Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Advantage Retirement Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Alfie Tounjian, CFP®, RFC®Founder and President
Alfie Tounjian, Author of “Keeping You On The Retirement Fairway, Living better from tee to green”, TV & Talk Radio Show Host of “Saving The Investor”, Industry Leader & Public Speaker.
As Host of “Saving The Investor”, Alfie’s TV Show airs weekly on both NBC2 and ABC7. His Radio Show airs weekly on Fox News Radio, 92.5, where he also brings Fox News Radio listeners the mid day and closing bell stock report. Alfie’s TV and Radio Shows guide his audience on the retirement planning journey. His no-nonsense, plain spoken, hard hitting approach helps Southwest Florida’s investors understand the risks they’ll face in retirement and how they can avoid them.
As an author and public speaker, Alfie is frequently featured at industry events and has trained over 1,000 financial advisors throughout the country on his planning techniques.
As a CERTIFIED FINANCIAL PLANNER™ Registered Financial Consultant, Founder & President of Advantage Retirement Group, Alfie helps his family of clients build the retirement of their dreams in any economy. As a Fiduciary, Alfie and his staff adhere to strict standards of client care. But above all, Alfie is known as a man of his word, guided by integrity.
Mary ThompsonVice President
Mary ThompsonVice President
Mary Thompson joined Advantage Retirement Group January 2015. Mary’s financial services career began in Minnesota in 1986. Originally in banking and insurance, her career progressed through the industry as a Financial Advisor and later became a Trust Officer before moving to Florida.
She and her husband Gary reside in Fort Myers and attend Riverside Church. Mary is an adventurous chef and loves to host dinner parties to share her latest creations. She is the mother of two adult children and has one granddaughter.
Daniella KowalskiClient Services Coordinator
Daniella KowalskiClient Services Coordinator
Daniella works closely with Alfie and our clients in preparing/processing documents which includes Managed Money, Policy information and changes, Withdrawals and day to day client services.
Daniella was a paralegal in New York City and Florida before joining Advantage Retirement Group in 2017.
Daniella moved to Florida in 2004 from Pleasantville, New York, and resides in Fort Myers with her Shiba Inu, Emi. She supports with enthusiasm her son, Joseph, as he completes his schooling at Maine Maritime Academy. She enjoys music, kayaking, and the beach. Daniella is a member of New Hope Presbyterian Church and is also an active volunteer with Meals to Bless.
David Antonucci Client Services Coordinator
David Antonucci Client Services Coordinator
David works closely with Alfie and our clients in preparing/processing documents that include Annuities, Managed Money, Policy information and changes, RMDs and Withdrawals. David was in the banking industry before joining Advantage Retirement Group in 2018. David is originally from New Jersey and currently resides in Fort Myers with his wife Michelle. He enjoys sports and is an avid musician. He is also actively involved at Living Waters Church in Estero.
Allison SmithMarketing Assistant
Allison SmithMarketing Assistant
Allison Smith works closely with Mary Thompson to prepare and plan exciting events along with many other marketing duties.
When Allison isn't in the office during the week she is at Florida Gulf Coast University working hard to acquire her Bachelor's degree in Biology. Allison wants to pursue a career in the medical field one day and loves to learn, help, and heal.
Ready to Take The Next Step?
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