Tim has 15 years of experience in the insurance and financial services industry. He loves building lasting relationships with clients. He currently resides in Hamden, CT. In his free time he enjoys watching sports, going on hikes with his dogs and spending time with his wife and two boys.

George P. Webb is the Chief Executive Officer at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. George has worked extensively with institutional and wealth management clients over his career in providing guidance on designing, implementing, monitoring and evaluating their investment programs. He has traveled extensively to the major capital markets across the globe which provides seasoned international expertise for our team and our clients. Prior to joining the firm, George held senior management positions at some of the industry’s top investment management firms including: Fidelity Investments, Northern Trust Global Investments, Nuveen Investments, and he started his career at Aetna Capital Management where he worked with defined contribution plans and their participants. George earned his B.A. in Economics and History from Tulane University and holds an M.B.A. in Finance and Marketing from the Kellogg Graduate School of Business at Northwestern University. He is a member of the CFA Institute, Boston Security Analysts Society. George volunteers for several not-for-profit organizations including The Hale Reservation, CCT Boston and is President of the Dover-Sherborn Gridiron Club.

George is an avid mountain biker, skier and enjoys anything salt water. He is actively engaged coaching his children’s sports teams and is one of the Varsity Football coaches at Dover-Sherborn Regional High School. George is from Dover, Massachusetts and currently resides there with his family.

After experiencing financial turmoil in his family during the dot-com bubble, Nicholas Crown dedicated his career to managing risk as an institutional fixed income trader. He founded the first Fixed Income Arbitrage desk at UBS in New York and became the youngest Director at the bank by 2014. Previously, Nicholas was a VP at Barclays Capital in Futures trading specializing in bond basis arbitrage. He began his career as a crude oil and natural gas clerk at the New York Mercantile Exchange.

Through his experience, Nicholas realized that retail brokerage products and retirement solutions failed to adequately hedge the risks many investors face. By pre-selecting and carefully structuring annuities, from the neighboring insurance industry, he discovered the easiest and most reliable way to safeguard retirement assets. With the mission of delivering this solution to successful retirees, he founded Revise in 2023.

As Managing Strategist, Nicholas frequently engages directly with clients. He holds a degree in Applied Economics from Cornell University, cum laude, and resides in Chicago.

Gage’s more than a decade of experience in financial services is only the beginning of a long career of servant leadership. Gage’s more than a decade of experience in financial services is only the beginning of a long career of servant leadership. His desire to truly understand the values his clients hold dear empowers those who work with him to choose strategies that best align with what they truly want out of life.

His time as a Mathematics major at St. Vincent College in Latrobe, PA was filled with problem-solving while his captainship of the soccer team kick-started him into leadership. His solution-based mindset and empathic nature are what lead him to the field and why he continues to find success. Success to him is defined as intimately understanding his clients’ viewpoint and working together to build a financial plan that puts them in control of their future.

Gage lives out his own values by prioritizing his non-professional passions and the people closest to him. He and his wife, Michelle, along with 2 dogs, Harry and Koda, live in Sterling, Virginia, where they can’t seem to sit still. Lovers of spontaneity and variety, they fill their time with hikes, self-curated winery tours, and anything that gets the blood flowing. Gage’s love of sports and outdoors is alive and well in the form of competitive adult soccer leagues and the occasional snowboarding adventure where he seems to spend more time on his keister than on the board. 

 Nelson Wilkinson has been in the financial services industry since 1993. Licensed as an insurance agent since the same year, Nelson’s extensive experience includes a decade-long tenure as a mortgage banker and broker. A family man, married since 1991 with six children, Nelson resides in Virginia. His commitment to providing comprehensive financial solutions has made him an invaluable asset to Universal Producers Group.  

Chris George has been in the financial services industry since 2007 and has held a licensed insurance agent credential since 2008. Licensed in over 30 states, Chris brings a wealth of knowledge and expertise to the team. His dedication to helping clients navigate the complexities of financial planning has been a valuable asset to Universal Producers Group’s success. Residing in Maryland, Chris continues to drive the company forward with innovative strategies and a client-first approach.

A fully bilingual international executive & Wealth Advisor Roberto Advise UHNW, Family Office & Institutions in Mexico & US, Experienced in Exit Strategies & Wealth Structuring Roberto is supported in JV Global Capital, Inc. by the best Custodians, Technology, Accounting, Wealth Structuring & Tax Planning Partners that deliver solid guidance and advise to our customers globally.

Roberto is a Certified Financial Fiduciary® and as Founder, President & CEO, of JV Global Capital he is offering Defined Contribution(401K) Plan Advisor Services and working as a Financial Inclusion Evangelist to improve awareness within the hispanic communities, He is also an International Global Wealth Advisor & Senior Portfolio Advisor at JV Global Capital, Inc. and leads as International Financial Operations Managing Director at ViSteel.

