What quality of yours makes you best suited to what you do?

I love helping people – it brings me so much joy to see someone happy and fulfilled. I try to incorporate that into my daily tasks – doing my part to help be transparent to the client and be understanding of their needs.

 How should people think about their wealth?

When you have trusted advisors looking out for you – the only worry should be what do I want to do with my wealth and how can I make this world better than how I found it.

 Favorite Quote or Personal motto

Don’t worry, be happy!

 How do you spend your time outside of work? 

With my family – I especially love to fly with my husband (who’s a pilot!)

 What accomplishments are you most proud of? 

Paying off my student loan debt and saving for my first home.

 Education and Licenses:

• George Mason University – BS Business Management
• Virginia Notary Public Commission
• Medallion Signature Guarantee

Scott Marion left a consulting manager position at a blue-chip Fortune 100 company to become a financial advisor because he finds higher value in protecting families from financial calamity and preparing them to accommodate future cash needs.

As a Certified Financial Fiduciary®, Scott is required to put your needs first and do the right thing for each person he has the privilege of serving. Scott thoroughly researches and carefully presents financial plans to meet his clients’ needs at whatever stage they find themselves - whether it’s debt elimination, saving for college and retirement, or investment strategies to build your financial dreams and goals.

Scott is also a SmartAsset SmartAdvisor residing in and serving Knoxville, Tennessee and the surrounding areas. He firmly believes you must understand where your money is going, instead of wondering where it went. 

An accredited Wealth Management Specialist and National Social Security Advisor, he is uniquely qualified to guide SSA/SSI and SSDI recipients through the complexities of the federal Social Security Administration’s benefits programs.

Scott’s passion is helping people protect their ability to make money and to grow their assets with an eye toward complete and lasting financial freedom. “I help those who are seeking to build wealth learn the secrets of reaching their dreams more quickly than they might think, and I help those who have attained great wealth enjoy and preserve it”.  No matter where you find yourself today you can trust Scott based on his character and integrity to get you where you want to be financially. “I’m in this with you,” says Scott. “I want to be on the journey with you and to coach you through it. I help make the complex, simple.”

Scott currently resides in Knoxville, Tennessee and is committed to serving the community with his great ideas and strategies. He and his wife Nada have triplets; two boys and one girl.  Scott enjoys outdoor activities, and family activities with the kids.

David Hyden, having worked with hundreds of clients since his start in the financial services industry in 1986, has seen firsthand how the vast majority of Americans lack financial literacy and Retirement Planning skills, especially with regard to the Distribution Phase of retirement.

As more and more companies have moved away from offering Defined Benefit Retirement Plans (Pensions) and replaced with Defined Contribution Retirement Plans (401k’s) this has shifted the burden of informed financial decision making from the employer and Plan Manager to those least qualified to make those decisions, the employee.

Accumulation of assets over a lifetime is complicated. Even more complex is Decumulation, or the Distribution of those assets. In the Distribution Phase one must consider many factors, including Longevity, Taxes, Social Security, Market Risk, Inflation, Survivorship and the rising cost of Healthcare and Long-Term Care.

These are the areas where David has focused his expertise, education, and credentials. In addition to extensive training and study he currently holds Certified Financial Fiduciary® (CFF®) and National Social Security Adviser® (NSSA®) designations and is an Authorized College Funding Adviser.

He brings a passion for helping people identify, achieve and protect their retirement lifestyle dreams. As a CFF® professional, David has completed extensive training and experience requirements and is held to the highest moral, ethical and professional standards in the financial services industry. He understands the complexities of the changing financial climate and will always make recommendations that are in his client’s best interests.

David has lived in the McKinney area since 1996. He is married to Valerie Hyden and has 3 grown children. When he is not working, David enjoys spending time with family and friends, and plays bass part time for his church worship team.

Brent Anderson is into his fifth decade of providing excellent financial advice, having moved straight into this field after graduation from UCSB in 1970.  The breadth of his expertise extends from life and health insurance, Medicare and Social Security planning, to long term care strategies, and investment strategies for both accumulating wealth and for the distribution of wealth after retirement, to satisfy lifestyle needs and desires, as well as legacy plans.

