Matthew Swinford

Matthew Swinford Retirement Income Specialist Book a Call About Me Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences. When fatherhood called louder than the late nights and weekends, he left the […]

Marcus Washington

Marcus Washington Retirement Income Specialist Book a Call About Me I’m Marcus, and I’m thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor’s of Science, and for several years, I’ve been deeply involved in the Financial Service Industry. Specifically, my focus […]

Rick White

Rick White Retirement Income Specialist Book a Call About Me Rick is a nationally recognized author, educator and consultant. He is a National Social Security Advisor Certificate Holder, a Certified Trust and Estate Specialist™ Certified Tax Specialist™ (Designate) Certified Income Specialist™ (Designate) Contact Details: 615-560-8207 rick@patriotwealthnc.com North Carolina and Tennessee Licensed Advisor For: Areas of […]

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