Anthony Lawrence
Anthony Lawrence Retirement Income Specialist Book a Call About Me Anthony is a Kansas City native who began his career in financial services in 2002. His area of focus is structuring life insurance policies and sharing knowledge with people on topics such as retirement income planning, insurance and annuities. Contact Details: (913) 354-3762 anthony@wealthinsight.net Kansas […]
Jaime Ramirez
Jaime Ramirez Retirement Income Specialist Book a Call About Me Jaime Ramirez is a graduate from USC with an extensive history in financial retirement services. Jaime is passionate about assisting families with setting up legacy tax-free wealth through annuity and IUL strategies with the top rated insurers in the nation. Jaime and his team will […]
Matthew Patterson
Matthew Patterson Retirement Income Specialist Book a Call About Me With a background in accounting and business, I help individuals, families, and business owners navigate important financial decisions with clarity and confidence. My practice focuses on tax-free wealth strategies, retirement income planning, and strategic Roth conversions. Whether helping families prepare for retirement, protect their assets, […]
Amrita Singh
Amrita Singh Retirement Income Specialist Book a Call About Me With more than 25 years in the credit union and financial services industry, I am a passionate finance professional dedicated to empowering individuals and families to achieve true financial peace of mind. I don’t just provide financial solutions— I build lasting relationships grounded in trust, […]
Lanita Grove
Lanita Grove Retirement Income Specialist Book a Call About Me Lanita Grove is passionate about advocating for individuals and families as they navigate some of the most important financial decisions of their lives. With more than six years of experience in the financial services industry, she is dedicated to educating clients on tax-efficient retirement concepts, […]
Janae Adjanakrou
Janae Adjanakrou Retirement Income Specialist Book a Call About Me As a Financial Broker with over 10 years of experience, a passionate Navy veteran, and a proud wife and mother of three, I am dedicated to helping individuals and families protect the wealth they’ve worked so hard to build. I specialize in working with clients […]
Michael Flores
Michael Flores Retirement Income Specialist Book a Call About Me With more than 30 years of engineering experience and degrees in Chemical Engineering and Biology from the Massachusetts Institute of Technology, Michael Flores brings a unique analytical perspective to retirement planning. After transitioning into financial services, Michael became passionate about helping families and business owners […]
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 […]