We work with:

Employers and Organizations

Retirement Advisors

Benefit Consultants


Costumizable Solution
We leverage a custom combination of tech and team to propel participant action, because no two journeys are the same!
Read More

People First
We’re not just a tech-play; we’re a people solution focused on providing unbiased financial education!
Read More

Behavioral Insights
We track and monitor participant data to positively impact turnover rates, healthcare costs, productivity and more!
Read More




Mentoro makes Shortlister Ranking
Top 20 Financial Wellness Programs
Meet Our Leadership Team

WHITNEY QUEEN
President

CASEY STEGMAN
SVP of Strategic Planning & Business Development

KELLY KUREK
VP of Plan Management
We care about your future, and we believe human interaction is key to success. Our team is made up of the best financial mentors, consultants and coordinators, to assist you in addressing financial education
-
5 Most Important Workplace Wellness Programs You Can Implement
Working can be stressful sometimes: it’s a fact of life. However, just because it’s stressful doesn’t mean it has to
-
How Top Workplace Wellness Programs Will Empower Your Employees in 2021
Every year, more and more employers recognize the benefits of having workplace wellness programs - particularly during difficult times such
-
Five Key Areas Where the Latest Covid-19 Stimulus Bill Will Help with Financial Wellness
After months of negotiations, Congress is on the brink of passing the next Covid-19 stimulus bill. Like the Cares Act

We have resources on Monetary Well-being available for you.
Download them today!

We have resources on Monetary Well-being available for you.
Download them today!