Meet the professionals who can help you pursue your goals

We help individuals and families get closer to their ideal retirements.

Scott Harrison

Founder - Managing Partner

Scott
Bryan Frutchey, RFC

Strategic Partner

bryan
Allan Argosino, MBA/BBA

Strategic Partner

allan
Danielle Sandberg

Operations Manager

Danielle
Joe Visinski

Strategic Partner

Joe V
Andrew Cavasino, CFF®

Strategic Partner

AndrewC4
Rick Sandberg

Insurance & Income Planning Specialist

rick
Jo Dee Tribelhorn

Insurance Specialist

jo-dee
Chuck Sampair

Insurance Specialist

chuck
Mohsen Khodaverdi, EA

Strategic Partner | EA

Mohsen's headshot
Vlada Harrison

Marketing Director

Vlada Pic 9
Mike Marshall

Insurance Specialist

Mike Marshall
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