Team
John Clark, CLTC, CMIP
Financial Advisor
(772) 673-3344
jclark@retirementworkshop2020.com
Ed Motosue
Aloha Consultant
8087925187
Bradley Davis
Financial Advisor
772-673-3344
bdavis@seniorsolutionsinsurance.com
Bradley A Davis, Financial Advisor. I attended the University of Rhode Island and hold a National Social Security Advisor Certificate. I help, guide, and educate clients to reach their financial goals through analysis and planning....
Brian Bell LUTC
Financial Advisor
A graduate of The American University, Brian pursued a career as a Life, Health, and Annuity advisor.Now, with 28 years of experience, Brian educates beneficiaries on how to transition and navigate through the new corridors of senior...
Bruce Greenstein, LUTC
Financial Advisor
772-673-3344
Bruce Greenstein, LUTC, and a graduate of Florida State University is a highly respected financial professional who has earned his reputation as a safe money manager. His clients will tell you they no longer have to worry about market...
Grant Morris RICP
Financial Advisor
gmorris@crown-wealthmanagement.com
Grant Morris is uniquely positioned to provide comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and...
John Heck
Financial Advisor
jheck@protectionpointadvisors.com
John Heck has been helping individuals, families and businesses acquire, protect and transfer wealth since 1990. Mr. Heck is a Financial Strategist who specializes in Financial Planning and Total Asset Protection through a Family...
Joseph Faulk
Financial Advisor
772-673-3344
I have dedicated my twenty-year financial services practice to helping clients identify their long-term retirement objectives, develop a realistic & attainable strategy, and ultimately reach their financial goals. These goals are met...
Orrett Garth
Financial Advisor
772-343-7381
Orrett Garth is a state licensed insurance agent and field underwriter for over 30 years. As a financial services professional, he specializes in senior benefit services such as Retirement Income Planning, Medicare Supplement...