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About us

One team, one shared mission

A community of licensed financial professionals on a mission to make financial education accessible to every family, guided by WFG and WSB expertise and a commitment to leaving no one behind.

Our team

The people behind the mission

Licensed financial professionals, guided by WFG and WSB expertise, here to walk you through each step. We learn together, celebrate together, and bring that care to every family we meet.

The Yosemite Gold team and their families gathered on a lawn outside a lodge

Team events

Growing as a team, all year round

The best teaching comes from a team that keeps learning. A few moments from our time together.

Team retreat

A weekend outdoors, together

Our team and their families spent a summer weekend in the mountains: shared meals under the pines, time by the water, and plenty of laughter.

  • Team members in matching retreat shirts under a wooden pavilion, the lake behind them
  • Four team members smiling in front of a forested mountain
  • Team members laughing together outdoors in matching retreat shirts
  • Five team members sharing lunch outside the lodge
  • Team members and family at a picnic table under the pavilion
  • The team gathered for a group photo in the evening outside the lodge

Convention

Learning side by side

Team members travel together to industry conventions for training sessions, new ideas, and time to connect with colleagues.

  • Team members seated together in a full convention arena
  • Two team members applauding in the convention crowd
  • Two team members in matching green shirts on the convention floor

Resources & tools

Free tools to see your numbers clearly

No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Dr. June.

  • Savings Calculator

    See how steady deposits and compound interest work together to grow your savings over time.

  • Debt Roll-Up Calculator

    Map out a debt snowball: clear one balance, then roll that payment into the next until every debt is paid.

  • Risk Profile Questionnaire

    Nine quick questions to help you understand your own comfort with financial risk, and your ability to take it.