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!
Tom Malone is the founder and President of Red Clay Financial LLC, a firm committed to helping retirees and pre-retirees build and protect their assets using innovative retirement income strategies. Tom has over 30 years of experience in the financial services industry and began his career as a full-service stockbroker. Tom witnessed Black Monday, October 19, 1987, the biggest single one-day loss Wall Street has ever suffered. The crash taught him a shocking lesson about market exposure and its risks for retirees. Tom is a Certified Financial Fiduciary, an educator, and a radio host. His mission is to provide retirees and those about to retire with dedicated, customized retirement strategies that provide safety, growth, guaranteed lifetime income, and financial confidence.
Griffin Heckaman has been serving in the financial industry for over 2 years through Korhorn Financial Group located in Northern Indiana. Griffin helps local businesses design, implement, and monitor their ERISA Retirement Plans in a fiduciary capacity. He advises on over $25M in retirement assets and also serves as a fiduciary to personal wealth management clients of the firm.
After completing a degree in Psychology at Ball State University, Mr. Heckaman focused on rapidly gaining financial industry experience and knowledge to better serve in a Fiduciary capacity. Mr. Heckaman has obtained Accredited Investment Fiduciary and Certified Retirement Plan Specialist industry designations to hold expertise in key Fiduciary roles to his clients.
George McReynolds is a Certified Financial Planner™ practitioner, a Registered Financial Consultant®, and author of the personal finance book, “Prosperity By Design." Our mission is to help people create compelling dreams for their future, the plans to attain them and the time to enjoy them.
His rich history of trust, service and courage has carried into the relationships he builds with his clients.
George is a decorated veteran of the US Army and served on the security detail for the Supreme Allied Commander at NATO headquarters in Belgium. He kept his secret clearance serving with an Intelligence Unit in the Reserves. He graduated with high honors from both the 1st Army Intelligence School and the Military Police School.
George graduated 1st in his class from the Pennsylvania State Police Academy. He served as a Paramedic, police officer & on a police SWAT team. He was a self-defense, first aid and rappelling instructor. He was awarded 3 official commendations. "
Throughout her 33-year career, Marva has been passionate about helping her clients achieve their financial wants and needs as they work to fulfill their most important life goals. By combining her deep care for those she serves with an analytical approach, Marva strives to ensure her clients feel confident in their financial future.
Marva began her career in the financial services right after high school, working her way up from the role of receptionist to become a financial advisor and vice president of her own company. She gets tremendous gratification from helping her clients, and she cannot imagine doing anything else. Marva assists those she serves with retirement investments, estate, long-term care and life insurance planning, cash management, as well as liability management.
Prior to establishing VK Wealth Advisors in 2016, Marva served as an associate vice president and financial advisor with Morgan Stanley Financial for seven years. Before that she was employed for 13 years as a financial advisor and client service associate with Merrill Lynch, and for nine years as a branch office coordinator and sales assistant with Legg Mason Wood Walker. A Chartered Retirement Planning Counselor, Marva holds her Series 7, 63, and 66 securities licenses and Pennsylvania state insurance licenses.
Marva, a lifelong resident of Karthaus, makes her home with her husband, Dale. They have two children, Maleigha and Logan; three grandchildren, Sofia, Jackson and Grayson; two granddogs, Cash, and Piper.
In her free time, Marva enjoys cooking, reading, camping, ATV riding and spending time with her family. She is a member of Shepherd of the Hills Lutheran Church, and is a board member and volunteer with Oak Hill Memorial Cemetery. She also serves as a member and volunteer with the Quehanna Industrial Development Committee (QIDC).She is also a volunteer at the Centre County Retired and Senior Volunteer Program
Frank Riedel IV is the President and founder of Hurricane Financial Corp. Hurricane Financial, is a company dedicated to helping clients to achieve their financial goals without unnecessary fees or exposure. In his career, Frank has helped clients in many states from coast to coast. Frank has over 20 years of experience in related financial industry areas. Frank is a Certified Estate Planner (CEP) and Retirement Income Strategist. Frank is also recognized as Infinite Banking Concept (IBC) expert and Authorized Practitioner. Frank has been featured in Advisor today magazine and Vanguard magazine. Frank is sought after speaker and educator and an International Best-Selling Author. In 2019 Frank published a book entitled “What Keeps You Awake At Night?” The book has received great reviews as a source of information and education. In 2019 What Keeps You Awake At Night became an Amazon.com International Best Seller.
Ephesians 2:10
For we are God’s handiwork, created in Christ Jesus to do good works, which God has prepared in advance for us to do.
Frank’s personal message:
It is never too early or too late to attain knowledge or readjust the course you’re on. Having a plan is one thing. Avoiding financial potholes is another. Retirement Income Planning provides a reliable roadmap to your destination. You do not need to risk future to achieve your goals!
Michael Arthurs is a valuable member of Capstone Financial Group. He started his career in financial services in 2002 with Waddell & Reed as a Financial Advisor. He had previously worked for Sprint, Packard Bell/NEC and Tower Records as a Project Manager. His skills have translated well into helping clients manage their financial lives. Michael graduated from the University of Texas at Arlington with a B.A. in Marketing.
In 2014, Michael brought his experience and professionalism to Capstone Financial Group, continuing his career with the firm as a Financial Advisor. Michael helps individuals, families and business owners plan for a bright future by identifying their goals and objectives and provide various insurance and investment strategies that will provide them with the protection, savings and growth they need for their family and investments.
Michael holds FINRA series 7 and 66 registrations and is a Certified Financial Fiduciary®. He also holds insurance licenses in California, Alabama, Arizona and Idaho. He is experienced with helping individuals, families and businesses transition from working into retirement.
Michael is married to Kristen and they are the proud parents of Avery and Alec. Michael and Kristen moved to the Folsom area in 1992. Michael has lived in several places around the world. Born in Mississippi, he has lived in Japan, Arkansas, Ohio, Alabama, Texas, Germany, Texas, Maryland, Virginia (met Kristen), Georgia and finally California.
Over 25 years ago I started M. Dutton and Associates. We are a full-service financial and insurance firm. We are retirement and benefit specialists, working with individuals and corporations. Ours is a well-staffed service organization, not just an insurance brokerage. We believe that your future business is just as important as your business today. In order for us to continue to do business with you, we must earn that right through service. Through comprehensive objective driven planning, we provide you with the research analysis, and available options needed to guide you in implementing a sound retirement plan, and Executive Benefit Designed for your key employees. Our commitment is to assist you in achieving your goals and objectives.We make it our business to focus on our clients and build long term relationships with them; and to use teamwork to deliver seamless integration of our services.
Robert emphasizes to prospective clients that “Time is either your friend or your enemy in retirement planning.Lets make it your friend”.It’s a phrase heard by past attendees of his hundreds of workshops held in the metro Atlanta area and he continues that practice today.
“All financial planning leads to retirement planning”.Robert believes in creating the best client plan and its never accomplished in less than 3 to 4 meetings.Knowledge is key and he feels his time invested in learning all areas of retirement planning allows him to address not just the future income needs of the client but also the potential healthcare costs too.Wealth and health are connected in his planning.
Robert holds the SEC Series 65 license and is a graduate of the Retirement Income Certified Professional (RICP) program through the American College of Financial Services. In addition to being a Certified Financial Fiduciary, he also is a licensed Medicare Advisor and assists his wife Angela Cox, a Medicare advisor, who leads that part of their practice.Robert and Angela reside in Suwanee, GA with their 2 daughters.Robert is a past president of the Atlanta Junior Chamber of Commerce (Jaycees), past HOA president, and currently serves as membership chair for the Duluth Business Association.
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