Marijke Pretorius
Marijke Pretorius Retirement Income Specialist Book a Call About Me Marijke Pretorius is a dedicated financial professional committed to helping individuals and families build confident financial futures through planning with passion. She specializes in retirement education, guiding clients to understand their options and implement strategies designed for long-term stability and income security. Marijke focuses on […]
Maria Morales
Maria Morales Retirement Income Specialist Book a Call About Me Maria L. Morales is an award-winning financial professional with more than 20 years of experience helping families across multiple states secure their retirement and protect what matters most. As founder and CEO of Morales Agency, she has built a reputation for trusted, relationship-driven guidance and […]
Marcus Washington
Marcus Washington Retirement Income Specialist Book a Call About Me I’m Marcus, and I’m thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor’s of Science, and for several years, I’ve been deeply involved in the Financial Service Industry. Specifically, my focus […]
Lisa Faulkner
Lisa Faulkner Retirement Income Specialist Book a Call About Me After 17 years as a college basketball coach, I bring a coach’s mindset to financial strategy. Focused on clarity, discipline, and long-term success. I specialize in helping clients protect and grow their wealth using tax-efficient strategies that create both security and opportunity. I believe financial […]
Lauren Belle
Lauren Belle Senior Retirement StrategistNPN#21742145 Book a Call About Me Lauren serves as a Senior Retirement Strategy Manager at Summit Income Planning Group, where she leads strategy meetings and helps clients build retirement plans centered on protection, tax efficiency, and dependable lifetime income. Drawing from her background in insurance, real estate, and financial planning, Lauren […]
Laura-Beth Christensen
Laura-Beth Christensen Retirement Income Specialist Book a Call About Me For 30 years, Laura-Beth has been passionate about guiding clients to a more secure financial future. She blends seasoned expertise with a personal touch, empowering people to define and conquer their income goals. Her mission is to ensure every client feels confident and in control […]
Lanita Grove
Lanita Grove Retirement Income Specialist Book a Call About Me Lanita Grove is passionate about advocating for individuals and families as they navigate some of the most important financial decisions of their lives. With more than six years of experience in the financial services industry, she is dedicated to educating clients on tax-efficient retirement concepts, […]
Kurtis Gabrielse
Kurtis Gabrielse Retirement Income Specialist Book a Call About Me Edward has been assisting seniors and those preparing to retire to protect their assets and plan wisely. His goal is to guide investors through various life stages and into retirement. This requires a thoughtful approach with many factors to consider. Contact Details: 630-517-9349 kgabrielse@msn.com Illinois […]
Kiranjeet Khaira
Kiranjeet Khaira Retirement Income Specialist Book a Call About Me Kiran Khaira is a licensed financial professional with over 10+ years of experience in helping employees, business owners and retirees protect and grow their wealth using tax-efficient strategies. She specializes in guaranteed retirement income planning, tax advantaged wealth accumulation, and help families build generational wealth. […]
Kevin Holyfield
Kevin Holyfield Retirement Income Specialist Book a Call About Me Kevin has been a serial entrepreneur, primarily in the healthcare space providing medical device sales and patient care services. Along the way, Kevin helped employees and customers, as well as family members, find answers to various financial and retirement related questions. This naturally led to […]