Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill

Bill has been in the financial services industry for over 20 years. His goal has been and remains to

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare

Chris is a CPA/retirement strategist/basketball coach/husband/father! He is been assisting clients with

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With

Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering

With over 20 years of experience in financial services, I have focused for the last 12 years on providing