Finding Your Niche

Katie Brewer, CFP®, MBA, started Your Richest Life to help busy professionals balance their professional and personal lives and serve as a financial coach specializing in what they need.

Katie leveraged her 15 years of professional experience at some of the most forward-thinking organizations in finance to launch her firm on the right foot. She earned her CERTIFIED FINANCIAL PLANNER™ certification and her MBA while working full-time, so she understands your passion for achieving your goals. Along the way, she's been featured in The New York Times, Forbes, and Yahoo Finance, along with other significant publications. Katie was also recognized as one of Investopedia's 100 Top Financial Advisors of 2021 for making significant contributions to the financial planning profession. 

As a tax attorney and CFP®, Brian Thompson provides comprehensive financial and business planning to LGBTQ+ entrepreneurs who run mission-driven businesses.

In addition to receiving his CERTIFIED FINANCIAL PLANNER™ designation in 2012, Brian became a Registered Life Planner through the Kinder Institute of Life Planning in 2020 and a certified Profit First Professional in 2021. Brian was awarded the Inspiring Leader Award by the National Association of Personal Financial Advisors (NAPFA) in 2018 for outstanding service to the LGBTQ+ community. Brian was also named to InvestmentNews’ 2018 “40 under 40”  and is a senior contributor to Forbes and NAPFA Advisor Magazine’s Efficient Planner Column. Learn more about Brian and his story in his profile in the New York Times and on his podcast interview featured on The Huffington Post.