Your Financial Fitness Team
Enabling organizations to empower lives

Mission

Provide accurate, reliable and unbiased financial education by making learning personal, easy, effective and fun.

Values

INTEGRITY

Be objective and moral financial stewards

COLLABORATION

Utilize all teams and expertise to achieve objectives

ACCOUNTABILITY

Use results-driven data to inform business decisions

RESPECT

Understand clearly, genuinely, engage and aid

SERVICE

Provide a consistent, positive and personalized experiences decisions

DYNAMIC

Efficient and scalable education to fit any financial story

EMPOWERMENT

Enable others to learn and thrive

Executive Leadership

Joe Saari
Co-Founder

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
Executive Chair

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.

Miguel D. Vasquez
CEO

Miguel D. Vasquez is an experienced, award-winning C-level leader, financial executive, and business mentor. Miguel has 20 years' experience in corporate leadership, capital infusion and venture deployment with emerging technologies.

Intelligence Building Team

Bryan Drumm
VP, Sales and Business Development

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
Technologist

Kevin Rhodes is the master of the software development life cycle. He transforms business challenges into high-quality, secure and scalable solutions.

Avon Kendrick
Strategic Account Executive

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
Director of Marketing

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
National Program Manager

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
Sr. Business Intelligence Analyst

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
Director of Content Development

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
Executive Operations Manager

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.

Product Suite

Financial Fitness CHECKUP™
Financial Fitness SCORE, your global average™
Financial Fitness CENTER™
Complete source of educational content
Financial Fitness ACADEMY™
Personalized Financial Education Solutions