Todd & Amy West - Retirement Advocates & Managing Partners

As a dedicated husband-and-wife team with a servant heart, Todd and Amy West are passionate advocates for financial literacy. They actively engage with their local and national communities by offering financial awareness workshops, seminars, and events designed to enhance understanding of safe money strategies. Their commitment to educating individuals and organizations has led them to be featured on various media outlets.

Todd and Amy are retirement specialists  licensed through the Florida Department of Financial Services and Federal Retirement Consultant℠ (FRC).  As managing partners of Advocate Financial they provide personalized financial services tailored to clients needs for retirement and insurance. Their unbiased approach emphasizes growth, protection, and retirement income.

Residing in Florida with their three sons, Todd and Amy remain deeply committed to both their family and their community, encouraging their children to excel in academics, sports, and service initiatives. 

Our Commitment: 

• Integrity - Committed to the highest level of professional and financial integrity
• Relationship - Clients needs come first, above all else
• Passion - Servant heart and passionate about our clients success

Licensed in: Florida, Georgia, Texas, Illinois, Tennessee, Nebraska, Iowa

Carrie is a retirement and life insurance specialist helping clients with their retirement and insurance needs.  As state licensed retirement specialist and financial advocate Carrie helps educate clients to obtain growth, protection, and guaranteed retirement income.

Carrie has over 20 years experience assisting consumers and businesses and is licensed in Georgia and Florida. 

Our Commitment: 

• Integrity - Committed to the highest level of professional and financial integrity
• Relationship -  Clients needs come first, above all else
• Passion - Servant heart and passionate about our clients success

Licensed in: Georgia, Florida

Jason is a retirement and life insurance specialist helping clients with their retirement and insurance needs.  As state licensed retirement specialist and financial advocate Jason helps educate clients to obtain growth, protection, and guaranteed retirement income.

Jason has over three decades of executive level management experience assisting clients. Jason is licensed in Illinois and Florida. 

Our Commitment: 

• Integrity - Committed to the highest level of professional and financial integrity
• Relationship -  Clients needs come first, above all else
• Passion - Servant heart and passionate about our clients success

Licensed in: Florida, Illinois

With 20+ years in the insurance industry, Lisa Lachendro, an independent financial expert, specializes in life insurance and annuities. Her journey started in 1998, serving diverse clients, including business owners, retirees, young professionals, and those seeking estate planning.

Lisa's unique role as a financial coach emphasizes client-centric values. Inspired by a personal experience, she's committed to ethical financial practices. Teaming up with like-minded professionals, they offer tailored solutions for your financial future. With Lisa's guidance, you can navigate financial planning with confidence and trust.

Lisa has a valuable partnership with Duncan Smith, a Fiduciary Financial Advisor with 23 years of experience. Duncan's unwavering commitment to the legal standard of a Fiduciary ensures that his advice is driven solely by your financial goals. Together, Lisa and Duncan offer a comprehensive approach to financial planning, combining insurance expertise with investment wisdom, helping you achieve your financial objectives with confidence.

Our Commitment: 

• Integrity - Committed to the highest level of professional and financial integrity
• Relationship -  Clients needs come first, above all else
• Passion - Servant heart and passionate about our clients success

Licensed in: Nebraska, Iowa

Duncan has dedicated over 23 years of his life to the financial services industry. He has earned a reputation as a leading mentor to other financial advisors across the country. Throughout his career, Duncan has combined his financial expertise, tactical experience, and unwavering integrity to build long-lasting relationships.

Acting in your best interest is not simply a priority for Duncan. Acting as a Fiduciary is the legal standard that defines him and is at the foundation of everything he does. Unlike some Financial Advisors who add to investor confusion through being dually registered (Fiduciary sometimes and Suitability in others), you can rest assured that all of his advice is driven by the skill, care, and diligence to help you reach your financial goals.