Eric specializes in retirement income planning for individuals in and near retirement. He is the author of two books, The College Funding Blueprint (2016) and Bull Goggles (2017). Eric has been featured on several publications like CNBC, Investopedia, and the Simple Dollar. Eric loves spending time in the outdoors doing anything active. He currently lives in Rhinelander, WI with his
Anthony has over 10 years of financial services experience in income planning, as well as life and health Insurance. He is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs. After attending Thomas College in Waterville, Maine, Anthony worked at Consolidated Life Producers in Nashua, New Hampshire. He is now Vice President
Tony Hellenbrand has been managing wealth for individuals and institutions since 2007. Tony appeared on CNBC’s Squawk on the Street in the financial crisis in the fall of 2008, and has authored 2 books about investing: Conversations that Count (2015) and Bull Goggles (2017). Tony and his wife Kristin live in De Pere, Wisconsin. They are both avid Badger and
Mr. Unschuld has been involved in the financial services industry for 30 years. After receiving his JD from Emory University, he began his career with Pacific Mutual Life Insurance Company. After joining BLU Benefits Group in 1989, he earned the Certified Employee Benefit Specialist designation from Wharton School of Business. In 1995, he was named President of BLU, and remained
Michael A. Bodanza is a Retirement Strategist, specializing in protection, savings and growth for area businesses and individuals in Northeastern Ohio. Michael entered the financial services industry in 1989 working for a large insurance company where he received numerous awards and exceeded the company’s goals in sales and customer service. In 1992, Michael established Preferred Financial Services in order to
I entered the financial services industry in 2010 after discovering the desire to share the information that I learned during 30 years in the Corporate world. I learned that the insecurity and lack of knowledge of financial decisions was very scary for both corporate leaders and individuals. My passion to educate quickly transitioned into a great way to assist small
With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a fresh teaching approach to the complicated subject of Retirement Planning. His simple approach takes complicated topics and makes them easy to understand. Cameron earned a bachelor’s degree from Oral Roberts University and an MBA from Oklahoma State University. Cameron’s experience as the COO (Chief
Tom Ambrose is President of Ambrose Wealth Management a fee-only Financial and Retirement planning firm whose practice is based in West Chester Pa with offices in Chester and Delaware County Pennsylvania. Tom has extensive experience over his 35 years in practice providing retirement, business, investment, and tax planning advice. He has advised and guided hundreds of Executives, Retirees and Business Owners through
Brian O’Connor is the President and Chief Investment Officer of Sterling Oak Advisors. He has held this role since the successful launch of Sterling Oak Asset Management, Sterling Oak Partners and Sterling Oak Advisors in 2007. Brian began his career in 1986 as an Investment Advisor for the Investment Banking firm Lehman Brothers in Boston. In 1987 was named the
President of Wall and Company, Inc., Warren has over 25 years in the financial services industry. He is a Certified Financial Planner who is dedicated to creating wealth and financial security for his clients. Warren is also the co-author of three books on retirement planning and is a well-respected financial educator. He enjoys hiking, biking, skiing and exploring the great
Retirement Advisor Carson J. Graves is the President & CEO of the Retirement Education Center and graduated Cum Laude in finance from Texas Christian University in 2001. He has over 17 years as a certified financial professional and operates as a licensed Fiduciary. He is a qualifying member of the Million Dollar Round Table and has several financial credentials. Carson and the
If not conducting a meeting, teaching a class or in flight to a speaking engagement, Tom can most likely be found in his offices in Fort Wayne, Indiana. Here you will often find him reading up on the latest tax law change, economic modeling technique, devouring the intricacies of an estate plan or skillfully determining the best strategy to create
Phil is an experienced, conscientious Financial Educator. With over 30 years’ experience in his field of work, Phil began focusing his efforts towards educating individuals on financial matters in the 1990’s and he has been a published author on financial matters in several National publications since then. Phil has educated and worked with thousands of families to show them how
Mike is a conscientious and experienced financial educator. He is a native of the Northeast PA area, and resides in Clarks Summit, PA. His degree is from the University of Scranton where he concentrated his studies in Finance and International Business- this is when Mike became passionate about education and began his journey towards financial education for individuals. He has
Brad Baker is a certified instructor for Adult Financial Education Services (AFES), a nationwide not-for-profit organization serving northern California. Brad is distinguished by his genuine approach, thoughtful planning and transparency. Brad is also a licensed fiduciary wealth advisor with Orchard Wealth Advisors under Compass Financial, LLC and a licensed Life and Health Insurance Agent, specializing in social security maximization, wealth
Adam Bar is a Business & Tech Entrepreneur, Amazon Best Selling Author, Founder & CEO of Raise The Bar (RTB) Financial Group in Beverly Hills. As an entrepreneur he is committed to bring value, opportunities, transparency and innovation to individuals, families and business owners. As Founder of RTB Financial Group he is mentoring a team, providing resources to independent advisers
Franz begun his practice in Insurance and financial services in 1979. Franz past experience in the financial services industry led him to become man of the year for 4 consecutive years with one of his carriers. Clients walk away knowing that they truly learned something about planning for thier future with out any market risk because he simplifies these topics
Allison J. Brown is a Certified Public Accountant and has a Master’s in Business Administration from the University of Chicago. Allison is the owner of TPC Wealth Management LLC. TPC Wealth Management specializes in estate and retirement planning, and as such helps transition a client from wealth accumulation to wealth preservation and income planning during retirement. As a CPA, Allison
Stewart S. Smith, LUTCF, RICP started his financial services career in 2002. He is a Carolina native, and after attending Midlands Technical College for Computer Technology, he served honorably in the United States Navy. He has attained the Retirement Income Certified Professional designation from the American College of Financial Services as well as the Life Underwriting Training Council Fellow designation. After
The Robert Olsen Wealth Group is a unique firm of financial professionals based in the St. Louis Metro Area. Although we have a solid foundation in the Midwest, a large and growing percentage of our clients live and work all across the United States, from Florida to California, from Texas to Minnesota and many states in between. Founded in 1990,
Mr. Bute has been helping investors protect their assets and invest wisely for over 20 years. His practice focuses on helping retirees and those preparing to retire protect their principal and develop retirement strategies that has the potential to last a lifetime. Mr. Bute is a three-time recipient of the “Five Star Wealth Manager” designation (2013, 2014, 2015) and he
I graduated from Sacramento State University and have lived in the Sacramento area for over twenty-one years. I obtained my licenses in California and Texas. I have worked in the Tax industry for over four years and have gained valuable experience that comes in handy in understanding the tax burden people face at retirement. This additional tax knowledge allows us
I have been in the Insurance business since 2005, initially helping people turning 65 understand their Medicare coverage option. In 2012 I expanded my services to include counseling seniors as to best time to begin receiving their Social Security benefits for their retirement plans. CONTACT ME
Jesse has worked in the financial services industry for over a decade in multiple roles. He also started and operates multiple businesses. Both experiences are instrumental in his decision to start Wisepath Financial Group and make him uniquely qualified to serve business owners. This background gives him an appreciation and understanding of what matters for his clients. Jesse works closely
