Provide accurate, reliable and unbiased financial education by making learning personal, easy, effective and fun.
Be objective and moral financial stewards
Utilize all teams and expertise to achieve objectives
Use results-driven data to inform business decisions
Understand clearly, genuinely, engage and aid
Provide a consistent, positive and personalized experiences decisions
Efficient and scalable education to fit any financial story
Enable others to learn and thrive
Joe Saari founded Financial Fitness Group to fulfill a vision of providing accurate, reliable and unbiased financial education while making learning about personal finance and investing easy, effective and fun. Joe is a national expert, speaker and publisher of interactive educational experiences.
Patrick Quirk is a C-level software executive who has been CEO of multiple software companies. His work includes Emptoris – an IBM company – GoldenGate Software, Oracle, Keynote Systems, PeopleSoft Corporation, and JDA (formerly i2 Technologies); and he was CEO of Achievers.
Intelligence Building Team
Bryan Drumm is an accomplished business leader with over 20 years of experience in delighting customers with transformational software solutions. He is passionate about sharing innovative ideas to help clients maximize their performance by utilizing technology.
Kevin Rhodes is the master of the software development life cycle. He transforms business challenges into high-quality, secure and scalable solutions.
Avon Kendrick is extremely motivated with a passion for real-life solutions. His technical business acumen and ability to collaborate with cross-functional teams enable him to develop and execute strategies that deliver great results.
Georgette Regan brings with her 15 years experience in marketing and strategic business development. She has extensive experience in driving results through digital and traditional B2B and B2C marketing initiatives. Georgette is our #1 brand evangelist and the driver of our message and brand vision at Financial Fitness Group.
Helaman Berrios maximizes impact with customer-centric focus, intelligent application of performance metrics, and optimization of work systems. Twenty years of service in business, government, and academic and non-profit entities show that, to Helaman, helping people matters most.
Arda Varilsuha is the data analyst who translates “ones and zeros" into reports, charts and graphs. He makes sure you get the best out of your data.
Mike Marcoe's passion is to communicate complex subjects simply and clearly. With 23 years' experience in writing, editing and content creation, Mike has designed financial education courses for banks, credit unions, and institutional clients.
Sherri Brooke is an executive operations liaison who collaborates with key employees to ensure that day-to-day office operations wow our clients. As a diplomatic business professional, Sherri is determined to successfully tackle operational priorities.