Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
JaLynn Manser
Advisor
JaLynn Manser is a powerhouse in both real estate and retirement planning. With nearly two decades of financial industry experience and a place among the top 3% of real estate professionals nationwide, she’s helped hundreds of clients find not just the right home—but the right future.
Sporty, spunky, and fiercely committed to helping people live out their dreams, JaLynn brings energy and heart to everything she does. Now partnered with financial expert Kelly Shaw and retirement legend Tom Hegna, she’s expanding her mission: delivering “Paychecks and Playchecks for Life” so retirees can enjoy the life they were meant to live—secure, joyful, and free.
Whether she’s closing real estate deals, mapping out retirement dreams, or coaching clients toward financial clarity, JaLynn makes the journey fun, simple, and inspiring.
Kelly Shaw
Retirement Income Strategist | Best-Selling Author | Global Sales Speaker | Consultant to the Industry's Best
For over 32 years, Kelly Shaw has stood at the pinnacle of the financial services world, specializing in safe, secure retirement income strategies that clients don’t just understand — they appreciate. As the best-selling author of Retirement: The Final Frontier, the Amazon hit The Greatest Sale Ever Made, and the newly released Retirement: The New Frontier, Kelly brings decades of wisdom with a storyteller’s soul.
A world-renowned speaker and sought-after consultant to top insurance companies, IMOs, and elite sales teams, Kelly is known for turning complex concepts into powerful, practical results. He’s helped thousands of agents improve their impact, income, and integrity — without slimy tactics or sales gimmicks.
Based in sunny Phoenix, Arizona, Kelly travels the world doing what he loves: inspiring professionals, consulting industry giants, and occasionally indulging in great food, wine, beer — and even better conversation. Above all, Kelly is driven by his faith, his family, and a deep belief that life’s greatest sales start with serving others first.
Strategic Alliances
Tom Hegna, CLU, ChFC, CASL
Retirement Income Expert
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.
April Ohendras
Assistant
Crisanta Gabi
Assistant
Katie Formas
Chief Compliance Officer
Bob Hodge
Advisor
