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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
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CFP®, CLU®, ChFC®, CASL®, RICP®

Stephanie Sage

WMCP®, RICP®

Ray Henderson
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Chief Executive Officer

Executive Vice President

Support Staff
Annette Self
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Executive Assistant

Vanessa Henderson
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Financial Scribe

Bea "Esi" Okesanya
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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.