The Compounding Couple Specializing in Retirement Income Planning

Patrick Harkin retired from the U. S. Postal Service with nearly 35 years of government service in many different positions including five as Postmaster, numerous OIC/Acting Postmaster positions and other assignments to USPS Headquarters, Region & Area Headquarters, finishing his career as Manager, Operations Programs Support for the Greensboro District.

Patrick served in the U. S. Air Force and the Iowa Air National Guard.

Patrick studied Accounting and Business Law at Drake University and Iowa State University.

Patrick was born and raised in Iowa and moved to North Carolina in 2000 as a promotion to Postmaster of Shelby North Carolina.

Upon retiring from the Postal Service Patrick realized there is a huge gap of knowledge and understanding for postal employees, federal employees and veterans about their benefits and no one true source to get definitive answers.

Patrick specializes is federal benefits for current employees, retired employees and their family members.

Patrick has taken training and is a Certified Financial Fiduciary® and Federal Retirement Consultantsm .

Our Goal is simple: for over 22 years we have helped our clients make SMART investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We know that relationships are very important and that earning someone’s trust is Sacred.

Our sole Purpose is to help our clients arrange their financial affairs in such a way as to Preserve their Capital, maintain Financial Freedom and most importantly, enjoy Peace of Mind.

Because Education is at the Heart and Core of Life Financial Wealth Management, John has dedicated himself and his career to obtaining Specialized Knowledge by becoming an Investment Advisor Representative (IAR), a Certified Financial Fiduciary® (CFF) and has obtained distinction in his field by being appointed a Certified Financial Educator® (CFEd) through the esteemed Heartland Institute of Financial Education.

John is a native of Fort Wayne, Indiana. He has been married to his Bride, Christine for 29 years and is the Proud father of two daughters; Katherine who attends Saint Mary’s College, Notre Dame, Indiana, and Grace, who attends Bishop Luers High School. When John is not in the Office, he enjoys time with his family, working on his “honey-do” list, and being outdoors; running, biking, or watching his grass grow.

Traveling is his passion! He loves dreaming, planning and/or taking trips, here in the USA or across oceans while learning about different cultures and monetary systems. He enjoys a good joke, a good book, and a good game of cards.

Samuel Price is the Founder of Price Financial Services. He has over 30 years’ experience in the Financial Services Industry. Prior to Securities America, Sam was an Investment Advisor with Voya Financial Advisors and Locust Street Securities. He      specializes in retirement planning and investment planning.        

Sam has a BA from the University of Colorado and a PhD from Washington State University.  His licenses include FINRA series 22, 63, 6, 7, and 65 as well as Life and Health.

While studying Geology at the University of Colorado, he become interested in the financial markets after investing in an oil & gas company that was exploring in the Western United States. Sam saw the results of good research into investment choices as well as patience in the markets.

It is this same approach he takes in working with clients by developing investment portfolios that both fit the client’s risk tolerance and time horizon. Clients receive a tailor-made investment portfolio based upon the results of a Risk Tolerance Questionnaire as well as meeting time taken in assessing investment choices that will best fit their personal risk assessment and timeframe.

Additionally, clients receive ongoing investment management as well as personal contact during each calendar year.

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.

Price Financial Services and Securities America are separate entities.

I believe that your financial success should be the result of skill and a plan, not luck or an accident. successful financial planning is not just about money, but how your money can change your life. Through careful planning and meticulous implementation of your plan, you can achieve most, if not all, of your life goals.

I have been named to Forbes Best-In-State Wealth Advisors in 2020, Forbes America's Top Next-Gen Wealth Advisors every year since 2017. I have completed the Investment Specialization program at University of Geneva and I have obtained the AWMA (Accredited Wealth Management Advisor) from College for Financial Planning, CEPA (Certified Exit Planning Advisor) from Exit Planning Institute at University of Chicago and CFF (Certified Financial Fiduciary) through NACFF. I received my bachelor's degree from the University of Toledo in Financial Services and Economics.

I am an open networker and accept all invitations. However, if you are looking for a second opinion regarding your current situation, please feel free to contact me directly at tyler@truealphawm.com or 419-830-7045.

Jeff P. Vogan is the president and founder of Premiere Retirement Planning & Wealth Management, with offices in Tucson and Mesa, Arizona.

Jeff is a Registered Investment Advisor and regulated fiduciary. He holds the designations of Certified Estate Planner, Registered Financial Consultant, and Certified Financial Fiduciary®.

As a Certified Financial Fiduciary®, Jeff holds the highest moral, ethical and fiduciary standards of service when providing advice to potential and existing clients. 

Jeff can be seen regularly on TV and heard on his weekly radio show, Premiere Retirement Radio. Many of his articles can be seen in publications such as HuffPost, Kiplinger, and more. His recent book, Retirement... The Road Ahead, can be found on Amazon.

