Our Team

Michael is a hands-on advisor who meets with and advises every client personally. He takes great pleasure in running the business and providing expert guidance to retirees or individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in a strong work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with more than 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 25 years ago, Michael has been on a mission to protect clients’ capital.

Although Richard retired from his own firm in 2006, he still enjoys helping people with all their tax preparation needs. Richard has the unique ability to explain complex tax code in a manner that people can understand. Richard is in charge of our Tax Practice. With 29 years of experience as a partner of a tax firm in Richmond, VA, you can be confident that your tax returns will be handled by a true professional. As a Florida retiree, Rich is not holding back from taking advantage of its wonderful amenities. He likes to spend his time on the water boating and fishing. He is also involved with the Florida Oceanographic Society.

Erin spent the past 10 years working for Raymond James Financial Services and as an Office Manager and Paralegal for a law firm. She has a talent for working with clients and providing them with superior service. She recently moved to Florida from New Jersey and loves her new home. She is a lifelong animal lover and enjoys hiking in nature, museums, and British television.

Doris recently joined our team and brings with her 20+ years of experience as a business owner in the financial services industry. Over the course of her career, she has worn all the hats needed to run and grow a business. As our Director of Marketing, she will focus her expertise to enable us to reach and assist as many families as possible so they can be confident and successful in their retirement investment strategies. Doris’ first love is spending time with her family. Whether at home or on some outdoor adventure, there is never a dull moment with her husband, sons, and their most recent family additions, their Boston Terrier and Bernadoodle puppies!

Michael’s wife Carty is responsible for scheduling our special events. She brings her creative energy and attention to detail in all she endeavors. As our Event Coordinator, her years of experience in the hospitality industry make our workshops, meetings, and client events educational and a lot of fun. Carty enjoys running, the beach, and spending time with her Golden Retriever, Maggie, and her Maine Coon, Jack. She is also involved in numerous community services and charitable activities. Her faith is an important part of her life.