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For 30 years I was involved in engineering efforts in many areas of the Defense Industry. This provided me the opportunity to travel the world an
Joel has been in the financial industry for the past 26 years. He practiced as a CPA for the first decade of his career. In that role, he was abl
Steven L. Rich is a leading retirement planning professional and has been educating clients on personal finance and retirement planning
Dee brings many years as a business and financial professional to assist existing and potential clients with comprehensive and holistic wealth an
I love my work because I love helping people. Even after 25 years in the retirement planning business, it is still a great fee
Mitchell Rubin was born on a military base in New Jersey. A classic “Army Brat” he and his family moved 11 times before he was 12-ye
Lisa grew up on the beautiful island of St. Croix, U.S. Virgin Islands. She graduated with Honors from the University of D.C with a degree in Com
Kyle Hammerschmidt is an advisor by day, and financial educator by night. Kyle is the founder of MoKan Financial Inc., a retirement plannin
Lanier grew up in Little Rock, Arkansas, and after graduating from high school, he attended the University of Arkansas at Little Rock for a year
Jack has over 4 decades of extensive and successful business experience. Some of his accomplishments were: managing large business oper