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

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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

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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

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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

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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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Beth Kaste

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Operations Manager Beth joined Advantage Retirement Group in 2006 as the Operations Manager. In this role, she handles most of the day-to-day operations, including processing new managed money accounts, account transfers, client relations and following up with clients and companies to make sure all paperwork is processed correctly. She is the company account administrator for…

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Bill Hazlett

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Bill Hazlett joined Advantage Retirement Group in 2002 and has over 20 years experience in the financial industry. He is an advocate for risk reducing solutions, and strives to educate and assist retirees and pre-retirees on strategies, including annuities to help protect and preserve their financial assets, and plan for an income source to last…

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Ed Loftice

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Ed Loftice began his career in financial services in 1997 with the Advantage Retirement Group when it was established in Eldersburg, Maryland.  Since joining the company he has significantly contributed to the growth of the organization and has conducted over 1,000 financial seminars. Ed is a licensed Insurance Agent in the states of Maryland, Virginia…

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David Lebold

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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

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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

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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.

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Enter your information to receive our complimentary Retirement Kit!