For 25 years, Joseph E. Roseman, Jr., has developed easy-to-understand educational materials to assist hard-working Americans to grow and preserve their wealth. Joe hosts Social Security Workshops, Required Minimum Distribution seminars, and other retirement, educational events at local libraries and colleges. Every client has different circumstances, experiences, and assets. To be a true advisor to his clients, Joe customizes every
As a financial advisor since 1987, Michael Fry can help. Michael is principal of Steward Financial Services, a planning firm personally advising families, individuals and businesses to achieve wise stewardship of their money and investments. Michael specializes in showing clients that financial planning is about more than just the rate of return you earn on investments. He helps you clearly
I am a long-time resident of Palm Harbor having transplanted here some 30 plus years ago from my home town Chicago, Illinois. My business has grown on one simple principle, satisfy my client’s needs. My method is designed to help clients assess and understand their individual circumstances. Clients welcome my straight forward approach and find my qualifications extremely valuable before
I have been in the insurance industry since 1985. Having been a Sr. Regional Sales Manager of a large insurance company, as well as a Business Coach for agents all over the country. My passion has always been for my clients who are looking for the best products that will propel them into the kind of financial position that will
Joseph I. McCabe III, CPA®, CFP® Joseph I. McCabe has been serving the complex tax, estate and investment needs of high net worth individuals for over 20 years. As a Certified Public Accountant (CPA®) and Certified Financial Planner (CFP®), he has worked for accounting firms including KPMG and Arthur Andersen to serve high net worth individuals and families. His certifications
Cody is a CERTIFIED FINANCIAL PLANNER™ Professional. He has developed a well-grounded process that will allow him to serve his clients on a broad range of financial planning topics. CFP® Professionals,such as Cody, must master nearly 100 integrated financial planning topics including investment, retirement, estate, tax, and insurance planning along with overall personal financial management. Cody was born and raised on a horse ranch just outside of Missoula, Montana. He is
Ben Olson began his career in the financial industry in 2002. With the heart of a teacher and educator, he has guided and advised families through some of the most complex and important financial decisions of their lives. Ben is a licensed fiduciary wealth advisor with Guardian Wealth Strategies, a leading independent financial planning firm in Minneapolis, MN. Ben and
PAUL E. FERRARESI is a Financial Planner who has captured the human side of financial planning. For over forty-five years, he has assisted individuals and corporations in all aspects of their finances. Paul is a frequent guest on Radio and TV programs on finance. He is a keynote speaker at many national conventions including the Administrative Professional Conference. Constantly in
Blair was born and raised in Greenville, SC. He married his high school sweetheart and together they have two kids, a daughter (25), a son (14) and a one-year old grandson. He started his career in business as a restaurant owner in downtown Greenville and then a coffee shop near Greenville Tech’s University Center. Transitioning out of the restaurant business,
Nick Bunio is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Nick is also an associate advisor of Cardinal Wealth Group. Nick provides retirement advice, investment, and financial planning services to individuals, families, and small business owners throughout the Pennsylvania, Delaware, and New Jersey region. While Nick isn’t working, you can find him on
Gaetan R. Policard BA, MLO, Investment Advisor Representative Vice President Retirement Planning – Investments – Medicare – Mortgage Loans – Business Planning Gaetan R. Policard started his journey in the United States in 2001 where he attended and earned a Business Administration degree at Bryant University located in Smithfield, RI. After graduating Gaetan moved to Florida and continued to grow
Donald A. Shelton, CLTC, CSA President & CEO Having been raised in a military family, Donald was exposed to many different cultures at a young age. With instilled values, Donald continuously challenges himself to create new experiences, learn more, and work on personal obstacles. Donald graduated from Norwich University where he obtained bachelor’s degrees in accounting and business management. As
Ronald A. Bartlett & Associates, LTD Ronald A. Bartlett & Associates, LTD. are Registered Investment Advisors and has been working with the Communication Workers of America since 2007. We currently do business in District 1, 3, 4, 6 and will be expanding to other Districts. We have given financial planning where we indicated that we were going into the worst recession in
Deb Brundage is creative Wealth Preservation Consultant, Certified College Advisor, and a Certified Identity Theft Risk Management Specialists providing strategies for clients by accurately accessing each person’s present and future financial needs, objectives and requirements. She has been in the industry for 18 years. Deb expertly creates customized financial strategies to meet client needs in the most tax advantage way.
WILLIAM MIDLER, PRESIDENT For over 39 years, Bill Midler has been providing his clients with valuable financial products and solutions. As one of the premier financial professionals in today’s retirement income market, he specializes in tax advantaged and wealth transfer strategies that meet the needs of his clients in various stages of retirement. For nearly four decades, Bill Midler has
Founder of AsKMrBen Insurance & Financial Services, we have assisted clients in the areas of wealth preservation and estate planning, financial risk and tax reduction, asset protection, College Planning, guaranteed retirement income and health protection. We feel that your questions help us to better understand you and your objectives, “So” “JUST ASK” CONTACT ME
With over 29 years in the ﬁnancial services industry and money management experience, Scott Lane, Managing Partner of Lane Financial Strategies LLC, brings knowledge and understanding to the practice in an eﬀort to help baby boomers and retirees achieve their ﬁnancial goals and of objective through ﬁnancial planning, income planning, and wealth management strategies. Scott believes that the nucleus of
Ed Castillo has been in the Financial Services Industry for 20 years, since 1999. He graduated from California State University, at Fullerton with a double major in Finance and Entrepreneurship. As a retirement planner, Ed’s primary objective is to help individuals and families reach their retirement goals. Not only is Ed a seasoned veteran in retirement planning, he is also
I have been working in the financial sector for many years as a Financial Adviser and Insurance Consultant for individuals, Broker-Dealer firms and various other corporations. I understand the Global Financial Markets and have a seasoned knowledge of the diverse investment opportunities through multiple insurance and financial structures that also include the proper use of the currency markets to assist
As the Founder of Seniors Financial Services and Spicer Wealth Management, Bryon K. Spicer has dedicated over four decades of his life to educating and assisting retirees and pre-retirees with Protecting and Preserving “Peace of Mind” An advocate for comprehensive financial and retirement planning, Bryon’s planning goal is that all components of a client’s financial affaires work in collaboration to
RICHARD S. NGIN. RFC. CEP I had been in financial service since 1997. My passion is to help people make their dream come true and live the life that they can imagine. As a financial professional, I always act in the best interest of my client. My focus is to help pre-retiree and retiree to not run out of money
Brian Schmitz has been in the financial planning and investment management business since 1995 when after graduation from Taylor University he was recruited by Merrill Lynch. While at Merrill Lynch, Brian and a senior advisor managed $480 million in client assets and routinely ranked in the Top 10 of all Merrill Lynch advisory groups out of nearly 20,000 advisors. Brian
As Managing Partner of OpenAir Advisers, Stewart is responsible for the execution of the company’s mission, vision and financial success. He is also charged with developing, communicating, and executing the client’s financial plan while maintaining full transparency. Stewart brings to OpenAir Advisers executive-level leadership, with a deep understanding of all aspects of the business as well as a clear vision.
