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Brent McDonald

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Hickory, NC
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Bruce Barton

Principal and Wealth Manager

San Jose, CA
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Carnes Daniel

Licensed Professional

Montrose, CO
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Charlie Roehrer

Financial Advisor

Metamora, MI
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Colin Richards

FOUNDER & PRESIDENT

Highlands Ranch, CO
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Dan Timotic

Managing Principal & Portfolio Manager

Oakbrook Terrace, IL
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David Saldon

VP, Sales Development

Bakersfield, CA
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Derek Schultz

President & CEO

Framingham, MA
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Dorine Sanchez

Founding Partner

Jacksonville, FL
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Elliott Peart

CEO

Austin, TX
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Key Takeaways Annuity contracts often contain long-term rules and timelines that are easy to overlook but can shape your income, taxes, and flexibility for decades.Understanding
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