Meet The Team
Stephen Beller
Stephen Graduated from Utah State University. Steve has over 15 years in financial services assisting Educators and public employees with all their financial needs, including 403b's, IRA's, Insurance, and pension maximization. With several family members and relatives in the pension system, Steve has become an expert in helping all public employees through the pitfalls and hurdles of making the right decision so they will meet all their financial goals at retirement.
Johnny Blocker
Johnny R. Blocker, Jr. has over 11 years of experience in financial services and takes pride in bringing his unique analytical approach to assist his clients in achieving their retirement goals and retiring with dignity. Johnny received both his Bachelor and Master of Business Administration degrees from Texas Christian University. He has resided in Texas, Colorado, California and Nevada and had national responsibility in his former healthcare administration career, exposing him to the rich experiences and cultural nuances of various local markets across the USA.
Gary Johnson
Born and raised in California, Gary graduated from the University of Southern California and served in the US Marine Corps. After leaving the Marine Corps, he became a history teacher, principal, and special education director. He left education in 2018 and began a second career in the financial services sector, where he has helped hundreds of educators and others understand their pensions and achieve their retirement goals.
Lauren Naron
Lauren brings a wealth of experience from top financial institutions to our team. Starting her career at Wells Fargo as a Service Manager, she moved to Chase as a Relationship Banker and Small Business Specialist. She served as a Client Service Coordinator for a financial advisor. Since 2018, Lauren has excelled in various roles helping educators and small businesses, currently serving as Regional Vice President. With over 15 years of experience, she is known for her leadership, client relationship management, and strategic planning skills. Lauren is dedicated to driving success and delivering exceptional financial solutions.
Douglas (Brad) Budd
With 15 years of combined experience in financial services and the mortgage industry, Brad is a seasoned professional dedicated to helping clients achieve their financial goals. Over the past five years, he has specialized in helping educators understand their pensions and achieve their retirement goals. Brad excels at client relationship management and educating clients on all their options.