About Us
Rob Beeler
Founder | Retirement & Benefits Strategist
With over 30 years of experience in corporate employee benefits , Rob brings a depth of knowledge and compassion to every client interaction. His career began working with HR teams and corporate executives to educate, engage, and streamline the delivery of benefits. Over time, he saw a need for more personalized, hands-on support for individuals nearing retirement.
Rob started Retire Wise with a simple goal: to provide clear, customized, and caring guidance to individuals and businesses navigating the complex world of retirement. He is known for his ability to explain difficult concepts in everyday language and make clients feel at ease when planning for their financial future.
Jake Havran
Independent Agent | Medicare & Retirement Planning Specialist
Jake is a dynamic and driven professional with a deep commitment to helping people retire smarter. At just 23, Jake has already made waves in the financial services industry through his hustle, heart, and hands-on approach with clients.
He specializes in Medicare, retirement income planning, and financial education for individuals and families. Jake combines fresh insights with a strong understanding of modern retirement challenges, making him a valuable resource for clients of all ages—especially those transitioning into Medicare and Social Security decisions.
With a focus on both education and trust, Jake is passionate about simplifying retirement for the everyday person. His mission is to grow long-term relationships and be a dependable partner on the journey to financial freedom.
Retire Wise Difference
What makes Retire Wise different is our commitment to personalized, actionable financial strategies that are as unique as each of our clients. We don’t use cookie-cutter approaches. Instead, we work closely with individuals, businesses, and organizations to create retirement plans that reflect the specific goals, challenges, and needs of each person we serve. Our 30+ years of experience in benefits and financial planning allow us to integrate healthcare, asset management, 401(k) rollovers, and retirement income planning into a cohesive strategy that ensures a smooth, confident transition into retirement.
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