Elvie B. Aldana, MSFS, CRFA, RFC
17350 W. Woodland Dr.
Grayslake IL 60030
Ph: 1 847 421 3584; 1 800 824 3056
Member in good standing through 10/10/2019.
Elvie is the President and Founder of the Aldana Financial Group, LLC and the Aldana Planning, LLC, a Registered Investment Advisor.
The Aldana Financial Group, LLC is a comprehensive financial services firm committed to helping create and execute the best possible plan for clients’ unique needs. Insurance products and fixed investments including Fixed Index Annuities are offered through the Aldana Financial Group, LLC. Fee-based financial planning and investment advisory services are offered by Aldana Planning, LLC.
Since 1983, Elvie, together with her husband Mario, have been assisting clients in their wealth creation, wealth accumulation and wealth protection.
Drawing upon many years of personal experience, education, training and the substantial resources available through association with great companies and network of business professionals, Elvie and her team were able to offer a wide range of strategies and solutions to help address the many complex financial and business issues with which clients deal every day.
Elvie is a Qualifying and Life member, Court of the Table and Top of the Table member of the Million Dollar Round Table.
She has a Master of Science in Financial Services from the Institute of Business and Finance and a Bachelor of Business Administration degree with focus in Accounting and Economics.
Over the course of her career, Elvie has attained her Series 6, 63 and 65 registrations, her CLTC designation and holds her Life and Health Insurance License as well.
She has been in the financial business for more than 30 years.
Her professional memberships and affiliations include:
* Qualifying & Life member, Court of the Table and Top of the Table member of the Million Dollar Round Table (MDRT) www.mdrt.org
* National Association of Insurance and Financial Advisors (NAIFA) www.naifa.org
* The Premier Association of Financial Professionals
* The Society of Financial Service Professionals (SFSP)
* Society of Certified Retirement Financial Advisors (SCRFA)
* International Association of Registered Financial Consultants (IARFC)
* American Business Women’s Association (ABWA)
* National Association of Professional Women (NAPW)
Her Team and their areas of focus:
Mario L. Aldana, VP of Sales and Marketing
Timothy M. Ruth, JD – Long Term Care
William Thar – Disability Insurance
Brent T. Beesley
900 S. Capital of Texas Hwy, Suite #160
West Lake Hills TX 78746
Member in good standing through 01/31/2018.
Awarded Appreciation Certificate 7/2/2011
Planning for retirement can be one of the most exciting times of your life. For many people, it can also be a scary proposition that they put off as long as possible. Brent T. Beesley makes sure that his clients know that retirement is a gift you give yourself, and a smartly planned, strategically driven, financial strategy is how you get there. He works closely with his clients, CPAs and estate planning attorneys to develop comprehensive, multidisciplinary approaches based on their goals and dreams for the future.
Brent is a well-known financial professional who is dedicated to serving the retiree marketplace with over 20 years of diverse financial experience from banking to investment management. His practical approach, combined with strong ethics, make him a skilled advocate for you and your family. Brent’s work with pre-retired and retired investors involves asset preservation, income and asset distribution strategies. He assists retirees with reducing taxes, avoiding taxes on social security income, avoiding estate taxes and protecting their estates.
An investment advisory representative and registered principal, Brent holds many professional licenses, including the series 7, 63, 65, 24, 53 and Group 1 (life, health, HMO) In addition to holding the CRFA credential, Brent earned an MBA from St. Edward’s University. A financial columnist, his articles have appeared in The Austin American Statesman and the Austin Business Journal. For the third consecutive year, Brent received the Five Star Wealth manager award for 2012 and was featured in Texas Monthly magazine. He resides in Austin, with his wife, Nancy, and their three children.
126 Lomita Street
El Segundo CA 90245
Recipient of SCRFA Premium Finance Certificate
20542 N. Lake Pleasant Road Suite 111
Peoria AZ 85382
Member in good standing through 1/15/2020.
Anthony R Blansett
2449 S. Vista Ave, Ste A
Boise ID 83705
Member in good standing through 03/01/2019
Company Name: Blansett Wealth Navigation, LLC
Anthony graduated with a BA in Economics from the University of Redlands located in Southern California. He later completed his first Masters degree while serving on active duty as a Commissioned Officer and Naval Aviator with the U.S. Marines Corps.
He began his career in financial services in March 2000 and has built an independent advisory firm that focuses on the critical requirements of planning for and comfortably enjoying one’s retirement, by focusing on four primary areas: (1) Making sure that clients never lose money, by using strategies and tools that are most appropriate for retirees; (2) Helping clients to minimize income and estate taxes, through little known planning strategies; (3) Ensuring that clients will always have adequate, predictable retirement income – that they cannot outlive; and (4) Helping clients to leave the largest and most tax-efficient legacy possible, for their children and grandchildren.
In addition to being a Charter Member of the SCRFA, he is also a member of the Wealth and Wisdom Institute. This is a nationwide organization of financial service professionals who are concerned with the direction of the country and do their best to educate their clients and prospective clients about the challenges ahead. Lastly he is also a longtime member of the National Ethics Association (NEA). This is the premier organization for financial service professionals who submit to a full, annual background check of any civil or criminal incidents in their record. Clients are welcome to verify the identity and background of any advisor with whom they are considering working, simply by contacting the NEA and requesting a background check.
A strong believer in on-going professional education, he is currently working towards completion of the Masters of Science for Financial Services (MSFS) through the Institute of Business and Finance. The MSFS program consists of board certifications in: estate planning, taxes, retirement income planning, annuities and mutual funds.
Anthony has lived in Boise, Idaho for over 18 years and has one daughter who graduated from Boise High School and recently completed her BA at the University of California, Berkeley. And although it has not been officially verified, it’s safe to say that he is the only advisor in the Boise area who brings his American Pit Bull to the office with him every day!
38 W. Sierra Madre Blvd.
Sierra Madre CA 91024
Roy Blume is a partner with Irene Truong at Blume-Truong Real Estate Group at Century 21.
PO Box 1923
Englewood FL 34295
Member in good standing through 01/24/2019.
Please visit our web site www.Center4Estate.com or contact Pete directly at firstname.lastname@example.org
YOU may have just found what you are looking for in our services.
We would be pleased to hear from you!
Gerard Borowy Jr
1220 Buckingham Road
Arnold MD 21012
Candidate for CRFA test.
Lyle Boss, CRFA
955 E. Chambers Street, Suite 250
Ogden UT 84403
Member in good standing through 5/30/2019.
Lyle has for the past 25 years worked with retirees in setting up asset protection and preservation plans. He is well known as the “No Risk Advisor” and has clients all over Utah, Idaho, and Wyoming. Lyle was the first Certified Retirement Financial Advisor in the state of Utah. He is also an approved member in good standing with the National Ethics Bureau. Lyle has been a member of The National Association of Insurance and Financial Advisors (NAIFA) since 2006.
John J Brais
3880 Vest Mill Road Ste 100
Winston-Salem NC 27103
Member in good standing through 6/27/2019.
James (Jim) Brogan
8351 E Walker Springs Lane, Suite 101
Knoxville TN 37923
Member in good standing through 8/31/2019.
Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services.
Each weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource for citizens over age 50. This interactive talk show can be heard each Saturday morning from 9:00 – 10:00 am on NewsTalk 98.7 FM, WOKI. Each Saturday, Jim and his nationally-recognized guests address a broad range of issues of importance to retirees and soon-to-be retirees. In addition to his radio show, Jim is a contributor for WBIR Channel 10 NBC, appearing monthly to discuss topics impacting retirees and soon-to-be retirees.
During the week, Jim serves as president and founder of Brogan Financial, a business he has dedicated to serving the unique and often complex financial needs of retirees, as well as those getting ready to retire. In addition, Jim also serves as the chief financial officer of Brogan Financial, and monitors and manages all client investment portfolios.
Jim teaches courses through the Professional and Personal Development Department at The University of Tennessee and the Business and Community Outreach Department at Pellissippi State Community College’s Hardin Valley and Blount County campuses. Jim also serves on the Advisory Council for The University of Tennessee’s Department of Finance.
Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS™s complex rules governing retirement account distributions.
Jim’s firm, Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified in Estate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and he holds his Master’s Degree in Business (MBA) from The University of Tennessee.
Jim is committed to the local community and volunteers with his church, The University of Tennessee’s College of Business as a mentor and awards judge, and several charitable organizations in the area.
Jim is a lifelong East Tennessean. He currently resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace.
4860 Cox Road, Suite 200
Glen Allen VA 23060
Member in good standing through 03/05/2019.
John Mark Canada
12686 Glenwood Trail
Forney TX 75126
Member in good standing until February 21, 2019.
Kenneth S. Carlson
5215 26th Ave A Ct
Moline IL 61265
Candidate for CRFA Exam
2030 Falling Waters Rd
Knoxville TN 37922
Member in Good Standing through 4/1/2024
Paul Cochran is a well-known financial educator and respected author in Tennessee. You may have seen some of his articles on long-term care in the East Tennessee Mountain Views. For 14 years, Mr. Cochran has been teaching investors age 45+ how to preserve their assets from the devastating effects of long-term care. He has advised retirees of AT&T, Exxon, General Motors, General Electric and Ford. Over 12,000 conservative investors have benefited from his talks on how to best preserve their retirement nest eggs. Consequently, Paul is regarded as a local expert in the financial risks and opportunities of retirement. In addition to his CRFA designation, Paul is also one of 8,000 Certified Senior Advisors (CSA) in the U.S. To become a CSA, he successfully completed a 20-part program proving his expertise in many areas including senior housing, health issues, and, of course, finances. Paul is also Certified in Long-Term Care (CLTC) by the Corporation for Long-Term Care Certification, which required him to successfully complete an intensive course of classroom study and an exam covering the issues which confront seniors regarding long-term health care. Mr. Cochran graduated from the University of Tennessee in 1983. His post graduate work came from Columbia Biblical Seminary where he holds a Certificate in Biblical Studies. Paul and his wife, Sandy, live in West Knoxville with their two children.
Richard “Todd” Cofer
110 Harmony Crossing
Eatonton GA 31024
Ph: 706 485-1000
Member in good standing through 7/19/18.
8405 Pulsar Pl. Suite 125
Columbus OH 43240
Member in good standing through 01/12/2020.
Tim’s new book was published in 2009, it’s called IRA Misfortune 101. Many of the on line bookstores are selling it.
9165 Otis Avenue, Suite 225
Indianapolis IN 46216
Member in good standing through 9/8/2019.
4800 Dairy Road, Suite 101
Melbourne FL 32904
Member in good standing through 3/3/2020
Julie McCarthy Decker is the President of IMS Partners, Inc. Her expertise is in Retirement Management. As a financial advisor, Julie specializes in the needs of retirees and pre-retirees. She has worked for over 25 years helping retirees maintain and improve their lifestyle with safe, yet effective strategies. Julie takes the time to get to know her clients and understand their financial needs and goals. She will review your investments and discuss any recommendations in order to meet your goals.
Julie has been recognized for her expertise in 401K/IRA planning and distribution. Julie is the consummate professional keeping up to date on industry and tax law changes. She works closely with tax accountants, helping them understand retiree’s investments. Julie has developed numerous courses and seminars designed to help seniors in all aspects of financial planning. Julie holds a Series 65 Registered Investment Advisors license. She is also a life, health and variable annuity licensed agent. Julie was a state manager for Physicians Mutual Insurance Company for 8 years. She spent a great deal of time with GE Capital in their Long-Term Care division.
Paula Andrea DeLucia
410 Lake Boone Trail Suite 122
Raleigh NC 27607
Student upon purchase of The Professional Retirement Manual
815 East Second Street, Suite 100
Defiance OH 43512
Member in good standing through 11/27/2018.
3210 E. Woodmen Rd. Ste#110
Colorado Springs CO 80920
Kevin is owner of Divecha Financial, LLC. A retirement planning firm that specializes in retirement and legacy planning. Kevin enjoys working with the 50+ crowd in planning and preparing for the golden years ahead. He is an independent Advisor, with a can do attitude.
Member in good standing through 7/22/2019.
Lynn MA 01904
Member in Good Standing Through 2/23/2018.
Matt DiVirgilio is president and co-owner of DiVirgilio Financial Group and Capital Management (DFG), located in Lynn Massachusetts. During his tenure DFG has grown both organically and through acquisitions. DFG offers both personal and business insurance lines and provides investments through Investors Capital Corporation, a nationally recognized securities firm clearing through Pershing LLC, an affiliate of The Bank of New York Mellon.
Under his guidance and leadership, DFG has transformed into a multi-faceted company offering its services throughout the country to individuals, businesses, municipalities, non-profit organizations and government entities while also maintaining its local charm and deep connection to the community. A primary driver of DFG’s success is that clients can take a holistic approach and work with one office for all their insurance, benefits and planning needs. This business model makes it easier for clients and gives DFG peace of mind knowing that clients are properly covered and fully diversified. Matt believes this turnkey process is unique to the industry.
Matt is also president of the St. John’s Preparatory (SJP) Alumni Association which consists of over 13,000 alumni. Responsibilities include leading alumni board meetings, orchestrating and planning events, overseeing the board members and subcommittees to meet or exceed the Alumni Association’s goals for membership, networking, scholarship and fundraising.
Matt is also a member of the invitation only Lynn Business Partnership group which comprises many influential and prominent business executives and owners in Lynn to help with city initiatives and achieve the city’s goals and objectives.
Matt is also a member of the invitation only Bentley Executive Club which is a forum for distinguished alumni and parents to share business experience, expertise, challenges, ideas and solutions, and to build relationships among peers who share a common professional bond as well as a common interest in the present and future of Bentley University.
Prior to becoming president at DiVirgilio Financial Group, Matt was a financial advisor at New England Financial and Ameritas Corp. He holds a Bachelor of Science degree in finance from Bentley University and has an accreditation as a Certified Retirement Financial Advisor. Matt continues to give back and remain active in local non-profit organizations, the Bentley Alumni Community and Bentley Alumni Soccer Community where he participated as a varsity athlete.
