OUR TEAM OF EXPERTS

TRIPP JORDAN

Owner & President 

Quoted as an industry expert in top publication affiliates including CBS News, Fox, NBC, and ABC, Tripp Jordan is a nationally recognized financial advisor and advocate for seniors across the country, championing to protect, educate, and empower them about their long-term care, legacy, and life insurance options and rights. After losing both of his parents to cancer many years ago, he set out on a mission to help this generation have the peace that savvy planning provides. Tripp is the Founder and President of Jordan Retirement Solutions, specializing in innovative and safe methods for financial and estate planning.

WENDY JORDAN

Director of Marketing & Operations

After years of running her own digital marketing agency, Wendy decided to join forces with her husband and work alongside him to oversee the day-to-day operations of Jordan Retirement Solutions, a financial firm that specializes in long-term care insurance, legacy planning, and strategic life insurance for building wealth and minimizing taxes. She also founded and runs a community called “Stand Up For Seniors”, where she seeks to honor, protect, and celebrate senior citizens and the value they bring to our society. As an active spokesperson for the Twilight Wish Foundation, it is her mission to give back to our greatest generation.

ROBERT W. LARSEN, TEP

Robert Larsen is the CEO and Owner of The Settlement Masters, President and Chairman of the board The Rushmore Private Client Group, and is a proud member of the prestigious Society for Trust and Estate Practitioners, a London, England-based association of professionals working with family inheritance and succession planning. He is also an accomplished speaker, frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders, a radio host, and has been published in the prestigious Journal of Taxation.

GARY SCHULTE, CLU

For five decades Gary Schulte has played a leading role in the financial services industry. Starting as an Million Dollar Round Table agent, he later built his companies leading agency. As Chief Marketing Officer at Protective Life, he built one of the industry’s most respected distribution systems. Later, as Chief Marketing Officer at Executive Life, he oversaw the most innovative distribution system and disruptive product portfolio our industry has seen before or since. The author of four successful books on financial services, Gary is a much sought after consultant and mentor to industry leaders.

RAO GARUDA, CHFC, CLU

Rao is the President of Associated Concepts Agency Inc., founded in 1978. He came from India with $7 and a scholarship to the University of Colorado to pursue his Master’s degree in engineering. Rao has more than 30 years of experience in the financial services industry. He is also a principal of First Financial Resources with over 120 partners located in all 50 states and he founded Financial Services Network. He has been a member of Million Dollar Round Table, The Premier Association of Financial Professionals® for the past 30 years, Top of the Table for 21 years and is also a member of the International Forum and Director of the Forum 400. 

MIKE SMITH, CLU

Mike has been an insurance professional for over 40 years. He is a principal with Insurance Designers of America (IDA), the largest independent national brokerage group and currently serves on its Executive Strategic Planning Committee. He consistently qualifies for the International Forum, Million Dollar Round Table, Top of The Table, and holds a CLU designation. In 1987, he founded New West Insurance with the objective of building one of the strongest service organizations in the industry – catering to very high-end producers. From 1990 through 2005, Mike served on the Board of Directors for Elar LLC, historically the most successful producer owned reinsurance company. Elar generated over 100 million in profit for its partners. 

JOHN DONALDSON, LLM

Professional Accreditation: Admitted to Bar: District of Columbia, 1976; Michigan, 1978. Courts: United States Tax Court, District of Columbia Court of Appeals. Education: University of Michigan (B.G.S. (pre-legal concentration) 1971); Wayne State University Law School (J.D. 1975); New York University Law School (LL.M. (in taxation) 1978). Member Wayne Law Review (1973-1975). Captain Field Artillery, U.S. Army Reserve (1972-1980). Member: American Bar Association, Michigan Bar Association and District of Columbia Bar Association. Sections of Taxation, Real Property, Probate and Trust Law and Business Law of the American Bar Association. Sections of Taxation and Real Property and Probate of Michigan Bar Association.

MIKE RODMAN, CFP, CEFA

A University of Notre Dame graduate, Mike earned his CFP® designation in 1989 and his CEPA designation in 2017.  He was one of the earliest chapter Presidents for the Exit Planning Institute and is one of the 1% of CEPAs nationwide who are certified to deliver Owner Roundtables and Owner Focus Groups, both of which are peer-based coaching and learning opportunities for business owners. He is the immediate past President of the San Diego chapter of the Society of Financial Services Professionals (SFSP), is a 30+ year member of the National Association of Insurance and Financial Advisors (NAIFA) and is also the past president of the NAIFA San Diego Chapter. In addition, Mike is a member of the Financial Planning Association (FPA) and other prominent industry associations.

CHARLES MORRIS

Charles Morris graduated, cum laude, from Pepperdine University School of Law after attending both Long Beach State University and the University of Southern California. He currently serves as an Adjunct Professor of Law at Chapman University Law School. Chuck has over 30 years experience working with the Internal Revenue Service in the Estate and Gift Tax division. In 1988, Chuck was appointed the Internal Revenue Service’s Supervisory Attorney for the estate and gift tax compliance program for Southern California. From 2000 to 2008, Chuck was the Internal Revenue Service’s Western United States Territory Manager for estate and gift tax compliance. Chuck currently practices advanced estate planning with an emphasis on estate, gift and generation skipping transfer tax issues.