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Featuring Marco Melero

Meet Marco Melero! Marco is the multicultural education strategist and financial advisor in our Dallas, TX office. He enjoys working with leaders on financial wellness education to help them successfully understand their employees' retirement financial goals. Marco is...

Featuring Thorn Murphy

Meet Thorn Murphy! Thorn is a wealth advisor that specializes in income, investment, education and legacy planning in our Columbus, IN office. For over 5 years, Thorn worked in the finance department with Cummins Inc. The work was valuable and educational, but he had...

Featuring Mark Gash

Meet Mark Gash! Mark is a financial advisor in our Overland Park, KS office. Mark’s expertise in the financial planning and retirement industry comes from his passion for helping others, especially those with disabilities. Mark graduated from the University of...

Featuring Matt Brown

Meet Matt Brown! Matt is a financial advisor in our Overland Park, KS office. Matt’s expertise in the retirement planning industry stems from his love of getting to know people and helping them figure out how and when they can retire. Matt knows that even when people...

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