Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Robert has been a financial advisor and client account manager for nearly 30 years, working in Texas at some of the most prominent financial firms in the country. Positions he has held include vice president and financial advisor at Merrill Lynch; vice president, financial advisor and portfolio manager at UBS; and financial advisor, portfolio manager at Morgan Stanley.
A common theme throughout his career has been the honest and responsible manner in which he has conducted himself on behalf of his clients. He joined Harbor Financial in September 2018, attracted by the firm’s objectivity as an independent broker/dealer, and its clearing and custodial services arrangement with Raymond James, which provides access to proprietary equity research and rebalancing tools to help manage client assets.
Robert customizes investment portfolios to each client based on a detailed financial plan that takes into account their specific goals, risk tolerance, investment style and time horizon. Utilizing hedging strategies with the objective of reducing market risk, his goal is to enable clients to have confidence in making their money last.
Robert graduated from Plano East Senior High School and earned a bachelor’s degree in finance from Stephen F. Austin State University, where he became a member of Pi Kappa Alpha fraternity.
Originally from New York, Robert now lives in Allen, Texas, with his wife, Carie, and their children, Sebastian and Gabrielle. In his free time, he enjoys guitar, drums, Jiu jitsu, weight lifting and swimming. He is a member of St. Andrews Episcopal Church.
Raymond James is not affiliated with the above organizations. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Robert Shestack is the Chairman and CEO and Hall of Fame member of the Voluntary Benefits Association (“VBA”), the first national non-profit [501(c)(3)] trade association focused on Voluntary Benefits for employer groups and affinity groups. The VBA’s goal is to promote the education, implementation, product development, compliance, technology and enrollment of Voluntary Benefits in the workplace. In addition, Mr. Shestack is the Chief Strategy of Paylogix, the nation’s largest Insured, Bonded and Licensed Third Party Administrator focusing on Voluntary Benefits. Paylogix represents over 25 Fortune 1000 companies as manages close to $1 billion in annual voluntary benefits premium.
Mr. Shestack was the former EVP and National Practice Leader for The AmWINS Group, the largest insurance wholesaler in the United States, placing over $12 billion in annual premium. In his role he was responsible for all carrier relations, enrollment & implementation activity and communications, as well as the execution of the 5-year strategic business plan. Prior to joining AmWINS, Mr. Shestack was Managing Director and National Sales Leader of Corporate Benefits at Marsh & McLennan. Mr. Shestack’s experience working with voluntary benefits includes product development, insurer relations, strategic innovation, communication & enrollment strategies.
Mr. Shestack has been responsible for managing and developing high level sales talent and establishing client and partner relationships in the employer benefits arena. A 30+ year industry veteran, Mr. Shestack holds a Workplace Benefits Consultant certification, a Certified Voluntary Benefits Specialist designation as well as a degree in Actuarial Science & Rick Management. Also, he is certified in Health & Welfare and Cafeteria Plan Fundamentals through the American Academy of Actuaries. He is a Risk Management Capstone Course student advisor at Temple University’s Fox School of Business, his alma mater, where he and his wife have a $10,000 scholarship program for the Fox School of Business at Temple University.
In addition to his responsibilities at the VBA, Rob was also inducted into the Workplace Benefits Hall of Fame in July 2010, joining an elite group of voluntary benefit industry leaders. An accomplished author published in over 100 articles and white papers as well as an accomplished speaker, he wrote a chapter on critical illness in the 2008 book “Workplace Marketing — A Promise to Deliver” and is working on his next 2 books.
Mr. Shestack was featured as the cover story for Benefits Selling magazine in 2007 and he received the inaugural Voluntary Benefits Adviser of the Year award in 2011. The award recognizes outstanding service to group benefit plan sponsors by brokers and advisers, as well as overall contributions to the profession. In April 2013, he was honored with the prestigious H. Wayne Snider Distinguished Alumni Award from Temple University’s Fox School of Business recognizing Rob as someone who has distinguished himself or herself for at least 20 years in the field of Insurance, Risk Management and Actuarial Science.
Recently, Rob received the 2017 South Jersey community service volunteer of the year award recognizing his unselfish efforts and dedication in making his community a safe place to live and raise a family. Dedicated to his community, Rob is a 7-time elected official (Fire Commissioner) in his township representing over 60 career personnel and an annual budget exceeding $11 million.
Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Today, he continues to attend workshops and educational classes related to his field.
Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through safe money options and financial security by using the right strategies and products.
In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.
In 2015, Glen became certified as a National Social Security Advisor which denotes advanced education, knowledge and training in the Social Security program. In 2019, he became a Certified Financial Fiduciary, the only designation that focuses solely on training financial professionals to be true fiduciaries.
Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially. Many times, this comes about by capturing money they are transferring away from themselves and growing it in tax-favored accounts for their future. He believes people can achieve their financial goals without taking unnecessary risks. He uses his training and tools to help people get on the right track.
