Jason Bleick is a wealth strategist, real estate investor, and a man on a mission to help people reduce their financial stress, and change their money mindset, so that, they can make more of an impact in the world and leave a legacy.

Jason had a wealth shock 10 years ago which was the catalyst to begin researching, studying, and trying many different financial products and strategies to eventually find low-stress and predictable ways to build wealth. Now, Jason is the owner of the financial firm Golden Rule Wealth. He is helping individuals, business owners, and real estate investors, create sane wealth strategies that are proven, predictable and tax-efficient, and unknown to the “typical” financial advisor and planner, which helps his clients reduce financial stress and take back control of their financial future.

With more than 25 years of investment and financial market experience, Tim has both traded and managed trading desks for large financial institutions and has worked with the highest-grade institutional clients from leading investment banks.

In 1994, Tim began his career trading Fixed Income and FX products at Bank of America, London. At BGC Partners, Tim ran the product range for the Interest Rate Options area across both the London and Asian markets. His teams achieved multiple Risk Magazine industry awards for innovation and excellence in interest rate derivatives. Tim is qualified as a BA (Hons) BA and a Registered Investment Advisor.

Tim founded Altior Capital with the idea to pass on his knowledge and experience of investing and wealth management to his clients. His client centered data-driven approach to wealth creation and preservation is focused on those who demand fiduciary responsibility and unbiased investing advice.

Over the last 16 years, Tim has had the pleasure of working with thousands of clients. They all speak highly of his integrity, humility, skilled knowledge, and laid back demeanor that resonated to each of them upon meeting with him and throughout the transaction process. His tremendous love and passion is very apparent as he helps to provide all his clients with the necessary financial and insurance planning tools to insure against any unexpected future life event. This
proactive approach makes sure that existing and future generations will inherit a sense of financial stability.

Tim and his wife Judy have been blessed with 33 years of marriage and reside in the Raleigh, NC metro area. They have two amazing children, one son and one daughter, along with four rambunctious grandchildren. Prior to Tim’s financial advisory and insurance career, he and Judy owned multiple highly successful businesses in real estate, retail, and a wholesale distribution company. His life balance is built around his faith, family, friends and the lifelong relationships he
has forged with his clients over the years. When he is not meeting with clients, Tim enjoys spending time relaxing with his family, attending church functions, golfing, lifting weights at the gym, or playing in softball leagues.

At the initial discovery meeting, he seeks to gain an in-depth understanding about each client’s financial needs, current insurance coverages, and personal retirement goals. After the initial fact gathering meeting, he will then perform an extensive analysis of the information obtained in order to provide you with the best solutions/options to help you achieve your desired outcome throughout your retirement years. He utilizes his expert knowledge and numerous licensed
certifications to help provide the families and businesses he serves with innovative financial strategies and sound solutions. His well defined plans will result in financial clarity, security, and peace of mind for you, the client.

He and his team of experts welcome the opportunity to earn the trust of anyone looking for assistance with qualified plan rollovers (IRA,401K,403b, and TSP), long term care protection/planning, asset protection with no market risks, retirement income planning, life insurance/family legacy planning, tax free income strategies, Medicare supplemental insurance, social security maximization, etc. Once you personally schedule a meeting with Tim, you too will have a much better idea of how he can help you address any of the issues you have concerns
about and the best solutions to give you the peace of mind you innately deserve.

Cayla Dee is a traveling Financial Professional who splits her time between Texas and California. Although she is primarily based in Texas, she holds her Life, Accident and Health license in multiple states throughout the United States. 

Her financial focus is on Indexed Strategies that help protect your wealth. When it comes to retirement planning, she will guide you towards proper and strategic asset distributions that allow you to transition into retirement stress free and prepared. She also helps navigate you through proper budgeting, and saving techniques to help be prepared for the financial plans you have ahead.

Being an educator at heart, she strives to increase her clients financial literacy and investment knowledge to help them make powerful and informed decisions for their future.

As a younger financial professional, "I strive to encourage my generation and our future generations to start building wealth early, protecting their assets, and spreading financial awareness. Building financially independent individuals who can retire early and enjoy a lifestyle tailored to their aspirations and goals is a focus of mine".

Away from work Cayla Dee enjoys spending quality time with my nieces in Texas as well as exploring the culinary world by cooking in different countries and trying new cuisines. She also spends time outdoors exploring the mountains and beaches of California. 

Victoria Marshall entered the industry in 1994. She later founded her company in Redlands, California, in 2003 and since that time, Marshall Insurance and Financial Solutions has served its clients with compassion and forethought.  As an advisor, Victoria is insightful & compassionate, and dedicated to listening to what her clients need.

