Mike Lewantowicz - Co-Founder & CEO

 Mike grew up in a military family and lived in multiple cities as a child. He settled in Louisville, KY in 2003. Mike learned determination and  discipline from his father who is a Retired Colonel in the Air Force.

Mike spent years working as a Electrical Engineer within the automobile industry. After his wife Noelle started in the financial services industry he decided to also take a leap and began helping clients with life insurance products part-time. Now with over two decades of experience under his belt, Mike has worked with major insurance carriers to design products that are affordable for the clients he serves.

Mike uses his knowledge and experience to help clients from all walks of life steward their financial resources and create a legacy for their family. He educates clients and agents across the country in retirement protection, estate planning  implementation and financial literacy. Mike and his wife Noelle have four children and a boxer named Orbit.

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.

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.

     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.

  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.

  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.