PERSONAL BIOGRAPHY
Glen has been married for over 40 years to his wife, Marcia. They have two children and seven grandchildren. When Glen isn’t helping people become more financially secure, he enjoys playing golf, and ice hockey. He is a member of Fowler Community Church and serves as an elder there.
Steve is the owner and founder of Forward Financial, LLC, which specializes in insurance, financial planning and retirement income solutions for families and individuals at any stage of life. Steve is a graduate of the Middle Tennessee State University school of business and entered the financial services industry in 2012 after working in the recording industry for many years prior.
Steve works collaboratively with accountants, attorneys and estate planners to provide the best possible advice and service to his clients. He has a comprehensive, 21-step approach to advising clients on the many aspects of financial planning and insurance solutions. He is a Certified Financial Fiduciary and holds Life, Health, Property, Casualty and Legal Insurance licenses in 35 states from coast to coast.
Steve has offices in Chattanooga, TN. where he resides with his wife Jenny and their two daughters.
My name is Kirk G. Meyer acting as a Registered Financial Consultant (RFC) and a Certified Financial Fiduciary (CFF). I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Master’s in Business Administration with an emphasis in Management and a Master of Science in Accounting both from Strayer University, and a Bachelor of Science in Business Administration with an emphasis in Management from Haskell Indian Nations University. I am also a Registered Social Security Analyst (RSSA) which enables me to evaluate anyone’s available options to maximize their Social Security benefits.
While working on my degrees I have read countless books on finance, debt reduction, investing and personal financial planning both for my formal education and for my own personal growth. I have looked at several different approaches to personal finance and how to successfully manage all personal finance issues enabling me to offer high-quality services to all my clients. I have looked at several different approaches to debt and how to successfully reduce one’s debts and have a unique approach personal finance issues.
Laura K. Schilling, J.D., CPA, CFP™, Certified Senior Advisor (CSA®), Certified Financial Fiduciary (CFF®), is principal and founder of Financial Innovations, LLC. She is licensed to practice law in Georgia and Florida. Laura was named by Georgia Trend Magazine as part of its Legal Elite for 2009 for her legal work in taxes, estates, and trusts. She has been named as a five-time “Five Star Wealth Manager Award” winner from Atlanta Magazine. Laura has been published in several magazines, including Forbes Magazine and Best Self Magazine. She also has taught a class for Bisk Education for CPAs.
Clients benefit from Laura’s legal, accounting, and financial planning expertise. Her diverse background enables her to review a client’s financial situation from many different perspectives. She can review and draft legal documents and tax returns. She enjoys being able to work with clients to create financial plans for them and their family, and she has a deep-rooted passion for helping others. She has adopted two children and is dedicated to serving others in multiple capacities.
Laura began her professional career as a Certified Public Accountant at Habif, Arogeti, & Wynne, an Atlanta based accounting and financial services firm. She later earned a law degree and established a legal practice specializing in estates, wills, and trusts. Prior to founding Financial Innovations, LLC, in 2003, Laura worked for another large Atlanta based financial planning firm. Laura holds a BBA degree in accounting from Emory University, and a J.D. from the Georgia State University College of Law, where she graduated cum laude.
Laura is currently acting as Treasurer on the Board of Directors for a charity, The Packaged Good.The primary focus of this charity is to involve families with children of all ages to starting learning to give (www.thepackagedgood.org).Laura has served on the board of directors of the Boys and Girls Clubs of Brookhaven and is active in numerous civic and community organizations. She is a member of the Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and the Georgia and Florida Bar Associations.
Laura is well known for her active referral network of business professionals, enabling her to link clients, friends, and colleagues to valuable resources and services they need.
A native of Long Island, NY, Laura has lived in Atlanta for over 25 years. She is active in both her children’s lives, and enjoys museums, travel, and cultural events.
Mr. King has been helping investors protect, grow, and enjoy their assets for over 25 years. His practice focuses on a holistic approach to financial well-being and quality of life. Preparing families for ‘four generations’ is the basic tenant of the firm’s legacy planning paradigm. Guiding families, utilizing a time allocation of money, commonly referred to as a “Bucket Plan” allows families to enjoy a superb quality of life while establishing generational wealth.
Mr. King has worked for some of the largest companies in the business, with tenures at Morgan Stanley Dean Witter, Aetna, and MassMutual before becoming an independent advisor.
Mr. King also teaches financial soundness to pre-married, and newly married couples. He is a part of the Dave Ramsey program, teacher at Financial Peace University, a SmartVestor Pro and an Expert Local Provider (ELP). He served as the youth director for his church for over 10 years and still runs a bible study for teens.
Mr. King received his B.A. from Louisiana State University and is a graduate of the Cannon Trust School. The American Banker Association awarded Mr. King with two designations: Certified Securities Operations Professional, (CSOP), and Certified Trust Financial Analysts (CTFA).
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