Meet Your Guides

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

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

PAF_Matt_McIntyre16270pf (1)

Matthew McIntyre

Founder, CEO

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 & Investment Advisor Representatives

Paul Crooks

Chief Operating Officer

Stephen Hudson

Vice President of Business Development

Cliff Bassett

Vice President of Sales and Investment Advisor Representative

Lori Dunn

Director of Human Resources and Compliance and Investment Advisor

Retirement Professionals

John Andruska

Investment Advisor Representative

John Congdon

Investment Advisor Representative

Paden Demuth

Investment Advisor Representative

John Gacesa

Investment Advisor Representative

Matt Hepburn

Investment Advisor Representative

Stephen Schwesinger

Investment Advisor Representative

Retirement Professionals

Sue Hill

Regional Sales Director

Chelsea Coble

Regional Sales Director

Karlos Guerra

Client Solutions Manager

Aaron Hutchinson

Client Solutions Manager

John Kotsimbos

Client Solutions Manager

Anthony Lara

Client Solutions Manager

Justin McClain

Client Solutions Manager

Keith Petersen

Client Solutions Manager

James Stanley

Client Solutions Manager

Stephen White

Client Solutions Manager

Home Office Team

Shelby Anderson

Director of Client Operations

Jordan Beaubrin

Seminar Scheduler

Marlene Ford

Client Services Manager

Emily Kastroll

Client Services Specialist

Jessica Logan

Client Services Specialist

Faith Lunday

Front Office Operations/Licensing and Contracting

Trent McIntyre

Business Development Manager

Daria Mercer

Paraplanner

Tiffany Nguyen

Accountant

Kristin Riesgo

Controller

Pamela Smith

Investment Advisor Representative

Abigail Terzo

Paraplanner

Scott Williams

Investment Advisor Representative

Scheduling Team

Holly Graves

Scheduler

Lisa Griffith

Scheduler

Chelsea Rayner

Scheduling Supervisor

Keila Valladares

Scheduler

Call Now Button Scroll to Top