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!
Jared Van Slyke, Certified Financial Fiduciary® , BPC
Jared Van Slyke is a St. Louisan who attended John Burroughs School before heading to the University of Michigan to play football. He then launched his career in the financial services industry. He previously worked at NYLIFE Securities LLC as a Registered Representative who specialized in providing more personalized and practical financial advice. For more than five years, Jared has cultivated his niche as an educator, first and foremost with a big-picture approach and believes in building customized, comprehensive retirement plans unique to each client. Now as an associate financial planner with The Chamberlin Group, his unwavering mission is to continuously improve his client’s financial well-being so they can fully enjoy life.
Jared enjoys his role as St. Louis Chapter Ambassador for the Football Alumni of Michigan, of which he is a proud member, as well as volunteering for the Alzheimer’s Association. Jared serves the local community as a sports coach and youth mentor for several churches and Wentzville Parks and Rec.
Jared Van Slyke, Certified Financial Fiduciary® , BPC
Thomas (Van) Herndon, Certified Financial Fiduciary®
I was born in 1974 to Thomas E. and Lisa Herndon. My father worked in the inland water transportation industry all my life and retired as a towboat captain after thirty-one years. My mother was a homemaker and worked in education within our local school district. I graduated from Stewart County High School in 1992. I went on to study at Murray State University.
In 1995, I started a career in law enforcement. I worked in numerous capacities. I am most proud of being our area’s first School Resource Officer. I also served as a DARE Officer. The skills that I learned from these positions with regard to education coupled with my background in public speaking at Murray State and my interest in amature theatre, serve me to this day in communicating with and educating my clients.
In 2004, I began my career in the financial services industry with Edward Jones. In 2008, I went independent and opened an office in my hometown of Dover.
I have been married to my beautiful and supporting wife, Amy, for twenty-five years as of 2023. We have two children, Wyatt, age nineteen, and William, fourteen. Amy works in healthcare and is devoted to her patients.
We are active in our congregation of our Lord's church. I have been a deacon and currently serve as an adult Bible class teacher and substitute pulpit minister. My wife has served as a Sunday school teacher.
Whether it be in church or in a professional setting, I follow the example of Barnabas who accompanied the Apostle Paul. I strive to be a source of encouragement and a humble servant.
Thomas (Van) Herndon, Certified Financial Fiduciary®
Wilson Coffman strives to make a difference for each individual that walks into his office. He if the Founder and President of Coffman Retirement Group and has dedicated his career to help individuals better their retirement. He holds many professional designations to ensure his clients have all of the tools they may need at their disposal. Wilson is Social Security, Medicare, Long Term Care, Life & Health, Financial and Fixed Index Annuity Certified. For many years, Wilson has specialized in the areas of retirement planning, annuity, Medicare, and Social Security.
Wilson’s top priority will always be his clients. He forms a relationship with each client and works closely with them to understand their unique goals and how he can help them develop a plan. Wilson always has his client’s best interest in mind and focuses on maintaining a transparent relationship.
Wilson grew up in Pulaski, Tennessee before moving to Huntsville, Alabama. He is married to his wife, Tonya, and together they have created a large family with six children. His children, Will, Anna, Christine, Noah, Ben and Allision, and his wife, Tonya, are extremely important to him. Wilson would not be where he is today without the love and support of his family.
Michael Mattison, Certified Financial Fiduciary®, ChFEBC
Mike has been providing Financial services since 1996. As a Senior Wealth Management Advisor at PlanVest Financial, he provides holistic, customized guidance to help Private and Federal employees with their complex benefits and plan for retirement.
Along with the Certified Financial Fiduciary® designation, Mike also holds a Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) designation as well as licenses in good standing for Life and Accident/Health insurance.
Mike is part of the PlanVest Federal fiduciary advisory team which has multiple decades of financial industry experience combined. This group helps Federal employees navigate their complex Federal benefits. The team specializes in retirement planning; tax minimization; income strategies; and risk-based investment management. The group is composed of three financial advisors who hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBCSM).
Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance.
Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy, and have 2 adult children, they reside in Gaithersburg, MD.
Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.
