Our Team

Take a few minutes exploring our site to learn about the types of coverage we provide and the educational resources we offer, and then contact us to discuss how we can help meet your unique needs.

Andy Boettcher

President

Andy Boettcher is a licensed agent in Ohio, Kentucky and Florida and many other states with over 15 years of experience in financial and estate planning. As an active member of his community and church, he takes serving his fellow tri-state residents seriously. He has made it his personal mission to enrich people’s life by education, ensuring needs are met and providing peace of mind.

First and foremost, Andy is a happily married family man with six children. His wife Karen has worked in hospice and home healthcare, they really make supporting their community into the family business! When not at work, Andy and his wife run an antique business together, combining their love of each other and the hunt for unique treasures at estate sales and flea markets.

Andy will truly make you a member of the family when you meet to discuss the best options for your unique situation. His expertise in senior income planning, estate planning, long term care options and many more aspects of providing a secure retirement. Rest ensure you will rest easily in the knowledge he is in your corner.

Andy

Kregg Walisiak

Vice President, Annuity Marketer

Kregg Walisiak is a licensed agent based in Plainfield, Illinois with over 15 years of experience in retirement planning. He has helped 1000+ families achieve their dream retirement. With a passion for ensuring the financial security of his clients, he finds great fulfillment in helping them navigate the complex world of annuities.

His expertise lies in providing personalized solutions that cater to each client's unique needs and goals. With his extensive knowledge and experience, he is well-equipped to guide clients through the various options and help them make informed decisions.

When he's not working, he enjoys spending time with his family - golfing with his three boys and restaurant hopping with his wife. His dedication to his clients is matched only by his commitment to his family, and he finds great joy in both.

Trust our annuity marketer to help you plan for a secure and fulfilling retirement. Contact us today to schedule a consultation.

Jake Walisiak

Digital Marketing Manager

Jake Walisiak is an Ohio State Alumnus with a degree in Industrial Engineering. He Is based in Naperville, Illinois where he manages our digital marketing and client communication efforts. He has a strong passion for developing email campaigns and creating a social media brand that helps keep our clients and prospective clients up to date with economic changes.

When he's not working, he loves to spend time outdoors, exploring new hiking trails and taking in the natural beauty of the world. He's also a self-proclaimed foodie, always on the lookout for the best new restaurants and culinary experiences.