Meet the professionals who can help

Who & When to Contact

We help individuals and families pursue their ideal retirements.

Aaron Simpson headshot
Aaron Simpson
PRESIDENT & OWNER

Fun Facts:

  • Lives 2,546 miles from his hometown of West Vancouver, Canada
  • Met his wife, Megen, in a finance class during junior year of university
  • He fits the Canadian stereotype — hockey is his favorite sport to watch and
    follow ... Go Canucks Go!
  • Enjoys all the competition that comes during family game nights!
  • Furthest distance traveled from home: Venice, Italy – 4,428 miles

When to Contact:

  • Questions regarding your “Alpha Plan”
  • Investment strategy questions
  • Market updates
  • Enjoys all the competition that comes during family game nights!
  • Company feedback
jt
JT Goodson
FINANCIAL ADVISOR

Fun Facts:

  • Before he was a financial planner, he was a golf professional at Lake Forest Country Club
  • He and his wife went to the same high school but never met until almost 10 years after they graduated
  • Welcomed his first child, Connor, to the family on Memorial Day, 2024
  • Enjoys the latest and greatest brewery or coffee shop
  • Maintains his “status” as a scratch golfer
  • Furthest distance traveled from home: Madrid, Spain – 3,911 miles

When to Contact:

  • Questions about your “Alpha Plan” — Retirement income and tax
  • Withdrawal requests
  • Help to log in to the client portal
  • Account allocation and annuity strategy questions
  • Trade-related questions/requests
  • Questions around RMDs
Wendy1
Wendy Lange
CLIENT RELATIONS

Fun Facts:

  • Synchronized swimmer and varsity football manager in high school
  • All-around Clevelander — Grew up on west side, moved to east side at 18, now lives on southeast side
  • Son is in his ninth year as a Cavs drum team member of the “216Stix”
  • Allergic to cats, but now has two of them, Dottie and Gracie, and takes allergy meds each day
  • Met her husband, Bob, on an online dating site
  • Furthest distance traveled from home: San Francisco, California – 2,510 Miles

When to Contact:

  • When you don’t know which team member is best suited to assist you
  • To schedule a strategy session or phone call with our team
  • Contact information and beneficiary updates
  • Qualified charitable distributions (QCDs)
  • Events, service and company feedback
  • Items related to the operation of the office or execution of our services
  • To refer friends and family members
  • Notary services
ashley
Ashley Fedor
CLIENT OPERATIONS

Fun Facts:

  • Lived in Louisville, Kentucky, for 10 years
  • Worked at Churchill Downs at the 2022 Kentucky Derby
  • Loves Ohio State football
  • Graduated from culinary college
  • Obsessed with her German shepherd, Gracie
  • Furthest distance traveled from home: San Diego, California – 2,366 miles

When to Contact:

  • Help to log in to the client portal
  • Opening new accounts
  • Account transfer status updates
  • Pending applications
  • To schedule a strategy session with our team
  • Electronic signature assistance (Docusign)
  • Questions around RMDs

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a event.

Or give us a call at 440.519.0300.

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