Every story has a beginning..
Since you are on our "About Us" page, you're probably wondering, " How did these two young women get started in the financial industry?"...
We're Breonna Moore and Lisa Matthews, a Melbourne, Florida power duo with an unconventional path. After grinding away in accounting (Lisa) and spending endless hours on the road as a truck driver (Bree), we both hit that "there's got to be more than this" moment. We wanted careers that would let us spend more time together while actually making a difference in people's lives. That's when we found our calling in finance—not the stuffy, jargon-filled kind, but the real, practical, helps-actual-humans kind. Our lightbulb moment? Realizing that most people our age were never taught how money really works. So we made it our mission to translate financial complexity into strategies that make sense for your actual life. Now we help our clients tackle everything from basic money management to growth strategies and tax optimization—all customized to fit your unique situation and goals. No generic templates here!
Our vibe is simple: demystify finance, build personalized strategies, and help you create the financial independence that lets you live your best life. Let's make money work for you, not the other way around!
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We have been together for over a decade.
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Food is our third love language (after sarcasm and quality time).
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Our idea of fun? Playing in the dirt! We love to garden!
Some fun facts.
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Our travel itinerary always includes a date with the past, the present, and a gallery wall.
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We have one dog (Xena) & two cats (Beau & Mango).
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We like to collect sticks, rocks & stones.
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Our playlists have no boundaries—just vibes.
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Let’s just say we’ve got our house robes on and wands at the ready! ​
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Saturday mornings with cereal and animated chaos? Forever our vibe.