Tatiana Maciel
Contact Us Contact Us Tatiana Maciel Retirement Income Specialist Share Files 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 […]
Matthew Swinford
Contact Us Contact Us Matthew Swinford Retirement Income Specialist Share Files 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 […]
Patrick McGillivary
Contact Us Contact Us Patrick McGillivary Retirement Income Specialist Book a Call About Me I was raised in Ohio and still live here as well. I have five daughters and four grandchildren. My degree is in finance. I have 31 years of experience in the insurance and financial industry with more than a dozen of […]
Deborah Zanelotti
Contact Us Contact Us Deborah Zanelotti Retirement Income Specialist Book a Call About Me I’m from Chesapeake Beach MD, married for 25 years, we have 3 children, 2 are active duty in the military and 2 grandchildren. I worked in the accounting field for over 20+ years and decided it was time for a change. […]
Laura Peery
Contact Us Contact Us Laura Peery Retirement Income Specialist Book a Call About Me Laura Peery is a Licensed Retirement Income Advisor, National Long-Term Care Plan Specialist (endorsed by Dave Ramsey as a Ramsey-Trusted Pro) and Medicare Plan Advisor helping clients navigate and understand Personal Pension IRA accounts, ROTH conversion strategies, long-term care plan designs […]
Mark Valentich
Contact Us Contact Us Mark Valentich Retirement Income Specialist Book a Call Share Files About Me Mark helps clients define and achieve their own version of “financial peace” by deeply understanding their goals, concerns, and dreams for the future. He specializes in strategies that allow clients to participate in market gains while reducing downside risk, […]
Dawn Debus
Contact Us Contact Us Dawn Debus Retirement Income Specialist Book a Call About Me Dawn Debus is a graduate of the University of Maryland, where she earned a bachelor’s degree in marketing. She began her career in advertising with CBS Radio and Clear Channel Outdoor, partnering with business owners to grow their brands and increase […]
Dion Johnson
Contact Us Contact Us Dion Johnson Retirement Income Specialist Share Files Book a Call About Me My name is Dion Johnson & I currently reside in Las Vegas, NV. I’ve been married to my wife Andrea over 20 years and we have 2 children. I played college football at Wayne State College in Wayne, NE […]
Kyle Demyan
Contact Us Contact Us Kyle Demyan Retirement Income Specialist Share Files Book a Call About Me Kyle Demyan is a licensed Retirement Specialist and Life Insurance Broker who has been helping clients since 2018. He was inspired to enter the industry after his aunt passed away unexpectedly, and the life insurance policy she had recently […]
Scott Ward
Contact Us Contact Us Scott Ward Retirement Income Specialist Share Files Book a Call About Me Retirement Income Planner and Proud Partner with JBP Group since 2020, addressing retirement education gaps with client-first strategies. Previously at Saybrus Partners (2015-2022), specialized in tax-optimized wealth transfer and succession planning for high-net-worth clients. Earlier, built Securian Financial’s Oregon/SW […]