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THOMAS J. VICK
Tom works to help build the financial confidence of retirees and pre-retirees by creating a strong foundation of understanding and transparency. As Director of Retirement Services, Tom begins his planning with a strong, resilient foundation and then helps create a strategy designed to pursue goals in an easy-to-understand manner. He’s a second-generation retirement income specialist who cares about his client’s needs the most. His expertise is in social security maximization, tax analysis, growth opportunities, and retirement income stress testing. When not at the office he’s enjoying his family of two daughters with Abby Vick.
ABBY VICK
Abby Vick is a Registered Investment Advisor, the owner of Paradigm Money Management and a leading expert in empowering women to awaken to their financial potential.
As the author of Your Dream Retirement and the creator of multiple financial programs for women, including Your Dream Retirement and The Freedom Shift, Abby is passionate about helping women be financially literate in order to have options and freedom in their lives. Her insights have been featured multiple times in Insurance News Net, one of the most highly regarded industry publications.
With a degree in Social Work and a decade of experience working to empower women to accomplish their financial goals and dreams, Abby is widely regarded as a guide and mentor to women seeking a better financial future for themselves. Her work history includes working in the Active Trader Group at Charles Schwab, where she was one of only two women helping investors make smart financial decisions. Having built over $200million in retirement income plans, Abby is an expert in setting her clients up for long term financial success.
DAVE VICK
Dave began his career in financial services in 1992. For the last two decades he has been a thought leader for the financial industry, sharing with his peers his experiences and passions for the people most affected by those in the financial services, those in or near retirement. Dave was a 2013 SMA Advisor of the Year finalist. He was also selected in 2015 by Benefits Selling as one of the 20 Most Creative People in the industry. A gifted educator, Dave writes, speaks, and shares his experience and knowledge with multiple publications, workshops, and events across the country. Thousands of advisors, attorneys, and CPAs have been trained in his estate and financial planning approach with great success. Dave, his wife Diane and puppy Tank live in Scottsdale where he is a faithful Arizona Cardinals fan, and a fun Woopah to his two granddaughters.
LEGAL TEAM
Professional legal advice for your legacy planning.
JENNIFER SURMACZ
As Chief Council for Estate Planning Attorneys USA, Jennifer is passionate about helping clients and financial advisors understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to understand options for each client based on their unique circumstances. Prior to the pandemic, Jennifer traveled throughout the US educating audiences about the value of estate planning and the advantages to updates in trust laws. She is the author of the eBook “10 Estate Planning Tips to Avoid Fracturing of Families.” Jennifer has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. She served as a Special Public Defender for Juveniles and is a member of the Gene Slay’s Boys and Girls Club. Jennifer is a member of the American Bar Association, the National Association of Professional Women and Lawyers Fighting Hunger. She served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. Jennifer is an Oklahoma native, raised with the values of her mid-west military family. As evidence that military discipline was ingrained in her, Jennifer graduated from High School as Valedictorian and a National Merit Scholar, going on to earn her Juris Doctor at Oklahoma City University School of Law. She is also a black belt and National Tae Kwon Do Champion.
ADVISOR PARTNERS
Supported by some of the best in the business.
JOE MAAS
Chief Investment Officer of Paradigm Money Management and Synergy Asset Management
Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.