Transforming Financial Futures
Since 2015, we've been at the forefront of innovative financial solutions, helping thousands achieve financial freedom through AI-driven strategies.
Who Is Financial Literacy Group?
Excellence in Financial Education
The Financial Literacy Group Professional Educator™ (FLGPE) certification represents the pinnacle of excellence in financial education. Our educators undergo rigorous training and adhere to the highest ethical standards to provide you with top-tier financial guidance.
With an FLGPE, you're not just getting advice – you're gaining a partner committed to your financial success and a more secure tomorrow.

Our Journey
The Early Days
Founded in 2015, Financial Literacy Group began with a simple yet transformative mission: to bridge the gap between the traditional financial systems and the middle-class individuals who often feel overlooked by them. Inspired by our founders' experiences and insights into the pitfalls of debt and financial instability, we set out to make sophisticated financial strategies accessible to everyone.
With a core team of financial experts and tech enthusiasts, we envisioned a platform that would not only address debt but turn it into a foundation for lasting wealth and security. By combining financial expertise with advanced technology, we launched our first solution, aimed at helping clients save on interest and eliminate debt faster than conventional methods.
Our Growth
As we refined our approach, our commitment to innovative, client-centered solutions became our hallmark. Our Guided Positioning System (GPS) debt technology and unique strategies utilizing Indexed Universal Life Insurance (IUL) policies allowed us to provide unprecedented benefits to middle-class families—helping them save significantly on interest and build generational wealth. Word of our success quickly spread, and by 2020, we had helped over 10,000 clients take control of their financial futures.
This growth enabled us to expand our team, bringing together leading minds in finance and technology. Today, Financial Literacy Group is at the forefront of financial innovation, continually advancing our methods to meet the evolving needs of our clients. Driven by our original mission, we're committed to building a financially empowered society, where financial freedom is attainable for all.
Meet Our Leadership & Educators

Mike Amos
VP, Financial Monetary Market Analyst

Daunte Harris
VP, Technology & Operations

Ian Ejan
VP, Property & Equity Specialist

Arseniy Shapvalov
VP, Strategy & Innovation

Derryl Elliot
VP, Organizational Developer & Coach

Lia Alieva
VP, Marketing & Communications

Samuel Sims
VP, Business Loans & Fund Raising Expert

David Weiner
VP, Insurance Case & Design

Jim Sonnier
Education & Strategy

Heidi Dove
Education & Strategy

Bob Day
Education & Strategy

Donnise Home
Education & Strategy

Ben Home
Education & Strategy

Tim Small
Education & Strategy

Ilana Amos
Education & Strategy

Ben Blakely
Education & Strategy

Wade Lassiter
Education & Strategy

Shonna Franklin
Education & Strategy

Suzanne Phillips
Education & Strategy

Carline Archie
Education & Strategy

Francisco Garcia
Education & Strategy

Brad Berstein
Education & Strategy

Greg Whitehead
Education & Strategy

Catherine Henley
Education & Strategy

Stepheny Finnie
Education & Strategy

Mike Amos
VP, Financial Monetary Market Analyst

Daunte Harris
VP, Technology & Operations

Ian Ejan
VP, Property & Equity Specialist

Arseniy Shapvalov
VP, Strategy & Innovation

Derryl Elliot
VP, Organizational Developer & Coach

Lia Alieva
VP, Marketing & Communications

Samuel Sims
VP, Business Loans & Fund Raising Expert

David Weiner
VP, Insurance Case & Design

Jim Sonnier
Education & Strategy

Heidi Dove
Education & Strategy

Bob Day
Education & Strategy

Donnise Home
Education & Strategy

Ben Home
Education & Strategy

Tim Small
Education & Strategy

Ilana Amos
Education & Strategy

Ben Blakely
Education & Strategy

Wade Lassiter
Education & Strategy

Shonna Franklin
Education & Strategy

Suzanne Phillips
Education & Strategy

Carline Archie
Education & Strategy

Francisco Garcia
Education & Strategy

Brad Berstein
Education & Strategy

Greg Whitehead
Education & Strategy

Catherine Henley
Education & Strategy

Stepheny Finnie
Education & Strategy
Bank Like a Bank: Revolutionary Financial Strategy
Our educators are experts in the innovative "Bank Like a Bank" strategy. This unique approach allows you to borrow against your debt, earn interest during and after repayment, all without tax implications or loan repayment obligations.
Leveraging recent changes in IRS codes 7702 and 101a, we combine GPS debt technology with specialized liquid index universal life insurance to create a powerful financial tool for your future.
