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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