The People Behind
the Strategy
Every client engagement is led by an experienced wealth strategist and supported by a network of licensed professionals. Here is the team that makes that possible — each one vetted, committed, and held to the same high standards.
Ready to work with this team? It starts with your qualification.
Apply NowMeet the Fenix
Affiliates Team
Four strategists. Four areas of mastery. One standard: do the work right, and do it with integrity.
Stefanie brings over 14 years of executive leadership and operational rigor to entity formation, compliance, and team structure. Having scaled companies from 150 to 600 employees and up to $150M in revenue, she understands corporate finance, HR, and compliance from the inside out. Stefanie helps business owners establish clean legal structures and build bulletproof operational foundations designed to scale.
Elizabeth specializes in turning financial chaos into clarity for business owners ready to stop flying blind. Her approach combines deep bookkeeping expertise with actionable tax strategy, helping clients understand the stories behind their numbers. By focusing on clean books and proactive planning, she ensures that every business has the solid financial foundation required to drive sustainable, long-term growth.
Vasu spent over two decades designing and building robust technology systems that power some of the largest organizations in the world. As a solutions architect and Certified Agile Leader, he works with business owners to implement modern CRM setups, streamline marketing automation pipelines, and integrate practical AI tools. His focus is on removing manual friction and optimizing day-to-day business operations.
Michael has spent more than two decades helping ambitious business owners develop the clear strategies that put growth capital within reach. His extensive background spans business strategy, sales coaching, and financial consulting. By helping clients build the essential knowledge, habits, and market positioning, he prepares them to successfully navigate capital access and fund their long-term vision.
The Values That
Guide Everything We Do
Integrity Before Revenue
We turn away clients who are not a fit. We decline engagements where we cannot deliver real value. We do not make promises we cannot support. Integrity is not a marketing position — it is how we operate every day.
Licensed Professionals Execute
Every service we coordinate is delivered by someone qualified to deliver it. We do not allow strategists to practice outside their scope. Every specialist in our network operates within their credentials and applicable regulations.
Honest Expectations
We tell clients the truth about how long things take, how much effort is required, and what outcomes are realistic. We believe honest conversations upfront lead to better outcomes, fewer disappointments, and stronger trust.
Are You a Professional
Ready for This?
If you are an experienced wealth strategist, coach, or licensed specialist who shares our values — we want to hear from you. We are selective, and we are always looking for people who make the network stronger.