Bob Machen can best be described as an overachiever, someone with exceptional analytical skills and an individual of integrity. Early in life, these qualities manifested themselves in Bob achieving Eagle Scout at the youngest possible age of 13 and going on to earn 63 Merit Badges, his God and Country Award, Brotherhood in the Order of The Arrow while serving
Cal Rutledge is an independent Investment Advisory Representative serving Florida, Missouri, New Hampshire and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building
Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning, located in Roseville, CA. Starting his firm in the 90’s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit
As Director of Financial Planning at Southport Capital, Jonathan develops in depth plans to address the goals and concerns of high net worth individuals, their families, corporations, non-profit organizations and high-income Millennials. He received a Bachelor’s degree in Chemistry from Eckerd College and has since transferred those quantitative skills to his financial planning methods. Jonathan has earned the Certified Financial
Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners and individuals
Educator, Planner and Advisor Peter works intimately with clients to develop plans and programs that satisfy important life needs. His qualifications include: CERTIFIEDFINANCIALPLANNERTM National Social Security Advisor Certificate Holder A Registered Investment Advisor Representative with Financial Partners. Financial Industry Regulatory Authority (FINRA) Series 6, 63, and 65 registrations with Financial Partners. Life, Health & Long-Term Care Insurance Licensed in New
After spending 21 years in the Marine Corps defending his country, Ken Catledge embarked upon his career in the financial services industry, graduating with his first designation as a Fraternal Insurance Counselor Fellow (FICF) in 2005. He quickly discovered that working as a financial advisor tapped into the core values that he had dedicated his life to: integrity, trust, and
Joshua is a college graduate of the W. P. Carey School of Business at Arizona State University. He graduated with a Bachelor of Science in Finance, Minor in Economics and a Certificate in International Business. He graduated Summa Cum Laude with a 4.0GPA. While attending ASU he was a teaching assistant for the Finance Department and for the Political Science
“The most important thing I can do is to ask questions”. For 20+ years Curt Hespe has asked hundreds of clients, thousands of questions. The number one being “What are your dreams & goals for the future”? He believes that every person has their own unique story and financial goals. He is firmly committed to developing long-term relationships with his
Bill Cummings has worked in his first career as a junior high and high school math teacher and coach and college professor and part time in his second career as a financial advisor. Now he is focused full time on his second career. He is a conservative advisor who believes in college planning, early mortgage payoffs without increasing expenses, using wealth building
Glenda Arrindell has been in the insurance industry for over seventeen years. She is the author of several articles and was featured in several magazines, newspapers and radio shows. With all of the economic turmoil in the markets, the country, and around the world, it is more important than ever to keep your wealth safe and secure…but also growing. Glenda’s
Greg M. Ferguson has spent 40 years as a financial advisor working to empower his clients to make smarter financial decisions that translate into greater peace-of-mind. As a CERTIFIED FINANCIAL PLANNER™, Greg combines extensive knowledge and a strict Code of Ethics in his practice. He caters to helping pre and post retirees understand, choose and execute strategies to generate sustainable
Joel Rieck is the president of Northland Financial LLC, who specializes in retirement income planning, asset management, life and health insurance, commercial insurance, and employee benefits. With backgrounds in banking, financial advisory, and operating small businesses, Joel has expertise and vast knowledge on a diverse range of subjects including finance, accounting, investing, taxes, and risk management. Before launching into financial
As the founder and principal of Beacon Financial Services, Tom provides a broad range of financial services, from retirement planning, wealth management, income for life investment strategies, and business succession strategies in the communities he serves, for the past twenty years. As a fiduciary, Tom steadfastly pursues a best practices agenda, always putting his clients first, treating them with respect, honesty and integrity. CONTACT
Stephen Dribusch has been in Financial Services for 20 years. Most recently in the Retirement and Investment arena the last 6 years for a large Regional Bank. I am passionate about helping families put together a unique and understandable strategy to reach their goals. Whether it’s to keep more of what you make, to help save for retirement, plan a
Dan Dolcini has over 30 years’ experience in financial services. Prior to starting Dolcini Capital Management LLC (DCM) in 1991, he began his career in New York having worked at both boutique and large brokerage/investment banking firms. His goal in starting DCM was to remove the constraints that most firms place upon clients by limiting their access to investment strategies and instruments. As a Registered Investment
Brent K. Sandino, CFP® My Bio is how I can help you. Being a Certified Financial Planner® for over 30 years. Being in the Financial Services Industry even longer means only one thing. What can I do for You? Planning for people with extremely high net worth to help some for the first time to start saving $50 a month.
Ken was born and raised in Colorado where he developed a love for hiking, skiing and mountain biking. Activities that he still enjoys today. He attended Chadron State College where he received his BS degree in business administration. He has been in the financial services industry since 1999. In 2008 Ken sold his Agency in Colorado and moved to San Diego,
David holds a Bachelor of Science in Business Administration Marketing from Kutztown University of Pennsylvania. He has 20 years of experience in financial services concentrated in retirement income planning. David is a Chartered Retirement Planning Counselor and is Life/Health and Annuity licensed in the State of Florida. David’s mission is to educate and guide those seeking safe, personalized solutions to
Ron Stancil is an Insurance, Marketing and Education Strategist. After spending over a decade working with major insurance carriers including Kaiser Permanente, Anthem and United Healthcare, Ronald has now been focused on providing education and partnering with individuals and business leaders in all areas of Estate and Financial Planning. Ronald finds profound joy in working within the economic heartbeat of
Ryan is a third generation Palm Springs native. After graduating high school, he moved to Los Angeles and worked full time in hospitality while attending college. This was a tremendous experience as he was able to work for multiple celebrity chefs as well as participate in earning a Michelin Star for a restaurant. Once he graduated from UCLA, Ryan began
Lisa Wishoun- Day, founder and CEO of Field of Vision LLC Financial Services. Lisa has been helping people, like you, plan for their retirement for over 11 years. As an insurance professional, Lisa has a passion for protecting the hard earned assets of her clients and helping them to reach their retirement income planning goals with greater certainty and peace-of-mind
After working his way through the USC Graduate School of Business, George began his financial career as a commercial banker and then moved into corporate finance as the Investor Relations Director for a Fortune 1000 company. In this capacity, he managed the company’s communications with Wall Street and met with security analysts and shareholder representatives on a regular basis. As
Robert Bailey is a Retirement and Estate Planning Specialist who has been providing financial solutions to Southern California residents for the last 24 years. He has successfully helped individuals and business owners safely accumulate retirement assets, increase their retirement income, and protect their estates from being depleted. As a business owner himself, he is uniquely focused on creating and implementing
After graduating from BYU-Idaho with a bachelor’s in business, Andrew (Drew as he prefers) entered the financial industry in early 2010 as a full-time agent with Northwestern Mutual. Continuing education was important to him and so he earned his Chartered Life Underwriter® (CLU®) from the American College. Drew’s focus is on holistic planning and asking all the “if” questions. He
Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo. Strategic Path Financial Group was formed with his father George to
I am one of six siblings born and raised on a family owned and operated ranch in northeast New Mexico. Though rooted in my family’s ranching heritage, I am also an out-of-the box thinker. Realizing the importance of business, financial and long-range planning skills/knowledge for both my family and other multi-generational ranches and farms. Those interests took me to Albuquerque
Bachelor of Science Economics-University of North Carolina, Bachelor of Science Geography-Old Dominion University. I proudly trained in the Twin Towers with Morgan Stanley Dean Witter in the late nineties and have been providing sound financial planning information for hundreds of families ever since. CONTACT ME
Capital Resource Group, LLC was founded by Houston Harrison, who for more than 25 years has ensured that his clients’ individual roads to financial independence are clear and that the personal goals of those clients are met. Many things have become clear to Houston during his years in financial services. Capital Resource Group (CRG) has developed and refined the proprietary
Nathan has nearly four decades of experience in financial services, which began once he left the family farm in North Carolina. In addition to his financial services background, he also built a successful real estate and General contracting business. Nathan contributes much of the success in his professional life to the lessons he learned growing up on a farm, namely,
Wayne has called North Florida home for over 50 years where he has been a successful business owner and financial coach as well as a certified instructor for Adult Financial Education Services. He is a license professional in the insurance industry for over 20 years providing families and business owners with strategies and solutions to meet their individual financial needs.
