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 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 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 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 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 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 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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