As Head of International Banking & BDO at AFIRME Global Services Roberto is working on cross border banking financial services and fintech solutions with a conceptual ecosystem disruptive proposal to revolutionize cross border payments & trade finance for the USMCA market.

As the Treasury Product Director in BBVA Bancomer, he designed international structured debt to improve US cost of funds, the first Euro Peso (MXN) issue on the London markets, capital structure models, cost of funds optimization models, syndicated credit pool valuation, mortgage and toll highways securitizations, he was also involved in several corporate business alliances, fusions and acquisitions.

Other responsibilities included portfolio and risk management of domestic and global money, FX and Stock markets treasury allocations, he was a member of the Bank's Investments, and Asset and Liability Committees.

He developed the OTC FX, Rate and Inflation Forward Contracts Trading and Management Systems, and implemented portfolio and risk management methodologies for the specialized banking business unit of Bancomer and participated in a team that lead to the foundation of the MexDer, the first financial derivatives market in Mexico.

He hold a Series 7, Series 66 FINRA registrations, an Arizona & Texas Life, Variable Life & Health Insurance Professional License an MBA with a concentration in Finance from EGADE in Mexico City, a bachelor's degree in Computer Science from UADC. He also hold several certifications and diplomas in Finance, Computer Science, Internet Information Services, Web Services, and Construction Management.

Elise is a Retirement Specialist with Jacobs Financial Services.  Offices are in Grandville, Norton Shores, Kalamazoo, Lansing, and Livonia.   She has her Life Insurance license and has been helping clients to minimize their risk and maximize their retirement income since 2019.  

  As a Certified Financial Fiduciary, Elise  adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management.

Elise has a strong belief that adhering to the principles of being a Certified Financial Fiduciary is the best way to approach client and prospective client interactions.  She has a great desire to be a positive influence for people wanting to have a secure retirement and has helped many people to achieve peace of mind during their retirement years.

L. Kathryn (Kathy) Hollingsworth has been working in the mortgage and financial sector for over 20 years, helping federal employees and persons in the private sector protect and grow their assets prudently.

As an FRC (Federal Retirement Consultant), Kathy has counselled government employees (public sector: Tuskegee and Montgomery VA Hospitals, Social Security, Anniston Army Depot, National Guard, Maxwell and Gunter AFB, Redstone Arsenal, and NASA) and employees, retirees and contractors in the private sector find programs that guaranteed their NEEDS in retirement, and helped grow their stock market funds for their WANTS (as an I.A.R., Investment Advisor Representative).

Before going into the financial sector, Kathy spent 5 ½ years at the Montgomery Area Council on Aging and received a Certificate of Recognition from Governor Bob Riley; she found her purpose: to assist those who have nurtured us to become the people we are today.

Kathy graduated in three years from Birmingham Southern College (Business Administration) and is so thankful for the development she received there.

Kathy enjoys spending time with her husband, daughter and grandchild, and dogs Sassy and Sally. 

Junko Rivka Horvath is a CEO of Fujiyama Wealth Management in Atlanta, Georgia. She is a CERTIFIED FINANCIAL PLANNER, Certified Financial Transitionist® (CeFT®), and a Certified Financial Fiduciary® . She is an author of Amazon’s popular book list, “Women In Financial Transition”.

With over 20 years of experience, she helps clients through Life Transitions, which are monumental events in one’s life that may require a financial expert – such as suddenly becoming single by the death of spouse, transitioning through a divorce, receiving an inheritance, moving from the work force into retirement, selling a business, or winning a lottery.

She is a eleventh-time recipient of the Five Star Wealth Manager Award including 2024 which is given to the top 3% of Financial advisors in Atlanta. She has been featured in Forbes, Fortune, WSJ, CNBC, USA Today, Atlanta Magazine, Atlanta Jewish Times, and Business RadioX. Junko Rivka grew up in a traditional Japanese family where her father was a corporate executive and her mother was a homemaker. Her father managed the entire household’s finances and her mother didn’t know anything about money except the allowance she received from husband monthly. Her mother’s lack of’ Financial independence made Junko determined to be a completely independent woman. After Junko moved to the US, she realized that many American women, those who are older, tend to give Financial responsibilities to their spouses. She decided to become a wealth manager in order to help women become aware of the importance of financial independence and to gain the confidence in doing so.

She lives in Atlanta, GA with her husband, Stephen and her mother whom she brought over from Japan eleven years ago with her father who rests in peace in heaven. She has two married daughters, Dr. Yael and Adina & their families in Chicago and Philadelphia.

Junko can be reached at Junko@FujiyamaWealth.com or 678-736-5195.