Merydith Cohen, a lifelong storyteller with a passion for people, perspective, and possibility. I grew up in Riverdale, NY, where my father published the Archie comic books-and yes, my schools were the inspiration for Archie, Veronica, and Jughead's fictional world. That early exposure to storytelling shaped how I see the world: every person has a narrative worth honoring. Now based in Las Vegas, I bring that same spirit of creativity and connection to my work. My love for Broadway theatre-sparked by Phantom of the Opera and Cabaret—taught me the power of live performance and the magic of a well-told story. Whether it's on stage or in strategy, I believe in creating moments that resonate. I'm also an avid traveler, always chasing culture, nature, and soul.
I've explored the breathtaking wilderness of Alaska, soaked in the sun-drenched beauty of Positano, and found joy and warmth in the vibrant spirit of Mexico. Travel fuels my creativity, broadens my perspective, and reminds me that every place has its own story to tell. I'm always packing a suitcase-and a sense of wonder. As a Financial Retirement & Decumulation Specialist, I help individuals near or in retirement protect and grow the income they've worked a lifetime to earn. I guide clients through personalized strategies that preserve wealth, reduce risk, and create lasting peace of mind. My approach is grounded in clarity, compassion, and confidence-because your financial future deserves more than formulas. It deserves a story that ends well
Merydith Cohen
(Business Partner)
Harlan's focus is providing individuals and their families with the advice and coaching needed to help them achieve their immediate and long-term financial goals. By combining his own background with the experience of the team of professionals assembled around him, Harlan strives to help clients reach true, stress-free financial independence.
This is achieved by truly listening to people and working to understand their unique circumstances, treating every individual with the care of a family member. He then designs comprehensive strategies that align with the client's core needs as well as their lifestyle dreams. Harlan lives with his family in Los Angeles, CA but is licensed to help people all over the United States. When he's not working, you will usually find him with family and friends enjoying a soccer game, stand-up comedy, or live music.
Harlan Endelman
(Business Partner)
Morgan Funk brings a dynamic blend of resilience, creativity, and people-centered professionalism to every aspect of her work. Raised in Tennessee as one of eight siblings, she developed a deep appreciation for connection and adaptability—qualities that now fuel her passion for customer service. Morgan approaches challenges with energy, curiosity, and a talent for crafting thoughtful, innovative solutions. Her reputation for professionalism is matched by her ability to uplift others—often with a well-timed dad joke that turns ordinary moments into memorable ones.
Beyond the workplace, Morgan finds inspiration through photography, quality time with her wife, Yesenia, and outdoor adventures with their spirited golden retriever, Stark. Known for her bold positivity and genuine care for others, Morgan consistently leaves a lasting impression by blending creative insight with a grounded, human touch.
Morgan Funk
(Business Event Coordinator)
Alexis Williams is a driven and empathetic professional who values the balance between ambition and authenticity. With a strong commitment to excellence, she brings creativity, precision, and warmth to every endeavor—whether in the workplace or at home. Recently married to her husband, Irshad, Alexis is building a life centered on love, laughter, and meaningful connection.
Outside of her career, she finds joy in hands-on creative projects and caring for her two cats and a spirited lizard—each a reflection of her playful spirit and attention to detail. Alexis strives to make a lasting impact through her work and relationships, guided by a belief that dedication and kindness are equally powerful forces.
Alexis Williams
(Business Event Coordinator)
Richard is the creator of the Lifestyle Lock Process – an innovative, mathematically proven method to Lock-in Your Lifestyle for Life. Get a personal coaching session to learn how to mathematically reduce risk and spend more in retirement.
8565 S Eastern Ave Ste 128 Las Vegas, NV 89123
Office 702-337-2641 | Cell 973-641-6840
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