Trent Willoughby
Trent Willoughby Retirement Income Specialist Book a Call About Me Hey there, I’m Trent. My background is a little different, and that’s a big part of how I help people today.I started my career in hospitality, where I learned how to manage moving parts, solve problems quickly, build better systems, and pay attention to what […]
Lisa Faulkner
Lisa Faulkner Retirement Income Specialist Book a Call About Me After 17 years as a college basketball coach, I bring a coach’s mindset to financial strategy. Focused on clarity, discipline, and long-term success. I specialize in helping clients protect and grow their wealth using tax-efficient strategies that create both security and opportunity. I believe financial […]
Scott Chilton
Scott Chilton Retirement Income Specialist Book a Call About Me Scott Chilton holds a PhD in Biochemistry from Harvard and a BS in Biology from MIT, and brings the same precision to retirement income planning that he once applied in the lab. Based in Massachusetts and independently licensed across multiple states, Scott specializes in helping […]
Kiranjeet Khaira
Kiranjeet Khaira Retirement Income Specialist Book a Call About Me Kiran Khaira is a licensed financial professional with over 10+ years of experience in helping employees, business owners and retirees protect and grow their wealth using tax-efficient strategies. She specializes in guaranteed retirement income planning, tax advantaged wealth accumulation, and help families build generational wealth. […]
Sean Browning
Sean Browning Retirement Income Specialist Book a Call About Me After seeing his grandfather (WWII Vet, Retired School Teacher, & getting social security) run out of money and leave his family with (almost) nothing, Sean is passionate about providing information that can help others make informed retirement decisions. Since 2015, Sean has helped others retire […]
Lauren Bowman
Lauren Bowman Retirement Income Specialist Book a Call About Me I am a dedicated retirement income specialist who focuses on creating personalized strategies that help clients achieve financial stability and peace of mind. I take the time to understand each individual’s goals, risk tolerance, and long-term needs, ensuring every plan is both practical and sustainable. […]
Scott Parks
Scott Parks Retirement Income Specialist Book a Call About Me I’m passionate about helping people because I’ve seen how the right guidance can truly change a family’s future. My mission is to protect what families have worked so hard to build and help them move forward with clarity, confidence, and purpose. I believe in putting […]
Victor Rodriguez
Victor Rodriguez Retirement Income Specialist Book a Call About Me A Veteran entrepreneur and Finance Broker dedicated to helping individuals and families navigate any financial situation with clarity and confidence. I specialize in equipping individuals, business owners, military members, and veterans, with strategies and tools across finance/real estate, to help them reach their personal and […]
Lauren Belle
Lauren Belle Senior Retirement StrategistNPN#21742145 Book a Call About Me Lauren serves as a Senior Retirement Strategy Manager at Summit Income Planning Group, where she leads strategy meetings and helps clients build retirement plans centered on protection, tax efficiency, and dependable lifetime income. Drawing from her background in insurance, real estate, and financial planning, Lauren […]
Paul Zimny
Paul Zimny Retirement Income Specialist Book a Call About Me Paul is a Certified Public Accountant and MBA graduate, and has been a licensed consultant in the financial services industry for over 13 years. He specializes in personalized, tax-free retirement planning with strategies that both eliminate risk and position the client to grow their money. […]