Simplifying the financial industry is what we do. We educate and empower working professionals who are ignored by traditional financial firms. We show our clients the benefits of no risk investments, compound interest, and strategic planning.
CBO- Cheif Barketing Officer
As our CBO, Diego keeps us laughing and focused on what's important. He is the ambassador for RAOK, Inc
A local non-profit that we work closely with. As a company with strong core values, we make it a priority to stay involved in the community. We enhance this effort by donating 10% of our profits to RAOK, Inc.
The Marketing Guru, Trevor, leads the growth of our brand through communication, outreach and behavioral marketing.
Director of Brand & Business Development
Chris provides extensive industry knowledge in annuity strategy. He specializes in creating tailor-made plans for each client