Your Financial Team

We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Meet The ARG Team

David Pavey

Para Planner David Pavey serves in both the Fort Myers and Naples, Florida offices. He attended Florida Gulf Coast University in 2004 where he studied Computer Information Systems. In 2011, he joined Advantage Retirement Group as an insurance professional. David’s primary goal for clients is to create sustainable income in their retirement years. He believes…

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Ruth Ellis

Client Services Coordinator Most recently from Kansas City, Missouri, Ruth Ellis moved to Punta Gorda, Florida in 2010 before beginning as our Client Service Specialist in September of 2013.   Ruth has 35 years of business experience as a Data Systems Analyst at AT&T and as a franchisee of McDonald’s Restaurants.  She received her undergraduate degree…

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Mary Thompson

Director of Communications & Marketing Mary is the Director of Communications & Marketing at Advantage Retirement Group. In 1986 Mary began her financial services career in banking and insurance, later leading to wealth management and trust administration. Mary moved from Minnesota to Sunny Southwest Florida in 2013 and calls Naples her home. She is actively involved…

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Josie Ahlin

Client Services Coordinator Josie came on board September 3, 2015. In her role as Client Services Coordinator, she works closely with Alfie and our clients in preparing/processing documents that include Annuities, Managed Money, Policy information and changes, RMDs and Withdrawals. Josie moved to Florida in 2001 from Chester Springs, PA and resides in Estero, Florida…

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David Lebold

Investment Advisor Representative/Retirement Income Specialist David Lebold is the regional director of Advantage Retirement Group in Southeast Florida. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk and strives to educate and assist retirees on ways to protect and preserve their financial security. Lebold is an Investment Advisor Representative, registered with…

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Gary Mancuso

Direct line: 310-940-7789 | Santa Monica, CA Gary Mancuso is an author, entrepreneur, and investor who has worked most of his career in the financial arena. He guides clients to a sound financial strategy, whether they’re in the mid-career wealth-accumulation stage of life or looking to harvest the fruits of a lifetime’s work and enjoy…

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Devon Tounjian

Devon is an intern with Advantage Retirement Group.   He attends College in Fort Myers, FL where he is taking business classes.  He enjoys mountain hiking and boating.  His parents Alfie and Tommie are proud of him and happy to have him a part of the team.

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Retirement Planning Kit

Before you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement.

kit

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