Joe Matzke
Contact Us Contact Us Joe Matzke Retirement Income Specialist Share Files Book a Call About Me Over the past four years, Joe has focused exclusively on helping clients reduce tax exposure, protect what they’ve built, and maximize the wealth they retain through advanced market strategies. His areas of specialization include estate planning strategies, insurance design, […]
Craig Matherne
Contact Us Contact Us Craig Matherne Retirement Income Specialist Book a Call About Me Craig has been a business owner most of his life. His accounting degree helped in understanding and crunching the numbers in his Retail Boat business and Charter Fishing business. Craig has always been focused on over delivering and with his customers […]
Jim Komoroski
Contact Us Contact Us Jim Komoroski Retirement Income Specialist Book a Call About Me Jim Komoroski specializes in retirement income planning and inherited IRA strategies, helping clients turn savings into predictable, tax-efficient income. With over 25 years in financial services, he integrates Social Security, Medicare, and annuity planning to reduce risk and create clarity during […]
Hayes Hummel
Contact Us Contact Us Hayes Hummel Retirement Income Specialist Book a Call About Me As a Retirement Income Specialist with 25 years of experience, Hayes enjoys educating folks 55 years of age and up on the importance of transitioning from the “Accumulation” mindset to the “Preservation & Distribution” phase of their money, with the goal […]
Ruth Slingo
Contact Us Contact Us Ruth Slingo Retirement Income Specialist Book a Call About Me Ruth Slingo is dedicated to helping individuals and families create secure, confident financial futures through thoughtful, personalized strategies. As a mother of four, she values relationships and understands the importance of protecting what matters most. Ruth takes the time to listen, […]
Richard Wright
Contact Us Contact Us Richard Wright Retirement Income Specialist Book a Call About Me Rick Wright is a Financial Educator, Author, Speaker and Retirement Specialist, whom you may have seen on or in CBS, NBC, ABC, Fox network affiliates, Wall Street Journal’s Market Watch, Business Insider, Value Investing News, Pittsburgh Post-Gazette, Savannah Morning News, WTOC11 Morning Break and WTKS […]
Jared Leifert
Contact Us Contact Us Jared Leifert Retirement Income Specialist Book a Call About Me Jared is a Retirement Income Specialist with over a decade of experience in the financial services industry, helping individuals and families build confidence, clarity, and peace of mind around their financial future. Having served thousands of satisfied clients, he has earned […]
Jessica Enriquez
Contact Us Contact Us Jessica Enriquez Retirement Income Specialist Book a Call About Me I’ve been a licensed life insurance professional for over 20 years, and I’m passionate about helping people plan for retirement in a safe, secure, and tax-efficient way. As a Retirement Income Planner, my goal is to help each client create a […]
Laura-Beth Christensen
Contact Us Contact Us 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 […]
Caleb Law
Contact Us Contact Us Caleb Law Retirement Income Specialist Book a Call About Me Retirement Income Specialist and founder of Leverage — known for a no-nonsense, results-driven approach to helping high-income clients build safer, smarter financial futures. With over 13 years in the insurance and financial industry, Caleb Law has built his career on results, […]