Lucille Townsend Biography

Lucille Townsend has worked in the financial services industry for more than 20 years.  She began her career with The Manufacturers Hanover Trust Company of New York, The First Chicago Trust Company of New York, The Industrial Bank of Japan, and JP Morgan Chase.

Lucille holds a Masters Degree in Business Administration and has earned the designation of Certified Financial Fiduciary to offer her clients a higher standard of service founded on integrity, care, loyalty, and good faith.

Lucille currently works with World Financial Group, Transamerica Financial as a licensed financial professional. She believes that everyone should have access to the highest quality financial advice and strategies.  Lucille assists clients of moderate means, as well as uber, high net worth individuals, families, and businesses achieve their financial goals and create and preserve wealth.

Lucille also hires and trains business partners to assist in this endeavor.

Lucille credits her faith as a born-again Christian for her strength, abilities, and success.

Passionate about helping individuals and families achieve their financial goals and secure their future. With years of experience in the financial industry, I have had the privilege of working with clients from various backgrounds and guiding them toward financial success.
 

Using a personalized and holistic approach to your financial plan. I understand every client is unique and tailor my strategies to meet your needs and aspirations. By carefully assessing your financial situation, risk tolerance, and long-term objectives, I will create a customized tax-efficient plan that provides a roadmap to financial security.

Tim has been in financial services since January 2008. Tim relocated to Florida from Wisconsin in 2004. Tim, Heather, and their daughter Kieralyn live in Eustis, Florida, and attend The Church of the Lakes in Leesburg, Florida. Tim enjoys traveling with his family, watching and playing sports, and scuba diving. He is an avid outdoorsman and hunter.

Aaron J. Maassel

Esquire | Certified Financial Fiduciary | Founder

 Aaron is the founder & owner of Voyageur Advisory Group. He attended The Ohio State University for his undergraduate studies and received his Bachelor’s of Arts Degree in 1999. He furthered his education at Case Western Reserve University School of Law where he earned his Juris Doctorate.  Aaron is a Certified Financial Fiduciary  and holds several licenses in various states across the country and works as a Retirement Planner and Team Based Model Consultant with Voyageur and an attorney, licensed to practice law in both Ohio and

Michigan.

At Voyageur Advisory Group we strive to build lifetime relationships as we work proactively on your behalf in all areas of retirement to ensure we are the last advisors you will ever need. It is our mission to perfect individualized holistic plans that inspire confidence and peace of mind through all seasons of life.  Our proprietary planning process was developed to design and implement comprehensive retirement plans, ensuring both stability and growth through our broad array of services and team of professionals that through coordinated efforts and designs, provide our clients with a truly holistic retirement and estate preservation plan.  The professional team that Voyageur has brough together includes insurance agents, financial planners, brokers, registered investment planners, elder law attorneys, real estate attorneys, accountants, CPAs, and VA accredited agents and many more, to ensure that you, as our client, get the best, most bullet-proof plan available, ensuring you not just arrive in retirement, but that you enjoy the journey!

Brandon founded Coastline Complete Wealth with one goal in mind – to better serve his clients.  He had a 13 year career with a large national firm; where he mentored many advisors, won several awards, and served in numerous leadership roles.  

“We believe a great financial plan is more than just monitoring an investment portfolio.  It's making sure our clients have a clearly defined estate plan that aims to maximize earnings potential, is tax efficient, and helps to achieve clients' long term financial goals.  Perhaps the most important part of this is consistent communication with our clients and making the necessary adjustments as their lives change."

In 2023, Brandon was recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina.  He is a graduate of Ball State University, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Financial Fiduciary® and he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.  

Being from the Midwest, Brandon is still excited about all the Lowcountry has to offer.  He and his wife of 15 years, Amanda, love to be outdoors with their two young daughters, Hannah and Caroline.  

*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

William is originally from London, England and has worked in many different fields, including as an adviser to a British Prime Minister, as a TV spokesperson on disability rights issues and more recently, as a writer and producer for film and television. Since coming to America several years ago, William made one movie that was released in the pandemic and then pivoted to a new career as a financial professional. William is currently a Marketing Director at World Financial Group, is licensed in 16 states and has recently become a Certified Financial Fiduciary. 

Sean Flaherty been working with individuals , families and businesses in the area for 29 years. I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances as well as your hopes and dreams. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We're looking forward to using our expertise to help you pursue your financial goals.

Benjamin Green

Founder & Wealth Preservation Specialist

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.

He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller "The Global Superstar: How Your Students Can Develop an Advantage over Global Competition" to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish, and has studied Latin, Italian, and French. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club, The Entrepreneurship Center, and the Nashville Kiwanis Club.

Benjamin splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Benjamin Green

Founder & Wealth Preservation Specialist

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.

He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller "The Global Superstar: How Your Students Can Develop an Advantage over Global Competition" to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish, and has studied Latin, Italian, and French. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club, The Entrepreneurship Center, and the Nashville Kiwanis Club.

Benjamin splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

My Qualifications

Laurence has been a financial advisor since 2013. He received a Bachelors degree in Economics and a minor in finance from the University of Rhode Island. He holds his General Securities Representative registration (Series 7), his Uniform Combined State Law Registration (Series 66) and insurance licenses for life, health, disability, property and casualty. He has obtained the following two designations. The Certified Financial Fiduciary® (CFF) and the Certified in Social Security Claiming Strategies (CSSCS) designation. Laurence is dedicated to developing lasting relationships with all of his clients. His goal is to help clients assess their financial goals and participate in the management of their finances. One of the benefits of working with Laurence is his ability to provide clear, easily understood explanations of financial investments and services. The personalized program he provides is designed to help you work toward an independent financial future.

My Background

Laurence currently lives in Cherry Hill, NJ with his wife Danielle and their son Mason. When not working, he enjoys golfing and skiing.

On March 7, 2016 I joined Medallion Wealth Advisors after working at Merrill Lynch for 4 years.  I am currently accepting new clients.  My most typical client is a Physician or other Healthcare Professional as I spent a number of years in medical sales earlier in my career.  I also work with many families and small business owners helping them plan and save for retirement.  I specialize in Financial Planning and providing Investment Advice.  My goal is to provide the individual investor the same level of professional management and service as institutional investors.  Through the planning process I develop an in-depth understanding of my client's financial needs and goals, and then design an investment strategy designed to meet those goals while taking on the minimum amount of risk needed.  I am most proud of helping my clients achieve their financial goals.  I went through the process of attaining the Certified Financial Fiduciary® designation to emphasize my life-long commitment to always act in the financial Best Interest of my clients.  I live in Colchester with my wife and three daughters.