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AVIATION RETIREMENT STRATEGIES STAFF

Building Relationships Based Upon Trust and Service

Your Dedicated ARS Team

All of us at Aviation Retirement Strategies, LLC want to build a professional relationship with you based on trust and outstanding service.

Alex A. Tapia, AIF®

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President & Retirement Wealth Planner
W.C. Burgoyne

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CFP®, CFS, AIF®
Director of Investment Planning
Andrew N. Oak

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Executive Vice President/Partner
Melissa Brennan, CFP®

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Financial Planner
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Austin Sutton

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Operations Manager
Blake Lagarde
Operations
David Moeller, CIMA®

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Director of Investment Planning
Amber Walker

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Operations & Compliance Manager
Michelle Boeding

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UAL Pilot Consultant
Tim Grassman

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UAL Pilot Consultant
Want To Join Our Team?

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Are you a client relations expert?

Privacy & Disclosures | Contact Us 

 

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Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Symphony Financial, Ltd. Co., a registered investment advisor. Symphony Financial, Ltd. Co. and Aviation Retirement Strategies, LLC are separate entities from LPL Financial.

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LPL Financial Form CRS 

Customer Relationship Summary

Disclosure Brochure

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

 

© 2016, Aviation Retirement Strategies LLC. All Rights Reserved.
 

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