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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Villanueva

Senior Vice President, Financial Institutions


Mike Prior

President / Chief Executive Officer


Mike has over 20 years of industry experience. He served as a supervisory committee member for a credit union and is a current member of the NACUSO Financial Services Advisory Council.

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Sara Baker

VP / National Training Director