Meet our Retirement Strategists:

We lead with expertise in retirement planning, smart tax strategies, and proven income gap solutions.

Kyle Ma

Senior Retirement Strategist

Malikah Woody

Pension & Benefits Strategist

Emily Matteson-Weld

Retirement Benefits Consultant

Susanna Cruz

Retirement Specialist

Suzy Eunice

Retirement Programs Specialist

Uday Patel

Retirement Planning Advisor

Kiera Ramos

Client Retirement Success Advisor

Stacy Stroup

Retirement Programs Specialist

Joe Allan Craft

Senior Retirement Strategist

Katrina Hughey

Retirement Strategist

Julian Cruz

Retirement & Pension Specialist

John Fausett

Retirement Wellness Strategist

Trevor Falby

Client Retirement Success Advisor

William Billy Voecks

Pension Benefits Advisor

Sarah Fausett

Freedom Strategist

Michelle Honauer

Pension & Retirement Specialist

Ruth Hansen

Retirement Planning Advisor

Tytiana Mills

Retirement Strategist

Tonya Garrett

Pension Benefits Advisor

Jeff Siegel

Client Retirement Success Advisor

Michael Jones

Retirement Solutions Consultant

John Pilling

Retirement Wellness Strategist

Dalton McDermott

Retirement Planning Advisor

Robert Sorrells

Retirement Benefits Consultant

Marcus Davis

Senior Pension Consultant

Jeff Hill

Retirement Wellness Strategist

Ashley Stevensen

Retirement Benefits Consultant

Melvin Webb

Pension Benefits Advisor

Tony Akintunde Jr.

Retirement Solutions Consultant

Sharon Peterson

Senior Retirement Strategist

Bibi Brace

Retirement Planning Advisor

Arthur Poland

Senior Retirement Strategist

Tanya Zapata

Senior Retirement Income Specialist

Carol Simpson

Retirement Planning Advisor

Matthew Freund

Senior Pension Strategist

Sidney Stidham

Senior Retirement Consultant

Gerhardt Braun

Retirement & Pension Advisor

Don Wolak

Pension and Retirement Strategist

Luke Nevius

Pension Benefits Specialist

Kelli Edwards

Retirement Benefits Consultant

Edwin Ocansey

Senior Financial Strategist

Caroline Hazzard

Retirement & Wealth Protection Advisor

Christopher Niles

Pension & Retirement Strategist

Marla Pinkston

Pension & Retirement Advisor