Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONAL

Rick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream of living a very comfortable lifestyle, especially in retirement.

Many folks near Charleston, SC, and the surrounding coastal region know Rick from his time on News Radio 94.3, where he hosted the broadcasts “Money Matters,” “Navigating Retirement,” and “Christian Business Values.”

He holds the rare designation of Retirement Income Certified Professional (see: RICP) from the American College of Financial Services and was recently appointed a board member of his regional Better Business Bureau.

Rick enjoys a coastal lifestyle walking the ocean beaches with Violet, his wife of 19 years. He also loves rehabbing their mid-century home, which overlooks the peaceful Ashley River.

When it comes to his employees, clients, and friends, he considers all of them part of his extended family. He loves when he can add a new client to join the CFPG Family!

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Brigette Engstrom

Founder & CEO

Brigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income strategy, asset preservation, and long-term care strategies, Brigette educates clients on the complexities of retirement, helping to optimize financial well-being and dignity in their later years.

Brigette founded Blue Monarch Financial Services with the objective of helping her clients articulate and achieve their financial goals in and through retirement.

Brigette is also dedicated to mentoring, offering guidance to young professionals and fellow insurance professionals. She volunteers with Junior Achievement, helping to inspire high school students to pursue entrepreneurship.

Living on a working ranch in a small Texas town with her husband, Thomas, Brigette is an avid reader and aspiring gardener. As a proud military wife, she values service and dedication in all aspects of life.

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Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is admired for his ability to explain complex financial issues in a way that is easy to understand. Greg has dedicated his career to helping retirees improve their financial awareness and financial literacy through education and community involvement.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.