Meet Your Guides

We’ll be with you every step of the way, no matter where you are on your retirement journey.

Our Core Values

Treat others with respect and kindness

Enjoy, celebrate, and support one another

Get it done with integrity

Commit to learning and growing

Experienced, Dedicated, Focused

Our team puts you at the center of everything we do.

Matthew McIntyre Founder, CEO

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Matthew McIntyre is an Investment Advisor Representative who has passed his Series 65 securities exam and had a successful career in the insurance and financial services industries for more than 30 years.

Matthew founded and previously owned several notable life insurance companies such as Puritan Life Insurance Company and Sterling Investors Life Insurance Company. He has spent his entire career faithfully serving and educating more than 75,000 mature Americans on the need for smart investing and generating guaranteed income during one’s retirement years.

After growing up in Flint, Michigan, he worked diligently to build his career by helping others avoid the common pitfalls of retirement and aging.

In his personal life, Matthew has been happily married for almost three decades and has four children. He enjoys spending time with his family outside of work and is actively involved with his local church community. Matthew has a heart for sharing the gospel of Jesus Christ with others and actively participates in numerous global mission trips each year to help spread the Christian faith.

Executive Team

Lori Dunn

President

Paul Crooks

Chief Operating Officer

Investment Advisor Representatives

Cliff Bassett

Regional Business Development Director and Investment Advisor Representative

John Andruska

Investment Advisor Representative

John Congdon

Investment Advisor Representative

John Gacesa

Investment Advisor Representative

Matt Hepburn

Investment Advisor Representative

Paden Demuth

Investment Advisor Representative

Scott Williams

Investment Advisor Representative

Stephen Schwesinger

Investment Advisor Representative

Retirement Professionals

Stephen Hudson

Regional Business Development Director

Chelsea Coble

Regional Business Development Director

Sue Hill

Regional Business Development Director

Aaron Hutchinson

Client Solutions Manager

Aaron Schottelkorb

Client Solutions Manager

Anthony Lara

Client Solutions Manager

Earl Seitz

Client Solutions Manager

James Stanley

Client Solutions Manager

John Kotsimbos

Client Solutions Manager

Justin McClain

Client Solutions Manager

Karlos Guerra

Client Solutions Manager

Keith Petersen

Client Solutions Manager

Landon Zeis

Client Solutions Manager

Stephen White

Client Solutions Manager

Home Office Team

Shelby Anderson

Director of Client Operations

Jessica Logan

Client Services Specialist

Emily Kastroll

Client Services Specialist

Jordan Beaubrin

Seminar Scheduler

Abigail Terzo

Paraplanner

Daria Mercer

Paraplanner

Faith Lunday

Front Office Operations/Licensing and Contracting

Kristin Riesgo

Controller

Marlene Ford

Client Services Manager

Tiffany Nguyen

Accountant

Trent McIntyre

Business Development Manager

Scheduling Team

Chelsea Rayner

Scheduling Supervisor

Brianna Fox

Scheduler

Keila Valladares

Scheduler

Lisa Griffith

Scheduler

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