InsuranceWebX Mentors

Featured Mentors

Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000.

 

Ryan Wheless is the president and founder of Allied Wealth in Houston, TX. As a trusted financial advisor, Ryan has been featured in Forbes, Money, and Fortune magazines. He has also made appearances on Fox Business News, Fortune Knowledge Group, and appears regularly on Great Day Houston. Ryan has been helping people reach and maintain their financial goals for over a decade. He believes in thoroughly educating his clients about the advantages and disadvantages of the financial decisions they make. Ryan currently serves on the Investment Committee and Board of Directors of FormulaFolios. As a board member, Ryan helps oversee the long-term direction and growth of FormulaFolios. As a business coach to financial advisors, he has presented to over 1,000 advisors, providing them with the knowledge to better serve their clients and their communities.

What is a Mentor?

What is a mentor? A friend, teacher, adviser, trainer, etc. Everyone has their own way of describing that person that helps them achieve or exceed their life’s goals and aspirations. The men and women below exceed our expectations regarding the definition of a mentor. They are responsible for many agents and advisors success in the industry, and they are looking to help you too. Read more about them by clicking on the images below.

Tom Hegna
Bill Bachrach
Maribeth Kuzmeski
Rob “Waldo” Waldman
Bill Harris
Bill Harris
Don Runge
Don Graves
Jeremiah Desmarais
Jeremiah Desmarais
Lloyd Lofton
Steve Savant
Steve Savant
Annette Bau
Michael Goldberg
Bill Cates
Bill Cates
Rob Haynie
Paul Dyer
Paul Dyer
Anne Bachrach
Anne Bachrach
David Royer
David Royer
Bob Davies
Todd Ewing
Ramona Fasula
Ramona Fasula
Jesse Slome
James Rankin
Jim Chilton
Jeremy Nason
Tom Cormier
Tom Cormier
Kevin Hogan
Kevin Hogan
Karl Schilling
Karl Schilling
Ken Varga
Ken Varga
Brandon Stureke
Brandon Stuerke
Dan Vinal
Dan Vinal
Mike Kaselnak
Mike Kaselnak
McSwain Fowler
McSwain Fowler
Stan Mann
Stan Mann
Curtis Cloke
Curtis Cloke
Jason Wenk