Financial Fitness Group

Our goal is to Educate | Engage | Empower

We're the leading provider of interactive financial wellness to financial service providers, Government Agencies, and Fortune 5000 companies.

Impacting Financial Literacy in America

Financial Fitness Group is an enterprise software company that has developed a financial e-learning solution designed to maximize user engagement while improving financial knowledge. Established in 1998 by a $2 million academic research and design grant, Financial Fitness Group developed the industry standard for a financial wellness score - a massive library of FINRA compliant financial education content and a modular, learning platform to create confident learners.

Our Mission

To create interactive financial wellness experiences that enrich lives by making learning personal, easy, effective and fun.

Company Core Values

We are united by core values that enable us to pursue our mission with passion and purpose.


Efficient and scalable education to fit any financial story


Utilize all teams and expertise to achieve objectives


Use results-driven data to inform business decisions


Provide a consistent, positive and personalized experience


Be objective and moral financial stewards


Enable others to learn and thrive


Understand clearly, genuinely engage and aid

Meet our Team


Patrick D. Quirk
CEO & Executive Chairman

Patrick Quirk is a C-level software executive and has been CEO of multiple software companies. His work includes Emptoris (an IBM company), GoldenGate Software, Oracle, Keynote Systems, PeopleSoft Corporation and JDA (formerly i2 Technologies) and Achievers.

Joe Saari - Financial Fitness Group

Joe Saari

Joe Saari founded Financial Fitness Group to fulfill a vision of providing accurate, reliable and unbiased financial education while making learning about personal finance and investing easy, effective and fun. Joe is a national expert, speaker and publisher of interactive educational experiences.

Bryan Drumm
Vice President, Sales

Bryan Drumm is an accomplished business leader with over 20 years of experience in delighting customers with transformational software solutions. He is passionate about sharing innovative ideas to help clients maximize their performance through technology.

Georgette Regan
Director of Marketing

Georgette Regan brings with her 15 years of experience in marketing and strategic business development. She has extensive skills in brand consulting, data analysis,  digital strategy, and content marketing that effectively drives results for B2B and B2C marketing initiatives.

Sherri Brooke
Operations Manager

Sherri Brooke is an executive operations liaison who collaborates with key employees. As a diplomatic business professional, Sherri is determined to successfully tackle operational priorities.

Kevin Rhodes
Sr. Software Developer

Kevin Rhodes is the master of the software development lifecycle. He transforms business challenges into high-quality, secure and scalable solutions while helping clients be more efficient and provide better services.

Jeff Bail
Sr. User Experience Designer

Jeff Bail has an expert-level understanding of javascript and top-notch skills in all aspects of UI/front-end programming. He is an excellent programmer, architect, and leader with excellent interpersonal skills.

Mark Ramirez
Director of Development

Mark Ramirez joined the Financial Fitness Group with more than 16 years of project management and development production experience. Mark deploys unique and customized solutions using mind-numbing analytical skills.

Helaman Berrios
Sr. Client Experience Manager

Helaman Berrios maximizes impact with a customer-centric focus, intelligent application of performance metrics and optimization of work systems. He brings with him 20 years of service in the business, government, and academic and non-profit entities.

Mike Marcoe
Director of Content

Mike Marcoe’s passion is to communicate complex subjects simply and clearly. With 23 years of experience in writing, editing and content creation, Mike has designed financial education courses for banks, credit unions and institutional clients.

Mark Strelzin
Sales Account Executive

Mark Strelzin brings over 20 years of experience selling financial solutions, including e-learning and financial content to the largest financial institutions globally. He is an action-oriented problem-solver that is adept at building strong, authentic connections with clients and exceeding their expectations.

Our Valued Clients

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The key to Financial Fitness starts with the basics. Where do you rank?

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