Meet Your Personal Financial Strategists

Jason brings extensive experience as a recruiter and business owner, specializing in financial education and comprehensive wealth strategies. As part of the WFG - No Family Left Behind Financial Education initiative, he is dedicated to ensuring every family has access to proper financial planning and protection.

Joe is a dedicated financial professional with extensive expertise in life insurance and annuities. He specializes in helping families and individuals secure their financial future through comprehensive protection strategies and retirement planning solutions.

As a seasoned financial operations executive with over 10 years of experience, Melissa brings exceptional leadership and systematic excellence to financial services. Her proven track record in managing complex financial operations, optimizing cash flow processes, and leading high-performing teams makes her invaluable in delivering seamless client experiences.

Melissa specializes in financial process optimization, client account management, and building efficient systems that ensure timely service delivery and financial stability. Her expertise in negotiating financial products and maintaining exceptional client relationships has consistently driven business growth and client satisfaction.

An independent business owner and broker for more than 20 years, Shawn's leadership is defined by his faith-first mindset, his love for people, and his drive to build organizations that outlive him. Whether he's mentoring teams, leading a company, or speaking on stage, his mission remains the same: to empower others with tools, truth, and opportunity.

Chris specializes in helping business owners build, protect, and optimize their wealth through strategic financial planning. With extensive experience leading national sales teams and managing complex business operations, he brings a unique blend of strategic leadership and hands-on execution to wealth creation and preservation.

His expertise spans from developing creative tax optimization strategies to crafting comprehensive exit plans that maximize business value. Chris is passionate about empowering business owners to achieve sustainable growth while protecting their hard-earned wealth for future generations.

George is an assertive, quality-minded, deadline-driven financial professional who understands how to create commerce, correct failing operations, and maintain mutually beneficial, partnered relations. His expertise lies in crafting reliable financial systems with technological advancement that result in lifelong partnerships built on commitment, actualized value and steadfast resolve.

George is adept at helping businesses find money bleeding out of their budget, increasing revenue, devising comprehensive exit strategies for ownership, and protecting and preserving wealth. His systematic approach to financial operations combined with his expertise in identifying inefficiencies makes him invaluable for business owners looking to optimize their financial performance and secure their legacy.