Meet Our Team

David has been teaching retirement planning for over 25 years in the States of Nevada, California, Arizona, Washington, Maryland, DC, and Virginia. The primary course he teaches, Financial Strategies for Successful Retirement, is currently being offered at many of the largest higher educational institutions in the country.

Tom has been in the retirement planning industry for over 27 years. He has taught retirement planning courses through college outreach programs in Utah, Idaho, and Nevada. The course he teaches, Financial Strategies for Successful Retirement, is currently being offered at many of the largest higher educational institutions in the country.

After working in Customer Service for over 15 years for large companies such as Paramount Entertainment, The Venetian, Cintas, and Office Depot, Kristin became motivated to educate others on the importance of retirement planning. As a Wife and Mother to four young children, she realized the significance such matters have for her own family.

Kelly, Tom’s wife of 38 years, is our Community Outreach Director. She and Tom have six beautiful children together. Kelly has been working side by side with Tom throughout this career. She is our “Go-To” person when it comes to organizing our outreach course, Financial Strategies for Successful Retirement.