Cornell Anderson is a Certified Instructor for Adult Financial Education Services, (AFES), a nationwide non-profit organization serving Southern California. Cornell received his Bachelors of Arts Degree in Finance from The University of Arkansas at Little Rock, AR., and also served as a Budget Analyst in the United States Air Force for 12 years. Cornell is a Licensed Life and Health
Timothy M. Munderloh is the founder and President of Munderloh Financial Group, LLC and is a well-known financial educator and advisor. His retirement seminars have been widely attended by retirees from all walks of life, including Lockheed Martin, GE, Boeing, Texas Instruments, various school districts and Federal, State and Local Government. Tim has counseled thousands of seniors on how to
James P. Ball, CFP, ChFC, CLU has spent over twenty-five years in the financial services industry as an educator and advisor. He also enjoys serving on the board of several non-profit organizations benefiting the local community In his role as a financial advisor, James emphasizes safe money and distribution planning when working with retirees or those close to retirement to
Scott Sanchez’ financial background began as a Stockbroker with smaller,regional brokerage firms. Scott then earned his valuable advisory experience through his formal training at global Wall Street bank, Morgan Stanley Dean Witter. At MSDW, Scott was introduced to and became proficient in the presentation and application of a wide variety of retail asset classes, asset allocation strategies and investments. At
Roman is a licensed Financial Planner with over 15 years experience in asset preservation, lifetime income planning, and social security maximization. His transparent approach to client counseling makes for a more relaxed and informative approach to financial planning, helping people to make wise choices with their retirement planning. CONTACT ME
With over 15 years in the insurance industry, Jessica understands that compassionate and ethical client service is a priority. As an instructor for AFES, she enjoys educating individuals and their families on the importance of designing a diverse, conservative financial plan based on their individual needs and wants. An advocate of financial literacy at all ages, Jessica feels the AFES
A former teacher of 27 years, Calinda is committed to educating individuals on the power of planning for their future. She is excited to be part of the team as a Lifestyle and Legacy Planner at WealthCare Investments & Insurance in Louisville, KY. A Cancer survivor, it is her passion to share opportunities for protecting family assets and living life
He is credentialled as a fiduciary to assist individuals with annuities, life and health insurance as well as being an Investment Advisor Representative for Horter Financial Management, LLC through whom he has access to tactical money managers who emphasize low volatility and low risk portfolios. Barry currently operates a successful tax business he established 15 years ago. Barry Bayles has
Bruce H. Goldstein is a Registered Investment Advisor Representative with Southport Capital. He works closely with individual and business clients to understand their financial condition and objectives for the purpose of recommending investments to achieve their financial goals and to help clients distribute funds in an efficient manner. He is compassionate and detail oriented with deep knowledge of the debt
Steve is a native Californian having grown up in Orange County, California. In 2001, he moved his family to Murrieta and his Financial Firm to Temecula, California where he currently maintains his office. He has been providing sound financial advice since 1981. He began his financial career with Mass Mutual and Minnesota Mutual as a representative providing Estate and Insurance
Andrew Fike has been in the insurance and financial services industry for over 20 years. Andrew graduated from Emory University in 1996 and has been licensed in the state of Georgia since 1998. He started his first 8 years serving union families and professional associations on a one on one basis. In 2005, Andrew expanded his business to a broker
Annetta began her career in the Insurance industry in 1990. She spent the first 10 years of her career with Metropolitan Life Insurance Company providing her community with A+ insurance products. She furthered her knowledge and expertise by joining MetLife Securities as a Licensed Securities Agent. The next 10 years Annetta worked with Prudential and Pruco Securities, as she continued
Lori A. Mersing is a Licensed Funeral Director and a Licensed Insurance Agent in West Virginia, Pennsylvania and Maryland. She has a degree in Emergency Medicine from Fairmont State University and in Mortuary Science and Business at the Pittsburgh Institute of Mortuary Science. Lori is the owner of Heirloom Aftercare Solutions and Mersing Agency specializing in Burial Trust and Medicare
Claire believes in educating her clients and assisting them in making choices based on their unique situation. She enjoys working with individuals and businesses in addressing their retirement concerns and reaching their long-term goals. Claire is a partner in Gahagan and Harkins, LLC. CONTACT ME
Dacia is a registered representative at Wealthcare Investments and Insurance based in Prospect, KY. She holds a bachelor’s degree in Accounting from University of Louisville, has over 5 years of accounting experience, and holds her CPA license. She serves on the board of Bloom Elementary PTA and an aspiring local chapter of Women in Insurance and Financial Services (WIFS). Dacia
John J. Woods is the father to four boys and husband to Janelle Blaylock Woods. John attended Tennessee Tech where he was a member of the football team. He is in his 30th year in Financial Consulting and the last twenty six years as Executive Director at Oppenheimer and Company. Prior to that, John was Vice President at Lehman Brothers.
Drew Bekius is a financial planning and benefits specialist and is the owner of Endeavorwell Financial Solutions, an affiliate of Southport Capital Risk Management in Minneapolis, MN. Licensed in life and health insurance with additional certifications in long-term care and annuities, Drew is also a certified National Social Security Advisor. Drew has devoted his entire life toward helping others live
It is the duty of The Phoenix Group Financial Services to understand who you are: your objectives, your resources, your commitments. Together, we create realistic financial strategies that are compatible with your goals, at every stage of life. The college graduate just starting a career. The young family concerned with debt minimization. The established family acquiring assets and planning retirement.
Christopher Delgado is an instructor specializing in Social Security. He began his career in 2001 with AFLAC, after that he worked with an extremely large Fixed Indexed Annuity Marketing Organization working with agents helping them work with their clients with Advanced Annuity Design, Social Security Maximation, Retirement Income and Securing their Retirement nest egg from Market Downfalls. Once he stepped
Kyle Hart graduated from York College of Pennsylvania in 2017 with a degree in Business Administration and Finance. He has over two years of industry experience and has since served as a full-time advisor since May 2017. CONTACT ME
Hart Financial Services, Inc. was founded by Paul Hart, a Certified Financial Planner, in 2002 after having more than eight years of industry experience with Metlife Financial Services. Hart Financial Services, Inc. has since served south central Pennsylvania with comprehensive financial planning for more than 15 years. Through our planning process, our clients obtain their maximum wealth potential while minimizing
Stacey has found that creating amazing, meaningful relationships with the people she has the pleasure of working with has brought great satisfaction and joy to her life. She takes the time to get to know everyone she works with, building a personal retirement plan that will meet the objectives of each individual client. Stacey continues to be supportive of her
I have been in the financial industry for over 20 years. My approach is to educate my clients in the most complete way possible. I explain the pros and cons of any given Insurance Product and then let you make the decision. The areas I am well educated in are wealth preservation, financial risk and tax reduction, asset protection, and
Michael A. Saltiel is a Wealth Manager, Financial Advisor, and founder of Saltiel Wealth Management. Michael’s expertise is in financial planning and investment management. The following are related credentials and licenses listed below. B.S. Finance – University of Delaware Completion of Financial Planning Certificate Program – Bryant University Master Registered Financial Consultant (MRFC) – International Association of Registered Financial Consultants Accredited Wealth Management AdvisorSM (AWMA®) – The College for Financial
Chris Cooper received his insurance producers’ license in March of 1990 and soon started working with the Metropolitan Life Insurance Company. At MetLife in 1992 and 1993 he was awarded citations in personal estate and retirement planning. He moved on to the award-winning agency K&B Financial Inc. in April 1997 and for the past 22 years has been assisting the
Born and raised in Boston, Joe brings with him over 15 years of work experience in various careers where employer sponsored Pension Plans; Life, Accident & Health insurance and 403(b), 401(k), and 457 deferred comp plans are the primary factors for employment satisfaction and longevity. Joe has been affiliated with many Union Trades throughout his career including Local 537 Pipefitters
