Dustin Wylie CEO
As you can tell, I'm not like the others. I do not operate like the others. I value people, and people value authenticity. My largest value add is transparency and over explaining every question. Growing up blue collar, i cannot stand seeing people lose their hard earned savings to scammers and GURUs on social media. I, personally, have been in the industry for a long 3 years. I pride myself on perfection and accuracy. I have been married for 10 years, and we have two daughters ages 14 and 10. As you may be able to tell, I have worked blue collar jobs since I was 12 years old. After a couple heat strokes, I made the wise decision to get into the AC! In doing so, I brought that tough blue collar work ethic to a white collar industry.
Sasan Shir
If you have sat with Sasan, you know that there is never a dull moment. Sasan came to me wanting to do more for his clients and didn't know where to go and who to speak to. His character spoke for itself in the first 7 days we offered an internship and quickly become the #1 at VFG. His family is everything including his 2 kids (Dogs).
David Fisher
David is a family man that was losing his mind within the industry. "Are we the only ones that car about people, that actually want to do what's right for the client, and not our own pocketbook?" David has 5 years experience in Financial Services and is the #1 tax free retirement advisor that i have met today. David's knowledge of annuities and Roth Conversions are unmatched. Don't let his good looks fool you, he has a masters degree and is extremely well spoken. David loves to sit 4, 5, or 10 calls a day and dissect your plan you have in place. Then reverse engineer a plan that makes sense for you, and for once, is understandable.
Megan Moore
Megan is the glue to VFG. She handles the back office work, underwriting, and client relationship. Megan was in Legal services for a decade and needed a change of pace. Now she gets has fulfillment and loves her job. I always laugh because everyone always says "Megan is BEAST" and i say, oh yeah what did she do that was amazing? "She just does what she is supposed to and on time, and in all my years... i have just never seen it!" ​ Megan is extremely loyal as her last career was in legal for a DECADE. She is an old soul along with everyone else i surround myself with. She is cordial and will tell you if she doesn't know something, and quickly get the answer for you. If you own a business you understand how important this trait is.
Our Mission Is to Empower through understanding
50
States We Operate In
40+
A rated and above life insurance carriers
1,000+
Satisfied Clients
100%
Different Than The Rest
In 3 years we were able to accrue 1000+ clients and maximize their retirement savings as well as provide a Tax Free retirement plan for MOST.
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We work with only A- to AA rated carriers to assure clients that their funds and insurance is safe from illiquidity.
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We have clients in 46 of the 50 states in the USA not counting Puerto Rico.
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If you are here, you have seen our marketing and know that WE ARE DIFFERENT!
Our Core Values
We practice what we preach
Integrity
Do right when no one is looking
Accountability
Always on time and timely in responsiveness
Knowledge
We stay up to date with the tax code, insurance law, and suitability
Commitment
Most of our staff work 6 to 7 days a week with no complaints
Passion
<< Because we are passionate about helping others
We Work With the Very Best
