Meet Your Team

We help individuals and families pursue their ideal retirements.

Financial Advisor Team

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CARL CARLSON

CEO & Founder

Richmond
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MIKE GILMAN

President & Financial Advisor

Richmond
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ANNA CARLSON

Financial Advisor

Virginia Beach
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SCOTT RINEHART, CPA

Financial Advisor

Topeka & Kansas City
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MARISSA WALDRON, CFP®

Financial Advisor

Virginia Beach
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SUSANNAH ORZOLEK

Financial Advisor

Richmond

Leadership Team

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CARL CARLSON

CEO & Founder

Richmond
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MIKE GILMAN

President & Financial Advisor

Richmond
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DAN MOYLAN

Chief Investment Officer

Topeka
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EMILY CARLSON

Marketing Director

Richmond
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SCOTT RINEHART, CPA

Financial Advisor

Topeka & Kansas City
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SUSANNAH ORZOLEK

Financial Advisor

Richmond

Client Service Specialist Team

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LAURIE BOGDON

Client Service Specialist

Virginia Beach
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BRETT SCHNEIDER

Client Service Specialist

Topeka
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Ryan Rinehart

Client Service Specialist

Kansas City
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LORI SMITH

Client Service Specialist

Colorado Springs
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DALE FOSTER

Client Service Specialist

Richmond
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JAKE GILMAN

Client Service Specialist

Richmond

Client Experience Specialist Team

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WHITNEY Bond

Client Experience Specialist

Topeka
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Tiffany Smith

Client Experience Specialist

Colorado Springs
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WENDY PRICE

CLIENT EXPERIENCE SPECIALIST

Richmond
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ELIZABETH SMITH

Client Experience Specialist

Virginia Beach

Communications Team

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KRISTEN HUGHES

Executive Assistant

Topeka
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SHERYL CARTER

Office Coordinator

Richmond

Ready to Get Started?

For more information about any of our products and services, schedule a free retirement review today or register to attend a web event.

Or give us a call at (844) 227-5766.