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!
Throughout her 33-year career, Marva has been passionate about helping her clients achieve their financial wants and needs as they work to fulfill their most important life goals. By combining her deep care for those she serves with an analytical approach, Marva strives to ensure her clients feel confident in their financial future.
Marva began her career in the financial services right after high school, working her way up from the role of receptionist to become a financial advisor and vice president of her own company. She gets tremendous gratification from helping her clients, and she cannot imagine doing anything else. Marva assists those she serves with retirement investments, estate, long-term care and life insurance planning, cash management, as well as liability management.
Prior to establishing VK Wealth Advisors in 2016, Marva served as an associate vice president and financial advisor with Morgan Stanley Financial for seven years. Before that she was employed for 13 years as a financial advisor and client service associate with Merrill Lynch, and for nine years as a branch office coordinator and sales assistant with Legg Mason Wood Walker. A Chartered Retirement Planning Counselor, Marva holds her Series 7, 63, and 66 securities licenses and Pennsylvania state insurance licenses.
Marva, a lifelong resident of Karthaus, makes her home with her husband, Dale. They have two children, Maleigha and Logan; three grandchildren, Sofia, Jackson and Grayson; two granddogs, Cash, and Piper.
In her free time, Marva enjoys cooking, reading, camping, ATV riding and spending time with her family. She is a member of Shepherd of the Hills Lutheran Church, and is a board member and volunteer with Oak Hill Memorial Cemetery. She also serves as a member and volunteer with the Quehanna Industrial Development Committee (QIDC).She is also a volunteer at the Centre County Retired and Senior Volunteer Program
Frank Riedel IV is the President and founder of Hurricane Financial Corp. Hurricane Financial, is a company dedicated to helping clients to achieve their financial goals without unnecessary fees or exposure. In his career, Frank has helped clients in many states from coast to coast. Frank has over 20 years of experience in related financial industry areas. Frank is a Certified Estate Planner (CEP) and Retirement Income Strategist. Frank is also recognized as Infinite Banking Concept (IBC) expert and Authorized Practitioner. Frank has been featured in Advisor today magazine and Vanguard magazine. Frank is sought after speaker and educator and an International Best-Selling Author. In 2019 Frank published a book entitled “What Keeps You Awake At Night?” The book has received great reviews as a source of information and education. In 2019 What Keeps You Awake At Night became an Amazon.com International Best Seller.
Ephesians 2:10
For we are God’s handiwork, created in Christ Jesus to do good works, which God has prepared in advance for us to do.
Frank’s personal message:
It is never too early or too late to attain knowledge or readjust the course you’re on. Having a plan is one thing. Avoiding financial potholes is another. Retirement Income Planning provides a reliable roadmap to your destination. You do not need to risk future to achieve your goals!
Michael Arthurs is a valuable member of Capstone Financial Group. He started his career in financial services in 2002 with Waddell & Reed as a Financial Advisor. He had previously worked for Sprint, Packard Bell/NEC and Tower Records as a Project Manager. His skills have translated well into helping clients manage their financial lives. Michael graduated from the University of Texas at Arlington with a B.A. in Marketing.
In 2014, Michael brought his experience and professionalism to Capstone Financial Group, continuing his career with the firm as a Financial Advisor. Michael helps individuals, families and business owners plan for a bright future by identifying their goals and objectives and provide various insurance and investment strategies that will provide them with the protection, savings and growth they need for their family and investments.
Michael holds FINRA series 7 and 66 registrations and is a Certified Financial Fiduciary®. He also holds insurance licenses in California, Alabama, Arizona and Idaho. He is experienced with helping individuals, families and businesses transition from working into retirement.
Michael is married to Kristen and they are the proud parents of Avery and Alec. Michael and Kristen moved to the Folsom area in 1992. Michael has lived in several places around the world. Born in Mississippi, he has lived in Japan, Arkansas, Ohio, Alabama, Texas, Germany, Texas, Maryland, Virginia (met Kristen), Georgia and finally California.
