About Our Firm
Here’s our story. We look forward to hearing yours.
Retirement Prosperity Group
The mission of Retirement Prosperity Group is to help you to Retire With Confidence and Live Your Dreams. Our primary areas of experience include Wealth Management, Retirement Income Planning, Social Security Maximization Strategies, Asset Preservation and Protection, Estate and Tax Planning, Advanced Strategies for High Net Worth clients, Long-Term Care Solutions, Life Insurance, Annuities and Retirement Accounts.
Helping individuals and families is not a business for us, it's a personal passion. We are also happy to have the opportunity to help Federal Employees by being an approved Webinar host through their provided Pre-Retirement Strategy Webinars.
Lisa Barram
President
Daniel Barram
LEAD INVESTMENT ADVISER REPRESENTATIVE, RICP®
Mario Nardone, CFA
Chief Portfolio Strategist
Jennifer Jacobs
Client Services Director
Ed Rivas
INVESTMENT ADVISER, CLU, ChFC
Darla Taylor
Director of First Impressions
Kelly Raab
Operations and Client Services Specialist
Meg McCartney
Online Marketing Director
Allen Heffler
Medicare Expert, CLU, ChFC
Rick Solofsky
Health care & Medicare
Our Strategic Partners
At Retirement Prosperity Group, we believe that all of your professionals, including your financial advisor, attorney and accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected and tax efficient manner. Â
As part of our strategic partnership with other professionals, we work closely with estate planning and elder law attorneys who are experts in wealth preservation, asset protection and asset transfer planning strategies. The CPAs we work with are experts in individual tax planning, taxes for small business owners, forensic accountants and advanced tax planning strategies. We also work with various planning experts for families who have children with special needs.Â
Guy F. Matthews
Estate Planning Attorney
David Wingate
Certified Elder Law Attorney
Evan H. Farr
Certified Elder Law Attorney
William Hammond
Certified Elder Law Attorney
Morris Gocial
CERTIFIED PUBLIC ACCOUNTANT
Gene H. Levick
CERTIFIED PUBLIC ACCOUNTANT
AMADA SENIOR CARE
 Home Care & Long-Term Care Services
Jarrod Barton
CFP, ChFC
Nick Stovall
Advanced Tax Strategies
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