Meet The Team
The team behind The Advisory Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Vanessa Retter Financial Professional/Owner
Vanessa is on a mission to be the last financial professional you’ll ever work with.
Growing up in a family that had to use food stamps, Vanessa was determined to have a different life. She got her first job at age 12, and after graduation, she climbed the corporate ladder in the effort to have a family that never needed food stamps. In 2009, Vanessa and her husband were downsized from their corporate jobs and watched as their 401(k)s plummeted. At that point, they decided to start their own financial firm to help others struggling to make their money last.
Since then, The Advisory Group has evolved into helping retirees and business owners prepare for their futures. Vanessa’s husband passed away in 2018, leaving her as the “keeper of the flame.” Through tragedy, she developed a passion for helping widows and single individuals succeed financially, striving to be someone they can depend on for the rest of their lives.
Vanessa holds a work life balance in high regard. She spends a lot of time with her children around their pool. She loves outdoor activities, kayak fishing, hiking, pickle ball, and lazy days by the pool.
Melissa Shepherd Administrative Assistant
Lisa Ross Office Coordinator
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today.