Tessa Quillby, CFP
Founder and lead planner
About Quillby
Built by a parent who knew the old way was not built for parents.
Quillby began with a simple belief: good financial advice should be available before you have decades of investing behind you.
Why this exists
“Two jobs, two kids, a mortgage, and no time to drive across town for a meeting.”
After nine years at a big firm, Tessa Quillby, CFP, kept seeing the same thing: people under 50 could not get an appointment when they needed one most.
She founded Quillby Financial Planning in 2021 for families working through the earliest, busiest years of adult life. Every meeting is by video, including Tuesday and Wednesday evening slots after bedtime.
The team
Thoughtful planning, with people who keep the details moving.
Rafael Ibarra
Associate planner, sitting for the CFP exam. Rafael reviews insurance and employer benefits.
Kendra Ashby
Client care. Kendra handles scheduling, the secure vault and paperwork.
A calmer way to get started
The meeting can happen after the house quiets down.
You do not need to organize an office visit or make family life look tidy first. We meet you where life is happening.