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Our Team
Your planning team has deep specialized knowledge in the areas of retirement income planning, financial planning, growing spending and protecting wealth in retirement, estate planning, long-term care planning, and wealth management.
With over 65 years of combined financial experience at your service, you can count on us when it matters most.
Executive Leadership
CFP®, CLU®, ChFC®, CASL®, RICP®
Stephanie Sage
WMCP®, RICP®
Ray Henderson
Chief Executive Officer
Executive Vice President
Support Staff
Vanessa Henderson

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Financial Scribe
Bea "Esi" Okesanya


Personal Accountant

Your Financial Confidence
is Our Only Objective
We'll help you preserve and protect the wealth you’ve worked so hard to build.
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