Meet The Current Team

Dave Hall



Client Services


Project Manager




Junior Advisor


Junior Advisor


Marketing Director


Content Director



Strategic Partners

Expert connections to enhance your retirement education and experience

About RISA

Retirement researchers Wade Pfau and Alex Murguia created the Retirement Income Style Awareness® (RISA) Profile. The RISA® framework is a psychology-backed, research-driven income personality assessment transforming retirement income planning.

About CPAacademy

CPAacademy offers an easy-to-use education platform for idea exchange through marketing and presenting of the most up-to-date content and developments important to the accounting profession. On CPAacademy, members have access to the highest quality webinar presentations by leaders within the profession.

About Strategic Alliance Wealth Group

Strategic Alliance Wealth Group provides innovative premium finance strategies that grow, protect, and preserve the assets of business owners, non-profits, and high-net worth individuals. For over 21 years, SAWG has been a trusted resource for CPAs to help better serve the specific and complex needs of their most affluent clientele.

About Brookstone

Brookstone advisors are fiduciary financial & retirement planning professionals who are passionate about helping their clients. By leveraging a turnkey asset management platform Brookstone helps financial advisors across the country grow their business and better serve their clients. Founded in 2006, Brookstone is now the fastest growing RIA in the US.

About Financial Independence Group

FIG has represented some of the most comprehensive, competitive, and financially-stable insurance companies in the industry for over 40 years. FIG is currently working in all 50 states, with office locations in North Carolina and Arizona that allow for easy connections with agents in each regional market.

About MedicareCompare USA

MedicareCompareUSA is an insurance agency and call center that serves as the Medicare insurance helpline for hundreds of hospitals and healthcare organizations nationally. 

About Premier Social Security Consulting

Whether you are reaching your Social Security full retirement age and looking to maximize your Social Security benefits or are a CPA looking to better answer the questions your clients might have about Social Security; Premier Social Security Consulting LLC can help.

About Broad Financial

Broad Financial specializes in Self-Directed IRAs with checkbook control. Their sister company, Madison Trust, an accredited trust company based out of South Dakota, serves as a Self-Directed IRA Custodian. 

About Abacus Life

With 17+ years, Abacus Life has been a leader in the life insurance industry. Having over 50 team members, they provide white-glove service to CPAs and policy owners who want to explore this lucrative financial option.


Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Retirement Risk Advisors are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.



Step 1 – Team Approach
Step 2 – Get to Know You
Step 3 – Design Your Plan
Step 4 – Provide Education
​Step 5 – Help You Take Action


1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

Support Staff

Toll free: 1 (855) 491-0400
​Text us at: 1 (307) 264-2902