Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
As a second generation native and the youngest of four children, Travis J. Matheny grew up in Aurora, Colorado. He graduated from Overland High School in 1997 and began his college education the next fall at The University of Northern Colorado. After a short one year stint there he transferred to Colorado State University where he graduated in 2002 with a major in political science and a minor in history.
After graduating Travis found his way into the financial services industry where he has remained for the past 15 years. He has held various positions with companies that specialize in retirement planning, healthcare, life insurance, financial record-keeping, client management, retirement plan implementation, and financial sales.
Travis' passion for the industry can be traced to experiences he had early on when he worked as a inbound customer service agent that talked directly to individuals that had questions and concerns about their retirement plans. It became clear that most of those that wanted to retire at a time down the line clearly lacked the one tool that would ensure they could achieve this objective; FINANCIAL LITERCY. This became the catalyst for Travis to start his own practice in July 2014 with a mission of educating everyday people with the knowledge to help them achieve their goals and objectives.
Travis is also very active member of his community in various ways. Rather that be serving on the Board of Directors of two different pubic non-profit organizations, volunteering in schools, or championing topics that promote better healthcare and financial education. His goal was and continues to be that "you give to the community first that will help you grow your business later".
Ed graduated from Temple University's business school with honors in 1992. After doing recovery work for New York based money center banks, Ed secured a Financial Advisor position at Prudential Securities; working in Philadelphia and Manhattan. In 1995 Ed chose to become an independent advisor along with Glenn Scharf. Ed and Glenn have worked together ever since. "Being independent has gone hand-in-hand with our business being focused on the client first." Ed is married to Kathleen. They have three children; two in college and one in grade school. Ed is a Certified Financial Fiduciary®, responsible for the development, implementation and maintenance of investment portfolios, along with strategic planning with and for clients and prospective clients. He is also the Investment Team Leader.
Antoine G. DuCros, Founder and President of A.G. DuCros Advisory, LLC has been working in the Financial Industry since 1978. Antoine has been a resident of Colorado Springs, Colorado for over 40 years and graduated from the University of Colorado, Colorado Springs.
With 40 years of experience in the financial services industry, Antoine specializes in guiding seniors and others on financial tools, and preparing for retirement. He prides himself on putting his clients first and has high ethical standards. Antoine has built a successful business by providing stronger retirement income planning solutions to help address the growing financial concerns many mature adults face today. He works with individuals, business owners, and families to implement innovative strategies designed to help reach their financial goals using various insurance products. Antoine has four core values that guide him professionally and personally. The values are faith, family, integrity and making a difference. These core values reflect how he works with his clients and community.
Antoine and his wife Sybille, have been married for over 30 years and are proud parents of daughter Nicole. Antoine is an accomplished Public Speaker and motivator. His hobbies include reading, spending time outdoors, hiking and bicycling
Scott is co-founder of Liberty Wealth Management, LLC, which specializes in wealth management and a unique approach to strategic retirement income planning for both the accumulation and distribution. Scott entered the financial services industry in 1986 after serving in the United States Navy as a personnel administrator.
Scott has worked collaboratively with accountants and attorneys for over 30 years to provide the best possible advice and service to his clients. He holds his series 7,24,63,65 and life insurance licenses
Scott has offices in Syracuse, N.Y and Franklin, TN where he resides with his wife Connie. They have two grown children and a granddaughter.
Scott is co-founder of Liberty Wealth Management, LLC, which specializes in wealth management and a unique approach to strategic retirement income planning for both the accumulation and distribution. Scott entered the financial services industry in 1986 after serving in the United States Navy as a personnel administrator.
Scott has worked collaboratively with accountants and attorneys for over 30 years to provide the best possible advice and service to his clients. He holds his series 7,24,63,65 and life insurance licenses
Scott has offices in Syracuse, N.Y and Franklin, TN where he resides with his wife Connie. They have two grown children and a granddaughter.
Jim Cooper has been a Licensed Life and Health Agent and Income Planner for the last 10 years. He graduated from Lesley University with a Bachelors in Business Management and after graduation Jim spent 30 years working in the area of engineering within the Defense Industry. During that time he traveled around the world helping to resolve all types of system problems. This experience has helped Jim understand how to find flexible solutions to complex problems.
Fundamental to Jim’s business approach is understanding that although everyone reaches retirement age each person has their own specific needs, goals, and dreams. Over the years Jim has found that the questions everyone has are how do they achieve their dreams and goals and how do they live in this new stage of their life. These are complex and very important questions so drawing from his past experience Jim works with his clients to understand all the issues surrounding their retirement. When all the information has been discussed and all the dreams and goals have been accounted for Jim and his clients then work together to create a straight forward and easy to follow retirement plan.
Central to Jim’s business is creating long term, successful personal relationships which means that Jim treats every client with respect, patience and understanding.
Since 2011, Jeffrey has been passionate about helping companies save money on their Employee Benefits all while making the company look elite in its benefit offerings compared to the competition using unique strategies and plan designs. While helping business owners with their benefits/finances has been a major focus in Jeff’s practice, he continues to help individuals and families create more time, money, and security by developing strategies fitted to their current financial situation that will help bring them Financial Independence and security.
Upon his Graduation from Rutgers University, he would go on to meet what would be his future wife Kari. They have been happily married for the last few years with 2 dogs and recently welcomed their newborn daughter into their lives. They proudly reside in Central New Jersey and plan on spending the rest of their lives raising a family in New Jersey. Jeffrey credits his early success to his two hardworking, loving, blue collar parents who helped instill his hard work ethic, determination to succeed, and love for helping others.
Outside of spending time with clients and his family, Jeffrey enjoys an active lifestyle in playing in competitive softball leagues, snowboarding, participating in Crossfit, golfing, riding his Motorcycle, and searching for the best slice of pizza in the Tri-state area.
With a multi-line financial service & insurance tools, our firm is equipped to help our community be successful in protecting their families and loved ones' interest. The key to being a successful representative is genuinely caring about each client's individual situation and circumstances, working closely with them to evaluate where they are financially today, in order to help them achieve their goals & objectives.
As president at Omniverse Financial & Insurance Services, I have a special interest in helping educators, their families, and our community to be educated building wealth, asset protection, and income replacement.
Specialties include but are not limited to:
• Retirement Planning • Budgeting / Debt Management --------------------------------------- LA&H Insurance License Property & Casualty Series 6 & Series 63 Registrations I am licensed to sell Insurance Products in MA and CT and Securities in MA.
Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.
Phil's mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying "if you don't have a plan, then whose plan are you following? The IRS's? The Social Security Administration?"
Phil's background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
Phil is also one of Ed Slott's Master Elite IRA Advisors, a designation that is exclusive to a group of 278 of the top financial advisors in the country who are trained by Ed Slott.
Phil takes pride in providing his clients with the security & peace of mind that comes from knowing that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth. Phil and his financial strategies have been featured on FOX, PBS, WDIV, and the Wall Street Journal. Phil also publishes a weekly financial column that can be found here.
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