OUR TEAM
Todd
Pooley
Financial Professional
Todd is a multi-licensed Independent Financial Professional
who has been serving Polk and Highlands Counties for 33 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.
Florida Department of Financial Services
License #: A209508
Rachel
Pooley
Office Manager
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. For 22 years, she 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 28 years. Currently, she is the Worship Director at HighPoint Church and our Office Manager at Retirement Solutions.
Rhett
Pooley
Financial Professional
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 his lifelong friend and love, Samantha Franks on March 30, 2019. After his graduation and wedding, Rhett began working at Streamsong Golf Club as an Assistant Pro until his Dad hired him at Retirement Solutions on January 1, 2020. Rhett was licensed with the Florida Department of Financial Services in 2021 and has been working alongside his Dad now for almost
6 years. Rhett and Samantha have a son, Loston, born on Jan. 4, 2023 and they are expecting their second son, Rowen, this November!
Florida Department of Financial Services
License #: W721522
Samantha
Pooley
Client Services
Sam graduated from the University of South Florida in 2018 with her Masters Degree in Social Work. After graduation, she began her career in the Lake Wales Charter School System as a School Social Worker. Only a few months later, Sam and Rhett married on March 30, 2019. Two years into her social work job, Sam transitioned into the classroom to become a 5th grade teacher and loved it! She taught at Dale R. Fair Babson Park Elementary School for the next five years. Though it was a tough decision to leave a job she loved so much, Sam wanted more flexibility in her schedule as a mother and Retirement Solutions needed her gifts of organization and detail. In July, Sam joined our team and we are thrilled! Sam and Rhett have a two year old son, Loston, and are expecting their second son, Rowen, in November.