Andy Urso has over 20 years of experience in the insurance and financial services industry, helping individuals and small business owners protect and grow their assets. He has also assisted clients in setting up retirement plans with guaranteed income designed to last throughout their lifetime.

My name is Tatjana Schmitt, and after earning my Master of Business Administration and completing a successful 30-year career in the airline industry, I moved to Texas and shifted my focus to what inspires me most—helping individuals and families plan for a brighter tomorrow.

As a licensed agent in Life and Health and as Certified Financial Fiduciary, I provide guideance to guide families through proven Indexed Strategies,towards a future where their children have the freedom to chase their dreams—whether that means pursuing higher education, exploring the world, or following their own unique path. And I  help individuals prepare for retirement with strategies that provide confidence, security, and peace of mind. Having raised my own family and experienced my own transition into retirement, I understand the questions and concerns, that come with planning for life’s next chapter.

When I’m not working on behalf of my clients, I enjoy spending time with my family,especialy my granddaugher, traveling, and embracing the Texas outdoors—especially exploring the many scenic bike trails in the area.

I have been licensed and in the financial world for over 21 years.  I am the owner and founder of Texas Financial Retirement Services, LLC, located in Conroe, Texas.  I service clients throughout the greater Houston area, and all of Texas.  833-77-Retire, 833-777-3847, or locally at 936-447-0113.  

Rebecca Irey is the CEO of Blue Skye Financial and one of the leading voices in modern retirement and wealth strategy for American families and business owners. With a mission rooted in truth, transparency, and empowerment, Rebecca is dedicated to helping people break free from dependence on debt, broken systems, and outdated financial rules — and instead build real independence, generational wealth, and long-term financial security.

A seasoned wealth consultant, coach, and educator, Rebecca brings clarity to a financial landscape that often feels confusing and overwhelming. She specializes in holistic planning that goes far beyond products — integrating wealth building, tax strategy, debt elimination, retirement design, insurance planning, and income optimization into one cohesive, client-first strategy.

Rebecca is widely recognized for her ability to take complex topics like Social Security, Tax-Free Retirement, federal benefits, FIAs/IULs, Roth strategies, and business-owner planning — and translate them into simple, actionable steps clients can use immediately.

At Blue Skye Financial, Rebecca leads a national team serving families, entrepreneurs, federal employees, and retirees with a “big enough to handle every need, small enough to know your name” approach. Her work centers on helping clients move from surviving to thriving, from uncertainty to confidence, and from dependence to true, lasting freedom.

Driven by a passion for service, Rebecca sees finance as more than numbers — it’s about restoring choice, dignity, and possibilities for families across America. When she isn’t guiding clients or training advisors, she is building resources that make high-level financial planning accessible to anyone who wants to change their family’s future.

Website: www.blueskyefinancial.com

Natalie is a licensed health insurance agent and Certified Financial Fiduciary® (CF2) who specializes in Medicare and long-term care planning. She holds the Long-Term Care Professional (LTCP) designation and is certified by the National Association of Registered Social Security Analysts (NARSSA) as a Registered Social Security Analyst® (RSSA®). Through her combined fiduciary commitment and dual expertise in healthcare coverage and retirement income strategies, Natalie helps clients understand how Medicare, Social Security, and long-term care work together within a comprehensive plan. Her personalized, educational approach empowers clients to make informed decisions that support their health, financial security, and peace of mind throughout retirement.