Lynn MA 01904
Past president of CRFA
Member in good standing
Al was President of Lynn Council on Aging, served as member of Salem State University foundation, and is on board of advisors for SMH, Lynn.
Carol L. Dogans
9632 Lanward Dr
Dallas TX 75238
Member in good standing through 5/20/2017.
Keith Dorson, CRFA, MBA
575 W Chandler Blvd, Ste 220
Chandler AZ 85225-7534
Member in good standing through 1/15/2020
You receive value based comprehensive wealth management. We are master puzzle builders who really listen and understand your unique goals and desires, then create and implement custom plans. Analyzing how all the many pieces of your financial life come together to create a master vision – a comprehensive plan. We integrate: Total Estate, Tax, Risk Management and Investment Planning into your comprehensive wealth management plan. Several key tenets are critical in every plan: managing risk, impact of taxes, controlling cost, and individually designed portfolios using both strategic and tactical asset allocation. We are independent and unbiased and sell no proprietary products.
We manage your investment portfolios like the trillions of dollars in major pension plans. Our model has been tested and proven over time. It works by adding both time and discipline to the process, while eliminating both greed and emotion. You receive a solid comprehensive wealth management financial plan, creating a life-time flow of income for you and your family for generations. We use a solid team approach that you will enjoy. Come see why they call us Win Win!
17505 N. 79th Ave Suite 215
Glendale AZ 85308
Member in good standing through 01/03/2020.
18001 N 78th Ave, Suite A15
Glendale AZ 85308
Member in good standing through 03/16/2019.
1010 Harris Avenue, #203
Bellingham WA 98225
Member in good standing through 09/30/2019.
Brant Faulkner is founder and Principal of FIS. He is responsible for all dimensions of the firm, including research, investment strategy, portfolio management, and administration. He personally provides investment management to individuals, corporations, and trusts.
Brant is a problem-solver, not a product-peddler. “I really value getting to know our clients and their unique situations. The most rewarding part of my job is helping our clients achieve the goals they’ve envisioned.”
Prior to starting FIS, Brant spent twelve years as a successful professional mechanical engineer at a major international manufacturing firm. As Chief Engineer, he and his engineering staff conducted research and development, and designed state-of-the-art equipment for the nuclear and petrochemical industries.
According to Brant, “The 1980s saw a great movement of engineers and physicists into the financial and investment fields. They were applying math and physics in revolutionary ways to capture investment opportunities and control risk. This was a period of dramatic strides in portfolio management and investment strategy. I decided to become part of this movement by founding FIS. That decision was immediately followed with thousands of research and development hours covering modern portfolio theory, econometric modeling, investment style analysis, and other state-of-the art subjects. Then, in 1989, we opened our doors to our first clients. Now, more than two decades later, FIS continues to bring a wealth of experience and solid, sophisticated investment techniques to dozens of satisfied clients.”
Brant is a Registered Investment Advisor and Certified Retirement Financial Advisor. He graduated Cum Laude with a Bachelor of Science degree in Engineering from California State University, Northridge.
Brant resides with his wife, Mila, in Bellingham, Washington (with occasional visits by the grandkids!)
Russell J Feldman
16 E Southridge Rd
Marshall Town IA 50158
Premium Finance student
2510 N 90th Drive
Phoenix AZ 35034
Student – teleconference course The Professional Retirement Manual
4505 White Bear Pkwy, Ste 1000
White Bear Lake MN 55110
Member in good standing through 09/24/2018.
Bradley J. Freimark is a nationally-known retirement financial educator based in the Twin Cities. In addition to being a CRFA, Mr. Freimark also holds the respected degree of Certified Wealth Preservation Planner, and the designations of Certified Estate Planner, and Certified Senior Advisor. Brad is uniquely qualified to help you with your Retirement Financial Planning issues. Mr. Freimark embraces a down-to-earth style while utilizing his wealth of knowledge to implement safety-first strategies for his clients. In so doing, he provides folks with creative and conservative alternatives to the risk many previously faced in traditional stock market investments.
See for yourself the difference a specialist can make in your retirement lifestyle. Contact Brad today!
1700 Violet Avenue
McAllen TX 78504
Purchased Premium Finance Online Class
4066 Butler Pike
Plymouth Meeting PA 19462
Member in good standing through 12/08/2019.
“Helping you experience financial security through informed decision making” is the mission statement of BIRE Financial which I founded in 1992.
Bruce Paul Grishkevich
4461 Henrys Hill CR NW
Canton OH 44718
Candidate for CRFA test
315 Mountain Lake Dr
Sparta TN 38583
Member in good standing through 6/29/2018.
Rick is a Certified Retirement Financial Advisor (CRFA) and host of “Safe Money Radio.” Mr. Hahn has been working with individuals and businesses in Asset Protection, Estate Preservation, and SAFE Money Financial Strategies for over two decades. Rick has met individually and through group programs with employees and retirees from The State of Tennessee, TVA, Alcoa, Ford Motor Company, Vanderbilt University, UT, and many other assorted businesses throughout the Southeast.
Specializing in Retirement Financial Planning, The Strategies that Mr. Hahn employs are SAFE money strategies that ensure safety of Principal, steady growth, no market loss exposure, tax favored, and GUARANTEED results.
After doing an individual financial and Estate analysis, a Common Sense approach is taken to ensure that each estate maximizes income, minimizes taxation, while preserving assets for future generations. Rick often says on his Safe Money Radio Show “The goal is not to merely Invest your monies, But to Have a PLAN in place–a road map-to get you where you want to go.”
Through Senior Resource Center of America, Mr. Hahn has literally met and helped thousands of people throughout the Southeast preserve their estates and retirement monies through the use of Revocable Living Trusts, Charitable Remainder Trusts, Life Insurance Trusts, Fixed Equity Indexed Annuities, Long Term Care Insurance, Life Insurance, and “In Time” Planning.
Founded by Mr. Hahn in 2001, SAFE Harbor Financial and Senior Resource Center are “A” PLUS Accredited Members of the Better Business Bureau. The Mission Statement for Senior Resource Center of America reads: “Our Goal is to conscientiously provide Estate and Retirement Financial advice consistent with what we provide for our own families.” SAFE Harbor Financials’ Mission Statement Reads: “Helping Retirees and their families PLAN for a SAFE and SECURE INCOME for a LIFETIME”.
Besides holding the Certified Retirement Financial Advisor credential, Rick is Licensed in Tennessee, Alabama, Georgia, Kentucky, Florida, North Carolina, and Michigan.
Mr. Hahn is active in his Church, a proud alumnus of Vanderbilt University , Tennessee Titan fanatic, and enjoys reading History, playing with his three dogs and his guitars. Rick and His wife Stella live in East Tennessee and have five children and five grandchildren.
Please visit Rick’s website: www.SafeHarborSafeMoney.com
or E-Mail: email@example.com
or call 931-761-6161
4450 BELDEN VILLAGE STREET NW, 704
CANTON Oh 44718
Member in good standing through 10/01/2018.
4461 Cox Rd. Ste. 101
Glen Allen VA 23060
Member in good standing through 5/7/2018.
