Kirk Henderson
Kirk Henderson, born in Cortland NY in 1956, moved to the West Palm Beach area in 1958 when his father decided to relocate the family.
He started his financial planning career in 1988 with American Express Financial Advisors, now Ameriprise, attended College of Financial Planning from 1991 – 1994 and became an independent financial advisor in 1995.
Working with clients through all stages of their financial lives over the last 35+ years has been a truly rewarding experience for Kirk. This involves reviewing all areas of a clients’ current financial situation, including short term and long term goals, income tax, retirement, estate planning and insurance.
Kirk currently lives with his wife, Faith Schwack, on Singer Island.
Please email him at Kirk@OceanCrestWM.com.
Erica Smith
Erica Smith is a Certified Financial Planner® at Ocean Crest Wealth Management, where she educates and guides her clients through different stages of their financial lives, including Retirement Planning, Insurance, and Tax Planning for both short-term and long-term needs.
Erica Smith has accomplished the Circle of Champions award in the health insurance market specializing in Medicare. Her clients include those planning for their children's college funding to retirees looking to maximize their income in retirement. You can expect 100% transparency and no surprises when working with Erica.
Erica Smith is a Palm Beach County native who loves the ocean, spending time with her husband, Peter, and their two daughters, and watching her beloved sports team, the Florida State Seminoles. Please email her at Erica@OceanCrestWM.com or call her at 561-412-4889.
Beyond her work at Ocean Crest, Erica hosts The Midlife Squeeze™, a podcast exploring caregiving, aging parents, and the financial decisions families face together, and created The Family Money Plan™, an educational framework to help families navigate those decisions with more clarity and confidence. She also works alongside her husband, Peter, at their independent insurance agency, where she has built her reputation in the health insurance and Medicare markets.
Podcast : www.TheMidlifeSqueeze.com - The information discussed on this podcast is for general educational purposes only and is not a recommendation of a product or strategy. Nothing discussed should be considered investment, tax, legal, or financial advice. Consult with qualified professionals before making any financial or investment decisions. The views expressed are those of the speakers and may not reflect the views of Ausdal Financial Partners.
The Family Money Plan™ : www.FamoPlan.com
