Financial answers for employees. Financial solutions for organizations.

Your Money Line simplifies financial wellness by providing expert guidance to make tomorrow clearer - at work, and at home. Founded by Pete the Planner®, Your Money Line is your uncomplicated financial guide using empathetic and experienced experts to lead the way. Our CFP® and AFC® certified expert team are the friendly voice your employees are looking for on their financial journey.



  • Medical Insurance

  • Competitive base and bonus pay

  • Life Insurance

  • Volunteer Time Off

  • 401k Match

  • Paid Time Off

Meet Our Team

  • Peter Dunn


  • Jasmin Snyder

    VP of Marketing

  • Damian Dunn

    VP of Advice

  • Matt Lubbers

    VP of Sales

  • Kristen Ahlenius

    Director of Education

  • Stacy Livingstone-Hoyte

    Financial Guide

  • Maritza Hernandez

    Financial Guide

  • Stephanie Hazlett

    Client Success Manager

  • Chad Meadows

    Senior Account Executive

  • Gayle Evezich

    Senior Account Executive

  • Olivia Zerr

    Business Operations Manager

  • Ashley Garland

    Business Operations Coordinator

  • Lisa Whitley

    Financial Guide

  • Jayne Larson

    Financial Guide

  • Steven Gay

    Financial Guide

  • Greg Gardner

    Senior Account Executive

  • Stephen Blackburn

    Account Executive

  • Forrest DePoy

    Digital Marketing Manager

  • Molly Fohrer

    VP of Client Success

  • Lynn McHann

    Financial Guide

  • Ellie Margulis

    Content Marketing Strategist

  • Doug Collins

    VP of Product

  • GiGi West

    Client Success Manager