Received Certificate of Appreciation 7/2/2011
Graduated from The Ohio State University. Steve has been an investment advisor for over 24 years. In addition to being a CRFA, he is also a CFP and ChFC. Been written in such publications as the Richmond Times and Virginia Business Magazine. Specialize in retirement planning and 401(k) rollovers. Website
Member of Board of Directors 1/1/2011 to 12/31/2013
John W. Harvey
100 Spectrum Center Drive Ste 900
Irvine CA 92618
Recipient of SCRFA Premium Finance Certificate
** Louis Hawkins
7218 Holder Forest Circle
Houston TX 77088
Louis Hawkins attended our seminar in Houston, TX. He is currently preparing for the CRFA exam.
122 East 42nd St – 17th FL
New York NY 10168
Member in good standing through 7/1/2019.
Henri is a Recognized Supporter of SCRFA. He provided additional funds to help with the accreditation process.
9057 Washington Avenue NW #104
Silverdale WA 98383
Member in good standing through 10/31/2019.
Lauchlin V Hines
145 Gleneagles Road
Campobello SC 29322
Member in good standing through 7/1/2019
In July 2015, Lauch became a Registered Associate of Thurston Springer. Previously he joined Kentucky Financial Group, Inc. and founded Targeted Retirement Strategies, LLC in 2008 after working six years as a financial advisor for other financial institutions. Lauch is a Certified Retirement Financial Advisor, holding FINRA Series 7 and 66 licenses and Life, Variable Life, Variable Annuity and Health Insurance licenses.
Being a financial advisor is a second career. In 2002, after a successful career in the chemical industry, holding leadership positions in manufacturing, strategic planning and business management, he decided to use his experience and skills to help individuals and business owners with their financial planning needs.
He has been a Rotarian for more than 20 years and is currently in the South Oldham Rotary Club where he has held various positions including Board member and chair of the International Committee, District 6710 Chair for Group Study Exchange and co-chair of the annual Bourbon and Wine tasting, the club’s largest fund raising event.
Lauch has been married to Lauren Orr since 1975 and they have two daughters. Amy, husband John, daughter Grace and son Jack live in Inman, South Carolina, while Kate, husband Bret and sons Marcus and Mathew live in Houston, Texas. Lauch is an avid racquetball player and golfer, although not particularly good at either.
There are a wide range of financial products and services available to retirees, business owners and individuals who want help with their retirement income plan. By providing sound financial advice, he believes you will be better able to identify your goals and make sound decisions to help reach them.
In addition to retirement income, if your other goals include creating an estate conservation plan, or developing a distribution strategy, he is here to help. Please call if you have any questions about the firm or the range of financial products and services provided.
Lauch looks forward to helping you with all of your financial planning needs.
B.S. Chemical Engineering
Sloan School of Management
Massachusetts Institute of Technology
Executive Program in Business Management
Securities and Advisory Services offered through Thurston Springer Miller Herd & Titak, Inc., (Thurston Springer) a registered Broker-Dealer (Member FINRA, SIPC) and SEC Registered Investment Adviser firm. Corporate Headquarters: 9000 Keystone Crossing, Suite 740, Indianapolis, IN 46240. (Toll free) 800-433-8049.
Lauchlin Hines is doing business as Targeted Retirement Strategies, LLC. Lauchlin Hines and Targeted Retirement Strategies, LLC are independent of Thurston Springer.
Neal B. Inscoe
29822 Wilkes Road
Valley Center CA 92082
Pending completion of purchased SCRFA Premium Financing Course by July 2017.
8499 E. Gilded Perch Drive
Scottsdale AZ 85255
Member in good standing through 11/1/2019
4005 125th Street
Lubbock TX 79423
Member in good standing through September 28, 2019.
2000 Prairie St., (mbx 210)
Prairie du Sac WI 53578
Member in good standing through 6/1/2020.
Chris is a well-known investment advisor and financial planner who has advised families across the country. Over the last twenty two years, thousands of investors have listened to his advice on the radio and attended his presentations, including successful business owners and retirees of various companies and government agencies; many of whom now rely on Chris and his staff for financial guidance.
Chris has been heard on WLVU 106.3 FM as the Sunday morning host of the weekly radio program “Strategic Planning” and has been interviewed by other radio personalities in the Gulf Coast Florida and Wisconsin radio markets. Chris has also been a regular guest contributor on the “Ask the Experts” show and “Up Front with Vicki McKenna”. Currently, you can hear Chris each Saturday morning as he fields your financial questions on “Money Talks” on WTSO 1070 AM and 100.9 FM and streaming online at www.thebig1070.com. Money Talks is a call in format show where the ever changing topics of investment management and retirement planning are discussed.
Capstone Wealth Management was founded with the objective of helping you answer two main questions: “Will I make it?” and “Do I have any financial blind spots?” We have found that most people start seriously wondering if they will make it within 5 years of their anticipated retirement. We use a custom planning approach to analyzing your retirement income needs and have found that this approach provides you with a solid answer to the question of “Will I make it?” Financial blind spots come in varying forms. However, we have found that most blind spots come in the form of unidentified portfolio risks. Using a very robust risk discovery system, we help you not only identify what risk really means to you, but quantify what that risk might do to your portfolio if you encountered difficult markets (such as another 2008, financial crisis or rising interest rates). Go to our website and click the link – Does My Portfolio Fit Me? – for a free stress test of your current investment portfolio, IRA, variable annuity or 401k. Call: 866.596.9886 or on the web at www.careformywealth.com.
5575 Garden Village Way, Ste C102
Greensboro NC 27410
Ph: 336 682-9549
Member in good standing through 05/20/2018.
1059 Fremont Ave
Los Altos CA 94024
Member in good standing through 02/13/2018.
Jerry is a fee-only Financial Planner in Los Altos, California, and is the Principal of Oakhurst Financial, a California Registered Investment Adviser. After retiring from a highly successful career as a high-tech executive, he has decided to focus on everyone’s need for sound financial advice, and tries to ensure that everyone can afford it.
Oakhurst provides a full range of services, including financial planning, tax planning, and investment advisory. We specialize in the needs of those approaching retirement and those already retired. We do not have any minimum levels of assets to be invested, and can sometimes address questions or issues in as little as 1 hour. We act with the utmost integrity and always place the interests of the client first.
Our fess are usually based on an hourly, project, or annual retainer basis. We also offer investment management based on a percent of assets under management.
Jerry is a graduate, with Distinction, of Stanford University, and holds a Certificate, with Honors, in Personal Financial Planning from the University of California, Santa Cruz. He holds a Series 65 Investment Adviser credential, and is an Enrolled Agent, admitted to practice in all areas before the IRS.
338 Fifth Avenue
Huntington WV 25701
Candidate for CRFA exam.
Brent A. Marshall, CPA/PFS, CRFA
2580 Highway 95, Suite 215-B
Bullhead City AZ 86442
Member in good standing through 9/22/2019.
Mr. Marshall has been involved in the Financial Services Industry for over 25 years and focuses his professional practice on working primarily with retirees and soon-to-be retirees as well as their families.
