STRATEGIC RETIREMENT SOLUTIONS
Meet the team
About Strategic Retirement Solutions
The Strategic Team empowers Baby Boomers and retirees through a unique, holistic planning process known as Strategic Retirement Solution. This comprehensive approach is designed to educate and equip individuals with strategies to potentially optimize their assets and maximize retirement income.
We believe Strategic Retirement Solution provides the clarity, confidence, and capability needed to help you make more, keep more, and give more in retirement.
Joe Mass | Chief Investment Officer
CFA, CFP®, CLU®, ChFC, MSFS, CCIMTM, CVA, ABAR, CM&AA
Joe Maas is our Chief Investment Officer. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends and application of quantitative methods and technical analysis. Joe 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 and financial planning services for individual investors, business owners, and trust. Joe holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Joe is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). His professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. From Joe To ensure my clients have a clear understanding of the steps that will be taken in the event of my unexpected death, ensuring their financial planning needs are uninterrupted. Who is the designated successor for my financial accounts? Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, is the designated Chief Investment Officer who will take over your account. They are fully briefed on your financial goals and the current state of your plan. What will happen to my financial planning account if you pass away? My succession plan ensures that your account will be seamlessly transitioned to a trusted and experienced financial planner within my network, who will uphold the same level of service and
Will Riggs
Financial Advisor
Will Riggs is a Wealth Strategist & licensed Financial Advisor who is committed to serving our clients’ best interests. Based in Charleston, South Carolina, Will is a proud alumnus of The University of South Carolina, where he obtained degrees in Finance and Insurance. He showcased his leadership skills as captain of the varsity swim team. Prior to joining Strategic Retirement Solutions, Will gained valuable experience at Vanguard Group, where he provided investment guidance and managed retail brokerage accounts, specializing in the Margin Desk. With a strong desire to build lasting client connections and to craft tailored solutions, Will empowers clients to retire with confidence. Will holds FINRA Series 7, Series 63, and Series 65 licenses, Will’s education and experience ensures comprehensive financial guidance. Outside of the office, Will’s adventurous spirit shines through his love for gravel and road cycling, fishing, surfing, and spending quality time with his wife, Emily, daughter Quinn, and their beloved dog, Calvin.
Drake Oliver
Wealth Strategist
Drake has joined the Strategic Retirement Solution team as a Wealth Strategist. Drake provides valued support to our senior Wealth Planning Team and our clients in various planning areas. Drake is a graduate of Belmont University in Nashville, Tennessee with a degree in Business Administration. Outside of work Drake enjoys golf, pickleball, singing and composing music. Drake is an avid sports enthusiast and enjoys supporting his favorite college team, The Ohio State Buckeyes.
Adam Schmidt
Financial Advisor
Adam Schmidt is a licensed financial advisor who brings years of experience and a passion for helping clients turn their financial goals into reality. Adam works from the Cincinnati, Ohio area where he was born and raised. He is a proud alumnus of The Ohio State University. A veteran of the financial industry, Adam got his start in the business in 2012. He has held positions at T. Rowe Price, Fidelity, and UBS. Adam thrives on the human side of financial planning and strives to find personal solutions for his clients through genuine connections and understanding. Adam has passed the FINRA Series 7, 63, and 66 licensing exams. Outside of work, Adam enjoys unplugging in nature with his wife, Jenny, his son, Charlie, and his daughter, Scarlett. During the winter, Adam volunteers as a Ski Patroller at Perfect North Slopes and as a coach for the Highlands Wrestling Club.
Daniel McDonald
Fixed Income Principal
Before Daniel McDonald started devoting his work fulltime to AdvisorShare in 2020, he served as Regional Director to a traditional face-to-face wholesaling firm helping them grow to be the #1 independently owned distributor of fixed and fixed index annuities in financial institutions. During his eight years as a perennial sales leader at the firm he became a valued partner to advisors at America’s largest banks and broker dealers training their representatives how to properly use annuities that had only recently been added to their platform. Now Daniel uses that experience to help independent financial advisors identify and use high quality insurance products for their client’s retirement needs. Daniel is a second-generation, financial services wholesaler who has taken on the challenge of continuing to distribute insurance products properly and effectively to financial services professionals who deem them the best fit for their clients as his father has since 1978. He is insurance licensed in all 50 states and well experienced in considering all industry and state rules and regulations prior to making an insurance recommendation. Daniel’s high standard of care, good standing across the insurance industry, and success with growing AdvisorShare makes him an ideal fit to partner with the team bringing a unique twist on distribution to the Medicare industry with AdvisorShare Medicare Partners.
Jason S. Mackey
Director of Medicare Planning
Jason S. Mackey is a United States Air Force veteran who earned a top-secret security clearance while working on the B-2 Spirit stealth bomber. In 1998, after completing his service he returned to Charleston, SC, to join his family’s insurance agency. They have been an independent insurance agency since 1989, which allows them to build the best solutions for their clients. Upon his father’s retirement in 2014, Jason became president of the company. Jason has always had a passion for having a vast knowledge of the Medicare program and guiding people through it. “I really enjoy helping people through the Medicare maze and simplifying the process,” Jason says. “I get a lot of satisfaction seeing the relief a person has after designing their plan. The best part is that we can do this at no cost to the client.”
