Own Your Financial Story:
Plan Wisely, Live Boldly.
Meet your Financial Strategists
Hello! We are Breonna Moore and Lisa Matthews, proudly based in beautiful Melbourne, Florida, where we share our home with our three beloved fur babies: Xena, Beau Pickles, and Mango. After years of experience in accounting and truck driving, we sought a career that would allow us to spend more quality time together while making a positive impact in our community. This passion led us to the financial industry, where we strive to empower individuals and families to achieve their financial goals.
By educating our clients on essential financial principles—such as money management, growth strategies, and taxation—we develop personalized plans tailored to their unique needs. Whether it's protecting assets, implementing tax-efficient investment strategies, or building long-term wealth for themselves and their loved ones, we are dedicated to guiding our clients toward financial success and peace of mind.
Our ultimate goal is to transform numerous lives as we embark on a journey towards achieving financial well-being, independence, and prosperity. Together, let's revolutionize education and empower minds to create a world where everyone has the opportunity to thrive.
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