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Meet the Team

Jonathan Rosen

Managing Trustee

Not part of the actual paid staff but an integral part of the team, I formed the non-profit that funds the Wealthy Habits programs in 2009. I have always realized the need for financial literacy and believe we can make a positive difference in the next generation. As a Trustee, my goal is to provide guidance and assistance to the staff to improve and grow the organization and its programs. 

Tracy Tanner

Executive Director

I have always had the entrepreneurial mindset, building home-based businesses over the years that allowed me to be there for my children when they were younger. Coming aboard in 2011 allowed me to use my skills as an entrepreneur and my experience as a mom to build a great organization allowing me to educate and lead students as well as make an impact on the instructors and staff.

Building the organization from the ground up wasn’t easy by any means, but the lessons I have learned along the way have made both the organization and myself better. I have learned to look at the why and not just see things for what they are. I look forward to growing the organization and learning ways to improve myself along the way.

Ashley Miller

Program Coordinator

Starting as a 2018 intern instructor, I learned how important it is to present the information in a way the students would understand and relate to. I am thrilled to use that experience to continue to make improvements toward future programs that have such a positive impact on the students we teach.

As a member of the Wealthy Habits team, I see myself growing alongside the organization. We have an extremely collaborative environment that leaves so much room for growth. This collaboration allows us to learn from each other things we would otherwise not understand. Being a part of each decision along the way has allowed me to see the results of our hard work and dedication. I look forward to building my career with the organization.

Sanam Karki

Business Strategy

With an MBA and experience as a Jr. Financial Analyst, I am prepared to assist in growing the organization to reach its full potential. My past experiences of living in Nepal have shown me the importance of being philanthropic. Working as a Business Strategist with the organization allows me to do both.  

Working so closely with the entire team has allowed me to be creative in the way I view the business side of the organization. In an environment where learning and succeeding is the main goal, I have acquired skills outside of my expectations. Whether it is professionalism, communication, team-work, software or simply handling unexpected contingencies, I feel like my role in the team truly matters. 

Kyna Fitero

Layout and Graphic Design

Joining the Wealthy Habits team shortly after graduating with a degree in Media Arts, I have been able to independently grow my skills in various areas. I have a passion for educating children and design making this opportunity a great fit. 

Freelancing for the organization on a number of major projects, like the Teacher Training Guide and the Camp workbooks has allowed me to utilize my skills while growing my own knowledge in personal finance. Additionally, I have been able to increase my skill-set by assisting in the advertising and marketing efforts of the organization. I am looking forward to many more projects with the organization in the future.

 

 

Nikka Sangalang

Business Administration

I started working for a company as a virtual assistant at a young age. As time passed by, I saw myself grow independently. Through the years I was able to learn to manage time wisely, value efforts – whether big or small, and make wise decisions on my own.
 
Wealthy Habits became my first client when I started to offer my own virtual assistant services. I started from a simple research task, and now work on many projects. Although I work remotely for the organization, I feel as much a part of the team as if I were sitting next to them. I have grown a great deal during my time with Wealthy Habits and am excited about a successful future with the organization.

Tip and Thoughts from Us!!

Net Worth: Know Your Value

To get where you want to go, you must first figure out where you presently are. Knowing where you stand will help you better prepare for your future. That is exactly how net worth works in terms of your journey to financial freedom.

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Online Shopping: The Right Way

Let's face it. Times are changing. More and more people are opting to shop online rather than in-store these days. Whether it's beauty products, clothing, shoes, or even groceries, there is a way to order whatever you are in the market for...

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Being Honest About Your Money Habits

April is national financial literacy month and a perfect time to evaluate our money habits and to make sure we are putting our best foot forward in teaching our kids good money habits.When I was young, I remember my parents responding to my asking for...

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What Your Teen Needs to Know

If your teen is anything like most teens, you're probably losing a lot of money to V-Bucks and new, trendy clothes, these days. Also, if they are like most of their peers, they know very little about the important financial concepts that are extremely...

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The Financial Attitude!

From a very young age we are taught about the importance of money. We are told what money can do and how your current standard of living can be dramatically changed if we somehow figure out how to earn more and if you have strong financial attitude. But rarely are we...

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Finance can be Fun… Honestly

I can remember being in elementary school worried about opening a bank account, in middle school thinking about my first job, and in high school concerned about my credit score. That, alone, should tell you that my views on financial literacy have always been a bit......

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Teaching your kids to Save – The right way!!

During a class one day, I asked the students who earned money and how they spent it. One of the students said, "I earn money, but my mom takes it from me." At first, I felt so sorry for this young middle schooler but then I realized that it might be that mom was...

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