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Richard Cohen

Richard Cohen Retirement Income Specialist Book a Call About Me Richard Cohen is a dedicated Decumulation Specialist with specialized expertise, in Guaranteed Life income and insurance solutions. Richard proudly serving clients throughout the United States. A college graduate with deep industry knowledge, Richard combines years of hands-on experience with a genuine, client-first philosophy to help […]

Andrew Gibbons

Andrew Gibbons Retirement Income Specialist Book a Call About Me With extensive experience in financial planning and insurance strategies, I specialize in helping individuals and families navigate retirement income planning, tax-efficient wealth strategies, and risk management. My mission is to simplify complex financial decisions and provide clients with clear, practical strategies that protect their wealth […]

Craig Matherne

Craig Matherne Retirement Income Specialist Book a Call About Me Craig has been a business owner most of his life. His accounting degree helped in understanding and crunching the numbers in his Retail Boat business and Charter Fishing business. Craig has always been focused on over delivering and with his customers best interest the number […]

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, […]

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