Retirement Planners of America

John Broderick is a financial advisor at Retirement Planners of America with nine years of industry experience. He holds a Series 66 designation and has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. He is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage risk and preserve capital.

Robert Tunnell is a CFP®-designated financial advisor with Retirement Planners of America, based in Plano, TX. He has 20 years of industry experience, including a tenure at MMWKM Advisors, LLC since 2013. In addition to his advisory role, he is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm employs an “Invest and Protect” approach that uses model portfolio allocations combined with tactical adjustments based on market indicators to manage client assets defensively.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 credential and two years of industry experience. She previously worked at Fisher Investments and has experience in both investment management and financial education. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolios with tactical adjustments based on market indicators, emphasizing capital preservation through defensive asset allocation.

Clifford Kwan is a CFP® and holds a Series 65 license with 18 years of industry experience. He is affiliated with Retirement Planners of America and has worked at MMWKM Advisors, LLC for the past 12 years. Additionally, he operates as an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm uses an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage multi-billion-dollar assets.

Michael Lutz is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently with Retirement Planners of America and has previously worked at Westlake Wealth Management, Fisher Investments, and Fidelity Investments. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs a defensive “Invest and Protect” strategy that uses model portfolios combined with tactical adjustments based on market indicators to manage multi-billion-dollar client assets.

Karli Bradley is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Retirement Planners of America in Scottsdale, AZ for the past 10 years. In addition to her advisory role, she is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions, managing multi-billion-dollar client assets. The firm employs a defensive “Invest and Protect” approach that integrates model portfolio allocations with tactical adjustments based on market indicators to manage risk.

Paul Leeman is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds a Series 65 designation and has worked with MMWKM Advisors, LLC since 2016. Additionally, he has been affiliated with the University of Houston since 2014. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that incorporates model portfolio allocations with tactical adjustments based on market indicators.

Gwendolyn Nale is a financial advisor at Retirement Planners of America with a Series 65 credential and three years of industry experience. Prior to her financial career, she worked in various legal roles, including positions at the Tarrant County Criminal District Attorney's Office and the Travis County Attorney's Office. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that uses model portfolio allocations combined with tactical adjustments to manage risk and preserve capital.

Thomas Healy is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at NYLIFE Securities LLC and has held positions in custom woodwork and renovation businesses. Healy is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy combining model portfolios with tactical adjustments based on market indicators, maintaining a defensive stance to preserve capital.

Douglas Williams is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Texture, Texas Corrugators, Athena Manufacturing, Agi, and Metropolitan Capital Advisors. Retirement Planners of America offers discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators to manage risk and preserve capital.

Stephen Luby is a financial advisor at Retirement Planners of America with 16 years of industry experience. He has previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs a defensive “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators.

Natalie Chandler is a CFP® professional with 22 years of industry experience, currently serving at Retirement Planners of America. She has worked at MMWKM Advisors, LLC since 2012. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolio allocations with tactical shifts to manage market risk and offers custody-specific fund lineups as part of its service.

Erik Eklof is a financial advisor at Retirement Planners of America with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MCGowan Group Asset Management, GuideStone Financial Resources, and USAA. Eklof is based in Plano, TX. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators, maintaining a defensive posture to manage risk.

Benjamin Newport is a CFP® with 10 years of industry experience and is affiliated with Retirement Planners of America. He has worked at MMWKM Advisors, LLC since 2015 and serves in the Texas Air National Guard as a munitions section supervisor. Newport also operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that incorporates model portfolios with tactical adjustments to manage market risk and preserve capital.

Patsy Mandola is a financial advisor at Retirement Planners of America with 20 years of industry experience. She has held a position at MMWKM Advisors, LLC since 2013 and holds Series 63 and Series 65 licenses. Mandola also works as an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm employs an "Invest and Protect" strategy that uses model portfolios combined with tactical adjustments based on market indicators to manage multi-billion-dollar client assets.