Company Leadership

^{Marc Helfrich brings to the table 15 years of retirement planning experience holding various securities and insurance licenses. Marc focuses on retirement planning strategies with an emphasis on tax efficiency and the potential for meeting lifetime income needs. In addition, he is also skilled in helping clients develop and implement estate plans by working closely with a professional advisory network of experienced and trusted CPAs and attorneys. Raised in Dallas, Texas, Marc is a devoted husband and proud father of two daughters. He is an active member of the Murphy Community Leadership Council, financial supporter and parent volunteer for Sting Soccer Club & Chamberlain Ballet & Performing Arts. Also an avid outdoorsman, he dreams of setting his sights on that 16-point buck as well as angling for trophy bass.}

^{Bob Badali has more than 23 years experience in the financial services industry with a specific emphasis on retirement & income planning, using proven, advanced strategies to help clients work toward their financial goals. Bob is a  Registered Investment Advisor registered in Texas and holds a Life Settlement broker’s license, insurance licensed with the state of Texas,Oklahoma & California, and in 1994 was named a Fellow of the Life Underwriting Training Council. Residing in Collin County since 1996 he is also active at the community level. Bob is past Chairman and Chief Executive Officer of The Susan G. Komen Breast Cancer Foundation here in North Texas and currently serves on the Board of Directors of the Bridge Breast Network, a Dallas based non-profit providing breast health services to uninsured women throughout North Texas.}

^{Idolina Shumway, CFP® is a Certified Financial Planner™ with over 20 years experience. Her focus is in helping individuals and small business owners with retirement planning and estate preservation. Her knowledge and experience has allowed her to conduct seminar presentations to corporate employees focusing on retirement needs and challenges faced in today’s marketplace. Idolina holds professional designations as a Certified Financial Planner, Life Underwriter’s Training Council Fellow. Due to a commitment in keeping current with important financial planning industry trends and information, Idolina is an active member of the DFW Financial Planners Association and the National Association of Insurance and Financial Advisors. Idolina is a native Texan.}

^{Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees, railroad employees and teachers in matters of retirement and estate planning. Rick has developed a specialty in working with individuals and small business owners who want to grow and protect their assets and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to reduce income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate. Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as "The best source of IRA advice.")}