Blake dedicates himself to helping clients live their best lives. As a retirement income specialist, he helps clients achieve their vision of a work-optional status by designing investment income strategies with a specialty in rising and tax-free income. His unyielding passion for helping others and attentive listening skills are crucial in his ability to offer […]
Finn is truly committed to assisting clients in pursuing their ideal work-optional lifestyle. He specializes in helping high net-worth individuals, young professionals, and clients who have concentrated stock positions with comprehensive financial planning, tax optimization, and unique protection strategies tailored to their specific goals/needs. Whether you are dreaming of being financially independent, safeguarding your wealth, […]
Ari serves as RIG’s Head Paraplanner and is responsible for executing the firm’s day-to-day operations that support the client experience. In his role, he works directly with advisors and the broader RIG team to ensure client service, financial planning deliverables, and internal processes are carried out accurately, efficiently, and with a high level of attention […]
Traci grew up in Montgomery, Alabama, and is a graduate of Troy University. There, she obtained her undergraduate degree in marketing and management research. Following graduation, she embarked on an exciting journey in the pharmaceutical industry, to which she dedicated 20 years of her career. However, a love of health and fitness led her to […]