Paul Ronhovde
Paul Ronhovde Retirement Income Specialist Book a Call About Me Paul Ronhovde is a Senior Wealth Advisor at Wingate Wealth Consultants, bringing more than 30 years of experience helping individuals, families, and business owners build safer, more tax-efficient retirement plans. His work centers on providing “safe-money” strategies, retirement-income optimization, and tax-smart planning designed to protect […]
Noah Maddalozzo
Noah Maddalozzo Retirement Income Specialist Book a Call About Me Noah Maddalozzo is a comprehensive financial advisor dedicated to helping individuals and families build confident, lasting financial futures. Holding the Series 7 and Series 66 securities licenses, along with the Florida 2-15 Life & Health insurance license, he specializes in retirement income planning, investment management, […]
Michael Sullivan
Michael Sullivan Retirement Income Specialist Book a Call About Me Michael Sullivan has been helping families prepare for and enjoy retirement for over a dozen years . He specializes in strategies that balance protecting savings, growing wealth and creating dependable retirement income, while minimizing long run tax burdens, and setting families up for success and […]
Michael McGinnis
Michael McGinnis Retirement Income Specialist Book a Call About Me Hi, my name is Michael I have seen first hand what happens when people aren’t prepared for retirement. I strive to bring peace of mind knowing you have a plan in place. Contact Details: 707-664-7916 mmcginnis33@gmail.com California Licensed Advisor For: Areas of Service: California About […]
Mia Yan
Mia Yan Retirement Income Specialist Book a Call About Me With more than 15 years in the banking and financial services industry, I am a passionate finance professional dedicated to empowering individuals, families, and businesses owner to achieve true financial peace of mind. I don’t just provide wealth planning solutions—I build lasting relationships grounded in […]
Mervin Fatter
Mervin Fatter Retirement Income Specialist Book a Call About Me 2011 Great East Japan Earthquake survivor. Single Dad to12 year old triplets. Life & Annuities on Y’all Street for 15+ yrs. Ballroom dance enthusiast. Contact Details: 405-896-3125 mervin@fatterandassociates.com Oklahoma Licensed Advisor For: Areas of Service: Arkansas Colorado Connecticut Florida Idaho Iowa Louisiana Michigan Missouri Nebraska […]
Matthew Swinford
Matthew Swinford Retirement Income Specialist Book a Call About Me Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences. When fatherhood called louder than the late nights and weekends, he left the […]
Matthew Patterson
Matthew Patterson Retirement Income Specialist Book a Call About Me With a background in accounting and business, I help individuals, families, and business owners navigate important financial decisions with clarity and confidence. My practice focuses on tax-free wealth strategies, retirement income planning, and strategic Roth conversions. Whether helping families prepare for retirement, protect their assets, […]
Matt Sampson
Matt Sampson Retirement Income Specialist Book a Call About Me With two years of experience as a retirement consultant, I help individuals and families navigate the financial decisions that shape a confident retirement. I focus on understanding each client’s unique goals, priorities, and financial circumstances to develop thoughtful retirement strategies. My approach is centered on […]
Marvin Lyon
Marvin Lyon Retirement Income Specialist Book a Call About Me Marvin helps Retirees or Pre-Retirees create a safe haven with guarantees for their (401k-IRA-403bTSA-Pension-Defined Contribution Plan or Inheritance. Former Clients include a Mayor and a Member of Parliament. Contact Details: 406-412-7260 mlyoncsa@sbcglobal.net Montana Licensed Advisor For: Areas of Service: California Oregon Nevada Washington Wisconsin About […]