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!
John Berlet, President of Boomers Advisory Group LLC is a leader in safe money concepts. John has spent the last 40 years in Austin teaching Baby Boomers and Beyond how to preserve their assets, increase their income and reduce income taxes. He founded Boomers Advisory Group in 2000.
Mr. Berlet's educational forums have been widely attended by retirees and pre-retirees throughout the Austin area. He has clients in California, Colorado, Hawaii, and Ohio. Over the past nineteen years John has assisted hundreds of families in protecting their assets and income assuring that they and their beneficiaries will have confidence and peace of mind in their ability to achieve financial longevity.
Boomers Advisory Group is a member in good standing with the BBB and has the highest rating possible A+. He is also a member since 2009 of the National Ethics Bureau. Johns radio show "Retirement Income Radio" is heard on KTEM 1400 weekly. John is a Certified Financial Fiduciary ( CFF) and a National Social Security Adviser ( NSSA)
Robert “Bob” Ryerson entered the financial industry in 1984 and became a Certified Financial Planner (CFP) in 1991. More recently, he became concerned about the epidemic of identity theft, and became a Certified Identity Theft Risk Management Specialist (CITRMS), and recently wrote the book “What’s the Deal With Identity Theft-A plain English Look at Our Fastest Growing Crime” Mr. Ryerson is a notary public, and holds a BA in Economics from Rutgers University. Robert is also certified for long-term care – CLTC®. He is an experienced estate administrator, and advises clients on various aspects of estate and legacy planning.
Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF)
For 23 years, the footprint of Steven Wise, and later Beacon Associates has been huge in the Northwest Ohio area. Initially founded on healthcare for small business owners and those self-employed, a book of over 4000 clients and families were generated. Later financial and benefit planning for Veterans and surviving spouses was added, over 3000 were assisted to help endure the cost of long-term care and still pass on a legacy. The backdrop of Steven and Beacon Associates has always been education.Steven educates families on retirement issues such as Medicare, Social Security Maximization, income planning and tax planning. The client and their families, always come first in his world, beginning with education, which allows them to make the best choices for themselves and obtain long term individual and family goals.Family has always been number one to Steven and his wife Rhonda.She is Vice President of Beacon Associates and one half of the Medicare Diva’s. Rhonda and Steven have 5 children and 10 grandchildren. Their son Quinten, a licensed attorney is joining the firm as it continues to expand.
Steve Beebe is a graduate of the University of Michigan. He has been a licensed advisor since 1987. He has spent most of his career focusing on 401(k) plans and pension plans for businesses of all sizes. He has built his private wealth clients from the business owners and employees of those businesses. Steve loves to network and build his referral base. He is always excited to welcome a new client and friend.
After spending 21 years in the Marine Corps defending his country, Ken Catledge embarked upon his career in the financial services industry, graduating with his first designation as a Fraternal Insurance Counselor Fellow (FICF) in 2005. He quickly discovered that working as a financial advisor tapped into the core values that he had dedicated his life to integrity, trust, and service. Rapidly expanded his education, adding a second designation as a Life Underwriter Training Council Fellow (LUTCF), third designation as a Retirement Income Certified Professional® (RICP®) in quick succession, and his fourth designation as a Certified Financial Fiduciary®.He is a member of the National Association of Insurance and Financial Advisors and served as President from 2012-2014 in Knoxville, Tennessee, and a member of the Society of Financial Service Professionals, and National Association of Certified Financial Fiduciaries.
Ken believes that interpersonal communication and exceptional customer service is the foundation of a meaningful client-advisor relationship. He treasures the opportunity to get to know his clients over years of partnership and to celebrate with them as they hit significant life accomplishments: buying a home, expanding their family, and putting their hard-earned money to work to enjoy a fruitful retirement. He is excited to put his experience to work, helping more families pursue financial stability!
As a Certified Financial Fiduciary®, Ken will learn what makes you unique and work with you to tailor solutions based on your financial goals.
Ken lives in Maryville, Tennessee and is married to Angela, and they have three sons Adam, Ryan, and Cory, and two grandchildren Oliver and Boone.He enjoys volunteering at the Blount County Children’s Advocacy and spending time with his family on the lakes of East Tennessee, traveling, golfing, cooking, and reading.
