FUTURE YOU WEALTH - Key Persons


Brooke Thomas

Job Titles:
  • Client Services Associate
  • Client Success Manager

James Bashall

Job Titles:
  • Wealth Advisor

Lauren Sterling

Job Titles:
  • Wealth Advisor
Lauren started at Future You Wealth in 2021 as Chief Operating Officer. Lauren has worked in financial services for close to 15 years and has experience at some of the most prestigious firms and organizations in the investment industry, including AllianceBernstein, Golub Capital, and CFA Society New York. Lauren earned her Bachelor of Science in Speech Communication from Southern Illinois University Carbondale, and an MBA from Cornell University.

Ryan Sterling

Job Titles:
  • Wealth Advisor
Ryan founded Future You Wealth in 2019 after a 15-year career in the wealth management industry. Before starting Future You Wealth, Ryan worked at some of the world's leading financial institutions, including: Goldman Sachs, AllianceBernstein, and Capital Group. Ryan has been featured in media outlets such as Business Insider, CNN Money, HuffPost, Time Magazine, and MarketWatch. He is a TEDx speaker and the author of the bestselling wealth management book "You're Making Other People Rich". Ryan earned a BA in economics from Carleton College and an MBA with a specialization in Investment Management from Vanderbilt University. He is also a CFA® charterholder.