Liz uses financial planning as a means to guide investment decisions, not the other way around.

Capabilities to impact your life and wealth

Liz is a 19+- year Wealth Management Professional, head of the Financial Planning team for the firm and a Founding Partner. Liz previously held positions as a Vice President-Wealth Management with Merrill Lynch and worked as a Certified Public Accountant. 

Certified Financial Planner^TM

Liz is a Certified Financial Planner^TM, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; she takes an inter-active approach with our clients to build a highly personalized Financial Plan. She believes that The Financial Plan is the roadmap that empowers clients to achieve the financial future they envision. This future could include sustainable retirement income, evaluating when and how to take Social Security, purchasing a dream home, saving for children’s or grandchildren’s education, legacy planning, charitable gifting or insurance needs.

Liz utilizes innovative financial planning software to break down complicated information into an easy to understand visual format helping simplify the complex financial decisions our clients face. Liz works very closely with our client’s advisors including CPAs, attorneys and insurance professionals to coordinate estate, insurance, and tax issues. Liz has the skill to provide personalized and thoughtful investment strategies based on each client’s risk tolerance while incorporating their overall financial goals. This is an on-going process as life and the investment climate are ever changing. Our firm is now working with third and fourth generation clients and as Liz likes to say, “We are here to help - from birth to the grave, and beyond.” She is often the first point of contact should a significant, often sudden, life change occur.

Todd has been passionate about educating and helping others throughout his life. He has been nationally recognized for carving new paths in teaching pre-engineering, computer science, design, and math across the country. During that time, Todd served as an adjunct professor in Digital Circuit Design at Duke, Iowa State University, the University of Minnesota, and other prestigious programs. He has also been a serial entrepreneur, writing books, developing learning platforms, creating community development programs, and providing ways to support the small business community in his hometown of Colorado Springs.

These ventures helped him realize his ideal life includes healthy and vibrant relationships, philanthropy, investment in the local community, technical challenges, problem-solving, and education. His background and passions, paired with a lifelong obsession with investing, have made a natural transition into being a skilled investment advisor. He prides himself in keeping client interests first and takes his designation as a Certified Financial Fiduciary seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and helping them make sound financial decisions. Todd understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of their lives. He creates impactful relationships and helps others solve their complex financial challenges by making complicated concepts understandable.

At Harvey Investment Management, Todd enjoys working with a select group of small business owners and high-net-worth families in a role as a personal wealth consultant. He works as a fiduciary in a virtual family office model in partnership with law and tax professionals to help his clients navigate the complexities of investment consulting (portfolio management and asset allocation, risk allocation), wealth enhancement (tax mitigation and cash flow ), wealth transfer (estate transfer), wealth protection, major liquidity events and charitable giving.

Todd enjoys golfing, pickleball, bouldering, traveling, and trying new foods with friends and family. He strongly supports his community by serving on the Peak Education Board, developing local mental health initiatives, and being an active member of the local church community.

Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser

Steve believes it’s the important things – our families, our core values and the impact we have on others that connect us.

Capabilities to impact your life and wealth

Steve manages key client relationships with individuals, families and businesses. Steve truly values multi-generational client relationships.  He uses his comprehensive knowledge of financial services paired with his innovative thinking to build solid long-term relationships with successful clients and their families

Experience to guide you forward

Steve has over 23 years of experience in Wealth Management, previously holding positions as a Vice President-Wealth Management with UBS,  Vice President and Trust Officer with Civista Bank and a Financial Advisor with Merrill Lynch.

Accredited Investment Fiduciary® – AIF® designation 

Steve is the fiduciary specialist within the firm. He has demonstrated that he has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. He applies investment procedures for his wealth, retirement, foundation and endowment clients.  He uses fiduciary best practices for his clients that have earned him credibility and distinction within the industry. 

Licenses and education

Steve holds a Series 7, 63, 65 Securities Licenses as well as State of Ohio Life Insurance and Annuity Licenses.

Steve earned a bachelors degree in Business Administration through the Fisher College of Business at The Ohio State University. Steve also played football during his tenure at the university.  

Making a difference in my community

Giving back to his community is top of mind for Steve.  He is currently involved in:  Serving Our Seniors of Erie County- Board Member; Catholic Charities of Erie County – Board Member; Sandusky Yacht Club; Sandusky Rotary Club and the Catawba Island Club. 

Outside of the office

A native of Sandusky, Steve lives with his wife of 35 years , Lori in Perkins Township.  They are very proud of their two children: Ryan, an attorney in Dallas, and Kayla, a graduate student at Ohio State.Steve enjoys spending time with his family, playing golf, bicycling and other outdoor activities and is an avid reader.  Steve is a huge  Ohio State University football fan.