Sam Ingrassia
CEO, Not quite founder-founder
Say hello to Sam Ingrassia, the CEO of Budgetsimple!
After acquiring the brand, Sam transformed it into a
financial wellness platform that helps people achieve
their money goals. With 15 years of experience at the
intersection of engineering, marketing, and finance,
Sam has built software for search agencies,
large-scale crawling systems, enterprise ETL
pipelines, and marketing attribution platforms. He's
even managed over $1MM in monthly spend with his
campaign optimization software, used by big brands
like Jet.com, Yahoo!, Sleepy's/Mattress Firm, and The
Source. Written by ChatGPT 3.5 (Mar 23 Version)
Leo Polanco
Lead Engineer
Meet Leo, our programming whiz and software guru. His journey into programming began with a desire to automate his mobile gaming techniques, leading him to develop a love for coding. As a member of the BudgetSimple team,
Leo brings his technical expertise to help create innovative solutions for our users.
When he's not busy crafting software, you can find him exploring new places or diving into a good book.
With his commitment to efficiency and attention to detail, Leo plays an important role in helping us
make budgeting simple for everyone.
William Wadkins
Frontend Engineer and Chief Financial Tool Wizard
William is our Frontend Engineer and Chief Financial Tool Wizard. He is an Electrical Engineer by trade, but quickly gravitated towards the software world once he started working.
William has always been a personal finance nerd. Even before he was old enough to open a brokerage account, he created mock portfolios and
eagerly tracked their performance in spreadsheets. With 10+ years of professional experience in both engineer and finance-related roles,
William found the perfect intersection of his passions for software and finance here at BudgetSimple where he builds a variety of tools for our customers to navigate important financial decisions.
Outside of work, William enjoys spending time with his wife and their 3 cats, swimming, and going the wrong way on escalators.
Advisory Board
Justin Bolmgren, CFP® CLU®
Advisor
Justin currently serves as Chief Process Maestro @ William Joseph Capital Management, Inc. - He has over 20 years in the
financial services industry and is currently President and Head of Financial Planning at Bolmgren RetirePLAN,
a registered investment advisor specializing in retirement planning and employer-sponsored retirement plans.
He has been a Certified Financial Planner™ practitioner since 2007 and is also a Chartered Life Underwriter™.
Before founding his own practice in 2013, he served as an executive overseeing RIA operations and sales at a mid-size independent broker-dealer.
He is a member of various industry organizations;
such as the National Association of Personal Financial Advisors and the XY Planning Network.
Eric Hoelter, CRPS®
Advisor
Eric currently serves as Regional Retirement Consultant @ AssetMark. He has over 20 years of experience in the financial services industry. He started his
career working at LPL Financial as a Financial Advisor and then came to Assetmark as a Sales Consultant
over 13 years ago. In his current role as a Retirement Consultant, he focuses on helping advisors and
their clients create retirement plans to meet their goals and needs. On the personal side he recently
celebrated his 24th wedding anniversary to wife Lindsey. They have 4 children together and enjoy boating,
snowmobiling and traveling in their their spare time. Eric's oldest 2 children are currently serving in the Air Force.
A fun fact about Eric is that he loves music, and is a freelance live audio engineer in the Chicago area with over 25
year experience in that field. Eric holds CRPS® (Chartered Retirement Plan Specialist) designation and Series 7, and 66.