Meet The Team
Todd is a multi-licensed Independent Financial Advisor who has been serving Polk and Highlands Counties for 28 years. Although he is sure of his career now, he didn't always know what he wanted to do. He graduated from Warner University in 1989 with a B.A. in Physical Education minoring in Biological Science. After graduation, Todd taught middle school biology (Biology has always been a huge interest for Todd and something he has been able to share with his own children through the years). But, as his parents were aging, Todd found himself helping them make financial decisions that personally suited them. He quickly realized this was something he loved doing . . . helping Seniors, just like his parents, protect their saved money. He started pursuing this career path in 1992 and never looked back.
Rachel graduated from Warner University in 1992 with a B.A. in Communication Arts and an A.A. in Business Administration. She worked for 5 years as a graphic designer and administrative assistant until their children were born. Rachel decided to be a stay-at-home mom. Over the past 22 years, she has raised their 2 children while volunteering in multiple capacities in their schools. She specifically served with the PTO while her children were in elementary school and then served with the athletic booster club while they were in middle and senior high school. Rachel has also helped to organize and serve in the worship ministry at HighPoint Church in Lake Wales for the past 21 years. Now that their children are adults, she has begun working full time at their business, Retirement Solutions, LLC.
Rhett graduated from Polk State College on a full academic scholarship in March 2019. He earned his B.A. in Business focusing on Finance. Rhett married is lifelong friend and love, Samantha Franks on March 30, 2019. After his graduation and wedding, Rhett began working at Streamsong Golf Club until his Dad hired him at their business, Retirement Solutions, LLC on January 1, 2020. Rhett is currently pursuing his life & health licensing and his securities license while his Dad is training him in their business.