CRAIG R. CHENEY
Craig has been on both sides of the investment business, wholesale and retail for 43 years. For 33 years he managed wholesalers and headed up distribution for various financial service firms. Craig has a passion for helping Advisor’s grow clients and AUM. Craig along with his business partner, Terri Hembree, formed Cee Way Solutions in the summer of 2016.
Cee Way’s mission is to help Advisors to the success level of their desire by offering innovative tools and marketing strategies that position the Advisor as a “B2B” enterprise.
Terri began her career in the mortgage lending field 43 years ago and worked throughout the industry from the ground up. She was a processor, loan officer, closer, underwriter, branch manager, assistant vice president and vice president of several companies. Terri learned how to work with people to realize their dream of home ownership. She also enjoys working with clients and numbers to create a loan that will work for them and their situation whether it is to purchase or refinance their home.
When 2008 came it was very difficult to make a living and help people with the added layers of regulations, many of which did not help the homeowner. So, nine years ago Terri met her business partner, Craig Cheney, and together they embarked on a new career path in the advisory world, again, working with numbers and helping people stay “on track” with their hard earned savings. In 2016, Craig and Terri formed Cee Way Solutions to grow Advisor’s AUM. Terri is also still licensed to help with client’s mortgage needs so it’s a “win, win” philosophy.
TERRI S. HEMBREE
Dan McGrath is the Co-Founder of IRMAA Solutions, a software firm that provides education, marketing materials and software tools for financial professionals to highlight how health costs will impact investors’ retirement.
Mr. Mcgrath is considered to be one of the country’s leading authorities on the subject of health-related costs and how these costs will impact retirement for millions of Americans.
He has also authored the bestselling retirement planning book “What you don’t know about retirement will hurt you” as well as “Medicare A Practical Guide to Understanding Your health Coverage in Retirement”.
Also he is a regular contributor to CNBC as well being an authority for U.S. News & Reports on Medicare & Social Security.