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
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CFP®, CLU®, ChFC®, CASL®, RICP®
Stephanie Sage
WMCP®, RICP®
Ray Henderson
Chief Executive Officer
Executive Vice President
Support Staff
Annette Self
Executive Assistant
Vanessa Henderson
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Financial Scribe
Bea "Esi" Okesanya
Personal Accountant
