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
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.
Jean took the leap from a successful corporate career to entrepreneurship in 2010. For over a decade, she has built her life focused on doing what she enjoys most, which is coaching, training, facilitating, investing in real estate, private money lending, honing her skills in Fynanc, and making a positive difference in the lives of others.
Jean’s engaging communication style, infectious smile, and positive energy create a dynamic, safe space for getting to the heart of what is needed to help students move forward with clarity. Her coaching style is to keep it real and always enjoy the process. She brings a wealth of knowledge and years of experience to her students.
Jean loves meaningful conversations, the outdoors, country music, sushi, a good old-fashioned belly-laugh and spending time with her family, friends and miniature poodle, Calvin.
Jordan is an investor, lender, developer, Epic Wealth Coach, full-time entrepreneur and personal financer. With over 22 years in construction and creative finance, Jordan has helped to develop, construct, and finance projects valued at over half a billion dollars, ranging from high-rises and industrial buildings to hotels and single-family homes.
In October 2021, Jordan joined the Epic Wealth community and took immediate action to implement the teachings in the Epic Wealth Program. He immediately saw the true power and consistency in the program and joined the Fynanc team as an Epic Wealth Coach.
Jordan is passionate about helping others change their lives for the better and gets to do this every day while coaching. He credits his success to the straightforward, systematic, easy-to-follow program and the continued support and guidance of the entire Fynanc community and team.