Our Team
Welcome to Our Team
Welcome to Visionary Financial, where your financial goals become our mission. We understand that managing wealth is about more than just numbers; it’s about securing your future, achieving your dreams, and providing peace of mind for you and your loved ones.
Our Mission
Our mission is simple: to empower our clients to make informed financial decisions that align with their goals and aspirations. We believe in personalized service, strategic planning, and a commitment to excellence in everything we do.
Who We Are
We’re a leading provider of comprehensive financial wealth management services. With a team of experienced professionals and a dedication to client satisfaction, we strive to exceed expectations and deliver results that make a meaningful difference in our clients’ lives.
A team of talented wealth and asset professionals
Meet Our Licensed Professionals
Elli Kim- Executive Director
(602)919-9245
Elli Kim, owner and Executive Director of the firm, brings a wealth of experience from her years in the financial industry. Originally from South Korea, Elli immigrated to the United States and earned her Bachelor’s degree from Arizona State University.
Driven by a profound passion for giving back to the community, Elli firmly believes in empowering individuals with the knowledge of how money works, aiming to instill hope and foster financial wellness globally. Elli prioritizes building strong lasting relationships and Through her dedication to both her team and her clients, Elli Kim continues to strive for becoming a leader that they can count on. Her commitment to being a reliable and supportive leader is evident in every aspect of her work, driving positive change and fostering a culture of success within her firm.
Kass Talavera- Senior Associate
(480)255 2112
An Arizona native with a deep passion for financial empowerment and building lasting relationships, Kass is a seasoned financial professional dedicated to guiding her clients toward their financial goals. With years of experience in the industry, Kass thrives on fostering strong connections grounded in trust and integrity. Her primary objective is to help clients achieve their financial aspirations and secure their futures by protecting what matters most to them.
Outside of her professional endeavors, Kass enjoys her time with her fiancé, family and her cat. She enjoys running and participates in marathons across the nation!
Gary Linson- Senior Associate
(619)940-9035
Gary Linson, a San Diego native now residing in Arizona, is a finance professional with a Bachelor’s degree in Business from Grand Canyon University. Transitioning from retail to finance, Gary brings years of client-focused experience marked by passion and integrity. He’s dedicated to crafting tailored financial strategies and offering sound advice, driven by a commitment to making a positive impact.
When not in the office, Gary enjoys spending time with his beautiful wife, Kinzie Linson and his dogs. He is part of a men’s group at a local church and enjoys his time playing basketball!
Michelle Ignacio- Senior Associate
(480)550-0429
Michelle Ignacio is a devoted mother of two, drawing inspiration and purpose from her children every day. With a strong background in Human Resources, she understands the importance of preparing for retirement and making the most of available resources.
Michelle recognizes that financial goals are deeply personal, which is why she’s dedicated to tailoring her approach to meet each client’s unique needs. Michelle prioritizes her clients’ goals above all else with faith & integrity. Her mission is to help individuals and families make informed financial decisions, providing the guidance they need to achieve peace of mind and long-term success. Let Michelle assist you in charting your path toward financial prosperity!
Alina Olivares- Senior Associate
(951)473-0710
Alina Olivares utilizes effective wealth strategies and money management advice to assist clients from diverse backgrounds. With a background in customer service, she transitioned from upscale restaurants to financial planning, driven by a passion for helping others achieve financial well-being. Her mission is to extend financial services to families without access to professionals, ensuring protection and peace of mind for future generations.
Outside of work, she cherishes time with her family, enjoys coffee, adores her cat, indulges in reading, and participates in community activities like Kingdom business Bible study. Alina aspires to build her own firm one day, offering opportunities for entrepreneurship while continuing to serve families in need.
Henry Talavera
(480)628-7435
Henry is a a proud Chandler, Arizona born and raised native with over 35 years of experience working in the Semiconductor and hi-tech industries, mostly around leadership and management roles in Manufacturing, Supply Chain, and Safety systems (OSHA).
Now on a new mission in life, dedicated to empowering families and individuals so they can achieve their financial goals, dreams, and building a long lasting legacy. I always strive to serve others with professionalism, integrity, and will provide my support and services with passion and purpose.
I have a strong belief in Faith and love spending time with my Family and Friends. I enjoy watching all sports, and my hobbies include long distance cycling, golfing, camping, fishing, and being outdoors in the Arizona sunshine!
Madison Cory
(425)330-2427
Madison is a dedicated financial professional at GFI with a Bachelor’s degree in Finance from the University of Arizona. After spending three years in Corporate Financial Planning and Analytics, Madison transitioned into financial services to directly help clients build their wealth and protect their assets and families.
A Washington state native, Madison brings a strong analytical background and a passion for financial empowerment, specializing in crafting personalized strategies that align with each client’s unique goals. Integrity and trust are at the core of her work, ensuring clients receive sound financial guidance with their best interests in mind.
Outside of work, Madison loves traveling, practicing yoga, and spending quality time with her family. She also appreciates quiet moments at home with her cat. Looking ahead, she is driven by the goal of building her own firm—creating a space for entrepreneurship and providing clients with the tools and guidance to achieve lasting financial security.
Charrae Thomas-Holmes
(602)799-4492
Charrae Thomas-Holmes, an Arizona Native has her Masters in Healthcare Delivery from Arizona State University. She has a diverse background in healthcare, the insurance industry, over a decade in the restaurant/entertainment industry and a strong military background. She understands that in life we don’t panic but we pivot and plan for our next steps in the future.
Seeing that she is a wife, a mother of 4, a breeder of Cane Corsos and a sports fantastic. She understands the importance of protecting those around you, making sure that your family legacy is secure, preserving the business that you have built while enjoying the moments that you do have- worry free.
As she likes to say, “there is never nothing going on…” and in her free time you will catch her on her morning bible study, playing softball, taken the kids to track and basketball or spending time with her family and friends.
Selena Kim
(847)730-7405
Selena Kim is a dedicated professional with a unique blend of psychology and financial expertise. Originally from the suburbs of Illinois, Selena pursued her passion for helping others by earning a Bachelor's degree in Psychology from DePaul University. Initially set on a career in healthcare, she realized that a key to improving people's well-being is understanding their relationship with money. This epiphany led her to transition into the financial sector, where she now helps individuals navigate the complexities of financial literacy.
With a deep-rooted passion for empowering people, Selena is committed to guiding her clients toward a secure financial future, helping them not only manage their money but also gain a better understanding of how finances impact their lives. Her approach blends her psychological insights with financial strategy, ensuring that every client feels supported in making informed and confident financial decisions.
Taylor Martin:
(480)745-6909
Taylor is a dedicated financial consultant driven by a mission to educate and empower individuals and families to achieve financial stability. With a passion for helping clients grow their wealth and develop strategic retirement plans, she provides personalized guidance to instill confidence and control over their financial future. Rooted in faith and a commitment to service, Taylor believes that financial success should be built with integrity, purpose, and a mindset of helping others. She finds fulfillment in mentoring and inspiring others, guiding both clients and colleagues toward financial and personal growth.
Beyond the financial world, Taylor prioritizes faith, family, and personal development. She loves creating a positive impact, and fostering a culture of growth and empowerment. Pilates, quality time with loved ones, and cherishing moments with her niece and nephew are a few favorite pastimes. Dedicated to making a lasting impact, she strives to create a legacy of financial wisdom and empowerment for generations to come.