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“You are only as good as your team.”

~ Dominique Wilkins, Nine-time NBA All-Star ~

Though our founder Rick Durkee has been a longtime radio host, podcaster, and author who has won many financial industry awards, he is humble enough to know that his success wouldn't have happened without his incredible team.


Rick has hand-picked a group of financial professionals who are kind, caring people who always put our clients first. They treat everyone like family.


Below are some short bios about the senior members of our team. We invite you to get to know about each of them. 


You'll discover that more than just financial planning motivates them. They genuinely care about our clients enjoying the retirement lifestyle that they've worked so hard to achieve.

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Nathan White, CFP®, RICP®

Nathan White brings an entrepreneur's mind and a servant's heart to all he does for our clients. To him, stewarding others to achieve complete financial freedom through proper retirement income planning is part of his purpose in life.


He is a Certified Financial Planner (CFP®,) a Retirement Income Certified Professional (RICP®,) and a National Social Security Advisor (NSSA®) certificate holder. Nathan's training in tax and estate planning and his education on maximizing Social Security benefits are invaluable to our clients.


This Charleston native (and past owner of a successful landscape design company) is passionate about nature and everything outdoors. He and his lovely wife Jessica live on a small family farm thirty minutes outside the city.


There, along with their four young towheads, they enjoy growing peaches and blueberries. They also raise chickens, ducks, and even pigs as part of their idyllic Lowcountry lifestyle!


Nathan has traveled on mission trips to such fascinating places as Burma, Thailand, and Alaska. These undertakings have been very eye-opening and showed him the importance of experiencing God at work in different cultures.

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