We’ve assembled a pretty special crew here at The Wealth Designers.
Whip-smart, experienced, kind, compassionate and committed to helping people live with both money and meaning. We’re all fierce advocates of living well. Here’s a little more about who we are and how we do that.
Founders
Troy and Jake have been friends since their school days, sharing both academic ambition and a love for the outdoors. With a solid financial background, Troy spent years working for major firms, navigating the corporate maze with precision. Eventually, he realized he wanted to build something of his own, free from rigid corporate culture. Today, Troy balances his sharp business instincts with a love for fishing and the beach, often managing operations between the USA and Peru.
Troy Johnson
Co-Founder & Visionary Leader
“Living well for me is related to experiences.
Troy started his career in financial consulting before diving into entrepreneurship. Known for his sharp decision-making and calm leadership, he’s the driving force behind the company’s long-term vision. His ability to balance strategy with ethics has earned him respect in the business community.
Jake Kioski
Co-Founder & Social Media Personality
“Living well means a real connection to my family, love, deep laughter, understanding, appreciation and curiosity.
Jake built his reputation as a social media influencer, connecting with millions through authentic storytelling and humor. Before co-founding the company, he was a well-known livestream host. His knack for engaging audiences gives the brand a strong digital presence, helping bridge the gap between traditional business and the online community.
Core Leadership
Dylan Brown (42), Lead Analyst, brings two decades of expertise in data science and market research, uncovering opportunities with the precision of a chess strategist. Complementing him, Project Manager Samantha Chase turns insights into action with her strong organizational skills and experience in tech-driven projects. Together, they form the team’s engine of strategy and execution, ensuring smart decisions are delivered with flawless results.
Dylan Brown
Lead Analyst
“Numbers tell stories, and for me, data is about uncovering insights that spark growth.”
With 15+ years in data analysis and market research, Dylan is the “numbers guy” of the team. He has worked with both startups and Fortune 500 companies, bringing deep insight into trends, forecasting, and risk management. He thrives on turning raw data into actionable strategies that fuel growth.
Samantha Chase
Project Manager
“Embracing a life filled with adventure and connection, I find joy in travelling to new places, savouring delicious food, and creating lasting memories with friends and family.
Organized, detail-oriented, and passionate about efficiency, Samantha ensures projects run on time and within scope. With a background in tech startups, she has mastered agile management. She’s the one who keeps the team aligned and makes sure visionary ideas become tangible results.
Executive Support / Advisory
Amy Miller and Simone Thomas embody the perfect blend of professionalism and public connection. Amy combines executive discipline with a vibrant on-screen presence, managing leadership priorities while representing the brand through livestreams and digital events. Simone, a seasoned financial adviser, extends her expertise to social media and WhatsApp communities, making complex investment strategies simple and relatable. Together, their approachable personalities and communication skills make them trusted voices of the brand, building both credibility and lasting audience engagement.
Amy Miller
Executive Assistant & Social Media/Livestream Personality
“Living well centres around my family, my home, my work, my love of travel and a desire to give back.
Amy blends professionalism with charisma. While she manages executive schedules and high-level communications, she’s also a vibrant livestream host who represents the company publicly. She started as a content creator before transitioning into corporate roles, making her a unique bridge between behind-the-scenes operations and public engagement.
Simone Thomas
Stock Adviser & Social Media/WhatsApp Engagement
“My goal is to live modestly and sustainably, and not be a drain on the planet.
Simone has a background in financial advising, helping clients grow portfolios with smart investment strategies. She’s also highly active on social media and WhatsApp groups, where she shares quick insights and keeps the community informed. Her approachable communication style makes complex market advice feel simple.
Customer Success (Interns)
Interns Emma Rendell and Lucas Harvey bring fresh energy to customer service and live chat. Emma, a communications student, stands out for her empathy and active listening, while Lucas, a business student, thrives on problem-solving and adaptability. Together, they ensure customers feel valued, supported, and connected, while building the foundation for their future careers.
Emma Rendell
Intern, Customer Service & Live Chat
“Living well for me is balancing a number of fulfilling roles in my professional life with my personal life.
Emma is currently studying communications and brings fresh energy to the team. She has a natural talent for empathy and problem-solving, making her ideal for handling live chats and customer queries. She sees her internship as a launchpad for a future career in client relations.
Lucas Harvey
Intern, Customer Service & Live Chat
“Living well includes spending time with my family and being able to travel around the world to experience different cultures and lifestyles.
Lucas is pursuing business studies and is eager to learn the ins and outs of customer experience. He enjoys interacting with people, resolving issues, and gathering customer feedback. His enthusiasm and adaptability make him a valuable addition to the front-line support team.
Backstory
- Troy and Jake are friends since school. Troy and Jake both have Financial Background and used to work for big firms but decided to get out of the corporate culture. Both love fishing and the beach and hence they run the business between Peru and USA.
- Same as White Samurai, all 8 personalities need to be created with full life experience and pictures to show
- Main people to promo on Social Media is Jake, Amy and Simone
And introducing our Investment
Committees
Troy and Jake, lifelong friends since school, bring with them extensive financial expertise gained from working at some of the industry’s leading firms. Stepping away from the corporate culture, they chose to apply their knowledge in a more independent and client-focused way. Today, they play a pivotal role in shaping strategy and guiding decisions, much like our specialised investment committees. Outside of finance, their shared love of fishing reflects their grounded approach—valuing focus, patience, and balance both in life and in investing.