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Have questions or need assistance? Contact us today to discuss your financial goals.

About Me

I began my career as a Dental Assistant right out of high school and later received my degree in Dental Hygiene in 2016. While working in my dream career, I realized something important. I was missing a key piece. I didn’t fully understand how to build financial security for my future.

I met with many professionals and often left feeling more confused than confident. After years of trial and error, I finally found a company that truly helped me understand not only the financial side, but also how it connects to long-term planning and retirement. For the first time, I felt peace of mind knowing my future was being built with intention.

That experience sparked a passion in me. I realized most people don’t receive this kind of guidance, and I wanted to change that. I became licensed in 2019 and began my journey helping others create clarity, confidence, and long-term financial stability.

Frequently Asked Questions

Find answers to common inquiries about our financial advisory services.

Is your team licensed to provide financial services?

Yes. Our team consists of licensed insurance professionals who are authorized to help individuals and families with insurance-based financial strategies, including life insurance, annuities, retirement income planning, and Medicare-related solutions. Each team member operates within the scope of their licensing and follows all applicable state and federal regulations.

Do you offer investment or stock market advice?

No. Our team does not provide securities, stock market, or investment advisory services. We focus exclusively on insurance-based financial strategies designed to support protection, income planning, and long-term financial stability. When appropriate, we collaborate with licensed investment professionals.

Is there any obligation to purchase a policy?

No. An initial consultation does not obligate you to purchase anything. Our role is to educate, answer questions, and help you determine whether a particular strategy makes sense for your goals. If it doesn’t, we will say so.

Who does your team typically work best with?

Our team works best with individuals and families who value clarity, education, and thoughtful planning around protection, income, and long-term financial security. We are a good fit for those who want guidance and collaboration, not pressure or quick sales.

Can your team review existing policies?

Yes. Our team frequently reviews existing life insurance policies, annuities, and related financial products to help clients understand what they currently own, how those products function, and whether they still align with their long-term objectives. There is never an obligation to replace a policy unless it clearly benefits the client.

What role does insurance-based planning play in an overall financial plan?

Insurance-based planning is a foundational component of a well-structured financial plan. It focuses on protecting income, managing risk, creating predictable retirement income, and helping families plan for life events such as retirement, legacy, or healthcare needs.

Our team uses insurance-based strategies to complement—not replace—other parts of a financial plan. These strategies are designed to provide stability, guarantees where appropriate, and long-term support alongside investments, savings, and other planning tools handled by the appropriate licensed professionals.

Meet the Team of Professionals

Tanyail Wilson

I am a purpose driven financial professional dedicated to helping families who lack financial education and may be overpaying for coverage. I create personalized protection plans through life insurance, final expense, retirement, and wealth strategies. My goal is to provide honest guidance so clients feel confident, protected, and prepared for the future.

Agent

Kait Bardellini

Growing up, money was never talked about — even though my parents worked endlessly just to get by. As a single mother, I faced the same financial uncertainty and knew I had to break the cycle. Today, I help families build real financial security so no one has to struggle in silence.

Agent

DiAnna Schenkel

Helping Families Build Lifetime Retirement and Final Expense Planning You Can Count On. As a financial professional I am licensed in multiple states. I am committed to compassionate and professional service to all of my clients.

Let's have a conversation.

Agent

Charmaine Balfour

Dr. Charmaine Balfour is a seasoned financial professional dedicated to empowering individuals, families, and businesses to make confident, informed financial decisions. With doctoral training in Finance and International Business, she provides strategic guidance in tax planning, insurance, investments, and business consulting to support long-term growth and financial security. Known for her integrity and client-focused approach, she is committed to educating and equipping others with the tools they need to thrive.

Agent

Kenda Whittingham

Kenda Whittingham is a devoted mother of two and Kansas native whose life is rooted in faith, family, and service. After nearly 22 years as a Registered Dental Hygienist, she transitioned into financial services to expand her impact and help families protect their futures and build lasting security. Guided by her Christian values, Kenda is known for her warmth, resilience, and genuine commitment to serving others in every season of life.

Agent

Joanie McIntire

Bio Coming Soon

Agent

Want to Learn more about our career Options

Join Our Team

We’re building a team of licensed, values-driven professionals who care about doing the right thing for clients and for each other. Our work focuses on education, long-term relationships, and thoughtful planning, not high-pressure sales.

We provide training, mentorship, and a collaborative environment for individuals who want to grow in the financial services space while maintaining integrity, flexibility, and autonomy.

If you’re coachable, self-motivated, and committed to professionalism, we’d love to connect and share what it means to work with our team.