ARS Taxes & Retirement
September 23 @ 3:00 pm - 5:00 pm
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ARS Taxes & Retirement
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My father always said, “do the right thing, the right way, for the right reasons.” It’s a simple lesson, but one that has guided me personally and professionally. As a Wealth
Management Advisor at Sequent Planning, I serve my clients with integrity, intentionality, and clarity.
With more than 11 years of experience in financial services, including investment management, insurance, and financial planning, I’ve built my practice on a genuine
commitment to the people I work with. As a fee-only wealth management advisor, I provide unbiased, comprehensive advice. I live in Omaha with my wife and our two wonderful daughters. I’m also an avid reader, a middling golfer, and a loyal Nebraska Cornhuskers fan.
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). ARS is not a registered financial services company and is independent from Sequent Planning. Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.
Legacy and Wealth Transfer Specialist
With extensive experience in life insurance and estate planning through Globe Life, Sheena Matos brings valuable expertise to American Retirement Specialists as a Will and Trust Specialist. Passionate about protecting families’ futures, she helps clients navigate complex decisions with confidence and clarity.
As a licensed Notary Public, Sheena understands the precise requirements of estate documentation and creates tailored solutions for each client’s unique situation. Her meticulous approach ensures that clients’ wishes are properly fulfilled, providing peace of mind when planning for the future.
A Florida native, Sheena enjoys spending quality time with her three children and caring for her beloved pets. Her strong faith guides her values, and when not serving clients, she finds joy in singing karaoke and giving back to her community through church involvement
Retirement Specialist
Cory grew up in rural Iowa and spent his summers working at his grandparents’ century farm in South Dakota, where he developed a strong work ethic and appreciation for perseverance. He lived in Arizona for 25 years, where he built his career as a civil engineer specializing in heavy highways and bridges, managing complex projects that demanded precision, problem-solving, and leadership.
Today, Cory applies that same discipline and analytical mindset to financial services, helping individuals and families create strategies for building lasting financial security. He understands that, just like strong infrastructure, a solid financial foundation requires careful planning and thoughtful design.
Cory is married and the proud father of two. Outside of work, he enjoys family time, staying active, and giving back to his community.
Retirement Specialist
With a passion for empowering individuals to achieve financial success, Christopher, your Retirement Specialist, brings years of experience and a commitment to personalized services. He has created diverse portfolios for clients navigating investments, retirement planning, and risk management. Dedicated to lifelong learning and ethical standards, he prides himself on creating tailored strategies that meet each client’s unique goals.
Originally from Rochester New York, Christopher has made Central Florida his home for over 20 years. Outside of the office, Christopher enjoys spending time with his wife Amber of 15yrs and their two daughters, Madison and Sophia. He is a die-hard sports dad who enjoys watching his oldest dominate on the mound and his youngest score goals on the soccer field.
NACFF
Certified Financial Fiduciary®
As an expert in Wealth Preservation and Legacy Planning, Barbara’s expertise extends beyond all financial retirement decisions. With her knowledge to encompass advanced training from Long Term Care strategies to clarification of clients’ Life Insurance options (whether “Old” or “New”), Barbara goes above and beyond to make sure that her clients have a bright future. Barbara also has extensive knowledge within the intricacies of Medicare.
In addition to her professional pursuits, Barbara enjoys an active family life with her husband, Jason, and their five children, along with their two cherished fur companions. Besides her love for the great outdoors, Barbara and her family have strong Christian values in which go hand in hand with her relationships with her clients.
NACFF
With over 16 years of financial experience, Tim is passionate and determined to help all individuals and families achieve their financial goals. Working with clients from various backgrounds, Tim uses his knowledge to guide his clients to financial freedom.
Tim understands every client is unique and he tailors his strategic planning to meet his clients’ needs and aspirations. By carefully assessing his client’s financial situation, risk tolerance, and long-term objectives, Tim will create a customized tax-efficient plan that provides a roadmap to financial security.
A Wisconsin native, Tim has called Florida his home for 20 years. In his spare time, Tim enjoys spending quality time with his wife Heather and their daughter Kieralyn. He has a love for traveling, sports, the great outdoors and his church.
JUNIOR ADVISOR/MEDICARE SPECIALIST
With a career spanning since 2016, Manny has dedicated himself to delivering exceptional customer service. Certified by multiple Medicare and Life Insurance companies, Manny offers his clients a comprehensive range of options tailored to their needs.
Originally from Puerto Rico, Manny had spent his formative years immersed in the vibrant culture of the island. Fluent in English and Spanish, Manny embodies a passion for bringing joy and positivity to those around him.
Beyond his professional pursuits, Manny finds profound fulfillment in his role as a father. He not only cherishes his role as a parent to two beautiful daughters and a stepfather to two young men but also serves as a father figure to two other children, siblings to his own. This commitment to nurturing and supporting the next generation is a testament to Manny’s values and can inspire others in their own roles.
Grounded in his faith, Manny prioritizes integrity and compassion in all endeavors, striving to uplift and empower those he encounters. This unique blend of energy, humor, and values can bring a refreshing perspective to any professional environment.
President
As the President, Andrew is dedicated to wealth preservation and legacy planning. With an extensive background in financial services since 2008, Andrew deeply understands each client’s unique financial needs. He is committed to providing tailored advice, focusing on education to empower clients and ensure they have realistic, achievable goals. Under his leadership, ARS advisors are encouraged to adopt a client-centered approach, emphasizing integrity and a personalized service ethos.
Originally from California, Andrew and his family have called Florida home since 2006. Andrew along with his wife Joanne and his son Cooper, enjoy spending time serving others in their church, being actively involved with their community and are passionate for the game of baseball