Michael Mattison, Certified Financial Fiduciary®, ChFEBC
Randy Watson, Certified Financial Fiduciary®, CLU®, CES, C(K)P
Randy has served his clients as a financial advisor for 23 years. He does full service financial planning and specializes in helping people reduce or eliminate risk in their portfolios. Randy currently manages over $172 M in assets for his clients and has been designated as advisor of the year for Wealth Watch Advisors for the last 4 years in a row. He has also served on the board of advisors for the Institute of Business and Finance which is an accredited financial university and the 4th oldest provider of financial designations in the United States. He’s been married to his wife Jackie for 30 years and has 2 kids that recently graduated from college.
Randy Watson, Certified Financial Fiduciary®, CLU®, CES, C(K)P
William brings over two decades of experience in education and business, with a strong background in both fields. As the President of Gold Federal Advisor, he is committed to providing guidance and teaching individuals from diverse backgrounds, spanning the private and public sectors.
With the esteemed designation of CFF (Certified Financial Fiduciary), William leverages his extensive knowledge in finance and a strong sense of fiduciary duty to help his clients achieve their financial goals and realize their dreams.
Working alongside a seasoned team with over 40 years of collective experience in financial planning, accounting, and estate planning, William ensures comprehensive and expert guidance for his clients.
In addition to his professional endeavors, William is dedicated to sharing his knowledge as an instructor at a local high school and teaching finance and money-related classes to adults in the community. His passion for education extends beyond the realm of finance.
Based in Henderson, Nevada, William resides with his wife and seven children. Together, they enjoy exploring national parks through hiking, and boating, creating cherished memories as a family.
Adam Howard NSSA® is an independent financial professional who is dedicated to helping clients with the four pillars of retirement planning: health, wealth, legacy, and long-term care. Seeing his father lose his health, business, and family home in the crash of 2007 has empowered Adam to help others prepare for the unexpected.
As the Founder and President of Lifeway Retirement Solutions, he brings a wealth of knowledge and experience to his clients, providing them with customized solutions to Medicare, retirement, and legacy planning. He is also the author of "5 Costly Medicare Mistakes to Avoid," which has helped many people navigate the complex world of Medicare with greater confidence and clarity. He is proud to help clients remove retirement funds from market volatility and provide them safe solutions that offer principal protection, guaranteed growth rates, and guaranteed income for life.
In addition to his professional achievements, Adam is a devoted husband and father of five amazing children. He and his team at Lifeway Retirement Solutions are committed to making a positive impact in their community and have started the Save the Children Fund to benefit Operation Underground Railroad in their fight against human sex trafficking. Thanks to his unwavering commitment to his clients and his exceptional skills as a financial professional, Adam is widely respected and sought after in his industry.
James founded REA with one goal in mind: Preparing his clients for a successful retirement by implementing proven retirement strategies covering the five important areas of the Financial Planning process. Through education and proper planning, he has brought his clients the peace of mind they deserve so they can focus on enjoying retirement. James has worked diligently for over 20 years in the financial services industry consulting and teaching thousands of students and retirees. Through his financial guidance and planning process many of his students have become clients and lifelong friends. James has been married to his lovely wife Kris for 27 years. Together they have 5 children and 3 grandchildren. James enjoys spending his personal time with his wife Kris and their family. He stays very active getting in the occasional basketball game with friends, golfing, and recently taken up long distance running. He feels it’s important to enjoy life to the fullest and you can do that by eating healthy, exercising, and living a life that’s pleasing unto the Lord. James is a passionate Christian serving locally at illuminate Church in Celebration.
Steven Vrooman, Certified Financial Fiduciary®, CFED®, CRC®, IAR®
Steven Vrooman is a seasoned financial advisor with extensive expertise in both investment and insurance planning. He initially became a Fiduciary, Investment Advisor Representative when he passed his Securities 65 exam in 2011 and trained with World Financial Group / Transamerica for two years.
After a brief hiatus to focus on insured money planning through life insurance and annuities, Steven regained his series 65 securities license in 2017 when he joined Wealth Watch Advisors, a team of non-captive, independent advisors. As a Fiduciary, Steven is held to the highest ethical and legal standard by the SEC, ensuring that he always puts his clients' interests first. He is licensed to advise clients across the United States, and has additional credentials in long-term care and annuities.
Steven Vrooman, Certified Financial Fiduciary®, CFED®, CRC®, IAR®