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Meet the Founders

Well-Traveled Wealth was founded as a family team. Yesenia and Todd have been married since September of 2015 and they love exploring the world together. What’s it like working together as husband and wife? We see it as an opportunity to spend time together doing what we are passionate about: investing in other people. We are true developers; seeing others grow brings purpose and meaning to our lives. Oh, and that little guy with four legs? That’s Scuba. He’s a part of the team too - well, we don’t let him give out financial advice but he is an integral part of our firm and our lives.


We have been building our dream for more than ten years. It has taken hard work, dedication, and planning. We’d love to help you define and reach for your dreams too.