Over 25 years ago I started M. Dutton and Associates. We are a full-service financial and insurance firm. We are retirement and benefit specialists, working with individuals and corporations. Ours is a well-staffed service organization, not just an insurance brokerage. We believe that your future business is just as important as your business today. In order for us to continue to do business with you, we must earn that right through service. Through comprehensive objective driven planning, we provide you with the research analysis, and available options needed to guide you in implementing a sound retirement plan, and Executive Benefit Designed for your key employees. Our commitment is to assist you in achieving your goals and objectives.We make it our business to focus on our clients and build long term relationships with them; and to use teamwork to deliver seamless integration of our services.
Robert emphasizes to prospective clients that “Time is either your friend or your enemy in retirement planning.Lets make it your friend”.It’s a phrase heard by past attendees of his hundreds of workshops held in the metro Atlanta area and he continues that practice today.
“All financial planning leads to retirement planning”.Robert believes in creating the best client plan and its never accomplished in less than 3 to 4 meetings.Knowledge is key and he feels his time invested in learning all areas of retirement planning allows him to address not just the future income needs of the client but also the potential healthcare costs too.Wealth and health are connected in his planning.
Robert holds the SEC Series 65 license and is a graduate of the Retirement Income Certified Professional (RICP) program through the American College of Financial Services. In addition to being a Certified Financial Fiduciary, he also is a licensed Medicare Advisor and assists his wife Angela Cox, a Medicare advisor, who leads that part of their practice.Robert and Angela reside in Suwanee, GA with their 2 daughters.Robert is a past president of the Atlanta Junior Chamber of Commerce (Jaycees), past HOA president, and currently serves as membership chair for the Duluth Business Association.
Debra’s career in the financial industry has spanned over 28 years. From passing her exams at Emory University to her start with IDS American Express, when it was still known as Investors Syndicate which was the first company to introduce mutual funds to the investing world. Longing to expand her career and broaden her horizons using her financial background, she partnered with NFL Hall of Fame quarterback Fran Tarkenton in his financial management company. After several years of travel and investing for some very influential people, she longed to return to work closer to home and family. During this time her 19 year old son joined the Navy and Debra saw a need to help veterans receive aid and assistance from the VA. After working with veterans and retirees she realized she loved working with retirees and had a passion for helping them keep their hard earned money and helping them invest in areas where their money could grow safely and provide them with better financial security. This inspired her to start her own business and Secure Health and Wealth was born.
Here at Secure Health and Wealth. Management, we pride ourselves on a no pressure approach to financial management. We work WITH you to develop a plan to fit YOUR needs and goals. Furthermore, we are not captive with one company, we represent many companies to give you the greatest selection possible. We are also your one stop shop for all your financial needs; life insurance, annuities, long term care insurance, Medicare Advantage and Supplemental plans, and our specialty, retirement planning. We also have extensive knowledge of TSP plans and the various options you have whether you are retired or still working.
As a Certified Financial Educator®, Tim comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns spans over 35 years.
Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50’s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement.
From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping clients preserve their assets and save for retirement.
After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped families in Dave Ramsey principles of money management and giving.
Since then he has been working as a fiduciary for people near or in retirement.
Tim has been married to his amazing wife Kathy for 39 years, has four adult children and 12 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.
Jonathon W. Aggen (Principal) founded Midwest Investment Services in 2015. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He has an associates degree in Electronic Engineering Technology, a BA from the University of Illinois, and is 9 hours from an MBA at the University of Phoenix. He is an Independent Financial Advisor and Insurance Broker who holds Series 7,66, Life, Health, Property and Casualty licenses. He maintains offices in East Peoria, Illinois as well as South Florida. Both of his sons (Zach and Weston) are also working in the agency.
Jeff, a financial advisor for 14 years, has a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management.
His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.
Jeff currently resides in West Grove with his wife Honey Beth, and their son, Brady, and daughter, Emmy. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son’s hockey and soccer teams.
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