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, CFP® is an author of two books “Keeping You on the Retirement Fairway” and “Making Waves in Retirement”, the TV and talk radio show host of “Saving The Investor,” industry leader and public speaker.
As host of “Saving The Investor,” Alfie’s TV show airs weekly on NBC2. 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 show guide his audience on the retirement planning journey. His no-nonsense, plain-spoken, hard-hitting approach helps Southwest Floridian 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, and founder and 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
Since joining Advantage Retirement Group in 2015, Mary has led in marketing, compliance and operations, helping to shape the firm’s strategic plan and ensure a smooth and compliant operation.
Mary has spent more than 30 years in financial services and marketing, including experience in financial advising, banking, insurance and trust administration. She has also produced and co-hosted the weekly TV and radio show “Saving the Investor” with Alfie Tounjian.
Mary possesses a unique track record of quickly gaining the loyalty and trust of those we serve. What’s more, her highly developed listening skills help us maintain a high level of customer satisfaction — and a wealth of client referrals.
Mary is married to Gary and has two adult children. Her three young grandchildren call her “Mimi.” Mary and Gary share their home in Fort Myers with two Maltipoo dogs, Gentry and Teddy.
Away from the office, Mary serves on the board of directors for iWork4Him, a nonprofit organization that encourages Christ-followers to recognize their workplace as a mission field. Mary is also an adventurous chef who loves to share her latest delicacies at dinner parties.
Daniella KowalskiSr. Investment Service Specialist
Daniella KowalskiSr. Investment Service Specialist
Daniella works closely with Alfie and our clients in preparing and processing documents, which includes managed money, policy information and changes, withdrawals, reviews and day-to-day operations for the firm. Daniella’s attention to detail and providing exceptional client service, ensures our client’s the highest level of service.
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. During her free time, she enjoys time with family, boating, fishing, music and travelling. Daniella is an active volunteer with Meals to Bless.
David Antonucci Financial Advisor, CRPC®
David Antonucci Financial Advisor, CRPC®
David is an Investment Adviser Representative that works closely with Alfie in preparing customized financial and income plans; as well as assisting our clients with documentation that pertains to managed money, annuities, and life insurance. David is passionate about bringing clarity and understanding to the challenges that come with financial planning by implementing strategies that provide confidence and security to the clients that he serves. David is originally from New Jersey and was in the banking industry before joining Advantage Retirement Group in 2018. He loves spending time with his wife, Michelle, and dog, Belle. In his free time, he enjoys time spent with family, music, and sports.
Colton BradfordClient Service Specialist
Colton BradfordClient Service Specialist
Colton is a Florida Life and Annuity Licensed Agent who works closely with the Marketing and Service team. Colton was born and raised in Tuscaloosa, Alabama, and joined the team in March 2020. Colton worked as an equipment manager for Nick Saban and the University of Alabama football team from 2014 to 2018. During this time, he was a part of two National Championship teams and one SEC Championship team while getting his degree in marketing. Colton has worked for a sports marketing firm in Atlanta and worked for a crane rental company since he graduated in 2018.
Devon TounjianMarketing & Client Service Specialist
Devon TounjianMarketing & Client Service Specialist
Devon currently specializes in Marketing Initiatives & Client Services at Advantage Retirement Group. After graduating From Florida Gulf Coast University with a bachelor’s degree in Business Management in 2020, Devon continued his passions by researching various business developments, inbound/outbound marketing, psychology, and how these interrelated topics can be implemented within our company, along with other organizations. Devon was working as a server's assistant for over three years and drove as an uber driver for one year, prior to working with Advantage Retirement Group in January of 2021. During his free time, Devon enjoys golfing, hiking, meditating, reading, running, tennis & working out.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.