About The Summit

The Retirement Summit was conceived by a group of professionals that work with retirees and pre-retirees on a daily basis to help them attain the retirement of their dreams.

As one enters into retirement, it is critical to be surrounded by expert guides to help chart the appropriate course, navigate obstacles that arise and see that you reach your destination.

Speakers of the Retirement Summit include experts in financial planning, investment strategy, income design, estate planning, Medicare planning and home healthcare.  

 

Speakers of the Summit will engage the audience in a variety of relevant retirement and financial-related RetirementTalks.  Additionally, the speakers will be part of a forum to address attendees questions.

RetirementTalks include:

  1. A Dire Investment Mistake
  2. To Plan or Not to Plan
  3. Trusting the Trust
  4. The Medicare Difference
  5. The Cost of not Thinking
 
 
 

About your speakers

 
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Ralph Hicks | Oakmont Advisory Group

Since moving west to New Mexico from Virginia, Ralph has helped individuals and families with their retirement planning, estate planning, insurance and investment needs for over 40 years.

Ralph prides himself on his communication skills, which has helped lead him to become a successful educator. He knows there's no magic formula to investing, but understands from his decades of experience that through consistency, diligence, and proper education – anyone can find success. This approach, along with his strong conviction of faith and integrity, has helped Ralph become a trusted advisor, friend, and respected authority on retirement planning.

 

 
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David Hicks | Oakmont Advisory Group

David grew up in Albuquerque and attended Abilene Christian University in Texas where he graduated with a BBA in Management & Marketing. From a young age he knew he would eventually like to follow in his father's footsteps in serving his community. It's David's goal to help families and individuals find peace of mind through financial security. He finds that the positive change he sees in peoples' lives is the most rewarding part of his work. He joined his father at his practice, Oakmont Advisory, after moving back to Albuquerque in 2009 and is currently enrolled in Pepperdine University's CFP Program.

David and his wife are proud parents of three beautiful girls and enjoy watching them grow into extraordinary young women.

 
 

Matthew A. Danner | Swaim & Danner, PC

Matthew is a shareholder and attorney with Swaim & Danner, PC and focuses his practice on estate planning, probate, business law, and related tax areas. Mr. Danner advises estates and businesses on corporate, partnership, nonprofit, and limited liability company law as well as the corresponding tax law issues.

Before joining the firm, he worked with local and national financial institutions on commercial and civil litigation, bankruptcy, and collection cases. This experience gives him a unique understanding and the ability to advise both businesses and individuals on a variety of planning issues.

 
 

Jason McDermott | Mariposa Home Health

Jason McDermott is what happens when a successful entrepreneur gets involved in healthcare. Jason is the founder and President of Mariposa Home Health. In this role, Jason oversees the strategic direction of the company and manages business development.

Prior to founding Mariposa Home Health, Jason also founded and was the President of Bright Horizons Residential Services, a home health care company specializing in the care for adults with developmental disabilities. He developed Bright Horizons into a successful large company that has been in business for over 17 years.

Jason has over 25 years experience in business management, healthcare administration and strategic planning. He is a radio show host for The Health & Aging Show and a healthcare business consultant. Building on his experience in business management and healthcare, Jason is currently embarking on a new business venture that specializes in assisted living and memory care.

An avid outdoorsman, Jason spends his free time fly fishing, hiking and camping in the mountains with his family.

 
 

Valerie Valdez | New Mexico Medicare SHIP 

Valerie is a graduate of Santa Fe High School and continued her education at Highlands University, receiving a Bachelor's degree in Social Work. 

Throughout her career, Valerie has worked with both children and adults in the Drug Court Program, providing group counseling on Alcohol and Drug Abuse. Additionally, Valerie has made an impact through her work with the elderly population within the Sandoval County Senior Program.

Currently, Valerie is working with the State of New Mexico SHIP program, providing individual client benefit counseling to include Medicare, Medicaid, long term care, preventative health care, and appropriate community programs and social services.  She actively partners with the New Mexico Retiree Health Care Authority to better assist those with a retiree plan. Additionaly, Valerie is actively recruiting and training volunteers who assist in providing SHIP benefit counseling to the local and surrounding communities.