Paul is a licensed financial professional in many states who specializes in retirement planning for individuals, self-employed contractors including but not limited to those within the beauty, cosmetology, hair and body art space as well as small business owners, their employees, and loved ones. Paul’s primary focus is on protecting his clients and their loved…
Pang Nhia is a financial professional licensed in multiple states to serve her clients where they are. She has over 15 years In the financial industry and has 8 years specializing in employee benefits, retirement and payroll as a Director of Human Resources. She saw how employees weren’t given proper education about their retirement planning and wanted to be able to better serve them from a different angle. Now focuses on retirement planning she believes that every person deserves the proper education so they have the chance to enjoy the fruits of their labor, creating a nest egg and protect what matters most to them. She also specializes in the life and health industry leveraging her many years of knowledge.
Mike is an agency owner based in Duarte, California, and licensed in California, Washington, Texas, Ohio, Illinois, and Kansas. As a Retirement Planning Specialist, Mike takes a needs approach to retirement planning and insurance by comparing what his clients need and what they already have in place and focusing on the GAPS. Whether it relates…
Andrew is a licensed financial professional who specializes in retirement planning for individuals, small business owners, and public employees. Andrew is passionate about working with small business owners and public employees because their needs don’t fall into the traditional retirement structure. Many small business owners and public employees are underserved. Andrew has made it a…
Mike is the founder and President of BlueRock Agency. Mike has over 30 years of business operational experience as well as a professional business coach and author. Mike is passionate about protecting families and businesses from a financial crisis when life happens. Licensed in multiple states, Mike works with families and businesses throughout the US.
April is a Native Texan, fourth-generation Houstonian, based in Magnolia Texas and serves families in the greater Houston area. April has an extensive background in finance and insurance with over 20 years of banking experience. She worked 10 years as a Licensed Investment Banker with JPMorgan Chase. April specializes in final expense, senior benefits, mortgage,…