Mr. Marshall’s motto is “Plan, Preserve, and Protect your Assets from Risk of Loss.” He accomplishes this by helping clients develop a plan that will help them achieve their retirement goals by utilizing the latest Financial, Tax, Retirement, and Estate Planning tools and strategies.
Mr. Marshall is proud to be among the first to receive the prestigious Certified Retirement Financial Advisor designation. His other professional designations are:
Certified Public Accountant / Personal Financial Specialist,
Investment Advisor Representative, National Social Security Advisor
Life and Health Insurance Agent.
Mr. Marshall maintains offices in Bullhead City, Arizona and Los Angeles, California.
Investment Advisory Services are offered through Horter Investment Management Services, LLC., a registered Investment Advisor located in Ohio. Security transactions for Horter Investment, LLC clients are placed through Pershing Advisor Solutions, LLC, Trust Company of America and Jefferson National Monument Advisor.
J. Daniel Matoney
30 Holley Street
Wakefield RI 02879
Member in good standing through 03/23/2018.
Lynda McColl CPA, CRFA
501 N Mustang Rd Ste I
Mustang OK 73064
Member in Good Standing through 12/31/2019.
I am an honor graduate of Dallas Baptist University with a major in accounting.
In 1993 I became an Oklahoma CPA after a move to the state from Texas. In 1997 I realized that if I became a financial advisor I could provide an extra level of service to my clients. I am Series 6 and 63 licensed. In 1998 I added an Oklahoma insurance license. I became a Certified Retirement Financial Advisor in January 2005.
My practice focuses on providing my clients with accounting, tax planning, tax preparation and financial service as a package. I specialize in working with small business owners and individuals.
In August 2007 I accepted the position as Executive Director of CRFA, and continue to the present as an active member of this organization.
38 Pointe Circle
Greenville SC 29615
Member in good standing through 03/31/2020.
Judy Melograna, CRFA, NSSA, is the President and Founder of Melograna Financial Group, Womens Advisory Group and affiliated with J.D. Mellberg Financial. She is a Certified Retirement Financial Advisor, licensed insurance professional and Certified NSSA Social Security Advisor. Judy’s desire and passion is to help her clients grow and protect their retirement portfolio, address their concerns of longevity and running out of money in retirement with lifetime income planning they cannot outlive even if their account value goes down to zero, explore alternative strategies for long term care planning in later years, and concerns over market volatility. She also specializes in tax planning strategies, life insurance and Medicare.
In affiliation with J.D. Mellberg Financial, her proprietary retirement planning strategies allow her clients to maximize their retirement income with the least amount of money needed and provide comparable market returns giving clients peace of mind and a comfortable lifestyle in retirement.
In affiliation with Solomon Financial Resources and Golden Security Inc. she conducts seminars on various retirement topics, as well as educational workshops to churches, civic organizations and employers on retirement issues and new laws and benefits to protect their life savings. As an advisor she consults Pastors in pre-planning strategies for their retirement.
As founder of Womens Advisory Group her passion extends to single, widowed, divorced and head of household women in search of finding the right advisor to educate and plan through the eyes of a woman’s specific needs.
She is extremely knowledgeable and passionate about her work and stays well versed on the ever-changing financial climate we find ourselves in. Her motto is “whatever is best for my client based on their needs and goals.”
Judy was born in New Zealand. After working for General Electric in the Middle East, she moved to upstate New York in 1982. She relocated to the Greenville, South Carolina area with her late husband in 1995. As well as spending time with her stepchildren and grandchildren, Judy keeps very active in the community. She also enjoys sports, dancing, cultural events and outdoor activities.
E-mail address: firstname.lastname@example.org
27943 Seco Canyon Rd #546
Santa Clarita CA 91350
Past Member in good standing
Dr. Rafeek Mikhail
27943 Seco Canyon Rd. #546
Valencia CA 91350
Chairman of Education Division
Member in good standing through 05/31/2017
Received Certificate of Appreciation 7/2/2011
Following is a link to Forbes Magazine for Dr. Mikhail’s services.
Dr. Mikhail is the founder and CEO of CaMu Financial & Insurance Services, Inc., where he serves as President and CEO.
Dr. Mikhail graduated Medical School in 1997 and completed his Post-Doctoral studies in Nephrology (Kidney Disease) at USC. He decided to join the Insurance Industry after he was approached by a few inexperienced financial advisors as well as agents.
Dr. Mikhail felt the need to reach clients on a different level and be able to educate them about the different options that they have so that they, in turn, may make the best decisions for themselves as well as their families.
He and his wife Mary have built a successful practice and are aiming to be even more successful for their clients and their families. Throughout the years of his industry experience, Dr. Mikhail has accomplished helping clients eliminate as much confusion as possible in planning their financial future.
He is diligent as well as efficient in helping clients achieve their long-term financial objective by educating them and giving them the knowledge.
Dr. Mikhail believes each and everyone should have a professional advisor with honesty, integrity, education and a long-term commitment to help make things simpler and less complicated.
Dr. Mikhail and Mary continue to provide and deliver high-quality service and products to individuals and their families from Bakersfield all the way to San Diego.
Dr. Mikhail is responsible for meeting personally with clients, researching client issues, preparing and presenting financial plans and updates annually.
Dr. and Mrs. Mikhail always believe that retirement accounts should be protected from the market downside and only have the potential on the upside because every time retirement accounts go down that means you need to postpone and reschedule your retirement.
Dr. Rafeek Mikhail, CRFA
Member of the Board of Directors 1/1/2011 to 12/31/2013
Carol M Newkirk
632 N Woodland Blvd #1
Deland FL 32720
Member in Good Standing through 08/28/2018.
3101 Nth Jackson Road
McAllen TX 78501
Recipient of SCRFA Premium Finance Certificate
Chuyen (Chu) Nguyen
5049B Backlick Rd
Annandale VA 22003
Candidate for CRFA examination.
4925 123rd PL SE
Bellevue WA 98006
Past Member in good standing.
MBA Master of Business Administration
MSCLS Master of Commerce and Legal Studies (Law School)
RFC Registered Financial Consultant
CSA Certified Senior Advisor
CRFA Certified Retirement Financial Advisor
DOUGLAS C. NICKSON began his career in financial services in 1970. After advancing to company president of several firms, he eventually launched his own financial services firm. He and his wife Karen Nickson specialize in providing products and services that provide security in retirement to seniors and other retired persons.
Douglas is an Eagle Scout and volunteers extensively with the Boy Scouts of America. He is a past Chairman for Cascade District (Bellevue & Mercer Island) and was awarded the 2006 Silver Beaver Award for a lifetime of service to youth. He is a retired U.S. Naval Reserve Commander and served on a five-state advisory board for the United States Navy. He is a past president of the Newport Hills Swim and Tennis Club. Currently, he serves as a chairman for the Eagle Scout Board of Reviews at Bellevue City Hall and is a alumni board member for Central Washington University.
Nickson Secure Retirement is a member of the Better Business Bureau and the National Ethics Bureau (800-282-1831 or www.ethicscheck.com). Please feel free to obtain our ratings from these organizations.
You are never billed for our services. Our fees are covered by several supporting companies that offer a wide variety of highly competitive financial solutions.
Your confidential information will never be sold to any other company.
