Meet the Coaches2020-09-24T17:03:52-05:00

Meet the Coaches

MelanieFinancial Coach

I am an Accredited Financial Counselor (AFC®) and a graduate of Texas State University with a major in business management. For the past 13 years, I have worked in many areas of student financial aid. My experience working in the financial aid office, and in servicer and guarantor roles in federal student loans, as well as my years as a student, have given me the opportunity to experience student financial aid from many different perspectives.

I am a financial coach because I want to help people feel good about their finances and to prepare for their futures. I am an upbeat person with a positive outlook on life and this is reflected in my coaching style. I hope to give you the support and tools to help you achieve your educational and financial goals.

AdrianaFinancial Coach

I am a bilingual (Spanish/English) Accredited Financial Counselor (AFC®) with over 20 years’ experience in the student financial aid industry. I have worked in various roles that involve counseling students and assisting students and families with understanding and navigating the financial aid process.

I am a financial coach because I want to help people get a clear idea of where their money is going and to get a better handle on their finances. I believe that having an understanding of our finances helps us build the foundation for our future. I hope to give you the tools and support you need to achieve your educational and financial goals.

BethFinancial Coach

For over 25 years, I have worked to help students go to college. The last 15 of those years have been focused on providing one on one counseling to students, parents and family members throughout the financial aid and college-going process.

I am a financial coach because I enjoy talking with people, and helping them with building their future by exploring their educational, personal and financial goals, and celebrating their successes. I hope to provide the tools and support you need to help you achieve your goals.

JessicaFinancial Coach

A wise person once said, “Sometimes we’re tested-not to show our weaknesses, but to discover our strengths.”  Anyone who has been to college can attest to the constant struggles that students face.  Although these struggles may seem to break us down at times, having the means to overcome them can make a world of difference. As a financial coach, I would love to provide you with resources to help you discover your strengths and achieve your personal and financial goals.

As a first-generation college student, there were many obstacles that I had to conquer on my own since there was nobody in my family that understood what I was going through. It did make me a stronger person, but having someone to talk to who could relate to what I was going through would have been nice. Being both a recipient of financial aid and an advisor on the subject, I understand how confusing the process can be.  After earning a Bachelor’s Degree in Sociology, I have spent the past 5 years advising students about financial aid process and the options available to keep them from getting behind on their student loans. I would like to share my knowledge with you.  I want to help you and students like you have a better understanding of your finances, provide guidance on ways to effectively manage your money, and offer you the support and encouragement needed to be successful.

LizFinancial Coach

I am a bilingual (Spanish/English) coach with an educational background in personal finance.  I recently obtained my Master’s in financial planning from Texas Tech University, where I also gained practical experience in coaching students.  While at Texas Tech, I coached my peers about their educational and financial concerns through individual coaching sessions and presentations.  As a first-generation and minority graduate, I understand that succeeding through college can be difficult at times.  I believe I can relate to what you are going through emotionally, mentally, and academically. Having recently graduated myself, I hope that with my education, experience, and empathy, I can provide you with the right tools to help you achieve your educational and financial goals.

My number one reason for being a financial coach is the rewarding experience of helping others, especially when it involves their financial well-being.  I believe having a clear understanding of our finances helps us better manage everything else in our lives.  In my spare time, I enjoy going to the movies and spending time with my loved ones.  I like to stay active by being outdoorsy and when the time allows, I love road tripping and visiting new places.

Learn More about Financial Coaching:

This service is not intended to constitute any tax, investment or legal advice. If you need investment, legal, tax advice, and/or credit counseling, please consult with a professional within those areas.

Links to third-party financial resources are provided as a convenience for informational purposes only. Trellis Company does not endorse or approve any of the products, services or opinions of the entities or individuals associated with these links.  Trellis Company bears no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.

Terms of Use | Consent to Receive Calls/SMS