Louisville, Kentucky - Corporate Office

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Mike Lewantowicz
Mike grew up in a military family and lived in multiple cities as a child. He settled in Louisville, KY in 2003. Mike learned determination and  discipline from his father who is a Retired Colonel in the Air Force.
Mike spent years working as a Electrical Engineer within the automobile industry. After his wife Noelle started in the financial services industry he decided to also take a leap and began helping clients with life insurance products part-time. Now with over two decades of experience under his belt, Mike has worked with major insurance carriers to design products that are affordable for the clients he serves.
Mike uses his knowledge and experience to help clients from all walks of life steward their financial resources and create a legacy for their family. He educates clients and agents across the country in retirement protection, estate planning  implementation and financial literacy. Mike and his wife Noelle have four children and a boxer named Orbit.

mike
​Lewantowicz

CEO & Co-founder
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Noelle Lewantowicz
Noelle is the seventh of nine kids and grew up in a small town in Ohio before heading off to college at the University of Cincinnati. After graduating with a degree in Economics, she worked as a recruiter in the information technology field.
When a friend told her about the financial services industry, Noelle jumped in head first and got her insurance license. Now with over 20 years experience serving families around the country, Noelle utilizes a full service retirement product platform to solve complex problems with simple and affordable tools.
An industry leader, Noelle trains hundreds of financial representatives across the country to educate and serve their clients needs in retirement income planning, estate planning implementation, healthcare and life insurance.
​Noelle and her husband, Mike, have four children and a boxer named Orbit.

noelle
​lewantowicz

COO & Co-founder
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Brian Beazly
Owning and operating a business for over 30 years, Brian Beazly saw the need many people have for help with retirement income and estate planning strategies.
In 2011, Brian began working with families in Indiana and Kentucky in the areas of end of life preparation and wealth transfer. Brian also helps many people with Medicare and healthcare case design. Brian is a licensed health and life agent in Kentucky and several other states.
​Brian was a flight instructor for many years. His spirit of teaching carries forward in helping people understand and implement the best wealth strategies for their families’ needs.

Brian
​Beazly

Medicare & Retirement Strategy

Partner branch locations

Joseph's financial
​Rio rancho, new mexico

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Jake Joseph
Having been raised in New Mexico, Jake considers NM his home. He has been helping families with estate planning, retirement planning, life insurance, and healthcare.
Jake helps develop agents across the country, and is a featured speaker at major training events.
​Jake works to provide effective and affordable options for each person he serves.
Jake and his wife have two daughters and he enjoys mountain biking in his spare time.

Jake
​Joseph

INSURANCE & RETIREMENT strategy
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Veronica- Rae Joseph
Veronica-Rae is a Native New Mexican who attended CNM and UNM. She has helped over 1,400 local families with their estate planning and end of life arrangements.
​Veronica-Rae utilizes a full service retirement product platform to solve complex problems with simple and affordable tools.
​Veronica-Rae trains and supports independent agents across the country.
​Veronica-Rae and her husband Jake have two daughters and enjoy traveling.

VERONICA-RAE JOSEPH

Medicare & Retirement strategy
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Amanda Maldonaldo
Amanda has been serving the the community since 2001 with a background in Insurance and Real Estate.  As an expert in the real estate market, Amanda shares expertise in residential, commercial, and investment arenas.
​ As a local business owner of over 20 years, Amanda is passionate about protecting families, with focus in retirement planning, estate planning, insurance and healthcare. 
​Having survived a significant accident, Amanda knows firsthand the importance being prepared.

AMANDA MALDONALDO

insurance & Retirement strategy

the allara group
​phoenix, arizona

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James Allara
James was born and raised in the Bronx New York and built his career in the Furniture industry with an emphasis on importing, manufacturing and business management. James moved away from New York after the 9/11 tragedy and started a new life with his family in beautiful Arizona.
​James has been working in insurance and financial services since 2016 and has helped over 3000 families. James has over 30 years of client relations beginning in 1988 and has been a resident of Arizona since 2002. James has been traveling around the Country since 2018 training new financial planners and helping educate families about Probate and other state programs.

James Allara

INSURANCE & RETIREMENT strategy
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Pam Allara
Pam graduated with her Bachelor’s Degree in Advertising and Marketing from The School of Visual Arts NYC. Working as a Print Production Specialist for Calvin Klien, Maidenform, Aldo, Voss and others. That position took her to incredible places like Hong Kong, China, England and Canada. 
​After 20 years living and working in NYC she and James went west to follow another dream, to help families directly. Now she is a licensed Life and Health Insurance Agent, AHIP Certified, and a member of The American Association of Notaries.
She has worked in financial services since 2016 with a specialization in insurance, retirement planning and estate planning.

Pam Allara

Insurance & Retirement strategy

Southern Pines, North CArolina

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Chris Nelson
Chris Nelson is a 20-year Army veteran who spent his entire military career in the medical field taking care of service members and their families. 
Helping people is his passion and working with families on their retirement stratgies and insurance has allowed him to continue to fulfill that passion. Chris believes that knowing his clients' wants and needs is the foundation to recommending the best strategies that will provide exactly what each client wants. 
​Originally from West Point, MS, Chris now resides just outside of Fort Liberty, NC where he lives with his wife of 23 years,  Devonna. They have 3 sons.

Chris Nelson

INSURANCE & RETIREMENT strategy

Estate Planning Partner