About The Team
Staff at Bowling Green, KY
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Connie Fortney
Connie is the Office Manager and Safe Money Coordinator. She oversees the day to day operations and handles the Implementation phase of The WorryFree Retirement® when clients move money into our process. Connie handles the details and paperwork so our clients won't have to. She is married to Charlie and has two teenage boys.
Email Connie Directly |
Heather Hughes
Heather is the Financial Research Coordinator. Heather's background is in accounting, and she is in charge of researching tax issues and all other aspects of clients' money once it is moved into The WorryFree Retirement® Process. She is married to Andy and has two children
Email Heather Directly |
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Lee Moore
Lee is the Receptionist and Office Assistant offering support to the entire staff. Her background includes Paralegal experience as well as an English degree from Georgetown College. She has an advanced knowledge of administrative and clerical procedures to aid in the overall organization and implementation of Tony's WorryFree Retirement® Process. She is married to Jon and has two children.
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Jim Gaiko
Jim is the Information Technologist. Jim's background is in project management, marketing and online training. He's in charge of the website, video production, Webinars and our social networking sites. Jim is married to Sylvia and has four children.
Email Jim Directly |
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