About Infinity Financial Services
Planning for your future shouldn't be stressful. That's why we're here to support you through all stages of life, with care and expertise. Education is at the core of our approach; rather than dictate your financial decisions, we empower you to make informed and smart financial decisions. By creating personalized strategizes tailored to your unique goals, we help you feel secure in your financial future.
Meet the Founder
Hi there! My name is Shai Gothreau and I'm the founder and financial planner at Infinity Financial Services. I discovered my passion for helping people with their personal finances in college where I worked in financial aid. I assisted many students and families with navigating the complexities of college planning and witnessed how financial stress has such a huge impact on people's lives. This experience made me realize how crucial it is to be financially prepared and how important it is to be a financial resource. After graduating college I worked in Corporate Operations for 7 years, but in 2023 I decided to pursue my passion to help people with their personal finances through financial planning.
I'm originally from the small town in Connecticut but currently live in Dallas, Texas. In my spare time, I enjoy cooking, traveling, reading, and working out.
Who We Serve
We work with individuals and couples who are:
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Looking to find balance in life without the constant worrying of financial stress
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Going through major life transitions such as starting a new job, buying a home, or starting a family
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Seeking support and guidance on debt payoff strategies
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Saving with a vision on how to spend but in need of strategic advice to achieve their financial goals
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Interested in growing their cash balances through smart investing ​​​​
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Wanting someone to partner with for long term financial success and stability
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Download my FREE Budgeting Template!
~ Financial success begins with a budget!