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Paul Dacosta

Paul Dacosta Retirement Income Specialist Book a Call About Me Paul J Da costa is an independent financial services broker, with over 20 years specializing in helping individuals and families prepare for, plan, and live in retirement. My approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime […]

Scott Stooksbury

Scott Stooksbury Retirement Income Specialist Book a Call About Me At Synergy Wealth Management, our goal is simple: help clients live a better life by assisting them with creating reliable financial strategies they can be confident in. We aspire to maintain lifelong, productive relationships with our valuable clients and believe providing our clients with transparent […]

Andrew Murphy

Andrew Murphy Retirement Income Specialist Book a Call About Me Andrew Murphy began his career with the Federal Government after graduating from the University of Missouri–St. Louis, where he developed a deep understanding of federal retirement systems. That early foundation gave him valuable insight into the complexities of retirement planning and long-term financial security. At […]

Ryan Morehead

Ryan Morehead Retirement Income Specialist Book a Call About Me Originally from New Orleans, Ryan relocated to Sugar Land, TX more than 20 years ago and currently lives there with his wife and their two children. He received his degree in Banking & Finance from Mississippi State and his MBA from the University of New […]

Jesse Abshire

Jesse Abshire Retirement Income Specialist Book a Call About Me Jesse Abshire is the founder and CEO of Abshire Family Financial, a veteran owned firm specializing in Holistic planning. With over 15 years of experience in financial and estate planning with Bachelor in Finance, Master of Science and Medical Doctorate. Jesse a US Army veteran, […]

Glenn Smith

Glenn Smith Retirement Income Specialist Book a Call About Me Glenn is an Author, Speaker, Financial, Business Turnaround and Retirement Income Professional. He spent the first 20 years of his career in the C-Suite of multiple not-for-profits. For the last 25 years he has run a consulting firm where he served with hundreds of business […]

Jared Leifert

Jared Leifert Retirement Income Specialist Book a Call About Me Jared is a Retirement Income Specialist with over a decade of experience in the financial services industry, helping individuals and families build confidence, clarity, and peace of mind around their financial future. Having served thousands of satisfied clients, he has earned a reputation for integrity, […]

Bob Rothenbuehler

Bob Rothenbuehler Retirement Income Specialist Book a Call About Me Bob Rothenbuehler is an accomplished financial services professional. Having grown up in the upper Midwest, he has held management and executive positions with various companies and non-profits in the area.Having his parents die at age 60 with no financial planning created stress on the family […]

John Young

Jack Young Retirement Income Specialist Book a Call About Me Jack Young is a Senior Vice President and seasoned financial advisor who specializes in developing complex financial plans and guiding clients through lifetime income and retirement strategies. After transitioning into financial advisory work a decade ago, he has built a reputation for delivering insightful, client-focused […]

Caleb Law

Caleb Law Retirement Income Specialist Book a Call About Me Retirement Income Specialist and founder of Leverage — known for a no-nonsense, results-driven approach to helping high-income clients build safer, smarter financial futures. With over 13 years in the insurance and financial industry, Caleb Law has built his career on results, integrity, and clear communication. […]

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