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 […]

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 […]

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 […]

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 […]

Tierre Brown

Tierre Brown Retirement Income Specialist Book a Call About Me Tierre Browne is a seasoned Tax Free Retirement professional with over 5 years of experience, specializing in helping clients find the perfect plans to fit their needs. Passionate about securing your financial future, Tierre takes a friendly and personalized approach to ensure each client feels […]

Marcus Washington

Marcus Washington Retirement Income Specialist Book a Call About Me I’m Marcus, and I’m thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor’s of Science, and for several years, I’ve been deeply involved in the Financial Service Industry. Specifically, my focus […]

Kevin Niederauer

Kevin Niederauer Retirement Income Specialist Book a Call About Me Kevin Niederauer is the founder of KJN Advisors and a Retirement Income Professional who believes planning for the future shouldn’t be stressful or confusing. After more than 15 years in the financial industry, he’s developed a simple, proven process that helps clients protect their hard-earned […]

Jesse Abshire

Jesse Abshire Retirement Income Specialist Book a Call About Me Jesse Abshire is the founder and CEO of Abshire Family Financial, a veteran owned firm specializing in Holistic planning. With over 15 years of experience in financial and estate planning with Bachelor in Finance, Master of Science and Medical Doctorate. Jesse a US Army veteran, […]