Dave Reynik, 30 year veteran to the financial services industry, Retirement Income Planner and President of The Wealth Solutions Group, Inc., can be described as someone who’s passionate about what he does. Dave’s mission has been to leave no stone unturned when it comes to informing both present and future retirees about longevity risk, future health care expenses not paid
Retirement Portfolio Solutions was founded by Caroline Andresen in 2004 to help consumers with their life insurance and retirement planning needs. She believes people should be empowered to take charge of their financial futures. Caroline is a graduate of New York University (NYU) Stern School of Business with a Bachelors Degree in Finance. Caroline has worked in Commercial Banking with
Mahesh’s financial education includes an ivy league MBA and a degree in Economics/Statistics along with Insurance & Series 65 certifications. After spending 30 years working in international business and finance, he transitioned to the financial services industry in 2011. Mahesh credits his career working in various global financial markets for giving him a depth of understanding of many financial products
As co-founder of Saltiel Wealth Management Amy M. Sheesley is focused on fulfilling our mission to inspire intelligent tweaks to cause, freedom, confidence and prosperity for You! Making a positive impact in the quality of the lives of the people she serves is WHY Amy helps people make wise choices with their money. Over the last 15 years Amy has
Objective Helping families and individuals create wealth, lower taxes, preserve assets, transition from comprehensive employer-sponsored health care to Medicare, eliminate debt efficiently, avoid probate and create a secure retirement. Qualifications Keith started his career in 1987 with the legendary entrepreneur, A.L. Williams, who turned the life insurance industry upside down. Keith became fascinated with Williams and his common sense teachings
Joshua has over 18 years of experience working with business owners, families and individuals to lower their State and Federal Taxes via unique structures so they can accumulate and keep more of their wealth including maximizing Social Security. Joshua has logged thousands of hours of training on State and Federal Taxes and Tax minimization, Pension plans & Profit Sharing Plan
I have been in the financial services profession since 2002 and started my own independent financial services business FirstFruits Asset Management in 2007. My business has been built by partnering with my clients to create a personalized financial plan and then review and revise the plan as situations and/or goals change over time. My attention to detail, good listening skills,
Marc A. Cook, President of Cook Financial Group LLC. is a well-known financial educator in the Greater Baton Rouge and New Orleans La area. He is also the author of “Financial Security for Mature Americans” and has been honored with top awards in the asset protection planning industry. His expertise is helping families avoid common, costly financial mistakes. Marc has
Kerry Bouchard is an Investment Advisor Representative with Horter Investment Management LLC. and brings close to 30 years of experience in Investment Planning to the classroom. Kerry has worked in the Senior Market offering all of the planning “tools” including Retirement Income, Social Security, Long Term Care, and Medicare, as well as Investment Planning. Our motto is “Better Planning is
Daryl Curtis is the principle of Daryl Curtis Wealth Builders, with securities offered through BFT Financial Group LLC. Daryl followed his father into the financial service field in 1976, after graduation from West Texas A&M University. He received the Chartered Life Underway (CLU) professional designation from the American College in 1979, making him one of the youngest to receive that
Mario has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, Mario develops solutions to help his clients gain peace-of-mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he excels at finding solutions to
Mike Papa is a Chartered Retirement Planning Counselor (CRPC®) and Wealth Advisor with Spire Investment Partners in Colorado Springs, Colorado. Mike brings over 27 years of focused experience in building financial plans, investing and estate planning to his successful clientele. He also assists small and medium sized business design and manage their company retirement plans. Today’s financial world is full
Ricky Lee is the President and Founder of Crystal Financial LLC of Federal Way, WA “Since 1989 I have enjoyed assisting families from all walks of life plan for their financial future. During these 22 years I have met and worked with people who are different in many ways. But all have ONE thing in common: Like you, they want
Over the 20+ years as a financial planner, Tom Rogers has led thousands of people toward optimizing their financial lifestyle. There is more financial information available today than ever before, and Tom has seen this information wrongly applied too many times, causing devastating effects. This fuels his passion for helping and educating pre and post retirees on how to properly
Brad Ewerth, C.P.A., CERTIFIED FINANCIAL PLANNER™ is the President and Founder of Ewerth & Associates, C.P.A., P.C. and P23 Financial, Inc. in Lincoln, NE. Mr. Ewerth has been helping families in numerous states for over 30 years with tax and retirement planning. Recently Mr. Ewerth has completed training as a Certified Tax Coach, concentrating on develop tax reduction strategies for
As an independent advisor, my practice is focused on comprehensive financial planning with an emphasis on protecting assets from downside risks. My clients include retirees, baby boomers and business owners. I specialize in helping protect the “conservative” portion of your assets — that portion that you simply cannot afford to lose. I offer a number of options, including guaranteed annuities,
Mr. Chakler has over 30 years of experience in the securities industry with both NYSE firms and independent broker dealers. He has served as a General Securities Principal since 1992, and held this position with Multi-Financial Securities, Pinnacle Asset Management, and American Portfolios. After graduating from Temple University in 1975, Mr. Chakler taught for the Philadelphia School District before receiving
Michael Widlake is the president of Commonwealth Guardians and is focused on helping New England residents and their families live out their hard-earned retirement dreams by working together to build successful financial strategies. Michael’s path toward the financial services industry started in music. Michael’s parents were musicians and taught him early on the joy music brings others. He began playing
Randi Taxin is the founder of United Retirement Advisor Group and a leading expert in helping women and families create spectacular retirements. She has worked with high net worth individuals from companies such as Merck, Boeing and Johnson & Johnson to create their ideal retirement plans.With a designation from the National Social Security Association, Randi frequently speaks on topics such
Stephen Ulrich is the founder and President of Asset Optimization Strategies. With 20 years of experience in the insurance and financial services industry, Steve has always focused on the unique needs and goals of the pre-retiree and retiree communities. Steve and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked
Paul has been in this industry for over 19 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent, Investment Advisor Representative (Series 65 Securities License), and a National Social Security Advisor (NSSA). Paul earned a Bachelor’s degree from Western Illinois University with a Major in Economics and a Minor
With more than 15+ years specializing in the insurance industry, Dawn continues to focus on the individual needs of her clients. She enjoys educating and helping individuals/families address their retirement concerns and reach their long-term goals. Dawn understands the importance of safe money strategies and insurance for all stages of life needs. Helping families protect and stay in their own
Matt Fevola was raised in New Jersey and currently resides in Toms River NJ. Matt has over 17 years experience in the Investment and Insurance Industry. Prior to entering the Financial Business on a full Time basis he attended the University of Tampa and played on the Golf Team which went on to complete in the NCAA Championship. After graduating
Mark has worked in the insurance and investment industry since 2002 and in 2006 Mark expanded his practice into individual retirement planning for baby boomers and retirees to help clients best prepare for their retirement years. He opened WealthCare Investments and Insurance in 2011 to provide practical help for those preparing for retirement. Mark has some of the finest planners
Randall “Scott” Walker is an Investment Advisor Representative with American Capital Management and financial advisor for WealthCare Investments & Insurance. Scott was born in Louisville, KY. He attended Vanderbilt University and the University of Louisville and received a Master of Arts in History from U of L in 1993. Following eight years in corporate customer service and operations management, Scott
J. Brent Browning is a Financial Advisor with over 35 years of experience, providing passionate sound financial advice and services. He graduated from Eastern Illinois University with a degree in accounting and is known for his financial planning skills, steadfast integrity, and unwavering dedication to his clients. Brent maintains a residence with his wife Donna in Sheboygan, WI and are
