Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement: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, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Financial Consultant (RFC®), is the founder and president of Advantage Retirement Group and founder of Tounjian Advisory Group, LLC. He began his career in the financial services industry in 1983 when, after college, he moved to Maryland and opened his first office.
Alfie coaches his clients to help them take advantage of proprietary programs and strategies that help protect and preserve their financial assets. He values integrity, and he and his staff adhere to strict standards of client care.
Alfie’s techniques are particularly appealing to people who would rather spend time enjoying their lives and retirement, confident in the knowledge that they have a retirement income strategy customized to their needs and goals without their constant attention.
In addition to being a CFP® and RFC®, Alfie is an Investment Adviser Representative, which means he is legally required to act in his clients’ best interest under the fiduciary standard. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses.
Always eager to help, Alfie spends time mentoring other financial professionals as well as coaching his clients and informing the public. He enjoys sharing his financial philosophy on his popular television and radio shows, “Saving the Investor.” Alfie also is a contributing author to Kiplinger.com.
Alfie lives in Fort Myers, Florida, with his wife, Tommie; son, Devon; and their two dogs. Outside of work, Alfie attends Next Level Church in Fort Myers, loves to spend time with his family, plays golf and relaxes on his boat in the beautiful waters of the Gulf.
David PaveyVP Financial Planning
David PaveyVice President
David Pavey studied computer information systems at Florida Gulf Coast University in 2004. In 2011, he joined Advantage Retirement Group as an insurance professional. He works closely with Alfie in the creation of retirement income plans that include sustainable income for our clients in their retirement years. David believes it is most important to help protect the assets our clients have worked so hard to save.
He enjoys being on the water or out in the woods with his friends and family. Born and raised in Florida, David resides in Clewiston with his wife, Laura, and their three boys.
Mary ThompsonMarketing Director
Mary ThompsonMarketing Director
Mary Thompson began her financial services career in banking and insurance in 1986. She joined Advantage Retirement Group in 2015.
Mary moved from Minnesota to sunny Southwest Florida in 2013. She and her husband, Gary, reside in Fort Myers and attend The Faith Center 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 husband, son and Shiba Inu, Emi. She enjoys music, kayaking, and the beach. Daniella is a member of New Hope Presbyterian Church and is also an active volunteer with the US Naval Sea Cadet Corps.
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.
David LeboldInvestment Adviser Representative
David LeboldInvestment Adviser Representative
David Lebold is the regional director of Advantage Retirement Group in Southeast Florida. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk, and he strives to inform and assist retirees on ways to protect and preserve their financial assets.
David has passed the Series 6, 63 and 65 securities exams and is an Investment Adviser Representative, registered with the state of Florida. David offers investment advisory services through Tounjian Advisory Group, LLC, a Registered Investment Adviser firm. He also holds his Florida life, health and annuity insurance license.
David specializes in retirement income strategies and provides a specific written plan of action to help clients achieve their goals and dreams during retirement and beyond. He works to help ensure retirees have the tools and resources they need to live a rewarding retirement and lifestyle. David is extremely passionate about not only helping people enjoy a worry-free retirement, but also forming trusting relationships with his clients for years to come.
David has been involved in the Southeast Florida community for over eight years, assisting the senior community on sources of safe income. He hosted a radio show for two years on WFTL 850 AM called “Retirement Matters. Looking Ahead Financially.” Topics he covered included avoiding IRA traps, annuities and effective ways to make your retirement income grow with safety of principal.
After living in Chicago for over 37 years, he found his “one true love,” Jackie, and moved to South Florida. They reside in Boca Raton with their son, Brock, and are active in the community and in helping local charities. Outside of work, David loves to spend quality time with his family and friends. He enjoys working out at the gym and loves to play and watch football, basketball and ice hockey.
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.
Devon TounjianIntern
Devon TounjianIntern
Devon Tounjian is an intern with Advantage Retirement Group. He attends college in Fort Myers, Florida, where he is taking business classes. He enjoys mountain hiking and boating. His parents, Alfie and Tommie, are proud of him and happy to have him as a part of the team.
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