Each year during February and March, we offer in-office only 1040 tax preparation for a flat fee of forty-nine dollars for our clients. This nominal fee is paid directly to our contracted tax preparer. This service is offered in support of the retiree community.
San Juan Capistrano CA 92675
Pending completion of purchased SCRFA Premium Financing Course by July 2017.
1911 5th Street, Suite 206
Santa Fe NM 87505
Member in good standing, retired.
Marta Nystrom is a financial educator, independent life and health insurance broker and independent investor advisor rep. Marta takes a holistic approach to working with her retired and soon-to-be-retired clients, delving into their values, goals, tax situation, estate plan and overall financial picture, especially with a view towards making sure her clients don’t run out of money before the end of their lives.
Marta’s approach to financial planning is similar to her approach to strategic planning, which she did for a number of years for real estate boards around the state of New Mexico before entering the financial services arena.
Formerly affiliated as a broker with Dain Rauscher, she gravitated to the investment advisory services field, which she felt was more compatible with her goal of always seeking to act in the client’s best interest. Her clients vary from business owners, attorneys, engineers, and scientists, to homemakers, teachers, real estate professionals and others. What they have in common as her clients is a desire to work with a professional who is accessible, ethical, caring, and professional and who seeks to empower them through knowledge and regular communication while at the same time managing their portfolios with the highest degree of fiduciary responsibility.
Marta is a Certified Retirement Financial Advisor (CRFA) and Certified Senior Advisor (CSA), who graduated Phi Beta Kappa, cum Laude, from the University of Colorado in 1976. She has been a resident of New Mexico since 1990, where she has served as a volunteer for numerous non-profit organizations, including the New Mexico Project for Financial Literacy and the New Mexico Coalition for Financial Education. She founded the Senior Resource Alliance of Santa Fe in 2005 and has taught for the Lt. Governor on three occasions at the annual Conference for Financial Literacy.
When not helping clients make more money or protect their assets, her hobby is kicking “bootie” as a third degree black belt in the martial art of tae kwon do.
Marta may be contacted at her office by calling 505-473-9572.
Virgil D. Packer
2203 Timberloch Place Suite 100
The Woodlands TX 77380
Member in good standing through 2/1/2020.
Virgil Devereaux Packer (Devin), is a well-known local expert in Northern Houston. He is licensed by the National Association of Securities Dealers in Washington D.C. to advise and assist investors in the state of Texas. Additionally, the state of Texas has licensed Devin to assist people with insurance issues to best protect their estate values. Furthermore, as a Certified Retirement Financial Advisor, Devin is experienced in assisting seniors on the best way to protect their assets and how to invest wisely. He has helped hundreds of retirees to lower their taxes by as much as 50%, eliminate taxes on Social Security income, avoid estate taxes and increase fixed monthly income during retirement. His goal is to provide clients with a sense of peace and completion with regards to their financial well being and longevity.
Devin graduated from Sam Houston State University with a Bachelor’s degree in Economics and is a registered representative with Midkiff & Stone Capital Group, Inc. In addition, he is an annuity specialist, holds a CRFA designation and is the president of Devereaux Investments, Inc., a financial planning firm and annuity service center that services annuity owners in Houston and surrounding communities. He specializes in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping seniors avoid the most common financial mistakes.
Devin resides in The Woodlands, Texas with his wife Teresa and 2 daughters, Audrey and Aaryn.
John Padilla, CRFA, CSA, CLTC
35 Colonial Drive
Newtown PA 18940
Member in good standing through 10/11/2018.
John became New Jersey’s first CRFA in February of 2003. With 24 years of unblemished experience, he’s been in private practice since January of 2000 specializing in retirement planning. His forte is working with investments which protect and preserve your principal investment. He is a also Certified Senior Advisor and Certified Advisor in Long Term Care. Licensed in the states of New Jersey, Pennsylvania, Georgia and N. Carolina., he provides you with unbiased recommendations of the best retirement programs available. He lives in Newtown, PA with his wife, Quetzy, his daughters Tiffany and Nayah. His son, Jonathan, who served proudly in the U.S. Navy, attends college in Florida.
9057 Washington Ave. NW #104
Silverdale WA 98383
Member in Good Standing through 11/1/2019
Received Certificate of Appreciation 7/2/2011
Mr. Parker is the founder of Parker Financial LLC. In addition to being a Certified Retirement Financial Advisor (CRFA), he is a respected investment advisor, insurance professional and business leader in Kitsap County. He is a member in good standing with the National Ethics Bureau, The Society of Certified Senior Advisors and the Silverdale Chamber of Commerce. Mr. Parker works with a small group of private clients, and he is a well-known financial strategist, speaker and educator. He is the host of the popular radio program “Sound Retirement Radio” as broadcast on 1400am KITZ on Saturdays at 8am. He is also a regular article contributor to the Kitsap Peninsula Business Journal. He specializes in working with retirees who share the common values of faith, family, community, integrity and honesty. Mr. Parker lives in Poulsbo, with his wife of 13 years, Rebecca and their two children.
Richard Parkes, CRFA, LUTC
4101 Lake Boone Trail, Suite 122
Raleigh NC 27607
Member in good standing through 5/13/2018.
Rick is a 35 year veteran in the financial industry. He enjoys working with retirees and those within 10 years of retiring, helping them to plan properly for their future. This involves financial planning, retirement planning, insurance analysis, investment management, and estate planning. Rick received his financial education at NC State University. The LUTC and CRFA designation programs provide high impact, up-to-date courses helping him to expand his knowledge and stay up to date with the latest strategies for helping individuals meet their financial goals.
Rick has appeared in Money Magazine, Forbes Magazine, NC Business leader Magazine, and other local newspapers. Listen each week to Rick’s financial advice radio show on WZTK 101.1 Talk. He discusses financial matters important to all in this financial environment.
1011 Brioso Drive – Suite 109
Costa Mesa CA 92627
Member in good standing through 7/20/2018.
Al Penry is a Certified Retirement Financial Advisor and specializes in retirement planning, financial analysis and Insurance Services. Al is Founder and CEO of Corporate Benefit Systems Inc., a company specializing in retirement, 401(k) plans, pension plans, employee benefits and wealth management of high net worth individuals. His knowledge, longevity and experience working with individuals and corporations make him a recognized leader. He has become a mentor and coach to other top professionals in the industry by helping them reach new heights in their careers. Al has been a guest speaker for many top companies and broker/dealers.
Securities offered through USA Financial Securities Corp, Member FINRA & SIPC, Corporate Benefit Systems, Inc., and USA Financial Securities Corp., are not affiliated. Supervisory Branch: 151 Yorba St., Suite 200, Tustin, CA 92780, Phone: 714-577-8758, Fax: 714-577-8019
151 Yorba St. Suite 200
Tustin, CA 92780
This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined.
Insurance solicitations are intended for residents of the states of California ONLY. This website is not intended solicitation in any other state.
California Insurance # 0658044
Corporate Benefit Systems has assisted in protecting over 5,000,000 in assets
5889 So. Williamson Blvd., Suite 1413
Port Orange FL 32128
Member in good standing through 12/05/2019,
Member since 2004.
