Our Team

William Gordon, CFP® | Founder and President

Bill has served the Tampa Bay area financial arena for over 20 years as a financial planner, educator, speaker, radio show host and columnist. When he founded Retirement Wealth Resources, Inc. in 1998, it culminated a goal to combine the essentials of tax, financial and estate planning in a single environment.

Bill's credentials include:

• Certification through the Certified Financial Planner Board of Standards, earned through completion of advanced studies in Investment Planning, Insurance Planning, Income Tax Planning, Estate Planning and Retirement Benefits.
• Graduate of the College for Financial Planning, Denver, CO
• Bachelor of Science, University of Florida
• FINRA Series 7 General Securities Representative, Series 24 General Securities Principal and Series 63 Uniform Securities Agent
• Investment Advisor Representative registration
• Licensed Life/Health/Variable Annuity Agent, Florida Department of Financial Services, North Carolina Department of Insurance, Pennsylvania Department of Insurance
• Licensed Mortgage Broker, Florida Department of Financial Services
• Named one of America’s Top Financial Planners by the Consumers’ Research Council of America
• Advanced Medicaid & Medicaid Planning in Florida certificant
• Advanced 1031 Like-Kind Property Exchanges Tax Planning certificant

Wendy Proctor | Client Services Manager

Prior to joining the RWR staff, Wendy served for more than eight years in an executive administrative capacity with a pair of Clearwater financial services companies, the former a specialist in tax and financial planning and the latter a registered investment advisor. She possesses a keen understanding of what it takes to run a highly efficient and effective financial planning operation as well as assisting clients with a myriad of service-related issues.

show host and columnist. When he founded  his Bachelor of Science  as an Elder Law specialist   Wendy

Travis D. Finchum | Elder Law Attorney

Karol, Hausman, Sosnik & Finchum, LLP

Travis received his Bachelor of Science degree and Law degree from the University of Florida. He is Board Certified as an Elder Law specialist by the Florida Bar. He is the Managing Partner for the firm of Karol, Hausman, Sosnik & Finchum, LLP.  He is a Member of: the Florida Bar’s Elder Law, Taxation and Real Property, Probate and Trust Law Sections; the American Bar Association’s Taxation and Real Property, Probate and Trust Law Sections; and the Clearwater Bar’s Probate and Guardianship and Elder Law Committees. 

Travis also has served on the boards of numerous non-profit organizations that serve the frail, elderly and disabled and that focus on advocacy and local services for the disabled and mentally ill. He is a member of the National Academy of Elder Law Attorneys. He serves as Co-Trustee of the Guardian Pooled Trust which assists disabled individuals in qualifying for public benefits. The Guardian Pooled Trust allows individuals to protect their assets for use during their lifetimes without disqualifying them for much needed public benefits.

Karol, Hausman, Sosnik & Finchum, LLP and Retirement Wealth Resources, Inc. are unaffiliated companies. 

Herb Briggs | CPA

Herb has over 17 years experience in the tax preparation field and has clients in over 10 states. He is a graduate of the University of South Florida and has been in the accounting field for 22 years. His specializes in personal and small S Corp tax preparation covering various industries to include lawn/landscaping, construction, real estate, medical and trucking.

Ken is a life and health insurance broker, licensed in Florida, who specializes in employer-sponsored group benefit plans, individual health care plans, individual life insurance, key man insurance, disability and long-term care plans.  He also focuses on the senior market offering Medicare Supplements, Medicare Advantage plans and final expense life insurance.

Ken’s portfolio of highly rated insurance companies gives clients the opportunity to have a customized strategy of protection for themselves, their families, their business and assets.

James Grant | Personal Insurance Specialist

Jim is a Florida licensed health/life agent. He brings a combined 30 years’ experience in the healthcare industry, and since 1998 has focused on major medical insurance and long-term care insurance for employers and individuals. He specializes in senior plans including Medicare Supplement and Medicare Advantage.

Jim prides himself on staying fully abreast of the rapidly changing health insurance industry. "We’re a client-focused insurance advisory. We’re not out to sell products but rather to help our clients.” 

Cary McCord | Commercial Real Estate Specialist

Murphy Commercial Realty, Inc.

Cary's commercial real estate career spans 30 years. He served three years as president of the Building Owners and Managers Association (BOMA) of Greater Tampa Bay and was president of BOMA Florida. He achieved the RPA® (Real Property Administrator) and SMA® (Systems Maintenance Administrator) designations from the Building Owners and Managers Institute. He is the only recipient of these two designations in West Florida. During this period, Cary was responsible for management, leasing and sales of 3 million square feet of commercial properties. The past seven years have been spent in the brokerage community bordering and leasing property throughout the Tampa Bay area.

Cary currently serves as president of Murphy Commercial Realty, Inc., a division of Murphy Financial Services, a firm that provides comprehensive business, property and equipment valuation services to a limited number of clients who seek personalized attention.