Our Team

Meet Your Advisors

Specialists in retirement income, annuities, and capital protection — here to guide you toward a confident retirement.

Brandi Jo Newman

Founder & CEO

Thirty years inside the financial services industry — recruiting, scaling, and leading advisor teams of 70+ at the corporate level and 55 across Texas at the regional level.

Dr. Stepheny Finnie

Annuity Specialist

Dr. Finnie brings an advanced academic perspective to the real-world challenges retirees face today.

Jeremy Dreesen, RICP®

Retirement Income Specialist

Experienced life insurance agent and senior market specialist serving Northeast Texas, with a strong focus on retirement income planning.

Crawford James, CRPC®

Retirement Income Specialist

A Chartered Retirement Planning Counselor (CRPC®) specializing in turning decades of hard-earned savings into predictable, tax-efficient retirement income.

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