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Compass Referral Coaching Certification
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Dave Ramsey's Financial Peace University
(855) 284-1957
Susan Bilic
Financial Coach
Susan has been a Coach since 2002
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Connect Financial Coaching Certification
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Crown Budget Coaching Certification
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Career Direct Consultant
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Personality ID consultant
Vicki Riley
Financial Coach
Vicki has been a coach since 2007
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Connect Workbook Certification
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Crown Budget Coaching Certification
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Compass Referral Coaching Certification
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CrownMoneyLife Mentor
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Crown Money Map Instructor
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IRS Instructor for Collection Advanced classes
Jonathan Kiehl
Financial Coach
Jonathan has been a coach since 2018
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Connect Financial Coaching Certification
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Kingdom Advisors Core Training
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Attends Kingdom Advisor Study
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Completed Financial Peace University
Emily Pulliam
Financial Coach
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Emily has been a coach since 2016
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Connect Workbook Certification
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Connect Coaching Certification
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Compass Navigating Facilitator
Holly Castro
Financial Coach
Holly has been a Coach since 2016
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Connect Workbook Certification
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Connect Coaching Certification
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Compass Navigating
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Dave Ramsey's Financial Peace University
Dave Easterbrook
Financial Coach
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Dave has been a coach since 2017
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Connect Financial Coaching Certification
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Connect Workbook Certification
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Connect Virtual Coaching Certification
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Dave Ramsey's Financial Peace University
Valeri Gungor
Financial Coach
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Valeri has been a Coach since 2006
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Connect Financial Coaching Certification
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Connect Workbook Certification
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Compass Navigating Facilitator
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Connect Virtual Coaching Certification
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Prior Board of Directors member for Crown and Compass - Wisconsin district
Eric Townsend
Financial Coach
Eric has been a coach since 2018
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Connect Financial Coaching Certification
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Financial Ministry (1990)
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Participated in “Journey to Financial Freedom”
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Completed Crown Biblical Financial Study Leader Training
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Facilitate Money Management Seminars
Julia Sizemore
Executive Director / Financial Coach
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Julia has been a Coach since 2000
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Connect Financial Coaching Certification
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Connect Compass Referral Certification
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Crown Budget Coaching Certification
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Crown Online Coach / Trainer
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Dave Ramsey's Financial Coach Master Series
Joan Neshem
Coaching Director / Financial Coach
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Joan has been a coach since 2006
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Connect Financial Coaching Certification
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Crown Budget Coaching Certification
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Compass Referral Coaching Certification
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Compass Navigating Facilitator
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VRG Financial Coaching Certification
(Completion of the Dave Ramsey Coaching trainings does not make us an employee or agent of Dave Ramsey, nor give the right to speak for or bind him, nor constitute an endorsement by him.)