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 […]
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 […]