Shannon Russell
Shannon Russell Retirement Income Specialist Book a Call About Me Shannon spent over 20 years as an engineer, designing software, building data systems, and developing network technologies. In 2012, driven by a heart to help people, he transitioned into insurance, assisting clients with Life and Medicare coverage. He later expanded into retirement planning guidance, helping […]
Matthew Swinford
Matthew Swinford Retirement Income Specialist Book a Call About Me Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences. When fatherhood called louder than the late nights and weekends, he left the […]
Monty Wilson
Monty Wilson Retirement Income Specialist Book a Call About Me Monty Wilson has a reputation for personable guidance and unwavering reliability, Monty is a trusted retirement advisor dedicated to securing clients’ financial futures. He combines a dependable approach with clear communication, ensuring clients feel confident and well-informed at every stage of their retirement journey. Monty […]
Tatiana Maciel
Tatiana Maciel Retirement Income Specialist Book a Call About Me Tatiana Moreira Leite Maciel, MBA, MS in Marketing Retirement Income Specialist | Financial Agent with over 18 years of experience in business development, financial planning, and investments, Tatiana Maciel helps individuals and business owners create strategies to turn their savings into lasting retirement income. Tatiana […]
Dennis Lynch
Dennis Lynch Retirement Income Specialist Book a Call About Me Dennis Lynch grew up in a small town outside of Philadelphia, the youngest of six children. Sports was a huge part of his childhood for his family and most of the families in his area. He had a normal, happy childhood. The friends he made […]
Ardie Baxter
Ardie Baxter Retirement Income Specialist Book a Call About Me My goal is to understand what matters most to you and make sure your goals are met. That happens through open conversation, not me talking at you. Together, we’ll look at your numbers, talk through where you are today, and explore where you’d like to […]
Junell Watson
Junell Watson Retirement Income Specialist Book a Call About Me Junell Watson always believed in making the world a better place. Her journey started young, cooking and baking for friends and family, but it took a turn after she graduated from Le Cordon Bleu in London and opened her own bakery at just 25. It […]
Keith Buchanan
Keith Buchanan Retirement Income Specialist Book a Call About Me Keith is the founder and LPL Registered Principal of Keith Buchanan & Associates, Wealth Planning Group, in Redlands, California. Born in Toronto, Canada, Keith was just 3 years old when his family moved to Loma Linda, where Keith grew up. He attended Loma Linda Academy […]
Andrea Le
Andrea Le Retirement Income Specialist Book a Call About Me Dr. Andrea Le is a Doctor of Pharmacy with over 21 years of experience in healthcare, now specializing in retirement planning and financial strategies. She is passionate about helping individuals and families achieve financial freedom, protect their wealth, and build lasting legacies. Dr. Le focuses […]
Wendy Fitch
Wendy Fitch Retirement Income Specialist Book a Call About Me Growing up in a family with no financial structure and watching the struggles they encountered motivated me to launch into becoming a retirement income specialist. I realized that most of us do not have proper education or financial literacy and we try to get by […]