Brian Sivertsen

Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.