All the many changes in the equity markets, the bear markets as well as the bull markets, have added to the wisdom gained over the experience of so many years in the business.

His creative and expert uses of life insurance have already created millions of dollars for policy beneficiaries, with hundreds of millions currently in force for future generations.  One unique area of expertise is in creating tax-free retirement income for healthy, younger professionals.

He’s served in an executive capacity for several industry organizations, is currently on the board of the Santa Barbara Estate Planning Council, and has served as president of that organization in the past, as well as the past president of the local chapter of the National Association of Insurance and Financial Advisors.  He’s served as a board or advisory member of many local charities, and is the past president of the Cancer Foundation of Santa Barbara and is currently the President of the local Barbershop Harmony chapter.  In that last capacity he is well known as a barbershop quartet performer and entertainer.

He has been the featured speaker at local, regional, and even world-wide industry meetings, being twice featured as a keynote speaker at South Africa’s National Financial Industry convention.

His educational degrees, in addition to a BS in Environmental Biology from UCSB, includes the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) degrees from The American College, and also in 2020, the Certified Financial Fiduciary (CFF) designation.

His office is located in downtown Santa Barbara and he is happy to personally, and safely, meet clients there, or anywhere, usiing digital technology.  He can be reached at 805-569-7666 or by email brent@andersonfs.com

Since 1988 Jorge has been providing his clients guidance and valuable financial solutions. He is the Founder and President of Link Financial Group, Inc. in South Florida. He is an active member of the National Ethics Association and has earned his qualification as a Certified Financial Fiduciary, CFF.

He offers an extensive menu of services to meet the needs of clients in varying stages of life. He provides a high level of expertise in retirement safe-money options for pre-retired and retired individuals. He works closely with all clients to help them understand all of the resources available, potentially avoid paying unnecessary taxes, help increase lifetime retirement income, and avoid simple mistakes that could cost their beneficiaries thousands of dollars. 

He also offers assistance with small business 401(k) planning, life insurance, long term care, college savings programs, retirement planning strategies, and overall wealth preservation strategies. Jorge resides in MIami, Fl with his wife and two children. He is also involved with charities such as St. Jude Children's Research Hospital and The Ronald McDonald House.

Nguyen Tran has worked in financial services since 2004. To better service his clients, he started Win Wealth Solutions in 2016 as an independent financial planning firm that partnered up with some of the best firms and solutions providers across multiple industries.

Backstory: Nguyen and his family fled Vietnam when he was a baby. His family spent 2 years in a Philippine refugee camp before making their way to America. Like most immigrants, Nguyen's parents hoped for a better life for their children. His father was an orphan at around 12 years old after witnessing the violent death of his mother, while his father died 10 years before; due to an illness. Perhaps, with better health care, they would still be alive. As a first-generation immigrant, he hopes to hear your story, hopes and dreams. His purpose is to help find a better solution to your situation. Life can change on a dime; he will provide that ear to listen, and help you show off your resiliency to adapt to those changes. His willingness to utilize technological innovations will help deliver a unique blend of expertise and care to you, your family, and your community. He will seek out learning, so he can provide you with a more effective solution.

Nguyen was raised in Modesto, California with his three brothers and one sister. Growing up with an autistic brother taught him patience, fortitude, and perseverance. He attended Calpoly Pomona, majoring in Finance and Marketing. He lived in Newport Beach after college until getting engaged and moving to Los Angeles in 2018. He now resides in the Hancock Park area of Los Angeles with his wife and 2 kids. He values having an active lifestyle, running, biking, and beach flag football leagues. He has ran marathons and completed several bike races. He enjoys tinkering with the latest computer & AV tech, power tools, and gardening.

Bob began his career in Financial Services in 1979, after spending over 7 years as a

College Financial Aid Administrator. With a bird’s eye view of the financial

circumstances of a cross-section of the population, it was an easy transition in engaging

prospects in discussing their financial needs. Being a graduate of UNC Chapel Hill, with

a Bachelor’s Degree in Math Education, and teaching math for 5 years with the

Charlotte-Mecklenburg Schools and (part-time) at Central Piedmont Community

College, the “educator” basics have endured in making the general public aware of the

instruments, strategies, and individual applications available. Bob has conducted agent

training within the insurance industry for decades. His Graduate Degree in Guidance &

Counseling (UNC-Charlotte) provides a unique background in fostering his genuine

financial counseling approach, opposed to “selling” financial services.

