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ABOUT US

Get to know
Our agency

For those seeking financial guidance, we understand the choices can feel overwhelming. Selecting the right partner is an important decision, and we want you to feel confident in knowing who we are and what we stand for. Below are our core values—the principles that guide how we serve our clients every day.

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At our agency, we understand that the best place for your retirement money depends on your unique circumstances. That’s why we take the time to provide personalized guidance and top-quality service—delivering our very best every step of the way.

PROS AT YOUR SERVICE.

David Torres

Agency Owner

For more than 27 years, I’ve dedicated my career to helping families, business owners, and professionals retire with...

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James (Jay) Beattey IV

Roth Conversion Specialist

I’ve been in financial services for nearly 20 years, after a successful corporate career. I consider myself a student...

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Abraham Pinheiro

Marketing Brand Director

I turn sparks into bold brands - cutting noise, solving problems, and bringing visions to life. Off-duty, I’m...

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Carolina Gomes

Marketing Consultant

I love getting to know my agents and bringing their vision to life. Outside work, I am in my garden with endless...

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