Kraig Carpenter is the Founder and Registered Principal of El Camino Real Financial Advisors.  In 1991, Mr. Carpenter started his professional training with Merrill Lynch & Co.  Kraig has extensive knowledge in financial planning, insurance, investments and retirement. Kraig attended University of California, Davis and studied Business Administration.  He continued his studies at the Donald T Regan School of Economics while at Merrill Lynch & Co.  As the Registered Principal at ECRFA Kraig has passed the FINRA Series 6,7 & 24 and NASAA Series 63, 65 and 66 registrations. Kraig is a licensed California Insurance Broker and is insurance licensed in many other states as well.  Kraig has been in the financial services industry since May 1991.

Joel has been in the financial services industry for the past 30 years after graduating from the University of Alabama in 1992 with a Bachelor of Science in accounting. After practicing as a Certified Public Accountant for the first decade of his career with Wilkins, Miller, P.C. in Mobile, AL, Joel assumed the role of Chief Financial Officer of a multi-state holding company called IPC Industries, Inc., also based in Mobile. For the next dozen years, Joel worked for several different large investment companies (Hartford Life Insurance Co. and Cantor Fitzgerald, L.P., e.g.) to assist with securing capital for their lines of investment products. In that role, he acted in an advisory role to many financial advisors/planners across the southeastern United States. He received his Certified Financial Planner designation in 2011 and has been assisting individuals and families with holistic financial and tax planning for many years. He is married to his wife, Kara, and has had the benefit of being the father of two lovely young women, MaryGlynn, 18 and Tanner, 16. Joel is very involved in the Big Brother/Big Sister program. When not working or volunteering, he enjoys watching the Tide play, taking his trusted dogs, Oliver and Shiloh, on hikes at Red Mountain Park, and playing golf.

Little known fact about Joel: “I was the official scorekeeper for the Double-A Padres affiliate baseball team, Mobile BayBears, in 1997 and 1998. I also juggle (and am not bad at it).”

Charles Cannon has been a CFP® for 20 years now, and is pleased to add the Certified Financial Fiduciary® designation as well.  Mr. Cannon focuses his practice on pre-retirees and retirees, helping them attain the retirement lifestyle they have worked 25 or 30 years to earn.  Mr. Cannon is also active in his community, volunteering at the local High School and coaching whichever sport is in season.  Mr. Cannon resides in Tigard, OR with his wife of 25 years, Ikuyo, and their 2 children.

About The Iter-Silva Financial Group and Philip J. Eickhoff

Empowering Clients to Add Clarity and Control to Their Income and Legacy Planning

Philip Eickhoff and his team at The Iter-Silva Financial Group provide education-based, empowering financial planning solutions for individual clients and closely-held entities.  We serve families, small-business owners, professional practices and executives in matters of business continuity, business succession, and compensation planning, as well as personal financial and legacy planning needs including income and distribution planning and wealth management across the wealth lifecycle. 

Philip graduated from Reed College, Portland, Oregon and received his graduate degree from Princeton University.  Early in his career Philip joined a boutique Estate Planning Firm in Southern California where he helped educate clients and design, implement and manage high-net worth wealth planning strategies.  That initial step led to twenty-five plus years providing client-focused planning solutions in the Financial Services and Securities Industry.  Across those years Philip also developed and operates a settlement planning practice, Summit Settlement Group, Int’l, that works with attorneys and their clients to help address the specific needs of financial planning within and beyond the litigation process. 

Philip and his wife, Anne, have been together for over 30 years, partners supporting and nurturing each other with humor and insight.  They and their three children lived on a small farm/ranch in Montana’s Bitterroot Valley before moving to Brussels, Belgium for 6 years.  Home is now south central Wisconsin, where they enjoy the grace and beauty of deciduous forests, kettle moraines, and the astounding delights of being grandparents.  Philip is a lifetime soccer fan, a retired high school soccer referee, recreational cyclist, and delights in being a lifelong student with varied and disparate intellectual curiosities. As well, he nurturing his skills in drawing and creative writing. 

The Iter-Silva Financial Group is the service and educational center for our Holistic Financial Practice.  Our goals are simple and vital: be of sterling character, be transparent, educate first and empower, provide exemplary service, know and understand each client, exceed customer expectations and be accountable to the highest ethical codes for professional conduct and action.  Through education and strategic consultation we empower clients to add clarity and control to their Financial and Legacy Planning, and help guide them along their path to better financial futures, and better nights’ sleeps.