Our Financial Network
Who Are Our Financial Professionals?
Our network of financial professionals is comprised of licensed insurance professionals dedicated to helping clients prepare for one of the most rewarding and often neglected phases of life: retirement.
Featured Financial Network Spotlight
When it comes to finding the expertise you need and the strategies that place your financial well-being as the first and only priority, our network of financial professionals is here to help.
Below we highlight a few of the dedicated professionals in our network who are making a significant difference in the retirement journeys of people like you.
Amy Whitaker
Amy specializes in helping clients achieve their financial goals by creating personalized financial plans to ensure confidence and security. As an independent financial professional with over a decade of experience, she is passionate about guiding clients toward thoughtful solutions that fit their lives. Amy brings market knowledge, passion, and integrity to each interaction. Outside of work, she enjoys running, biking, playing sports, and exploring new adventures.
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Brent Celso
Brent specializes in helping clients, especially those nearing or in retirement, understand annuities in plain English. As an independent advisor, he provides clear answers and compares multiple carriers to find the optimal fit. Brent’s extensive industry background includes roles in wholesale and HNW family service. He holds an MBA and is currently pursuing his ChFC®. Outside of work, Brent enjoys time with his family, playing hockey, or cooking.
Tyler Gay
Tyler specializes in retirement income planning, ensuring guaranteed income for life. He actively listens to clients and acts in their best interests to provide confidence and security. As the Principal Partner and Independent Financial Advisor at Stockbridge Wealth Partners, Tyler brings extensive market knowledge, passion, and integrity to each interaction. He is a financial advisor and licensed insurance professional. Outside of work, Tyler enjoys quality time at home with his family or watching English football.
Cliff Ambrose
Cliff specializes in comprehensive financial planning for pre-retirees, retirees, and entrepreneurs, focusing on wealth management, estate strategizing, and income structuring. He holds a degree in finance and economics, along with certifications as a Federal Retirement Consultant (FRC℠) and Certified Annuity Specialist (CAS®). Cliff actively listens to clients to provide confidence and security in their financial future. He brings extensive market knowledge and integrity to each interaction. Outside of work, Cliff enjoys coaching youth football, golfing, and charitable work.
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Debbie Nguyen
Debbie brings a robust background in business management and pre-planning advisory services to East Valley Wealth & Retirement. Her experience includes successfully owning and managing a fuel service center, showcasing her strong leadership and operational skills. Debbie transitioned into holistic retirement planning to guide clients toward achieving a fulfilling and secure future. Her approach is centered on creating tailored plans that support clients in thriving throughout their retirement years. Debbie leverages her extensive experience to provide exceptional service and personalized solutions. Outside of work, she enjoys time with her family and stays fit by working out five days a week.
Jeff Byrd
Jeff is a retirement specialist and founder of Jeff Byrd Financial, with over 20 years in the financial industry. He holds extensive experience in estate planning and retirement income strategies, helping clients navigate complex financial landscapes. Jeff focuses on helping retirees avoid mistakes that could drain their retirement savings while providing sound guidance and tax-saving strategies. He actively listens to clients and acts in their best interests to provide confidence and security. Outside of work, Jeff is an award-winning barbecue competitor who shares his knowledge through seminars and workshops.
Do's and Don'ts at Your Financial Meeting
Do be prepared to tell them exactly how much income you have and where it lives.
Do come with copies of financial documents like the examples below. Some financial professionals have online portals where you can simply upload PDFs or screenshots of this information.
- Recent pay stubs
- Social Security statements
- Investment accounts
- Retirement savings accounts
- Cash balances
- Most recent tax return
- Mortgage and property tax documents
- Insurance policies
- Any debt balances
Do remember this is someone you’ll need to confide in over the years. Be sure you like them and their communication style.
Do write down questions, a list of goals, a list of challenges, and any other information they should know about your lifestyle before your appointment.
Do ask your financial professional how they are paid for their services.
Don’t be afraid to ask questions.
Don’t forget to mention potential and upcoming changes to your life. Moves, marriages, becoming a caregiver, or requiring special care are all things you should make your financial professional aware of.
Don’t neglect your research on the financial professional. Our Client Concierge can help you look into their credentials and experience to help you. During the meeting, you can ask them to elaborate on why they want you as a client and to tell you more about their retirement philosophy.