Shai Gothreau

Before becoming a financial planner, I worked for Corporate America as a Project Manager. During my free time, I worked as a financial coach, guiding Gen Z and Millennial individuals and families to become debt free and gain financial confidence.

I transitioned into financial planning to better serve my clients - going beyond budgeting and debt payoff to help them plan for short and long-term goals, build wealth, and start investing in their financial future. I enjoy working with the next generation looking to take the next step in achieving financial independence.

My diverse background - financial aid, corporate America, and financial coaching - allows me to relate directly to the financial challenges and opportunities facing younger generations.

I'm originally from Connecticut but moved to Dallas, TX in 2022. I live with my boyfriend, Daniel, and our two cats, Koda and Carlos. In my free time, I enjoy staying active outdoors, cooking, reading, and watching Survivor.