Outset is a financial services company founded on the premise that your relationship with money should be personal, positive, and connected. We want to help young individuals and couples break through any financial barriers and form a solid financial foundation by providing them with the necessary financial and emotional tools they need to unleash a long, prosperous life.

Leadership Team

Heather Pulier

CEO & Founder, Licensed Insurance Broker

Edwin Pankau

COO/CTO

Lauren DeCarlo

Content & Marketing

Michael Lilli

Head of Engineering

Dean Nakabayashi

Head of Design

Braden Davis

Advisor and Contributor, Insurance & Financial Services

Brian Kelley

Strategic Insurance Technology Advisor

Megan McCoy

Advisor, Financial Therapist

Kristina Royce

Advisor and Content Contributor

Darcy Shapiro

Advisor, Insurance Operations and Partnerships

Sara Terheggen

Legal Counsel