As an Investment Adviser Representative, Brian is a comprehensive wealth manager specializing in working with professionals and retirees. He has helped clients with wealth management and advanced estate planning for over 16 years across 12 states he is licensed in. Brian believes strongly in Pro-Active Portfolio Management and clients knowing their risk tolerance, so we can create your own plan around that specifically. Brian and his team take a holistic approach in working with clients to create the retirement plan best suited to them individually. He helps them avoid the threat of running out of money during their retirement years, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments. Brian realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions. Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans. This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed. He is a Wisconsin resident servicing clients in 12 states and enjoys the travel to be able to sit with his clients regulalry. Brian is also an Army Veteran of 7 years, and is married to his beautiful wife, Rebecca. They have 4 kids that keep them young and active with sports and theatre programs.
Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive retirement planning firm.
The mission statement is “to provide retirees and soon-to-be- retirees with a greater sense of confidence about their retirement plan.”
Tim graduated from Illinois State University with a Bachelor of Science degree in Economics. He holds the Chartered Retirement Planning CounselorSM designation which means he has the experience and knowledge for effectively evaluating your financial situation and designing the optimal retirement plan for your lifestyle.
Tim also holds the Certified Financial Fiduciary® designation which demonstrates that his recommendations are always to put client’s best interest first. As a Certified Financial Fiduciary®, Tim is bound by the CFF code of conduct which holds him at high standards of professionalism. Both designations require continuous education, so Tim stays current with content and resources that benefit his clients.
A dynamic speaker and respected professional, Tim has delivered presentations on myriad financial planning topics including Social Security maximization, retirement income creation and Medicare planning. Since 2006, he has focused on providing Medicare beneficiaries with information and education. He has been heard on AM1470 WMBD and has been published locally in The Marketeer, as well as nationally on Fox Business.
On a personal note, Tim and his wife Ronda are lifelong Central Illinois residents. They make their home in Morton along with their two songs. In addition to being a wonderful wife and mother, Ronda serves the community as a registered nurse.
Brenda Oldham is the CEO/ Owner of RAM Insurance & Financial Services located at 141 N. Milford Road, Ste. 101 in Highland, MI. Along with her value, integrity and expertise, Brenda is an independent financial advisor with the freedom to offer unbiased financial advice. In addition to providing her clients with knowledgeable advice to ensure their financial goals are achieved, Brenda Oldham presents her clients with the up-to-date technology and financial research to provide a satisfying professional experience. The integrity of Brenda and the staff is reassuring to their customers and results in 100% client satisfaction.
RAM Insurance & Financial Services offers a variety of products and services; including retirement and education plans, IRA’s, 401K, Life Insurance, Long Term Care, Medicare Supplements, Mutual Funds, Professional Money Managers, tax management, distribution strategies, auto, home, commercial, workers compensation, liability insurance and bonds.
Brenda Oldham, the CEO/Owner of RAM Insurance & Financial Services is a graduate of the University of Michigan school of business and obtained a Master of Science in Human Resource Management from Central Michigan University. She is highly accredited, receiving many awards, designations and licenses for her outstanding achievements.
She holds the following designations/certifications:
LUTCF- Life Underwriter Training Council Fellowship, Certified Senior Advisor, National Association of Certified Financial Fiduciaries.
Kristin Kalley, CPA, CFF Nelson Financial Planning 423 Country Club Drive, Winter Park, FL 32789 407-629-6477
Kristin Kalley is a Financial Planner and a Tax Accountant with Nelson Financial Planning, Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).
Kristin holds a Series 7 Securities License with FINRA as a General Securities Representative and a Certified Public Accountant (CPA) license with the Florida Board of Accountancy. Kristin is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of CPAs (FICPA).
Prior to joining NFP, Kristin worked as a public accountant at RSM US LLP. Kristin primarily prepared tax returns for pass-through entities and high net worth individuals, with a focus on the real estate industry.
Kristin earned her Master's in Accounting, concentration in Taxation, from the University of Florida. Kristin graduated Magna Cum Laude from the University of Central Florida earning a Bachelor of Science in Accounting and Finance with a minor in Political Science.
With a myriad of changes occurring in our industry, a core attribute is adaptability. This is one of the key strengths of P.R.A.I.S. and of its' Principle Owner, Dana Gibson.
P.R.A.I.S is one of the premier Independent Retirement Planning Organizations/General Agencies in the nation. Dana has adapted to the changing needs of clients by enhancing services with full-service consulting based on a holistic, all facets approach to retirement planning & income. With his guidance and commitment to the industry, he’s driven innovation and best-in-class service on multiple fronts for nearly 1,000 clients across the United States. Dana's thought leadership is sought by many, and he frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media.
Dana is also a founding member of The Masters Institute as well as chapter president of the Society For Financial Awareness (SOFA).
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