We Create Lasting Partnerships By Putting You and Your Needs First

Meet the professionals who can guide you to a retirement of purpose, security and joy.

Experienced. Dedicated. Focused.

Our team puts you at the center of everything we do.

Brian Askins

Chief Executive Officer

Pat Schmidt

Managing Director

Roger Short

Chief Visionary Officer

Matt Smith

VP of Retirement Growth & Events

Thomas Graziano

VP of Strategic Development

Ty James

VP of Medicare & Health Growth

Joshua Jean-Marie

Senior Marketing Manager

Amber Zelewicz

Director of Retirement Services

Jay Curatti

Retirement Advisor & Mentor

Flat Rate Fee

We believe advisor fees should not be assessed based on the size of your account but based on the services and value you are receiving during retirement.  Our Team charges an easy-to-understand flat fee based on the actual suite of services we provide.

Let's Talk

Make Memories. Make a Difference. Make Your Mark.

It’s never too early — or too late — to make the most of your finances and your future. Get started today by scheduling you On-Track Retirement Review.

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