Ross Poole, a Port Orange area resident for 33 years, is married to his wife Dorys for 27 years and has 2 children, 18 and 21 years, who are both students and Finance Majors at The University of Florida. Ross was born and raised on Long Island, New York and left to graduate Florida State University in 1983 with a B.S. in Business Administration. Active in the community, and with his hobbies of boating, bicycling, Little League, Crossroads Christian Church, and the gym, Ross finds time to spend with his siblings who are residents of New Smyrna Beach. In addition to being a Certified Retirement Financial Advisor,Ross holds a securities license, insurance license, and is a member of FAIFA (Florida Association of Insurance and Financial Advisors), and the Port Orange Chamber of Commerce. Ross Poole was personally recruited by the President of Infinity Financial Network from a well recognized Domestic and International Financial Planning Firm where he began his career. Ross was appointed Senior Executive Vice President of Infinity Financial Network to develop and expand East Central Florida operations including Volusia and Flagler Counties. Ross was chosen for his excellent ability to communicate with clients of all levels but with an emphasis on retired families and those approaching retirement since their needs are unique and must be reviewed on an individual basis. Ross is able to remain objective and non-bias since he works for his clients, not for any one specific company. Education and suitability are paramount when working with his clients. Ross is centrally located to his clients and is available to see clients at his office or at their home. Although he still maintains a trusted and working relationship with Infinity Financial Network, he is now the President and Owner of Poole Financial Network. Ross Poole is a Registered Representative of, and Securities through USA Financial Securities Corp., Member FINRA/SIPC. 6020E. Fulton St., Ada, MI 49301. Poole Financial Network is not affiliated with USA Financial Securities.
2948 Florida Blvd
Del Ray Beach Fl 33483
Member in good standing through 12/5/2019.
555 SE 99th Avenue, Ste 103
Portland OR 97216
Ph: 503-253-3000 or 877-50-PRICE(77423)
Member in Good Standing through 12/1/2019.
CSA Certified Senior Advisor
Member Financial Planners Association
Chuck Price, Certified Retirement Financial Advisor (CRFA) is President and Wealth Manager of the Price Financial Group Wealth Management,Inc. A Registered Investment Advisory Firm that does Fee Based Planning and Investing.
Chuck is host of the radio show “Investing Simplified” every Saturday morning from 8 to 9 am broadcast on Freedom 970AM in Portland, Oregon or on the web www.freedom970.com and you can hear replays at www.pfgwm.com
Chuck is a well respected Financial Advisor serving Oregon and Southwestern Washington since 1970. His office is located at 555 SE 99th Avenue, Suite 103 Portland, Oregon 97216 in the Price Financial Group Office Building.
Chuck is the author of “Investing Simplified” “What you don’t know can hurt you” that is available on Amazon
2771 Executive Park Drive, Ste. 4
Weston FL 33331
Member in good standing through 01/01/2020.
Richard focuses on retirement income planning assisting individuals preparing for, transitioning into and living throughout their retirement years. He graduated three times Summa Cum Laude from Regent University, VA with a Masters in Organizational Leadership, Business Development, and Human Services Counseling. In addition, he completed his CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant) at The American College, Bryn Mawr, PA.
More information on Richard and his firm can be found at:
18521 E Queen Creek Road
Queen Creek AZ 85295
Member in good standing through 12/05/2018.
Leonard Quimby resides in Arizona, Colorado and Houston and oversees the LCS Family of Companies. He has over 29 years of experience in the industry ranging from production to corporate. Leonard started his career in 1989 in the career system as a producer and agency manager, eventually working his way to Regional Director. His success and recognition allowed him to be promoted to an executive position responsible for the growth and development of over 70 offices and agency managers. From this he was brought to LCS Marketing as its President growing that company to the LCS Family of Companies which included a consulting company, marketing company, call center functions and a leadership academy.
Presently he is working on projects that entail creating companies that focus on individualized plans to state pension programs.
He is a member and serves as President of the Board of Directors for the Society of Certified Retirement Financial Advisors. Aside from serving as chairman for the LCS Family he also is also partner and Director of Premium Finance for Elite Marketing. This unit of Elite focuses on advanced funding solutions for the top 5% of income earners in America.
Mr. Quimby is also partner, CEO and serves on the Board of Directors for Sandhill Retirement Solutions in Omaha NE, an institutional investment organization managing the deferred compensation programs for some of the largest cities in America. He is also a board member of One Touch Marketing, Omaha NE and is previous board member of The Harbor Center for Kids, Planwell Associates in Las Vegas and ABCA.
He has been a CASA, a volunteer position over-seeing kids in the foster care system, taught classes to adjudicated youth and has been generous with his time to assist local troubled teens in the fields of academics and athletics. His experience in working with legislators, school boards, administrators, unions, the affluent and teachers coupled with the experience of bringing all those stake holders together has been the signature of Mr. Quimby’s business career.
18 Deer Brook Drive
Granby MA 01033
Purchased Professional Retirement Manual on 10/1/2014. Candidate for CRFA pending successful completion of CRFA exam.
PO Box 540
Laguna Beach CA 92652
Pending completion of purchased SCRFA Premium Financing Course by July 2017.
Marcia Santos Sadler
7855 Westpark Drive
Riverside CA 95206
Recipient of SCRFA Premium Finance Certificate
Jeffrey S. Scheithe, CFP CFS CRFA
27575 Ferry Road, Ste 100
Warrenville IL 60555
Member in good standing through 03/1/2020.
Jeffrey S. Scheithe, CFP, CFS, CSA, CRFA is President and CEO of SAI Financial Services, Inc., formed in 1980. Jeff specializes in Comprehensive Financial Planning, developing strategies and sound investment discipline in areas of Retirement, College, Investment, and Asset planning. With over 26 years of experience, he helps individuals and businesses with “Planning today for tomorrow.”
Jeff’s credentials include the designations of CERTIFIED FINANCIAL PLANNER, CERTIFIED FUND SPECIALIST, and CERTIFIED RETIREMENT FINANCIAL ADVISOR which all require strict adherence to professional guidelines and ongoing continued education.
CFP is a program that holds the planner responsible to provide competent and ethical financial planning and is the standard for the industry. CFS is a program that provides the tools for implementing an effective asset allocation in the area of mutual funds. CRFA is a program that trains advisors to be specialists in managing and providing advice on the financial issues specific to retirees such as reduction of income tax, portfolio construction, insurance review, retirement income, beneficiary planning, and review of estate plan.
He is a registered representative and investment advisor representative with Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor., in St. Paul, MN
His commitment to ongoing education is evident in his designations from the College for Financial Planning and his membership in the Institute of Certified Fund Specialists. Jeff believes in giving to his community through teaching adult education classes at area colleges and presenting seminars and workshops in the financial realm. Jeff is committed to providing individuals with solutions for their financial future and believes in building his business by building relationships from generation to generation.
Born and raised in the Chicagoland area, Jeff is a graduate of the University of Illinois at Chicago with a BS in Finance and a BS in Economics. Jeff and his wife Cathy have two daughters, Jessica and Jaclyn, two cats, and two dogs. He enjoys travel, the outdoors, and spending quality time with the family. Jeff’s other interests include reading, NASCAR racing, and golf.
