Meet Our Team

We're a passionate group of financial experts committed to your economic growth and prosperity. Our diverse backgrounds and collective expertise drive our innovative approach to financial planning.

Leadership Team

The people behind SkilVisio Pro's mission to transform financial planning through innovation and client-focused strategies.

Sarah Coleman

Chief Executive Officer

Sarah brings over 15 years of fintech leadership experience to SkilVisio Pro. She's driven by a simple belief: financial literacy should be accessible to everyone.

Sometimes I think we forget that behind every investment decision is a real human with hopes and dreams. That's what drives me every day.

Michael Rodriguez

Chief Financial Officer

With a background in investment banking and a knack for spotting economic trends, Michael ensures our financial strategies are both innovative and sound.

Mike's weekend passion for mountain biking reflects his approach to finances – carefully navigating difficult terrain while keeping the end goal in sight.

Amina Washington

Chief Technology Officer

Amina bridges the gap between complex financial systems and user-friendly technology solutions. Her vision has shaped our platform's intuitive design.

A former software engineer at a major bank, Amina left to pursue her dream of making financial tech that actually made sense to regular people.

Our Core Values

The principles that guide our work and define our approach to financial planning and client relationships.

Integrity

We believe in transparent communication and honest financial guidance, even when the truth isn't what clients might hope to hear.

Innovation

The financial world is always changing. We continuously adapt our approaches and technologies to stay ahead of the curve.

Client Focus

Your financial goals are unique. We take the time to understand your specific needs rather than offering one-size-fits-all solutions.

Our Journey

The story behind SkilVisio Pro and our commitment to reshaping financial planning.

The SkilVisio Pro team collaborating in our Boulder office

From Idea to Impact

SkilVisio Pro began in 2018 when our three founders met at a fintech conference in Boulder. They shared a common frustration: traditional financial planning was too complex, too exclusive, and too disconnected from real people's lives.

What started as conversations over coffee quickly evolved into a mission to create something different—a platform that combines sophisticated financial strategies with straightforward guidance. We've grown from a small team of 5 to over 30 professionals, but we've kept that original vision at our core.

Today, we're proud to have helped thousands of clients take control of their financial futures. And honestly, we're just getting started.

Explore Our Approach