Rick Durfee, Durfee Law Group
Senior Attorney, Founding member of Firm, Nationally acclaimed speaker
Rick has been practicing law since 1988. He has been a partner in a downtown Phoenix and an East Valley law firm. From the beginning he has maintained his own practice, now known as Durfee Law Group, PLLC. Rick's practice focuses on Preventive Law — Dynasty estate planning, eliminating or minimizing taxes, asset protection, strategic planning for businesses, charitable planning, and turning the gift of wealth into a blessing rather than a curse. Rick has clients from all over Arizona and the United States. His personal motto is, "Live Well, Leave a Legacy."™
Rick frequently speaks at industry and consumer conferences all across the country, sharing the benefits of Dynasty Estate Planning with families and their advisors.
James LeMay, Financial Independence Group (FIG)
Sales Consultant - Annuity Division
James, a Michigan native, graduated from Western Michigan University in 1998. After college he started a successful independent contracting company that still operates today. The time he spent getting that business off the ground taught him a lot of lessons that serve him well, and help him relate to today’s independent producers. He understands the power of networking, the importance of forming strong relationships, and believes that partnering with the right individuals is one of the biggest keys to success. He prides himself on his work ethic, and aside from his family, his number one priority is contributing to the success of the agents that he supports. James moved to North Carolina to join FIG as an annuity sales consultant in 2007, bringing with him his dedication and passion for helping people.
Hamilton Morales, Financial Independence Group (FIG)
National Social Security Advisor, Marketing Program Specialist
Hamilton was born in Atlanta, Georgia and raised in Hartford, Alabama. He attended college at Northeastern State University in Tahlequah, Oklahoma. He graduated with a Bachelor of Arts in Communications with an emphasis in public speaking. Hamilton gained valuable experience working with the public and facilitating resolutions for a variety of situations. Focusing on the area of finance, he was able to help seniors protect, preserve, and pass on their assets to their intended heirs by using safe, simple, proven, and flexible solutions. Hamilton is a National Social Security Advisor who is the go-to guy on social security. He also conducts seminars and Q&A’s nationally on social security.
Carter Wilcoxsin, CSI Financial Group
Carter Wilcoxson is the kind of man who embraces helping his advisors become the most successful they can be. He has been a consistent resource for advisors and clients alike for over a decade and commits himself to elevating his knowledge of the industry as a whole. As someone who has been working since he was 14 yrs old in the service industry, Carter understands what taking care of his customer truly means. Carter's foundation for making sure that the people he advises are completely satisfied started when he was a National Trainer for one of the largest and fastest growing companies in the US. He is also a very fine golfer who enjoys doing business with his advisors on and off of the golf course.