Team Member Details

About Me

Yezmin Thomas is an award-winning personal finance journalist turned financial advisor. Her work investigating financial and securities crimes and seeing the dreams of so many families shattered due to lack of financial literacy motivated her to become a financial educator, coach, and financial wellness advisor.

Her expertise in multimedia production and drive to empower others motivated her to create a bilingual online platform to teach people to manage their money with confidence. In addition, Yezmin has worked with hundreds of clients one-on-one, helping diagnose the current state of their finances, and creating custom plans for achieving their personal and financial goals.

Yezmin is not shy to show off that at Plancorp, she found her dream job, working every day with clients as a financial wellness advisor in a fiduciary capacity and helping them craft a path to financial independence. She is also bilingual (English/Spanish) and a designated Ramsey Solutions Master Financial Coach.

When she is not at work, Yezmin enjoys taking long walks with her dogs, meditating, journaling, reading, and gardening. Traveling is also one of her passions, as it is visiting family in Mexico.

Awards & Recognitions

Thomas' work in financial education has been recognized with 11 regional Emmy Awards granted by the National Academy of Television, Arts and Sciences and multiple other prestigious awards.


  • ITESO University, Guadalajara: BA in Communication Sciences
  • University of Central Missouri: MA in Mass Communication

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