Kelly Carter

CEO

Kelly Carter is the CEO of BRPG and has more than 30 years experience as a financial retirement advisor with emphasis on estate and tax planning, life insurance, annuity programs, and retirement strategies.

Kelly has worked directly with pre-retirees and retirees, business owners, and professionals, providing them with alternative, safe solutions for their retirement needs.

Prior to BRPG, he was responsible for the formation of an estate planning team that focused on wealth transfers and tax saving strategies for high net worth clients. This team, comprised of lawyers, CPAs, tax, insurance and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client’s “wealth transfer” plan. Over the next several years, Kelly expanded this approach to offices in the Chicago and New York regions as he grew this segment of the business, nation-wide.

Mr. Carter has headed up the forum for hundreds of wealth preservation seminars and has spoken to thousands of retirees. The result has been the development of an extensive network of clients throughout Southern California with individualized and customized retirement plans that provide peace of mind wealth preservation solutions.

Very early in his career, Kelly was recruited to serve as an independent Registered Representative, appointed through Bear Stearns and First Allied Securities, Inc. He received his formal education at Central Missouri State University and graduated Summa Cum Laude with a B.S. and B.A. degree in Finance and Management.

Steven A. Conte

President

Joe DeMeo

President & Founder of Money Bridge Wealth & Income Planning

As president and founder of Money Bridge Wealth & Income Planning, Joe DeMeo works closely with his clients, designing custom financial plans that address their specific needs, thus assuring financial independence in retirement. Setting his clients up for success allows them to face their future with anticipation rather than apprehension. After all, the goal is to never outlive your money.

We remain committed to community outreach, education, and leadership around the topics of financial planning and asset protection, including estate planning, trust accounts, long-term care planning, and other special needs. Working with families across the country, our primary mission is to help individuals protect what they’ve worked so hard to accumulate.

Shawnee Burce

Chief Financial Officer/Notary Public

Stephanie Wendt

Director of Client Operations |

Licensed Medicare & Insurance Agent

Lisa Vanderfin

Chief Marketing Officer

Lisa serves as our Chief Marketing Officer where she oversees all print and electronic marketing mediums, as well as social media, educational events, and client contact. She acts as a liaison for our business partners, assisting with their client marketing needs. Lisa is a graduate of Portland State University where she was awarded a Bachelor of Science in Speech Communications, Marketing and Public Relations. 

Sherri Fish

Client Relationship Specialist

Sherri joined the firm in 2021 and serves as our Client Relationship Specialist and Notary Public. She comes to us with a high priority in client relations. Her goal is to make sure all client needs are taken care of efficiently and timely. She has worked in the office setting for over ten years, providing valuable experience and knowledge. Sherri holds a degree in Business Administration.