The Team

Your Retirement Services Team

Eric Flaten

Founder & Wealth Coach

Over 25 years experience in helping families create advanced funding strategies to pay for their children's college education without going BROKE.

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Kyle Tomko

Field Service Representative

Kyle has over a decade of experience in the insurance industry, Kyle specializes in retirement income planning, leveraging instruments such as indexed universal life and fixed indexed annuities to ensure clients' financial security.

Brian Manderscheid

Advance Case Designer

Brian has had an extensive career in the financial services industry and has been analyzing life insurance and annuity products since 2007. Brian is passionate about helping clients with achieving their financial goals by using thoughtful, well-balanced strategies involving risk and tax diversification.