Bill Graduated from the University of Phoenix with his Bachelor of Science Degree in both Management and Business. He then went on to graduate from the University of Redlands in Southern California where he completed his Master of Arts degree, also in Management and Business. After a long stint in the family’s real estate business, Bill decided to go into
With over 20 years of experience in the financial industry, I help clients create comprehensive financial strategies which lead to financial independence. My clients include individuals, families and small businesses. They value my ability to meet their specific needs through the use of a wide range of financial products and services. They also appreciate that I’m open, straightforward, easy to
My mission is to provide families and business owners with the means to reach their financial goals. I have the skills, knowledge and desire to help my dients build their own financial freedom. My personal goal is to help each and every person reach their goals and become their life long advisor. CONTACT ME
Carlos Cortez Jr. specializes in retirement planning that helps foster safe strategies to facilitate wealth preservation, insurance, income and investment planning. Carlos Cortez Jr. graduated from Southeastern University with a Bachelor of Business Administration and currently holds a General Securities Representative (Series 7) Registration with TCM Securities Inc., Investment Advisor Representative (Series 66) License, and a Uniform Securities Agent State
Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF) For over 23 years now the footprint of Steven Wise and later Beacon Associates has been huge in the Northwest Ohio area. Initially founded on healthcare for small business owners and the self-employed a book of over 4000 clients and families was generated. Later financial and benefit planning for Veterans and
James is a financial advisor representative for Billingsley Financial Group in Oklahoma City, and Edmond, OK. In that role, he offers guidance to individuals and small businesses about making the most appropriate use of investments and insurance products to achieve their financial goals. He particularly works with CPA’s, attorneys and community-based banks to provide a broader scope of services to
John Link has been in the financial services industry for over 26 years and is committed to maintaining the highest standards of ethics and professionalism in his relationship with his client. As an Independent Fiduciary he is committed to keeping his clients first by acting with integrity in every decision made on their behalf. John endeavors to know and understand
David Schmitz has assisted clients in protecting their assets since 1982. David is dedicated to providing exceptional customer services and strives to use his knowledge and experience to help clients meet their financial objectives. After a number of years in insurance, David decided to broaden his horizons by passing his Series 65 exam and becoming an investment adviser representative with
Jim Lamont, ChFC®, CLU®, is the owner of Lamont Financial Services, a San Francisco Bay Area wealth management firm focusing on risk management, tax-advantaged strategies, and full-service retirement planning. Lamont Financial Services also specializes in alternative investments and 1031 Exchange. With over 30 years of experience, Jim is a respected public speaker and educator recognized for the depth and subtlety
With over 15 years of experience in the financial industry, I help clients create tailored financial strategies that help them reach financial independence. My clients include individuals, families and small businesses. They value my ability to meet their specific needs utilizing a vast array of financial products and services. They appreciate that I am open, ethical and act with the
Con Reha is a Registered Financial Consultant and the President of Liberty Advisers Inc. Con enjoys working with people and applying his financial planning experience gained over 50 years of experience. Con’s background includes a Bachelor of Arts in Management from the University of Phoenix. He is also a graduate of the Personal Financial Planning Program and holds a certificate
Zone Financial is owned by Anthony Henderson and serves the greater San Francisco Bay Area. With 12+ years in the financial industry; we specialize in providing income strategies that are safe; secure; and unique to your individual financial needs and goals in retirement. Here at Zone Financial, we understand that each one of our clients has a unique financial thumbprint
I have been in the Insurance business for almost a decade. I am honest and hardworking and have a unique no pressure sales approach. My approach is to educate my clients in the most complete way possible. I explain the pros and cons of any given Insurance Product and then let you make the decision. I will give you my
SUMMARY Results oriented sales agent with 15 years’ experience in insurance services Skills include: · Career in banking and financial services; adept at cultivating long-term clients · Relationship building, Sales Presentation · Dedicated sales agent with objectives to secure client satisfaction · Strong interpersonal skills · Specializes in plan design to meet individual needs · Experience in group
Tony Drake was born and raised in Milwaukee. He graduated from Pius XI high school, went on to receive his insurance licenses, CFP® designation and finally a post graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 10 years of experience in the financial industry, Tony has
Mike has lived in North Little Rock, Arkansas for over 35 years. Mike has been in the asset protection business for 20 years. His main goal is to educate his clients on asset protection through safe money solutions. As an independent he works for his clients finding the best solutions to fit their current and future needs. CONTACT
Frank Higgins and Bridget Riley are Fiduciary Investment Advisor Representatives and are both leaders in the retirement planning arena. With a combined 40 years experience, they bring a well rounded expertise. Frank is a national speaker and is the co-author of the national best-selling book, “Secure Your Retirement Dreams with Safer Money”. Bridget has extensive experience with qualified pension plans,
Co-founder of Alpha Financial Services, Rich Hays is an industry expert with over 20 years of successful experience serving the financial needs of his clients in Montana and throughout the U.S. Rich’s background and training allow him to assist clients with their long-term financial goals utilizing comprehensive and individualized financial and retirement planning. His specialty focus is Thrift Savings Plans,
Scott Braddock is owner and CEO of Scott Braddock Financial. For over 16 years, he has assisted his clients in the areas of wealth preservation, estate planning, social security planning, federal benefits, financial risk and tax reduction, asset protection, and guaranteed retirement income. Scott’s experience includes much more than just years spent in the industry. It’s the culmination of knowledge,
Linda Jensen is the principal and owner of Asset Care & Preservation Services with offices in Olympia, WA. Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of a financial planner and has been in practice as an investment and insurance professional since that time. Linda started her own company
Dominick Caiati is the Managing Partner of Caiati Financial Services, LLC a full service financial services firm located in Westport, CT founded in 1996. Mr. Caiati is a third generation Westporter. Until 2015, his family, the Nistico’s has operated local businesses for over 65 years. Caiati Financial Services provides a wide range of services with emphasis on Retirement Planning and
With over 30 years of experience, in designing lifetime income and wealth transfer strategies, Ben brings strategies to his clients that use the safest vehicles available today to legally reduce tax liabilities. In fact, Ben has trained with one of the nation’s most exclusive groups of financial advisors – Ed Slott’s Elite IRA Advisor Group™. “I speak to more than
With over a decade of experience, Larry learned long ago that there are no cookie cutter solutions. He believes everyone is unique and works to design personal, customized pension plans for each and every client he works with. Above all else, Larry is an educator. As a former college instructor in both business and finance, he approaches his clients in
Howard Steven Myers (“Steve”) is a financial professional who has been in the financial services industry for over 32 years. He is a Series 65 Registered Investment Advisor, Series 7 Representative, and licensed with several insurance companies. Myers has completed all five sections required for the Certified Financial Planner (CFP) designation. He graduated with a Bachelor of Science Degree in
Tayvon Jackson (CRPC) is a financial professional in the Washington DC area and author of best selling financial books, 40 Acres and Some Dividends, Poor Dad No Dad, and Love and Finance. Tayvon turned down a professional basketball career to help educate families on the importance of investing and building wealth. Tayvon specializes in helping select families have a tax
Karen is CEO/President of Dowling Consulting Services, Inc. She received her Bachelors in Accounting in 1981 from Loras College, Dubuque, Iowa and her Masters in Business Administration (MBA) in 1987 from the University of Nevada, Las Vegas. Karen is a Licensed Life and Health Insurance agent and a Certified Estate Planner (CEP), specializing in Retirement Planning, Long Term Care, and
