Todd is a multi-licensed Independent Financial Advisor who has been serving Polk and Highlands Counties for 32 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.
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 as an Assistant Pro until his Dad hired him at Retirement Solutions, LLC on January 1, 2020. Rhett has been working alongside his Dad now for 4 years and was licensed in 2021 with the Florida Department of Financial Services. Rhett became a Dad last year! His son, Loston, was born on Jan. 4, 2023! We
are so excited for this new
addition to our family!
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 26 years. Currently, she is the Worship Director at HighPoint Church and our Office Manager at Retirement Solutions, LLC.