Meet Our Team

Your Dream Team at Happy Financial Solutions

At Happy Financial Solutions, we believe that financial planning should feel personal, empowering, and—yes—even joyful. Our team is a group of passionate, licensed professionals who genuinely care about your future. From tax-free retirement planning to protecting your home and everything in between, we're here to walk with you every step of the way. Get to know the experts who make it happen!

Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”

Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work

Book with Monica HERE
Email: monica@happyfinancialsolutions.com

✨ Fun Fact: Once made 150 cupcakes in one day... for fun.

BRYAN QUEZADA

Financial Professional
📍 Lancaster, CA
“Make moves that last longer than you do”

Bryan specializes in helping individuals and families protect their income, build generational wealth, and gain peace of mind though smart life insurance and financial strategies.

Book with Bryan HERE
Email: getcoveredwithbryan@gmail.com

✨ Fun Fact: I finished a 20 inch hotdog in one sitting.

BETH FISHER

Financial Professional
📍 Dodd City, TX
“One Less Worry.”

Beth specializes in Wealth Preservation, Headstart Planning, and Final Expenses.

Book with Beth HERE
Email: pcirkles@gmail.com

✨ Fun Fact: I once had 48 chickens to hatch at one time.

BETHANY BOLIN

Financial Professional
📍 Milan, TN

SEBASTIAN CACIOPPO

Financial Professional
📍 Maryland

Financial Professional
📍 San Antonio, TX

KRYSTAL ANDREWS

MONICA HACHEY