Laura-Beth Christensen
Laura-Beth Christensen Retirement Income Specialist Book a Call About Me For 30 years, Laura-Beth has been passionate about guiding clients to a more secure financial future. She blends seasoned expertise with a personal touch, empowering people to define and conquer their income goals. Her mission is to ensure every client feels confident and in control […]
Stan Nowak
Stan Nowak Retirement Income Specialist Book a Call About Me Hello, I’m Stan Nowak, your guide to a secure and prosperous retirement. With over 25 years in the insurance industry, I specialize in nationwide retirement planning, strategically incorporating safe money vehicles. In these unpredictable times, my focus is on enhancing retirement income and safeguarding assets. […]
Kevin Holyfield
Kevin Holyfield Retirement Income Specialist Book a Call About Me Kevin has been a serial entrepreneur, primarily in the healthcare space providing medical device sales and patient care services. Along the way, Kevin helped employees and customers, as well as family members, find answers to various financial and retirement related questions. This naturally led to […]
Kyle Mcmillan
Kyle McMillan Retirement Income Specialist Book a Call About Me Kyle McMillan is a UCSB graduate with an extensive history in financial services and tech background. Kyle is passionate about assisting families with setting up legacy tax free wealth through IUL strategies and annuities with the top rated insurers in the nation. His team will […]
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 […]
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 […]
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 […]