Partner Bios

Neil brings over 30 years of experience in the areas of retirement income distribution and annuities... providing specialized analysis and research of annuities, social security benefits and distributions from retirement plans. Neil and his wife enjoy cooking and traveling together.

Michelle has worked with Tim for over 10 years, providing in depth analysis of life, disability, and LTC insurance plans. Recently, Michelle has become central to gathering insurance related comparisons and illustrations.

Zach is an expert in people and communications. He currently serves as an executive for a thriving vacation rental company, while also serving as our director of marketing and communications. He holds an active real estate license in multiple states and has his doctorate in leadership. He is married and the proud father to three beautiful kids.