2775 Cruse Road, Ste: 2202
Lawrenceville GA 30044
Member in good standing through 9/18/2017.
Well-received featured speaker for SCRFA annual conference.
Marc A. Schoen, ERPA, QPA, CFC, CRFA, LUTCF, has been in the retirement field for over 40 years. His knowledge and insight has been an asset to his clients. His ability to match design with a client’s needs is uncanny. Over the many years he has been in the field, he has been recognized as Small Businessman of the Year (2003) by the RNCC, Top of the Table qualifier (MDRT), listed in Marquis Who’s Who in the World, Prudential Community Service award winner, Rotarian of the Year, #1 agent numerous times for the insurance companies he represented, as well as #1 in the mutual fund field and many various other accolades.
Schoen has authored over 250 articles on both qualified and non-qualified employee retirement benefits. He was the voice on radio’s “Business Views and News You Can Use.” Schoen was the qualified plan commentator on TV’s “Main Street; Wall Street,” a business news program.
Schoen is an “Enrolled Retirement Plan Agent” (ERPA) and is authorized to practice before the IRS for clients on retirement plan issues.
Schoen has testified in both State and Federal courts as an expert witness.
800 East Cypress Creek Road, Suite 300
Ft. Lauderdale FL 33334
Member in good standing through 9/1/2019
Rajan B. Shah
951 Plum Grove Road Ste F
Schamburg IL 60173
Recipient of SCRFA Premium Finance Certificate
Michael S. Snowhite
2550 Oxnard Street Suite 490
Woodland Hills CA 91367
Member in good standing through 02/28/2019.
Daniel T. Stidham
423 W Court Street
Paragrould AR 72450
Member in good standing through May 6, 2020.
Timothy L. Streliner
4840 N Red River Blvd NE Ste 100
Cedar Rapids IA 52411
Premium Finance Student
1880 Santa Barbara Street Ste 240
San Luis Obispo CA 93401
Member in good standing through 5/27/2018.
415 East 2nd Street #12
Tustin CA 92780
Recipient of SCRFA Premium Finance Certificate
38 W. Sierra Madre Blvd.
Sierra Madre CA 91024
Irene Truong is a partner with Roy Blume at Blume-Truong Real Estate Group at Century 21.
John T. Turner
47-481 Hui Io Street
Kaneohe HI 96744
Member in good standing through 12/28/2018.
1390 Valley Rd, Suite 2A
Sterling NJ 07980
Member in good standing through 4/5/2019.
12039 E Welsh
Scottsdale AZ 85259
Member in good standing through 11/30/2019.
Specializing in solving the needs and concerns of retirement for 28 years!
Kevin J. Wadle
117 S 4th Street
Knoxville IA 50138
Premium Finance Course attendee
Joseph Webb III
8925 SW 148th Street, Suite 200
Palmetto Bay FL 33176
Member in good standing through 9/15/2019.
Joseph Webb III, CRFA, CLTC is licensed as an office of Supervisory Jurisdiction Branch Manager with the Financial West Group, an independent Broker/Dealer for the state of Florida. He is also a Registered Principal and founder of Profit Planners Management Group, a boutique Financial Services Company. He specializes in business transitions realizing/deferring taxes and providing income, wealth management, and estate planning solutions for individuals and corporations.
Mr. Webb’s paradigms on life and business emanate from the strong base of values on which he stands. Originally, from Cleveland, Ohio, Joseph Webb, Ill has established several successful businesses under Twin Peaks Enterprises while serving his country for twenty-nine years in the
U.S. Air Force Reserves. He received his B.A. and M.A. from St. Thomas Christian University and his financial education and licensing from Kaplan Financial University. The St. Thomas Christian University also conferred an Honorary Doctorate on Joe for his tireless work with churches, non-profit organizations and the religious community.
He conducts his life and his business on the foundation principles of Integrity, Truth, Honesty, Transparency, and Client First and Always. Joe is passionate about, and committed to, educating all his clients in various areas of financial literacy. He believes that the education of the client to better understand and participate in making choices and decisions which affect the future is empowering for everyone and vital for sustained success and financial independence. He tailor-makes and designs a menu of options to satisfy the individual needs of each client. If he believes his solutions cannot satisfy mutually-developed criteria and bring value to each client while advancing financial gains for their investments, he will so advise the client and walk away. Taxation and wealth transfer are two key areas that he addresses with each plan.
One of his major passions is the financial education for economic stability, empowerment, independence and success in his community. Joe makes presentations to various groups, lecturing and hosting financial workshops on Financial Planning for Business Leaders and individuals at Miami Dade College and for the Economic Development Council of South MiamiÂ Dade. Mr. Webb also serves as Chairman of the Trustee Board at a local not for profit organization. He volunteers as a mentor for the “5000 Role Models of Excellence Project” whose mission is to enlighten, guide and empower at-risk youth with wisdom and the desire to
Joe Webb Ill is a member of the Estate Planning Team, EPT is a team of professionals trained in the principles and strategies of business planning and the Deferred Sales Trust. The Deferred Sales Trust is a tax deferred strategy under IRS rule 453. EPT is a professional group of highly trained advisors comprised of top tax attorneys and advisors committed to assisting clients with business transitions.
Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring tax, the Estate Planning Team believes that we engineer the liability as well as increase income for the beneficiary. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 15 years.
3265 Hardwood Hollow Rd
Medina OH 44256
Member in good standing through 6/20/2018.
President of TrustCPA (1980 to current), Estate planning, trust services, income taxes and accounting etc.
President of GJW Investment Adviser LLC (2005 to current). Registered Investment Advisor, retirement monies, investment strategies etc. Cleveland State University (1977) Cum Laude, Beta Alpha Psi and Beta Gamma Sigma.
Featured as the financial expert on “Ask The Money Doctor” via the American Institute of Certified Public Accountants. Frequent influential lecturer on the topics of Income Taxes and Estate Planning for the Medina Chapter of the National Association of Insurance and Financial Advisors. Volunteer with the Ohio Society of Certified Public Accountants for Operation CPA, assistance with tax preparation needs of military personnel.
Greg holds various designations such as CPA, AICPA/PFS, CRFA.
Married to Cindy (40 years!) three grown children, and yes, we have a grandson.
Enjoys golf, reading, travel and seeing clients live their retirement dreams.
519 Deer Park Ave
Dix HIlls NY 11746
Member in good standing through 5/18/2017.
Richard specializes in the area of retirement planning, specifically focusing on retiree issues and “red zone” issues (the 5 years before and after retirement). His approach to retirement planning is very process oriented. Employing the use of questionnaires and one on one meetings, Richard possesses the skill sets to navigate through many of the critical issues facing retirees.
Richard is a financial advisor with Princor Financial Services, Inc., a broker dealer affiliated with The Principal Financial Group. By virtue of the vast resources available through these entities, Richard has the ability to implement many of the strategies relevant to retirees.
Richard has earned several other designations in the field of financial planning, including Certified Financial Planner, Chartered Retirement Planning Counselor, and Chartered Mutual Fund Counselor.