Bob has more than 4 decades in assisting thousands of clients. He lives in Charlotte,

with his wife Beth. He has 2 children—one an attorney, and the other who also

provides financial services—and three grandchildren. Bob stays abreast of changes in

the financial services industry, and maintains an affiliation with the top carriers, allowing

him to find the best values available for his loyal clientele. That’s why they stick with

him—honesty, objectivity, maintaining personal contact, and providing first-class service

for the best interests of his valued clients!

Email: bob.long@benchmarkigroup.com

Address: 7300 Carmel Executive Park Drive, Suite 330, Charlotte, NC 28226

Phone: (Office) (704) 527-3993 (Cell) (704) 641-2510

Fax: (704) 527-7371

Jim Altebrando

Financial Consultant

About Me

I focus on Retirement & Estate Planning strategies, Pension Tax guidance & Wealth Management for the individual as well as the closely held business owner.

As a former business owner for 26 years, I understand the challenges that closely held owners and their employees are faced with. When working with clients, I incorporate my personal (business owner) experience along with the knowledge I have as a financial consultant to provide exceptional results and add value as a trusted financial professional.

I can provide guidance and support to individuals and business owners, whether it’s by designing and implementing qualified retirement plans, helping to maximize wealth through professionally managed portfolios or protecting each entity/individual through the use of life insurance and long-term disability insurance.

My team and I are dedicated to helping our clients articulate and realize their goals by providing the financial confidence that comes with a well formulated financial plan.

Services Include:

Retirement and Pension Planning

Tax Strategies to Help Individuals & Business Owners

Employee and Executive Benefits

Succession Planning

Estate Planning Strategies

Investment and Asset Allocation

Life and Disability Insurance Strategies

Associations

Hope House Ministries, Board Member

Port Jefferson Lions Club, Past President & Melvin Jones Recipient

Licenses:

FINRA Series 7, 63 & 65 registrations, Life, accident and health insurance, AR Insurance License 17020552

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-159236 (3/21) (Exp. 3/23)

After graduating from Kenyon College, Mike returned to Phoenix started his career in the financial service industry at a major life insurance company where he received training on life insurance and estate planning. Mike left the agency to form an independent life and disability income insurance brokerage company, Medical Staff Insurance Services, Inc., which focused on physicians and hospital employees. He joined Woodbury Financial in 1994 as a Regional Vice President. Mike was also active in the Phoenix Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was elected President for 2000 – 2001. In 2011, he left corporate life and opened Paradise Valley Wealth Management, Inc. where he continues working with individuals and businesses.

Over time, Mike’s ongoing professional education has earned him several securities licenses and professional designations:

·       The Chartered Life Underwriter® (CLU®),

·       The Chartered Financial Consultant® (ChFC®),

·       The Retirement Income Certified Professional® (RICP®)

·       Certified Financial Fiduciary® (CFF®)

·       Certified Plan Fiduciary Adviser (CPFA®)

• General Securities Principal License - Series 24
• General Securities License - Series 7
• Investment Adviser Representative License - Series 65
• Life and health insurance licenses in over 20 states.

Mike enjoys working with people who appreciate:

·       A preferred service experience with a seasoned credentialed planner.

·       A highly competitive fee structure.

·       High quality investments from providers such as Vanguard, Blackrock, Schwab and Fidelity.

Read more about Mike’s points of view and details about the services he offers: www.pvwealthmanagement.com

Financial Executive ,Member NAIFA,CRPC/CFF

Professional history includes employed for and trained by three Fortune 50 companies for 20 years, 30 years in the Financial Services Industry.

Degree in Economics, Graduate certificate in Financial Planning.  

Certified Retirement Planning Consultant designation

Member of National Association of Insurance and Financial Advisors.

Presently licensed in 10 states (state license numbers below) .

Appointed with and represent the highest and most trusted companies in the Financial Services Industry.

Supplying as many references as requested.