MEET THE TEAM
The team behind Peace in Retirement is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Ted is a Certified Financial Fiduciary® and a multistate-licensed financial professional who helps clients build written retirement income strategies that can help protect their assets. Ted serves as the President of the American Financial Education Alliance [AFEA - 501(c)(3)] Medford, Oregon and Redding, California chapters. The passion he has for his field was born from the love of his family and preparing for their future. He cherishes each of them, from his wife, Kassandra, to his son, Ethan, and daughter, Olivia.
Ted's passion for his family overflows to his office. He prides himself on creating an education-focused environment where the passion he has for his own family's future can be mirrored and focused on you and your future goals. It is Ted's goal that each person he meets has a written plan to help protect his or her retirement. He focuses on those who are just beginning to see retirement on the horizon, going through the phase of beginning their retirement, as well as those who are already retired. It is Ted's sincere desire that everyone possesses the confidence so many people only hope to have in their retirement. This confidence is achieved by executing a written plan he calls the Peace-Filled Retirement Road Map.
It is with tools like this that Ted has helped people all across the country protect their retirement assets. He aims to create a welcoming, service-oriented environment, which he found was always present where he grew up in the Midwest. It is with this culture that he welcomes new clients into the fold.
When he isn't behind his desk, Ted enjoys the outdoors with his family, cheering on his Notre Dame Fighting Irish, going on hunting and fishing outings with his father and brothers, and throwing tennis balls across the yard for his golden retriever, Finn.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.