Bobby brings over 40 years of insurance experience and knowledge to his clients. He is a Certified Financial Fiduciary, currently licensed for sales and marketing in health, life insurance, and annuities. His responsibilities have included: Marketing and sales to both individuals and groups; Working with multiple decision makers at various levels to secure accounts; Performing dual role functions of business to business as well as business to consumer sales. In the most recent 20 years, managing and growing his existing client base with a concentration in retirement income.

Bobby grew up in the Southeast and attended Florida State University with a major in marketing in 1982. He is married, has three grown children and four grandchildren. He loves the outdoors and is active in the local community as well as being a Master Mason.

The Rouse Group, Inc, assists investors in multiple states aged 45+ to preserve their capital, increase their income and more profitably organize their investments. People who consult Bobby find that they lower their tax bills by as much as 30%, eliminate taxes on their social security income, and obtain better protection for their financial future. The Rouse Group, Inc. works only with "safe" money strategies that are never subject to market loss!

Sheila Madrigal is a financial advisor and investment assistant at Kaizen Wealth Management Group. Sheila has over 30 years of experience in the financial industry, including an extensive banking background.

She strives to help clients achieve their financial and retirement goals, and she will go above and beyond to assist them in their needs. Sheila is truly gifted at building trust, which is extremely important to her.

Sheila loves music, photography, and pampering her three pug dogs.

Sheila’s experience and dedication to her clients makes her a valuable addition to the Kaizen Wealth Management Group team in Glendale, Arizona.

Casey Marx is the founder of Crown Haven Wealth Advisors based in Carmel, IN, and holds the designation of Retirement Income Certified Professional (RICP), has been a nationally recognized TOP Advisor from 2011 - 2022, and was named one of America’s Financial Leaders by Forbes. He and his financial planning firm assist people in the Hoosier state and across the nation in achieving their financial goals. Casey and his team help their clients spend less time worrying about their money and spend more time enjoying their lives.Casey understands the need for proper financial stability; after his father’s untimely passing when he was only 15 years old. Shortly after, he witnessed firsthand the effects a market downturn can have on a family. More than half of his mother’s life savings were lost because of careless financial planning by a large commercial firm.Because of that experience, Casey dedicated his professional career to preserving, protecting, and safe growth of their financial assets. His goal is to preserve bright futures for clients and their families. For years, he has helped his clients safeguard millions of dollars in retirement assets. Casey and Crown Haven Wealth Advisors offer their proprietary RetireSHIELD,  custom crafted retirement planning techniques tailored to each individual’s personal and unique financial needs.

Michael Masor specializes in protecting his client's finances and helping them reach their goals; being the owner of Clearwater Financial Group and being independent, he contracts with multiple companies to bring the best products to his clients. 

Mike has been able to help people of all ages protect millions of dollars in retirement assets, and not a single one has lost a penny from market downturns. When asked about his goals, he said, "It is my desire to give my clients peace of mind that their futures are taken care of; I work hard to find the best rates to make that possible. "I personally customize plans for families' particular situations so they will know their money will perform the way they need it to." 

Lindsey, Mike's wife of 13 years, also works in the business and enjoys the chance to work closely with clients. They live in Houston, Texas, and have two sons that keep them busy with year-round sports; Mike and Lindsey love taking the boys fishing and camping or playing a semi-competitive driveway basketball game.  

Mike's experience, honesty, and integrity are the foundation of his business. His high referral rate directly results from his passion for helping his clients.  

You can hear Mike on Safe Money Radio or visit his website at www.clearwaterfinancialgroup.com

Shawn is a leading provider of retirement planning; he takes pride in offering the best analysis, proven solutions, and qualified service within the industry. Shawn and his team are dedicated to serving the needs of each client every day. He has established himself in the insurance industry for over two decades and works toward achieving each client’s retirement goals. Our business philosophy is our clients always come first.

 Reggie was born where the best-revered health care professionals are born, Manila, Phillipines! 

The daughter of a dentist and a corporate lawyer, she came to the US in 1991 as a young banker turned mortgage professional, and today, a successful Insurance, Annuities, and Group Benefits Advisor. Her "a-ha momnent" came to her in her many years of retirement planning conversations. She found out that the majority of our citizens are especially concerned about not having enough money for retirement. Or outliving their income. Or dying poor! THis led Reggie to become a professional resource to increase the public's preparation for a secure retirement. As a Certified Financial Fiduciary , she agrees to uphold the highest moral, ethical and fiduciary standards of service when providing advice to her potential or existing clients. She lives in Chino, CA with her husband and two daughters.