Mike Neben For nearly 30 years, Mike has been helping people grow, preserve and realize their legacies. In 1993, he formed Unified Legacy Adviso

Since 1992, Angie has been working passionately with those looking to retire. As the Founder and President of Scottsdale Wealth (EST. 2012), Angi

Tom is a 38 year veteran of the financial services business. He is a United States Army Veteran (1972 - 1975) Vietnam Era Veteran Is marri

Michael began his career in 1992. He provides advice and expertise in the areas of retirement and income planning, risk reduction, wealth enhance

AFEA – President of the Charlotte, NC Chapter Keith Helmendach is a graduate of Vanderbilt University in Nashville, Tennessee. He and h

Sarah Soria MBA, CFP®       With the heart and patience of a fifth grade teacher, Sarah has a passion for educating adu

Eric Veve feels that his firm is here to serve others with education, honesty, and transparency. Eric takes a great deal of time in getting to kn

As the president and co-owner of Legato Financial Group, Justin Jenkins is focused on helping clients work toward their retirement dreams through

Hi, I'm Danny Michael and I’ve been teaching retirement planning courses in Socal for the last 10 years. I’ve spent my entire car