Together, let's build a financial roadmap for your future.

Jeff Brummett

Jeff is an Amazon #1 best selling author, public speaker, popular radio talk show host and a 30 year executive management and entrepreneurial leader. He is one of the most prolific and sought after public speakers in the field of retirement wealth and income planning management.

In his own words... "I've seen it all. From millions of dollars in revenue to experiencing sudden and significant losses, I know firsthand the emotional rollercoaster of financial ups and downs. But what really hits close to home is watching these things happen to my father at a point in his life where he couldn't possibly recover. It's why I'm so passionate about helping clients understand how the retirement game is played, and structuring a broadly diversified plan that can win - regardless of the financial enemy we face in the future.

To me, every client is like family. Every day, I wake up with one mission: to ensure my clients can enjoy the wealth they've worked so hard to accumulate. Retirement isn't about getting rich, anymore - it's about living the life you've always dreamed, without any financial worries."

Leslie Husarenko

Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.

Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.

Lisa Martinez

Lisa has been in the industry for over 18 years.  As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

James Jurica

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Greenline Financial Services nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

Peter Gerdes

Peter has loved art since as far back as his memories go - and has been drawing his world for about the same. But when he was asked to design his first logo when he was 15, he knew that he had found his calling.  Passion is knowing that what you do makes a difference.  Peter takes ideas from his clients, and turns them into designs, and then develop those designs into forms that rock our world.