With a firm belief that many commonly accepted financial approaches rarely lead to optimum results, Todd is committed to teaching people how to employ the most advantageous methods and solutions to their specific individual circumstances. Having many years of experience in high-tech engineering design and development of advanced manufacturing systems prior to transitioning to financial services in 2008, Todd brings
This event is hosted by Jeffrey D. Bliss, CEP, RFC the President and founder of Wealthwise Technologies, Inc. and an investment advisor representative with Sound Income Strategies, LLC. Jeff has helped hundreds of South Florida retirees and pre-retirees while emphasizing the protection of assets from stock market loss, minimizing excessive investment fees, and creating income during retirement that you cannot
MoKan Financial was specifically designed to assist deserving families in taking charge of their finances. Initially working with state employees, the form expanded its area of expertise to federal employees over the past five years. MoKan Financial operates in a fiduciary capacity, and is legally responsible what is best for you. As a leading independent fiduciary advisor in Kansas City
Jeffrey was born and raised in South Milwaukee, Wisconsin. During high school and after graduation, he worked for Kohl’s Food Store for five years, during which he worked his way to a Department Manager. In 1977, Jeff met his future wife, Roberta, and they were married in 1978. Soon after he and Roberta were married, an opportunity presented itself for
Chris lives in the Greenville area of SC and has been in SC for almost 22 years. Born in Brooklyn NY, Chris grew up in the Sussex County area of NJ and decided to follow in his sister’s footsteps and moved to SC in 1996 to study Financial Management at Clemson University. His career in the Financial Services industry began
Chuck began his Financial Services career in 1989 with the Knights of Columbus, where he achieved the highest honor bestowed on their Field Agents; the Supreme Knight’s Club. After 15 years of dedicated service and a desire to move his business closer to home, Chuck began to move towards becoming a fully independent Financial Services Professional. In 2009 he achieved
Tony entered the financial industry in early 2009 and he loves it. His particular focus has been working with those who feel overwhelmed with the thought of transitioning into retirement. He puts specific attention on continuing education and obtained his Chartered Financial Consultant® (ChFC®) from the American College. While attending Dixie State University, Tony graduated magna Cum Laude with a
William I. Lillvis is a graduate of the University of Michigan’s School of LS&A and instructor for AFES. His passion for financial education began in 1999 in the wake of the dot.com bust. His career is dedicated to helping individuals, families and small businesses take control of their financial future… As a founder and President of Lifetime Plus Inc., Bill,
Sean Born is an instructor for Adult Financial Education Services. For over 12 years, Sean has lived and worked in the Central Florida community helping his clients obtain and achieve their goals. Sean has served on the board of his local Chamber of Commerce and enjoys being an active member of the community. Sean has a strong background in mortgage
Mark Ede graduated from the University of Iowa in 1996 with degrees in Finance and Economics. While at Iowa, Mr. Ede was a 3 time Academic All-Big Ten award winner and earned 3 Varsity Letters while playing football for the Hawkeyes. Upon graduating he immediately began his career in Retirement Planning while working at his family owned Advisory. For the
Dr. Barbara Walker-Green has been in the financial services industry for over 18 years. Throughout her career Barbara has provided valuable financial services to a combination of hundreds of families, companies and individuals. Barbara’s genuine concern for providing her clients with what she believes to be superior service and her dedication to delivering the potential for long-term financial security is
With over 25 years in the ﬁnancial services industry and money management experience and a graduate of Virginia Commonwealth University, Scott Phillips, principal of Asset Management Consultants, brings knowledge and understanding to his practice in an eﬀort to help individuals and small businesses achieve their ﬁnancial goals through ﬁnancial planning and wealth management strategies. Scott believes that at the nucleus
Your host for this event, Joe Turner, has 18 years of investment experience advising thousands of clients on all matters related to retirement planning. Joe gathered this experience by creating small boutique investment firms and by working for large brokerage firms like Edwards Jones. During the 18-year journey, he discovered that true diversification does not come from conventional brokerage house
I have now lived in the Crystal Lake area for over 27 years with my wife Wendy, where we raised our children. Prior to joining WealthCamp 9 years ago, I had worked for NBT, which focused on tax-deferred savings and financial tools such as life insurance for family protection. Our client base was employees of large corporations and institutions nationwide. There I became educated on the importance of core financial educational concepts dealing with principal protection, emergency savings, and income planning for retirement.
Moving to WealthCamp has been exciting in that I am now able to help people reach there goals with virtually any product or service, WealthCamp can do that as well or better than the large and well known financial houses as we have over 40 financial organization we are affiliated with to be competitive and resourceful.
Dennis Prout, Investment Advisor Representative, has been in the retirement planning industry for more than 25 years. Fueled by his aspiration to empower clients by education, Dennis founded Prout Financial Design in 1990. This foundational belief system has had a ripple effect on every facet of his business practice and life. Dennis forges a direct relationship with each client, offering
Merrit has been a business leader all his life. In his 20s and 30s, he successfully headed up marketing for fortune 500 brands in retail, manufacturing, and a variety of business-to-business industries. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion-dollar financial organizations and successfully built top-performing teams around the United States.
David Hyden is a Retirement Strategist and Educator that began his financial services career with The Equitable back in the mid-80’s. He has worked with and trained with some of the top financial companies in the industry. Over the years he has gained broad education and experience in Pensions, Social Security, Life Insurance, Annuities, Variable products, etc. helping clients with
Gene Bond was born in Meridian, MS and attended the University of Mississippi. He began his career in the insurance and investment industry in the summer of 1985 in New Orleans, LA. He was both the new agent of the year for the company he represented and the General Agencies Management Association New Agent of the Year in 1985. After
Joshua Pondexter is a dynamic business tax strategist and financial planner who is licensed to serve diverse clients in ten U.S. states. He has more than 20 years of experience in the financial services industry and offers significant expertise in Retirement Planning, Tax Reduction Strategies and Business Advisory Services.
My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists.
I am a full service financial advisor specializing in Retirement Income Planning.
I have two conveniently located offices in Ventura and Westlake Village.
Yelisey Kuts is the proud son of two immigrants from Ukraine. Before his second birthday, his parents afforded him the opportunity of a lifetime. His father Nikolay and his mother Nadia left the former Soviet Union and moved to the most remarkable country on earth, the United States. Yelisey is deeply grateful to his parents for teaching him the value
Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.
Jim Geitgey is a well-known financial advisor in Springfield, Ohio. He has been assisting numerous families and individuals to protect their assets and invest wisely since 1977. Jim serves a broad sector of individuals including educators, business individuals, and public sector employees. He has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts.
Mike spent his youth in Virginia Beach, Virginia but moved to Asheville and graduated from Ben Lippen High School in 1975. He attended the University of North Carolina at Asheville (on a soccer scholarship) studying Business and Economics. He is a member of Kingdom Advisors (a group associated with Larry Burkett and Ron Blue). Mike is a graduate of the
Mr. Clair has over 28 years experience in financial services and is a licensed attorney focusing in the area of estate planning. He is a Series 65 registered investment adviser representative and helps clients with managing their money, protecting their assets and planning their estates as they are approaching or are in the retirement phase of life. He also has the designation LUTCF conferred only upon those individuals who meet or exceed the exacting qualification standards determined by The American College and the National Association of Insurance and Financial Advisors (NAIFA).
