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

Brian AskinsChief Executive Officer

Pat SchmidtManaging Director

Roger ShortChief Visionary Officer

Sam RussoRetirement Advisor

Eric MillerRetirement Advisor

Thomas GrazianoVP of Strategic Development

Ty JamesVP of Medicare & Health

Joshua Jean-MarieSenior Marketing Manager

Amber ZelewiczDirector of Retirement Services

Jay CurattiRetirement Advisor

Cole McVayRetirement Advisor

Aaron MettsMarketing Strategist

Tristin TillmanRetirement Service Specialist

Joshua BurnsRetirement Advisor

Joe SkelleyRetirement Advisor
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.