TEAM MEMBERS

Meet The Current Team

Dave Hall
​CPA, PFS

Founder

Joanne
​Black

Client Services

Jacqueline
​Patterson

Project Manager

Brian
Britt

Advisor

Alisha
​Wright

Junior Advisor

Erica
​Hall

Junior Advisor

Autumn
​Kainec

Content Director

Todd
​Hall

Sales

Strategic Partners

Expert connections to enhance your retirement education and experience

About AICPA

AICPA & CIMA united in 2017, combining 137 years of AICPA's public service and over a century of CIMA's leadership in accounting. Together, they support 597,000 professionals across 188 countries, providing guidance, resources, and prestigious credentials to advance the global accounting and finance profession.

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 The Institute for Wealth Management

The Institute for Wealth Management prioritizes understanding each client’s unique needs and acts solely in their best interest. By introducing a collaborative proposal generation tool, the firm has redefined client engagement, allowing advisors and clients to tailor plans together in real time. This approach ensures a personalized balance of risk, growth, and protection, aligning strategies seamlessly with each client’s goals.

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 Medicare Compare 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 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.

RETIREMENT PLANNING

CONTACT US

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

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

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CONTACT US

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

​Email: support@retirementriskadvisors.com

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

RETIREMENT PLANNING

© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.

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© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.