About Us

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With more than 20 years in the financial services industry, Mike has offered his expertise to hundreds of individuals and families.  He has assisted clients achieve their planning goal through education and working with each client on an individual basis.

He has extensive experience in assisting employees of Fortune 500 companies, small business owners, and government employees develop a comprehensive retirement and distribution plans that are specifically designed to accomplish their retirement goals. He has in-depth knowledge of employee benefits including pension plans, health care plans, 401(k) plans and social security.

Mike has personally conducted more than 150 educational seminars on retirement planning, investments, health care benefit plans, pension plans and social security. 

Mike’s focus is to ensure that each client is prepared for their retirement years.  This includes income planning, risk management and properly structured life insurance. 

Ken LaMantia has been in the financial services industry for 26 years, beginning his career on Wall Street in New York City in 1997. Over the years, Ken has earned the distinction of being an MDRT agent and has become a published author, writing multiple tax strategies throughout his career.

He served in the United States Army Reserve for 17 years, including multiple deployments. Ken is also a Free Mason and a Knight of Columbus. His dedication to community service includes serving on the boards of the Salvation Army and a local bank.

As an Investment Banker for two individual investment firms, Ken helped fund various projects across the United States. Additionally, he served as the Chief Financial Officer and Compliance Officer for two publicly traded companies and a private equity group.

Ken has trained over fifty insurance agents and fifty stockbrokers throughout his career. He currently manages over $220 million of client assets. His focus now is on helping families financially protect and secure their futures.

Henry Calix is a dynamic entrepreneur known for his diverse accomplishments across multiple industries. His innovative business ventures and ability to create successful, scalable solutions have earned him recognition in prestigious publications, including CEO Weekly's Top 20 CEOs of 2020, Forbes' 100 Year Celebration 2021 Edition, Business Elite’s 2022 40 Under 40, and Time Magazine.

Since launching his entrepreneurial career in 2008 with Calix Grants Consulting, Henry has founded and managed several successful companies, including Calix Fashion, Perspective Podcast, and Calix Online Financial. His strategic approach to business and ability to adapt to various markets has positioned him as a leader in helping businesses grow, offering tailored solutions that address operational, financial, and technological challenges.

Henry’s ventures are not limited to a single sector—he's developed innovative platforms in retail, technology, and financial services, helping businesses expand their reach and improve efficiency. His entrepreneurial expertise and forward-thinking strategies continue to help companies scale and thrive in an increasingly competitive market.