The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Jon Hill

Jon Hill

Financial Advisor

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Designations

LUTCF

Top Areas of Focus

  • Women's Financial Strategies
  • Investments
  • Family Finances
CA Insurance #0D53962

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Brandon M Flynn

Brandon M Flynn

Financial Advisor

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Designations

CFP®, RICP®, CASL®, LUTCF

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

Master of Science, International Affairs, Florida State University
CA Insurance #0K09352

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Jeanne Peterson

Jeanne Peterson

Financial Advisor

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Designations

CFP®, LUTCF, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

MS Management, Polytechnic Institute of Technology, BS Chemical Engineering, Drexel University

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Our Staff

Patrice Jackson

Patrice Jackson

Client Service Manager

Mike Renn

Mike Renn

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