Joe specializes in retirement planning for current retirees, those retiring within 10 years, professionals and small business owners. Joe also does financial planning work for individuals who are going through a divorce or who have been recently divorced/widowed. Regarding his divorce clientele, Joe states, “This is a very difficult time for those going through a divorce and it is important
McGarry Patrick Murray, II (“Mick”) is the founder of Cosaint Retirement Solutions, a financial planning firm focused on the unique needs that retirees face approaching and while in retirement. Cosaint’s core beliefs include a holistic approach to planning that includes unbiased advice consistent with the fiduciary level of care the firm provides its clients. Cosaint boasts an A+ rating from the Better Business Bureau. Mick is an avid Chicago Cubs fan who loves taking his daughter to Cubs games and enjoys a good bone-in ribeye steak as well as Dunkin Donuts coffee.
Hays Ginn is an instructor with Adult Financial Education Services. Hays is also the President of HG Wealth & Insurance Group. For almost 10 years, Hays has worked in the Central Florida community helping his clients achieve their financial goals.
Ryan Adams owns and operates Wildwood Financial Group in Chattanooga, TN. He is certified with National Social Security Advisors® and focuses on retirement income planning. Ryan does not hold dinner seminars and he avoids the typical fanfare in his industry…
Mark Schnizer has been in the insurance and financial services profession since 1988. Mark spent 22 years with the John Hancock Financial Network. During his tenure, Mark focused on assisting clients with their long-term care planning needs and estate protection.
James Rosebrough invested in his first mutual fund at the age of 18. He saved up some money, went to the bank advisor and invested in the Putnam New Opportunity fund. James enjoyed investing and finance so much he switched majors from Pre-med to economics…
Chris has called Wilmington, NC home for over 40 years. He grew up in upstate NY and still has family in the Saratoga Springs area. He is a proud graduate of the University of Colorado, and an avid CU Buffaloes sports fan. After returning to Wilmington from Colorado…
Parry J. Ward is the President of Ward & Associates Financial Group and for the last 18 years he has focused on educating and equipping retirees and pre-retirees to be an integral part of planning for their financial futures.
Mr. Dowty graduated from Western Michigan University with a BS degree in 1967. Mr. Dowty started his career in the financial services profession in 1972. He developed and managed investment and commercial real estate during the high inflation times in the 1970’s.
In 1982, when interest rates were at an all time high…
Bill has been committed to delivering innovative strategies to assist his clients in attaining financial independence throughout their lives. Bill has provided Wealth Management and Preservation Planning for hundreds of clients for over 40 years.
Jerry Cosentino is an instructor for Adult Financial Education Services. He provides adult education regarding retirement Planning, Social Security, and Women’s Investing.
Starting in financial services 25 years ago, Jerry’s experience includes…
Cody Crawford has been a retirement planning specialist and financial strategist in Houston TX since 2009. Here his focus is on assisting individuals, families, and owners of closely held businesses with retirement income planning, tax-reduction strategies, and social security maximization.
Richard has over 30 years of financial services experience. In 1978 he began his financial services career in Seattle and then was promoted to positions in San Francisco and New York. He has earned numerous awards and acknowledgements for his achievements including national speaking engagements and a Presidential Commendation for Community Service.
Mark Marrazzo is the President and Founder of Total Resource Financial. As president, his role is to oversee all of the firm’s operations to ensure that clients receive outstanding service and proper financial guidance.
Mark was born and raised in Chicago, IL. He was introduced to the financial industry by his step father as a young child. Following his dad’s advice, Mark attained his first license at the early age of 19 years old and hasn’t stopped learning since.
For more than 10 years Brittison Financial Group, Inc has served Southwest Michigan as well as Northwest Indiana. Brittison Financial Group, Inc. specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, I can help you make sure it works…
Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement.
Dan is the Central Indiana area instructor for adult education courses offered under The Financial ABC´s of Retirement Planning.
These courses are developed for people age 50 and older who want to better understand Wall Street and financial planning. Dan has more than 30 years of financial education experience focused on the unique needs of individuals and couples who are retired or want to retire in the near future…
Travis is a Managing Partner at Sun City Financial, LLC: Insurance and Investments.
Before joining Sun City Financial, Travis worked in the construction management industry. His drive to be the best at everything he does quickly transferred into the insurance and finance industry. Within the first year that Travis switched careers, he became the top…
Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in…
A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role…
Lynne joined Southport Capital in May of 2014. Lynne brings 17 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses…
Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.
Tony is a native Houstonian. He attended Memorial High School and graduated from Rice University with a degree in Economics and Business Management. Tony began his financial services career with New England Financial, a subsidiary of MetLife.
Dave is the Director of Investments and Financial Planning for Cornerstone, as well as Vice President of First American National Investment Advisors. He has been in the financial services industry for more than twenty years, with a special emphasis on retirement and estate planning.
Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, …
Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance…
Rob Sarnelli has more than 30 years of experience in the financial services industry. Originally from New York, Rob graduated with a degree in finance from Fordham University in 1983…
Glen Oaks began his career in the insurance and financial services field in 1981, and founded Financial Security Management Agency Inc. five years later. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC,) and is a member of the National Association of Insurance and Financial Advisors (NAIFA.)…
Barry Nelson, CPA is an instructor for Adult Financial Education Services with over twenty years of experience. One of Barry’s business missions is to offer affordable tax services and…
Tom started his career in the financial services field in 1985. He is a certified instructor in the Tampa Bay area of Florida for Adult Education Services and is the owner of McCormick Wealth Management…
David K. Locy is an instructor in Northeast Florida for Adult Financial Education Services. He has owned and operated Senior Benefits since 2007, serving clients throughout the United States…
Michael’s seasoned wealth management experience was honed by positioning his own family to capture the success of his 16-year career as a proprietary trader on and off the floor of the Chicago Mercantile Exchange…
Fields Leake is the Managing Director of Futurity First Group in Houston, TX. Futurity First is an independent, nationwide financial services organization committed to building…
Michael Lange has been a financial advisor for over 35 years. He is dedicated to providing value-based, comprehensive financial advice and using asset management programs that help ensure that his clients reach their retirement with less worry and stress…
Dennis is a life-long resident of the Bloomington-Normal area. He graduated from Octavia High School (Colfax, IL) and acquired his Bachelor of Science degree from Illinois Wesleyan University…
Rich Greenberg is an instructor for Adult Financial Education Services. Rich uses “Financial Educational Classes” and “Income Planning Workshops” to provide individuals with relevant retirement and pre-retirement financial planning options…
Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in…
Doug is a certified instructor for the California Community Education Organization and Adult Financial Education Services (AFES), a nationwide non-profit organization. Doug is also the founder of Fisher Financial and utilizes his 35 years of retirement industry experience to provide planning and guidance …
Fritz Engels is the President of the Engels Financial Group of Kennesaw, GA. Fritz has more than 30 years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial analysis and strategies…
Doug began his career in the financial service industry in 1989. He graduated from Florida State University with a BA in finance and minored in economics. Doug spent over 25 years with Lincoln Financial Advisors and is currently…
Lori Reaves is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement…
Don Avgerinos is an instructor for Adult Financial Education Services. He is also a financial planning consultant. Don is the CEO and President of Spectrum Financial Group, Inc., a financial services firm offering…
Ted Aldershof is a native to Southern California, currently living in Woodland Hills with his with wife Martha. Ted loves outdoor adventures including four wheeling all over California and most recently Utah…
Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…
August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…
Taxes, fees and other risk factors, are big erodes of family wealth. By not adequately addressing and not permanently solving these risk factors, can later bring worry…
Dale Wolberg has been an instructor for Adult Financial Education Services since its inception. Dale is also a Retirement Income Certified Planner (RICP©) at Focused Financial Solutions…