Desmond Taylor
Desmond Taylor Retirement Income Specialist Book a Call About Me Desmond, a UNC Wilmington Cameron School of Business alumnus with a Bachelor’s in Business Administration and a Master of Science in Finance, is deeply rooted in Southeastern North Carolina. He specializes in retirement planning, tax-efficient strategies, Social Security, and legacy planning, regularly leading workshops across […]
Jacob Saperstein
Jacob Saperstein Retirement Income Specialist Book a Call About Me As the owner of LVLUP Insurance, Jacob Saperstein has built a reputation as one of the most accomplished retirement planning specialists in the industry, having personally helped thousands of clients protect their savings through customized annuity and tax-reduction strategies. He founded LVLUP Insurance on the […]
Jorge L. Tola
Jorge L. Tola Retirement Income Specialist Book a Call About Me Jorge grew up in New York City before moving to Miami, where he began his journey into the financial services field. Over 37 the years of experience, he has received numerous awards for his achievements and dedication to his clients, including top accolades in […]
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, […]
Marc Trost
Marc Trost Retirement Income Specialist Book a Call About Me Marc Trost, president of Marc Trost Financial, brings over 30 years of experience in the financial services industry. Starting his career in banking, Marc worked with industry leaders like New York Life and MassMutual, where he gained deep insights into financial planning. Recognizing that one-size-fits-all […]
Garrett Manning
Garrett Manning Retirement Income Specialist Book a Call About Me Garrett Manning helps individuals and couples approaching—or already enjoying—retirement turn uncertainty into clarity and confidence. Since 2018, he has guided clients through the decisions that matter most: creating dependable retirement income, protecting what they’ve built, and designing legacy strategies that reflect their values—not just the […]
Richard Wright
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 Bill Edwards Show, among […]
Dustin W. Kennedy
Dustin W. Kennedy Retirement Income Specialist Book a Call About Me Dustin W. Kennedy has spent more than 30 years in the financial services industry. He works with a dedicated team as a Financial Advisor, managing millions of dollars through a comprehensive financial planning and money-management practice, as well as an independent insurance arm. He […]
Shubert Cineus
Shubert Cineus Retirement Income Specialist Book a Call About Me Meet Shubert Cineus, Fiduciary Financial Advisor and Retirement Income Specialist Shubert Cineus is the Founder and CEO of Modern Edge Capital LLC, a boutique fiduciary firm that helps pre-retirees and retirees build tax-efficient, guaranteed income strategies designed to protect what they have worked hard for. […]
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 […]