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. 

Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20 year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.
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Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations, as well as their wants and dreams, before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC.

Driven by family and philanthropy, Scott actively seeks out community members in need of synergistic financial planning and wealth management. He uses his talents and extensive experience to create reliable strategies with clients, and he focuses on positively impacting as many people as possible by doing the right thing for his clients.

Scott attended Kennesaw State University before transferring to the University of West Georgia, where he earned a degree in marketing and was an active member of Pi Kappa Alpha. His current credentials and certificates include his Series 7, 63 and 65 certifications, as well as life, health and limited-property insurance certifications. Outside of work, Scott enjoys traveling and spending time with his wife Jill and four children Chandler, Leia, Luke and Chris, as well as volunteering in the community and practicing Tae Kwon Do. Scott is the Co-President of the Etowah Valley Chapter for Sleep in Heavenly Peace charity where they raise money and build bunk beds for children currently sleeping on the floor.

Nelson Secretario, CLU, ChFC, is a Certified Financial Fiduciary with over 25 years experience, who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields.

This might sound like a lot of work, but our team of skilled and certified public accountants will handle most of the heavy lifting. In addition, as a Registered Investment Advisor, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve the clients’ best interest.

Nelson and his wife Vikki live in Hawaii, on the beautiful island of Kauai. Enjoys traveling, ballroom dancing and are blessed spending time with their 3 daughters, 5 grandchildren, and a weekly round of golf with friends, when possible.

Pat Ginefra CFED® has been working in the financial sector for over 25 years, helping clients protect their assets and invest wisely. A successful financial consultant, Certified Financial Educator, and entrepreneur, he founded his holistic financial services practice, MyLifeBroker.com, in 2002 .Pat has worked with both federal and private-sector employers to provide retirement income planning guidance. Pat and his staff have developed a specialty in working with retirees and those about to retire who want to protect their principal balance, ensuring a worry-free retirement income (knowing their money will last and that they won’t outlive it). Estate Planning is also one of his strengths. He has shown hundreds of retirees how to build a bridge to confidently guide their assets to their loved ones, avoiding Probate Court, nursing home spend-downs, and unnecessary taxes. All companies promise individual attention and unbiased guidance; Pat delivers on these and offers guidance from an independent position.

Mike started Alliance Wealth Management Group, LLC in 2002 with one primary purpose in mind: To serve the unique needs of those who are in or nearing retirement by creating holistic, custom strategies that breed financial confidence. That remains the firm’s mission today.

Prior to starting Alliance, Mike worked for Protective Life Corporation in Birmingham for 18 years. He served as a Vice President of Marketing for Protective and as President and CEO of its broker-dealer, ProEquities, Inc. Mike is a veteran of the financial services business, having amassed nearly four decades of industry experience.

While busy at work, Mike also served his community for many years at Children’s Hospital of Alabama as President of the Foundation Board and also as member of the Board of Trustees.