Our Team
Welcome to Our Team
Welcome to Visionary Financial, where your financial goals become our mission. We understand that managing wealth is about more than just numbers; it’s about securing your future, achieving your dreams, and providing peace of mind for you and your loved ones.
Our Mission
Our mission is simple: to empower our clients to make informed financial decisions that align with their goals and aspirations. We believe in personalized service, strategic planning, and a commitment to excellence in everything we do.
Who We Are
We’re a leading provider of comprehensive financial wealth management services. With a team of experienced professionals and a dedication to client satisfaction, we strive to exceed expectations and deliver results that make a meaningful difference in our clients’ lives.
A team of talented wealth and asset professionals
Meet the Team
Elli Kim
Executive Director
Elli Kim, owner and Executive Director of the firm, brings a wealth of experience from her years in the financial industry. Originally from South Korea, Elli immigrated to the United States and earned her Bachelor’s degree from Arizona State University.
Driven by a profound passion for giving back to the community, Elli firmly believes in empowering individuals with the knowledge of how money works, aiming to instill hope and foster financial wellness globally. Elli prioritizes building strong lasting relationships and Through her dedication to both her team and her clients, Elli Kim continues to strive for becoming a leader that they can count on. Her commitment to being a reliable and supportive leader is evident in every aspect of her work, driving positive change and fostering a culture of success within her firm.
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Kassandra Talavera
MARKETING DIRECTOR
Kass is an Arizona-based financial professional dedicated to empowering clients and protecting their futures through trust-based relationships. A nationwide marathoner, she balances her professional passion with time spent with her fiancé, family, and cat. -
Alina Olivares
MARKETING DIRECTOR
Alina leverages her background in hospitality to provide wealth strategies and financial planning to diverse, underserved families. Dedicated to generational protection and peace of mind, she aims to eventually launch her own firm. Outside of work, she enjoys coffee, reading, her cat, and Bible study. -
Marcus Weaver
MARKETING DIRECTOR
A Navy Nuclear veteran and former Intel engineer, Marcus applies a disciplined, data-driven mindset to personal finance. He specializes in retirement planning and tax-efficient strategies, serving as a fiduciary to help clients confidently achieve their long-term goals.
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Gary Linson
SENIOR ASSOCIATE
An Arizona-based finance professional and GCU alumnus, Gary leverages his retail background to provide integrity-driven, tailored financial strategies. Dedicated to making a positive impact, he focuses on sound advice and client success. Outside of work, Gary enjoys basketball, church community, and time with his wife and dogs. -
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Michelle Ignacio
SENIOR ASSOCIATE
An HR veteran and mother of two, Michelle provides faith-based, integrity-driven financial guidance tailored to each client's unique needs. She leverages her background to help families navigate retirement and make informed decisions for long-term peace of mind. -
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Henry Talavera
FINANCIAL PROFESSIONAL
A Chandler native with 35 years of tech leadership experience, Henry now empowers families to build lasting financial legacies through integrity and professional service. A man of faith, he enjoys the Arizona outdoors, cycling, and spending time with family and friends.
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Madison Cory
FINANCIAL PROFESSIONAL
A University of Arizona alumni and former corporate analyst, Madison provides integrity-driven strategies to help families build and protect wealth. She is dedicated to personalized financial guidance and aspires to launch her own firm. Outside of work, she enjoys yoga, travel, and time with family.
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Charrae Thomas-Holmes
FINANCIAL PROFESSIONAL
An ASU Master’s graduate with a military and healthcare background, Charrae specializes in helping families pivot and plan for a secure future. A mother of four and business owner, she is dedicated to protecting family legacies and business assets with integrity. Outside of work, she enjoys Bible study, sports, and time with her family and friends.
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Holly Davidson
FINANCIAL PROFESSIONAL
former educator from Maine, Holly uses her background in teaching to provide patient, education-focused financial guidance. She specializes in turning financial stress into confidence, helping families achieve long-term security and control. -
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Selena Kim
FINANCIAL PROFESSIONAL
A DePaul psychology alumna from Illinois, Selena blends psychological insight with financial strategy to help clients navigate the complexities of money. Dedicated to improving well-being through financial literacy, she empowers individuals to make confident, informed decisions for a secure future.
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Viviana Ponce
FINANCIAL PROFESSIONAL
An Arizona native with Mexican roots, Viviana is a bilingual advisor dedicated to empowering Spanish-speaking and diverse communities. Drawing on her healthcare background, she provides compassionate guidance in wealth protection and retirement planning. In her free time, she enjoys dancing and making memories with family and friends. -
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Marissa Cantrell
FINANCIAL PROFESSIONAL
A former athletic trainer with a Master’s degree, Marissa applies discipline and individualized care to help families achieve financial security. Based in Maine, she focuses on educating clients to make confident decisions about their money. In her free time, she enjoys football and the outdoors.