Kirk Rossetter
Client Personal Case Manager
Kirk Rossetter is Strategic Retirement Solution’s Client Personal Case Manager. Kirk manages all client case updates and correspondence. Kirk also oversees and handles all of the administrative duties for each client from the start of the application process to weekly status updates and updates every annual review. Originally from the Columbus, Ohio area, Kirk now resides in Central Florida.
Neill Foshee
Client Practice Manager
Neill is Strategic Retirement Solution’s Client Practice Manager. He coordinates and manages all aspects of the practice and is the first point of contact for clients. Neill also oversees all of the electronic and written communications for the ongoing education of our clients. Neill previously served as the Director of Operations for the Reverse Mortgage Education Network, which was one of only two State of Florida approved mortgage broker continuing education schools devoted solely to training in reverse mortgages. Neill is a graduate of the University of Central Florida with a BSBA in General Business and an MA in Instructional Systems. Neill is an avid fan of UCF athletics and returns to the Orlando campus whenever possible to enjoy sporting events.
Nicole Pritz
Client Relations Manager
Nicole brings years of diverse experience in the financial sector. As the Client Service Specialist for a top wealth advisory firm, Nicole provided new and existing clients with exceptional service for opening new accounts, transferring funds and requesting distributions. She also managed all of the back-office processes needed to ensure efficient transactions and timely communications. Her most recent experience is with a Field Marketing Organization, serving as a Talent Acquisition Specialist. In this role, she adeptly assisted financial advisors in recruiting new members for their teams. Nicole is passionate about supporting local charitable organizations and she relishes outdoor activities with her loved ones and friends.
Amy Rodriquez
Client Services Manager
Amy serves as the Client Services Manager for the Wealth Planning Team, bringing years of experience in Partner Relations. She is dedicated to fostering strong client relationships, improving operational processes, and ensuring a smooth and efficient client experience. Amy is known for her organization, reliability, and commitment to supporting her team in achieving its goals. Outside of work, Amy enjoys being a soccer mom, diving into self-development books, and listening to praise and worship music.
Barry L. Herrlinger
Medicare Coach
Barry has guided clients through the confusion of aging into Medicare for the past 20 years. Every single person making a Medicare decision is unique and the key is being a really good listener to design a plan that fits that client’s individual needs and ensures they understand their decision. Simplify what many consider complex. Barry is a Navy veteran, having served onboard the USS Oklahoma City, Flagship for the 7th Fleet during the Vietnam war and received the Navy Achievement Medal for his service. Married to his lovely wife Pam for 53 years, they have two sons and four grandchildren. After 35 years of residing in Lancaster PA, they relocated to Clayton NC in 2022 to be closer to the two youngest grandchildren. Barry enjoys coaching his grandson’s baseball team and traveling both in the US and abroad. He also enjoys playing the very humbling game of golf. Barry looks forward to coaching you through the Medicare maze and gaining your trust in a very important life decision.
OUR team of strategic partners
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Carter Wilcoxson
Founder and CEO of ePIC Services Company
For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients. His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged. To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution. Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support. Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Will Riggs is one such Financial Professional.
Rick Bailey
CEO | Advanced Planning Consultant
Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks. Too often, clients turn to “quick fixes” that fail. Camas instead equips advisors with proven solutions—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection. With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure. Asset protection isn’t just for the ultra-wealthy—it’s essential for anyone who wants to safeguard what they’ve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.
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Greg Crawford
CEO, TEP
Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families. Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight. A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
Scott Johnson
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.
Greg Agnos
ePIC Services Company
Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange. He’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few. He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.
Ciara Lister, Esq.
Network Attorney
As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.
Holly Halweg
Onboarding Specialist
Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum. Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.
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Aileen Castillo
Onboarding Specialist
Aileen Castillo is a dedicated professional with over two years of experience in the financial services industry through her work with GFI. She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and a strong attention to detail. Prior to joining ePIC Services, Aileen worked as a Licensing Coordinator with Fusion, managing licensing and compliance requirements and assisting with advisor onboarding. She holds both a Health & Life Insurance License and a Cosmetology License, reflecting her diverse background and commitment to serving others. Aileen is a native of Illinois, born and raised, and values integrity, consistency, and dependable service in all she does. Outside of work, she enjoys hiking, spending time outdoors, and caring for her dogs.
Annette Cannon
Onboarding Specialist
Annette is an experienced office management professional skilled in overseeing daily operations to ensure a smooth and efficient workplace. She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients. She brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive office environment. Annette is an outgoing and people-focused individual who enjoys creating positive experiences for others, both professionally and personally. Outside of work, she loves reading, spending time with friends and family, and exploring new adventures. She values meaningful connections and making the most out of every opportunity to learn and grow.