Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Money Wise is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

nancy

Nancy Fromm Co-Owner

In 1986, I began my career in the financial and insurance industry. As owner/advisor of Money Wise, I focus on our clients’ distribution stage of their lives by creating a values-based retirement income plan. At this stage, it’s about preservation, income planning and knowing that you are not going to run out of income before you run out of life. It is incredibly gratifying for me to assist our clients in achieving the financial future in retirement that they have dreamed about their entire lives.

cristina

Cristina Acosta Co-Owner

Being a native of Arizona, I have developed solid roots in the community I work and live in. After completing my bachelor’s degree in business from Arizona State University, I knew I wanted to build a career and eventually raise a family in Arizona. My interest in finance has blossomed into a career of over 20 years. As owner/advisor of Money Wise, it has allowed me to advise our clients in a way that really makes an impact. Serving individuals who are nearing or in retirement, I understand they are at Point A in their lives and they want to get to Point B. Our firm assists by building the bridge that can take them there. There is a direct correlation between our financial and physical health, and if one is out of balance, it could impact the other. I strongly believe that knowledge is key for our clients to fully understand the vast difference between investing and planning.

kelly-dark2

Kelly Golner Marketing Director

Kelly Golner Marketing Director

I am an Arizona native and a proud graduate of the University of Arizona. I have worked in the business office administration industry for over 25 years with an emphasis in marketing and client relations. For the past 10 years, I have enjoyed getting to know our clients and building lasting relationships with them. 

When I’m not working, I enjoy scrapbooking, reading, traveling, hiking and spending time with my family, including my husband of almost 25 years and three daughters.

Learn More
rebecca-dark

Rebecca Angulo Client Service Specialist

Rebecca Angulo Client Service Specialist

I was born and raised in Tempe, Arizona, and graduated from Marcos de Niza High School. After attending Arizona State University, I began working in the customer service industry. This path led me to a 15-year career in restaurant management.

I love being part of the Money Wise team and having the opportunity to help our clients and provide them with great service. One aspect I enjoy the most is getting to know our clients and their families. It is my privilege to be able to learn about each client and his or her unique story.

Outside of work, I enjoy bike riding, spending time outdoors and traveling in our beautiful state of Arizona. My husband and I love watching our two sons grow up and being able to help them learn and grow.

Learn More
elizabeth-dark

Elizabeth Zarate
New Account Specialist

Elizabeth Zarate
Client Service Specialist

I was born and raised in Phoenix, Arizona and graduated from the University of Phoenix with a Bachelor’s Degree in Business Administration. I worked over 20 years in the credit union industry with most of my career being spent in Finance. What I found most satisfying while working in Consumer Lending was the gratification of helping others achieve their financial goals. My many years of customer service experience led me to Money Wise as the New Account Specialist. I am looking forward to meeting our clients and doing my part to help plan for their future.

In my time away from the office I enjoy travelling, spending time with my family, reading, cooking, and watching my daughter play club volleyball.

Learn More

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a class.

Schedule a Meeting

Or give us a call at (480) 556-6600

Call Now Button