Matthew Henley, Retirement Consultant and owner of Henley Wealth Group has been in the financial industry for over 20 years. Matthews passion for helping others is what drove him to specialize in retirement planning and safe alternatives. He’s acquired his insurance license and has had a bank license for over 15 years. Matthew is a member of the National Ethics Association and The Independent Excellence Group. Matthew enjoys working with clients that understand they need a road map to reach the pinnacle of their retirement. He has successfully walked over a thousand Postal and other Federal employees through retirement. His goal is to fully understand their financial situation and build long last relationships. Matthew currently resides in Charlotte, North Carolina with his wife, Robin. They have two daughters, one who currently works at Henley Wealth Group and the other is in grade school. Matthew attended the University of Missouri of St Louis after growing up in St. Louis, Missouri. On his free time, Matthew enjoys hiking, fishing, golfing and spending time with his family. Matthew likes to stay involved within his community and is a member of Carmal Baptist Church in Charlotte.

David has been helping individuals and families prepare for retirement and protect their financial future for many years. His mission is simple: to empower people with the knowledge they need to make sound financial decisions. David specializes in retirement income planning and estate protection through living trusts. His seminars are designed to be educational, not sales driven. Whether you’re approaching retirement or already in it, David is here to help you simplify the estate and retirement income planning process for you and your family

Charisse Hurst is a volunteer educator for Echo Consulting. Charisse believes that there is a lot more suffering in the world than there should be, and she can, and will do something about that. Her mission is to position her clients so that when they face a medical or financial crisis, they are prepared to handle it in the best way possible. She focuses on what can be controlled, so that her clients are prepared for what cannot. Charisse has been in the insurance industry for 14 years. She started her journey educating seniors on Medicare. She soon noticed a need within the senior community that she serviced. Seniors needed help to stay in control of their money instead of giving it to the government, nursing homes, or hospitals. With the need firmly established, and her strong desire to fill the void, she changed the direction of her career path and never looked back. “The satisfaction of opening the eyes of so many seniors that never knew they had options like this, is so heartwarming,” said Charisse. She is a graduate of Louisiana State University and is dedicated to helping as many people as she can.

LaMont’s passion for financial education led him to teach financial literacy classes, where he helps individuals and families better understand their finances. As a member and educator within the Society of Financial Awareness (SOFA), he furthers his commitment to spreading financial knowledge in his community. Through these efforts, he strives to break down complex financial concepts into actionable steps that people can use to improve their lives. Drawing on his investigative skills, empathy, and lifelong commitment to helping others, LaMont now guides his clients through the complexities of financial planning. His ability to listen, communicate, and uncover solutions tailored to each client’s unique situation sets him apart in the industry. Today, LaMont Baxter is passionate about providing clarity and confidence to those he serves, ensuring they are equipped to face life’s uncertainties with financial resilience. His goal remains simple: to make financial security accessible and achievable for all.

Over thirty years of client relations experience in multiple industries. Six years in the financial services field. Putting the client first, getting to know what’s important to them, is what drives Paul to achieve top level performance in every endeavor that he undertakes. A volunteer in multiple non-profit organizations, Paul was taught at an early age by parents who were foster parents as well as a big brother to less advantaged families, to deeply care about his fellow man. When not involved in helping people, Paul enjoys playing the guitar, golfing, bowling, pickleball, and snow skiing. He is very passionate about alternative 80’s music.

Jeff Stock is an actuary who specializes in retirement solutions and helping people be prepared for their future.  He studied Actuarial Science and Finance at the University of Connecticut, where he helped form the inaugural UConn Student Managed Fund.  His over two decades of professional experience in insurance and finance also include:

• Designing retirement solutions
• Life, Disability, and Long-Term Care protection solutions
• Medicare and Health care plans
• Chief Actuary at a major global insurance and asset management company
• Risk Management
• Financial Education and Free Workshops
• Estate Planning

Jeff started Stock Financial and Retirement Solutions to help protect his clients’ retirement dreams. Jeff lives in Somers, CT, with his wife and three children.

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed. We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

In 2023, I graduated from Rockhurst University with a degree in Corporate Accounting and Finance. Following my graduation, I spent nearly two years as a Strategic Financial Advisor at OWLFI in Lenexa, Kansas. In December 2024, I founded Yaman Financial Group (YFG) with the vision of providing personalized financial solutions to individuals and families. At YFG, we leverage insurance products and a diverse investment strategy to ensure effective planning for current and future needs. Our mission is to provide peace of mind to our clients as they build towards and enjoy their retirement years through tailored solutions that match their unique needs, goals, and objectives. Outside of work, I enjoy spending time with friends and family at the lake, watching sports games, and enjoying great food. As a former student-athlete, I fuel my competitive nature by playing golf and participating in various men’s leagues in the Kansas City area.