Brian has over 10 years of experience in the insurance and financial service industry. He has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian assists his clients with many areas of retirement planning and investments.

He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets.

Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors.

Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and volunteering at his church.  

After 12 years as a small business owner, Cynthia began her career as a financial advisor in 1992 at A.G. Edwards & Sons, Inc.  She established Family Legacy Partners, Inc. in 2012 as an independent investment and advisory firm delivering the high-touch client service and disciplined portfolio management that is the hallmark of her practice.  Her domestic clients reside in the 22 states where she is currently registered.

Cynthia earned her M.A. from Vermont College of Norwich University.  She served on the Board of Brattleboro Area Hospice from 2011 to 2017 and is a former long-term Board Member and Chair of the Wells Educational Trust.  She lives in Greenfield, MA.

Roy Jerrolds has been in the financial services industry for over 20yrs and in the capacity as a Financial Advisor for 18yrs. Roy is dedicated to developing true relationships with his clients. Roy served his country in the United States Marine Corps for over 7 years. He’s been married for 19yrs to his amazing wife Heather and live in Brentwood with their five children.

Robin S. Davis, Wealth Advisor, had been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Davis Wealth Management Group, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days. Because is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book “Who’s Sitting on Your Nest Egg? Why you need a Financial Advisor and ten Easy Tests for finding the Best One!” Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends. Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin folds FINRA series 7,6,22,24,26,63 and 65 industry licenses; as well as Life, Health and Variable Insurance licenses.

Carie Gratz, MBA, is a financial advisor an insurance specialist with Davis Wealth Management Group since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently holds FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses. Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from South University in 2012.

Gary Knode, CFF

Safe Harbor Financial

134 E. Richardson Ave.

Summerville, SC  29485.   

843-737-2457

www.safeharborfinancialSC.com

A veteran of the U.S. Army Intelligence Corps, Russian Linguist, and North Central University Alum, Gary is the founder and president of Safe Harbor Financial.

Safe Harbor Financial is a Charleston area-based firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors, and small businesses.  Gary’s vision is to become your financial professional for life.  He works hard to earn your trust and will continue to work diligently to maintain that trust for years to come. 

His continued goal is to fully educate clients about their options so they can make knowledgeable and informed decisions when structuring a financial strategy that reflects their priorities. Through his guidance, Gary’s clients are able to increase their wealth and avoid exposure to unwanted risk.

Gary enjoys working in the community to help people with their retirement planning and questions they may have about securing their retirement future.  To facilitate this, he sponsors complimentary educational luncheons where he educates the local community on various financial topics. 

Planning services include:

1. Helping clients rollover 401 (K) savings, ESOP and pension plans to personal Individual Retirement Accounts.

2. Developing life time income strategies with a goal of creating a guaranteed, risk free and secure retirement.

3. Pre-Retirement financial planning through the use of goals based planning and cash flow analysis.

4. Planning services are provided to any client, regardless of account size, or complexity.

In his spare time, Gary enjoys volunteering at his church, riding his motorcycle, playing outdoor sports such as golf and softball.  He is the proud father of 2.  His son is presently serving in the U.S. Army and his daughter attends university.  He enjoys spending time with his wife of 26 years, Heidi, going to the beach, cruises, and enjoying all that life has to offer. 

Kevin M. Smith, CLU, ChFC

KMS Wealth Management, Inc.

kevin@kmswm.com

407-923-8724 (mobile)

EXPERIENCE:

KMS Wealth Management:

Independent Financial Advisor specializing in managed money processes and retirement security for individuals and businesses. Long Term Care resource expert and past speaker at the FICPA state meeting on financial planning.

OMNI Resource Group:

Financial consultant specializing in business and professional consulting. Often including strategies for buy-sell funding for the purpose of assisting the senior partners transition their practice interests to the next generation of associates:  retirement plan benchmarking and design to help plans meet the new fiduciary and compliance standards required by the DOL: and;  income distribution and wealth accumulation strategies.  Also, founder of Operation Veterans Aid, an organization dedicated to assisting veterans and their families in the awareness and completion of the application for the Aid and Attendance Pension through the VA.

Thrailkill, Broussard & Smith, P.A., Vice President

Responsible for individual financial planning and education for public and private clients. The firm

educated and developed clients through a seminar system from 1995-2002. Named "Best New Group"

in 1997 by Successful Money Management Seminars, Inc., the nation's largest producer of financial

education materials. (April 1995-January 2003)

New England Mutual Life Insurance Company

In 1983, responsible for individual and group sales of insurance and investment products and

Involved in the sale and service of one the first 401(k) plans in the U.S. As sales manager in 1985,

responsibilities included recruiting, training, joint work, and managing a team of up to twelve

producers. Won New England's Agency Builder Award four consecutive years. The management

award recognized outstanding performance in new agent recruiting, agent retention, average agent

production, and total unit production growth. During the four years, agent retention was greater than

50%. Returned to personal production in 1990. (February 1983 - March 1995)

Mass Mutual Life Insurance Company

Began insurance career with Mass Mutual in November of 1980 in Winter Park, FL and was the

number four producer during the two and one half years with the agency.

EDUCATION:

Bachelor of Science in Business Administration, 1980, Florida State University, Tallahassee, FL

LICENSURE: Life, Health, Variable Annuity, Series 65

ACHIEVEMENTS/RECOGNITIONS:

Multiple Qualifier of MDRT and Court of the Table Qualifier.

Speaker at various industry, service, and charitable

organizations including Florida Special Olympics on financial and estate planning issues for families

with special needs children and the Florida Methodist Pastors' Conferences assisting those in the

ministry with financial and retirement issues, The FICPA annual meeting on Financial Planning on the topic of Long Term Care.  Past Chair of Peggy and Phillip Crosby YMCA, Board Member of Warriors on the Green an organization dedicated to the rehab of wounded veterans through the activity of golf,  Board Member of Lydia House.

PERSONAL:

Married to Beth since 1982 and the father of two children; Bennett, a recent graduate and two-time golf and Academic All-American at Dallas Baptist University and Ellen a junior at UCF.  Kevin has been a member of the business community in Central Florida since 1980.

I started my career climbing the corporate ladder for a large retail company while in high school @ Col. Zadok Magruder HS in Rockville, Maryland. I worked in retail management while attending the University of Maryland- College Park & Montgomery College - Rockville; ultimately becoming the corporate inventory manager for the DC Metro region while earning a B.A. in Criminal Justice. 

A change in company ownership forced a career change, where our family's financial advisor at the time mentioned that I had experience dealing with corporate retail $$$and was great working and listening to customer wants/needs, so why not give it a shot helping retail clients with theirs?

I have been in the industry now since 2000 (Olde Discount, H&R Block Financial Advisors, and Ameriprise Financial Services), and still enjoy helping clients with their investments!  My current home is Woodchurch Wealth Management LLC. and am a registered rep with H Beck Inc, a fantastic independent broker dealer!

I hold a Series 6, 63, 65, 7 & Securities licensed in Colorado, Delaware, Florida, Illinois, Indiana, Maryland, New York, North Carolina, South Carolina, Texas, and Virginia.

My office is in Rockville, Maryland where I have lived since 1974.  

How can I help you achieve your goals/dreams?

www.woodchurchwealthmanagement.com