The Team

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Vivien Balcker

Vivien Balcker

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts Degree - Eckerd College
CA Insurance #0I18381

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Jeff Rees

Jeff Rees

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Income Strategies

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Manish Mukhi

Manish Mukhi

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans

Education

James Madison University, BBA , 1996, Series 7, Series 9, Series 10, Series, 52, Series 63, Series 65, Life & Health
CA Insurance #0L75423

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Todd Mackler

Todd Mackler

Branch Manager

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Designations

AAMS®

Top Areas of Focus

  • Family Finances
  • Business Retirement Plans
  • Retirement Plan Distribution

Education

BA Political Science Florida Atlantic University
CA Insurance #0K59259

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Our Staff

Yani Guanche

Yani Guanche

Client Service Associate