Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® 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!
Robert is a Certified Financial Fiduciary, (CFF), is insurance licensed and has worked in financial services for over 15 years. Using cutting edge technology, he helps his clients maximize their growth and income while defending their portfolios against market downturns. Robert is a 5th generation Washingtonian and when he’s not serving clients, he enjoys spending quality time with his family, friends, golfing and travel.
Bill Duggan has been helping families manage their financial lives since 1988.
Bill and his wife Charlotte have four adult children and three grandchildren and live in Almont, MI.
Bill is Host of The Safe Money Radio Show which can be heard Saturdays from 10 am to 11 am on WDTK 1400 AM and 101.5 FM The Patriot, Detroit.You can livestream the show on the station website or on iHeart Radio.
One of the main things Bill enjoys about being a financial advisor is helping families with retirement planning and being able to see families that he helped 15, 20 or more years ago plan for their retirements, now enjoying their retirements, in part because of the planning they did together with Bill.
Bill serves or has served over the years with organizations including The Salvation Army, Four County Community Foundation in Almont, MI and Community Bible Study.
Bill is a Director (Elder) for his church and serves as an altar prayer leader and usher.
Bill enjoys studying the Living Word of God and spreading the gospel.
During his free time Bill enjoys riding his bike, fishing and hunting.
A graduate of Bentley University Anthony earned a B.S. in finance in 1994. Anthony began his financial career in 1994 with State Street Bank. He then accepted a position with Morgan Stanley in 1997 when it was still Dean Witter.Anthony then joined UBS Financial Services in 2007. In 2018 Anthony Co-Founded The Northeast Investment Group with his Partner Jeffrey Boudjouk. Anthony is an avid fisherman and beach-goer, Anthony is also a member of Bradley Hospital's Foundation Board of Trustees, Chairman of The Providence Rotary Club Foundation and a member of the Aurora Civic Associaion. Anthony's passion is helping those in need whether it be in his personal or professional life.
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.
Mr. Kabinga is a Consulting Mastermind, Financier Deal Broker and Investment Banking Global Financial Services Leader.
Most CEOs, CFOs and Partners of Accounting, Law & Consulting Firms call his for advice on how to the best way to invest money. In most cases than naught he often finds himself being the go-to person for some of these executives who want to just talk and to bounce off ideas and strategies they may have on generating more profits while adding the most value and improving the livelihoods of all stakeholders. He is also known as a trusted friend.
Richard Elleris the President and Founder of Blueprint Financial Group, LLC.Since 1984, he has worked with a superb team of investment, research and support staff that focus on educating and preparing you for the most important decisions that affect your financial future and retirement lifestyle.
He graduated from the University of Rochester, and successfully completed the graduate financial planning program at Fairfield University.
Rich often speaks to the public and has been interviewed on radio and television. His popular retirement planning workshops for pre-retirees and retirees alike have been held in many locations. Rich was the host for a well-known radio financial program. He wrote a monthly newspaper column and authored other articles on investment management, saving for retirement and working to reduce taxes during retirement.
Mr. Eller works diligently as an educator and independent retirement planning specialist.This gives him the freedom and ability to focus solely on client relationships without any potential conflicts of interest. That is the Fiduciary standard of care he follows in service to you.He works for you, solely in your best interests, not any company.Rich is a Certified Financial Fiduciary® as well Chartered Federal Employee Benefits Consultant.℠ and personally meets with clients from offices in Connecticut, Florida and the Virginia/Maryland and Washington DC area.
Rich spends his free time with his wife and two children, and aging Australian Shepherd dog who come to the office every day.He also enjoys traveling and woodworking. He and his family previously hosted an international exchange student.Currently, Rich is raising chickens and donates the fresh eggs.
Richard Elleris the President and Founder of Blueprint Financial Group, LLC.Since 1984, he has worked with a superb team of investment, research and support staff that focus on educating and preparing you for the most important decisions that affect your financial future and retirement lifestyle.
He graduated from the University of Rochester, and successfully completed the graduate financial planning program at Fairfield University.
Rich often speaks to the public and has been interviewed on radio and television. His popular retirement planning workshops for pre-retirees and retirees alike have been held in many locations. Rich was the host for a well-known radio financial program. He wrote a monthly newspaper column and authored other articles on investment management, saving for retirement and working to reduce taxes during retirement.
Mr. Eller works diligently as an educator and independent retirement planning specialist.This gives him the freedom and ability to focus solely on client relationships without any potential conflicts of interest. That is the Fiduciary standard of care he follows in service to you.He works for you, solely in your best interests, not any company.Rich is a Certified Financial Fiduciary® as well Chartered Federal Employee Benefits Consultant.℠ and personally meets with clients from offices in Connecticut, Florida and the Virginia/Maryland and Washington DC area.
Rich spends his free time with his wife and two children, and aging Australian Shepherd dog who come to the office every day.He also enjoys traveling and woodworking. He and his family previously hosted an international exchange student.Currently, Rich is raising chickens and donates the fresh eggs.
Richard Elleris the President and Founder of Blueprint Financial Group, LLC.Since 1984, he has worked with a superb team of investment, research and support staff that focus on educating and preparing you for the most important decisions that affect your financial future and retirement lifestyle.
He graduated from the University of Rochester, and successfully completed the graduate financial planning program at Fairfield University.
Rich often speaks to the public and has been interviewed on radio and television. His popular retirement planning workshops for pre-retirees and retirees alike have been held in many locations. Rich was the host for a well-known radio financial program. He wrote a monthly newspaper column and authored other articles on investment management, saving for retirement and working to reduce taxes during retirement.
Mr. Eller works diligently as an educator and independent retirement planning specialist.This gives him the freedom and ability to focus solely on client relationships without any potential conflicts of interest. That is the Fiduciary standard of care he follows in service to you.He works for you, solely in your best interests, not any company.Rich is a Certified Financial Fiduciary® as well Chartered Federal Employee Benefits Consultant.℠ and personally meets with clients from offices in Connecticut, Florida and the Virginia/Maryland and Washington DC area.
Rich spends his free time with his wife and two children, and aging Australian Shepherd dog who come to the office every day.He also enjoys traveling and woodworking. He and his family previously hosted an international exchange student.Currently, Rich is raising chickens and donates the fresh eggs.
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, custom crafted retirement planning techniques tailored to each individual’s personal and unique financial needs.
