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Mike Lewantowicz - Co-Founder & CEO
Mike’s story begins in a military family, where he learned determination and discipline from his father, a Polish immigrant and Retired Colonel in the U.S. Air Force. Moving frequently during his early years eventually led him to settle in Louisville, Kentucky — the place he and his wife, Noelle, now proudly call home with their four children.
Before entering the financial world, Mike built his career as an Electrical Engineer in the automotive industry. Inspired by Noelle’s success in financial services, he decided to take a leap of his own, beginning part-time in life insurance. That decision grew into a passion that has spanned more than 20 years.
Today, Mike is recognized for his expertise in helping families and individuals protect what matters most. He has collaborated with leading insurance carriers to design affordable, client-focused products, and he shares his knowledge nationally by educating clients and agents on retirement protection, estate planning implementation, and financial literacy.
For Mike, it’s not just about insurance — it’s about empowering people to steward their financial resources and create a lasting legacy for the next generation.
Noelle Lewantowicz - Co-Founder & COO
Growing up in a small Ohio town as the seventh of nine siblings, Noelle went on to graduate from the University of Cincinnati with a degree in Economics before starting her career in technical recruiting.
When a friend introduced Noelle to the financial services industry, she jumped at the opportunity and got her insurance license. She quickly discovered her passion for educating people in financial services.
Noelle has dedicated more than 20 years to helping families across the country and is a recognized and respected industry leader. She trains thousands of financial professionals nationwide in areas such as retirement income planning, estate planning implementation, health and life insurance.
In 2005, Noelle and her husband, Mike, founded Tristate Financial Network to help agents create lifelong client relationships rooted in trust and care. Through their core values of Inspire, Achieve, Serve, they continue to mentor financial professionals to make a lasting difference for the clients they serve.
Based in Louisville, Noelle and Mike are proud parents of four and enjoy biking and traveling together as a family.
Brian Beazly
Owning and operating a business for over 30 years, Brian Beazly saw the need many people have for help with retirement income and estate planning strategies. In 2011, Brian began working with families in Indiana and Kentucky in the areas of end of life preparation and wealth transfer. Brian also helps many people with Medicare and healthcare case design. Brian is a licensed health and life agent in Kentucky and several other states.
Brian was a flight instructor for many years. His spirit of teaching carries forward in helping people understand and implement the best wealth strategies for their families’ needs.
Amanda Maldonaldo
Amanda has been serving the the community since 2001 with a background in Insurance and Real Estate. As an expert in the real estate market, Amanda shares expertise in residential, commercial, and investment arenas. As a local business owner of over 20 years, Amanda is passionate about protecting families, with focus in retirement planning, estate planning, insurance and healthcare.
Having survived a significant accident, Amanda knows firsthand the importance being prepared.
Jake Joseph
Having been raised in New Mexico, Jake considers NM his home. He has been helping local families with estate planning, retirement planning, life insurance, and healthcare. Jake helps develop agents across the country, and is a featured speaker at major training events.
Jake works to provide effective and affordable options for each person he serves.
Veronica-Rae Joseph
Veronica-Rae is a Native New Mexican who attended CNM and UNM. She has helped over 1,400 local families with their estate planning and end of life arrangements.
Veronica-Rae utilizes a full service retirement product platform to solve complex problems with simple and affordable tools.
James Allara
James was born and raised in the Bronx New York and built his career in the Furniture industry with an emphasis on importing, manufacturing and business management. James moved away from New York after the 9/11 tragedy and started a new life with his family in beautiful Arizona.
James has been working in insurance and financial services since 2016 and has helped over 3000 families. James has over 30 years of client relations beginning in 1988 and has been a resident of Arizona since 2002. James has been traveling around the Country since 2018 training new financial planners and helping educate families about Probate and other state programs.
Pam Allara
Pam graduated with her Bachelor’s Degree in Advertising and Marketing from The School of Visual Arts NYC. Working as a Print Production Specialist for Calvin Klien, Maidenform, Aldo, Voss and others. That position took her to incredible places like Hong Kong, China, England and Canada.
After 20 years living and working in NYC she and James went west to follow another dream, to help families directly. Now she is a licensed Life and Health Insurance Agent, AHIP Certified, and a member of The American Association of Notaries.
She has worked in financial services since 2016 with a specialization in insurance, retirement planning and estate planning.
Chris Nelson
Chris Nelson is a 20-year Army veteran who spent his entire military career in the medical field taking care of service members and their families.
Helping people is his passion and working with families on their retirement stratgies and insurance has allowed him to continue to fulfill that passion.
Chris believes that knowing his clients' wants and needs is the foundation to recommending the best strategies that will provide exactly what each client wants.
Originally from West Point, MS, Chris now resides just outside of Fort Liberty, NC where he lives with his wife of 23 years, Devonna. They have 3 sons.
Lindsay Barron
Lindsay Barron prides herself in assisting individuals plan and solidify their future with retirement income and funding solutions as well as estate planning
She has been working in the financial industry for 20 years. She has been recognized locally & nationally for her accomplishments with providing guidance to seniors with Medicare and end of life care.
As a native of Evansville, Indiana, she attended Indiana State University for her Bachelor's degree and has a MBA from the University of Southern Indiana.
Additionally, Lindsay is a Master Gardener and enjoys volunteering with local charities that advocate for seniors and children. You might bump into her in another country as she enjoys traveling for fun and to serve on Mission Trips.
Laurie Beauvoir
Laurie Beauvoir is a financial professional based in South Carolina, bringing over a decade of experience in the financial services industry both in the US and abroad.
With a strong academic background in economic sciences, Laurie troubleshoots complex financial issues and provides individuals and families with creative short-and long-term financial success.
She has guided families through retirement planning, wealth preservation, and asset protection.
Laurie is deeply committed to helping her clients achieve financial clarity, prepare for life’s uncertainties, and build sustainable wealth.
Laurie's personalized, goal-driven approach ensures each client receives a tailored plan designed for lasting peace of mind and financial confidence.
Estate Planning Partner
