Scott Ward

Scott Ward Retirement Income Specialist 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 Washington agency (2000-2015), mentoring advisors in […]

Mark Valentich

Mark Valentich Retirement Income Specialist Book a Call 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, minimize taxes, and enjoy a confident, […]

Matthew Swinford

Mark Valentich Retirement Income Specialist Book a Call 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, minimize taxes, and enjoy a confident, […]

John Hickman​

John Hickman Retirement Income Specialist Book a Call About Me John Hickman is an experienced advisor committed to helping individuals achieve a secure and prosperous retirement. With licenses across multiple states and extensive expertise in financial planning, John is dedicated to crafting personalized strategies that prioritize guaranteed lifetime income, tax efficiency, and protection from market […]