About – The Beans
About
We believe everyone deserves a Plan for their money
Our mission is to simplify the path to financial balance through evidence-based design and cutting edge technology, so that you can stress less about money and focus on what you love.
Meet the Team
Melissa Pancoast
Alex Orozco
Founding Designer + Chief Design Officer
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Clare Herceg
Vice President
of Growth
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Jill Berardini
Chief Technology Officer
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Courtney Saenz
Partnership Success Manager
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Darin Umphenour
Partnership Account Executive
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Jay Smallwood
Partnership Manager
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Thomaz Moon
Data Scientist
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