Meet Our Team Section

Meet Our Team

We're the team that's here to help you reach your financial goals and feel confident along the way.

Uniform Bio Cards
Portrait of Trajan

Trajan

CEO

I'm Trajan and I lead a team of researchers writing daily, useful personal finance content. I'm a former financial planner (license 6, 7, 63, 65, life & health), Wall Street analyst and CFO. I have an undergrad in Finance, an MBA in accounting and I retired early after paying off $200,000 in debt.

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Michael

Analyst & Writer

Michael is an experienced analyst and writer with over 15 years in the industry. Currently, he contributes his expertise to Morning Download, where he combines in-depth analysis with insightful writing. Throughout his career, Michael has made significant contributions to leading publications, establishing himself as a trusted voice in his field.

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Liz

Sales Manager

Liz is our Sales Manager, bringing years of experience in driving revenue growth and building strong client relationships. Sheā€™s skilled at identifying customer needs, negotiating successful deals, and delivering exceptional service to consistently exceed targets.

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Jason

Chief Growth Officer

Jason is our Chief Growth Officer and the go-to person when it comes to paying attention to the finer details. Whether it's refining strategies or making sure everything runs smoothly behind the scenes, his thoughtful approach keeps everything on track and moving forward.