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 Antone is the founder and CEO of Fynanc LLC (pronounced “finance”), a company developing cutting-edge financial technology and innovative investment strategies geared towards enabling people to reach financial freedom, faster, safer, and with more certainty.
George, a three-time best-selling author, was also a contributor to the development of the world’s first fintech, and most popular personal finance software, Quicken by Intuit Corp.
He is widely recognized as a leading expert in the field of real estate investing, and is a popular keynote speaker at financial and real estate events nationwide.
For almost two decades, George has helped many individual investors achieve financial success through his trainings and leadership, a project he continues to successfully achieve to this day.
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.
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 after digging herself out of major debt, she realized that the key to growing wealth is 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.
Heather was raised in an investing family and started pursuing the goal of financial freedom from a young age. She attended UT Martin, where she developed her passion and understanding of business and economics, earning degrees in both finance and management.
In 2018, Heather came across George Antone and realized that the key to achieving her financial goals lay in the systems and methods taught in the Fynanc programs. She immediately took advantage of the many opportunities to learn and grow her knowledge and began implementing the approach in her wealth-building journey.
In 2021, Heather joined the Fynanc team and now leads the Family Bank Brain Trust. She is a Certified I.R.I.S. Specialist and assists members of the Epic Wealth Program with their customized plans to provide them with a roadmap to reach their financial goals faster, safer, and with less stress.