Who we are
Our story began as part of the team building the world’s premier personal finance software
Next, we pioneered the everyday application of banking, lending, and real estate strategies.
Now we’ve brought it all together into our proprietary AI-backed platform. Packaged into a done-with-you-model.
We work with you to implement these strategies in your own life.
Our promise to you
We’re on a mission to create financial happiness
A lifestyle where an investor’s personal finance system amplifies the experiences, relationships, and impact that fulfill them
Who we are
Chief Financial Nerd
George, our founder, works diligently on uncovering powerful financial strategies that can have a significant impact on our customers’ lives. As our leader, George sets the vision and strategy for building a company that is fun to work at and serves our customers in the best way possible.
George, a best-selling author, is considered a thought-leader in the investing and finance space, a popular guest speaker, the founder of the world’s largest network of private money lenders, and was a contributor to the development of the world’s most popular personal finance software, Quicken and Quicken Financial Planner, both by Intuit Corp.
Wizard of Light Bulb Moments
With a passion for communicating the right information at the right time to close the deal, Kyle heads up all things marketing. He fell in love with storytelling and the marketing world over two decades ago seeing first-hand the power of delivering a great narrative to the right audience. Kyle enjoys finding creative ways to find and reach the right people who are in need of our Amplified Approach.
Master Juggler and Drama Eliminator
Swanee makes sure our Chief Financial Nerd lives a balanced life, from sitting in front of his spreadsheet working on the things that impact our customers' financial lives, to taking the time to head over to the beach and enjoy his life. She juggles to keep things operating smoothly, from scheduling, managing tasks, drama elimination... and happens to be the "Chief Listener" for the team.
Master of Disaster and Problem Solving
Cara's main goal is supporting our customers with their memberships. She greets them like family, assists them in tapping into all our offerings, and helps move them forward. She is also our customers' #1 self-appointed advocate.
The Wise One
Known as "Yoda", Willie has been instrumental in advising us on the direction of the company and solutions we offer our clients. Willie offers ongoing guidance to build the company that reflects our values and beliefs. Willie has helped thousands of people, including our clients, reach new heights in their financial goals through his mastery of inner game work.
Alex helps communicate our offerings to our customers and our prospects through emails, website and all marketing materials. Alex thrives on communicating our uniqueness and excitement to the world.
Jenny helps the company make sure all the i’s are dotted and t’s are crossed to ensure our products are the best in the industry. Jenny thrives on organization, and she works closely with the marketing department to help them stay organized and on track.
Nicole is the MasterChef of the marketing department, cooking up all things pretty. She is a writer, designer, editor, and general mischief maker, ensuring that we look and sound as good as we are as a team.
Meet our coaching team
Charles Oese (known as "Chuck” to his family & friends) lives in the foothills of Colorado. He has been happily married to his wife, Jenn, for 19 years and has two children, one in middle school and one in high school. Currently, Chuck works as a Captain for the fire department in a ski resort town where he has worked for 25 years. Since becoming involved in the Fynanc community, he has found financial freedom and understands what George Antone means by ‘Financial Happiness.’
Chuck started his journey to building passive wealth as a part-time real estate investor. He experienced minimal success until he discovered the Epic Wealth Program and started implementing the strategies he learned.
Chuck restructured his long-term rental portfolio to a short-term rental model and focused the Epic Wealth strategies on his portfolio to exponentially increase his monthly cash flow in just a few years. Chuck looks forward to living the many “perfect days'' ahead. He is honored to be a coach in the Fynanc community and is excited to help others achieve their own financial happiness and success in the program.
Evelyn’s journey from CPA to Personal Financier began at 14 when her dad first passed along his love of real estate and investing. She became a CPA specializing in working with Real Estate clients, first with PricewaterhouseCoopers, before switching to Ernst & Young in Boston.
During her 10+ years in the accounting industry, Evelyn watched her clients focus all their resources on cutting their tax bill to build wealth when, in reality, their tax bill was the least of their financial problems.
Evelyn initially joined Fynanc as a student, searching for a more balanced approach to her own wealth-building strategies. It wasn’t long before she fell in love with Fynanc’s mission and ultimately joined the Fynanc team. She wakes up every day grateful and excited to be a part of an amazing team of personal financiers striving to bring about a better financial future for us all.
Heather has studied personal finance for more than 30 years and mastered wealth strategies for the last six years by learning from George Antone and Fynanc.
She has both won and lost in business in the past, but afterdigging herself out of major debt, she realized that the key to growing wealthis to get her money to work for her instead of against her.
Heather decided she needed to find a better way and found the answers she was looking for in George Antone’s teachings. She enrolled in the Epic Wealth program and came to appreciate the macroeconomics that determines how money really works, and how to get it to work in her favor.
By implementing what she has learned from the Fynanc programs, she has achieved financial freedom and now supports others on their own journeys as a coach with Fynanc.