Ryan D. Moore
Principal of RSG
Ryan Moore brings nearly 20 years of financial services industry experience to his position as the principal of Retirement Solutions Group, and to his commitment to clients’ increased financial confidence. He is proud to provide exemplary customer service while displaying the highest standards of ethics and industry knowledge.
His goal is to help fully inform clients about their options so they can make more knowledgeable choices when structuring a financial strategy that reflects their priorities. Through his guidance, Ryan works with his clients to increase their wealth by helping them avoid exposure to unwanted risk.
Ryan holds a business management degree from Northwood University in Palm Beach, Florida, where he was a four-year scholarship athlete. He holds life and health insurance licenses in the state of Tennessee that enable him to offer a variety of financial products.
As a thought-leader in the insurance industry, Ryan has been featured in several articles and has been invited to speak to his peers at industry conferences. Additionally, he has conducted hundreds of client workshops informing pre-retirees and retirees on a variety of topics, including income* for life,** Social Security^ benefits, and Medicare.^ Ryan also works with elder care attorneys to help his clients with extended care decisions and probate avoidance.
Ryan works with industry-leading insurance companies to help empower him to assist clients in creating more income for retirement, as well as preserving more of their assets.
Principal of RSG
Greg McGee has been instrumental in shaping the financial lives of his client base in the southeast region for over a decade. Greg gained his financial planning experience as an associate at the premier financial planning firm, Lincoln Advisors. Greg’s father, Forrest McGee, is a lifelong industry advisor lending the knowledge and expertise to Greg as a child and into the development of his career. Prior to Greg’s career in the financial services industry, he worked as an executive in the cable industry. Greg rounded out his service of 20 years as the President of a company he sold before aligning with his father’s elite practice.
Greg is regularly featured in the American Lifestyle Magazine offering trusted guidance on the ever-changing landscape of the financial services world. Greg was instrumental in developing a bid contract for the plan sponsored 457 Retirement Plan that assisted the Williamson County School System. He went on to win that contract for the Williamson County School System and was featured in the Williamson Herald praising his efforts on the vast development for educators.
Greg was educated at U.T. Martin and Middle Tennessee State University. He has a compelling passion for music that led him to major in classical guitar and minor in business management. Greg holds his pilot’s license and genuinely enjoys the skies whenever he has the opportunity.
Greg, his wife Michelle and their two sons have made Tennessee their home since 1973. Greg, alongside Michelle, personally funded and operated a Christian non-profit camp for underprivileged children. It was there that Greg fully embodied his passion for facilitating the guidance of others to better themselves and create a lifestyle worth living. This is what lies at the heart of his business today. Greg is a long-standing member of the National Ethics Bureau and accredited with the Better Business Bureau.
Retirement Solutions Group has offices conveniently located at 725 Cool Springs Blvd. in Franklin TN. The office can be reached at 615-467-6300.
Chelsea Moore was educated at the University of Tennessee at Chattanooga. Originally from Lake Tahoe, California she has lived in the Franklin area since 1997. Chelsea has been in finance for the entirety of her career, working as the CFO of the No. 1 real estate franchise in Chattanooga currently topping $1 billion in sales. After 4 fulfilling years at Warner Music Group on Music Row she has recently transitioned to work alongside her husband, Ryan Moore, and business partner Greg McGee. Chelsea is the mother of three children and a devoted member at her local church. Chelsea has a heart for volunteer work, specifically for the Make-A-Wish Foundation. She has worked to organize grants for the wishes of children with a life-threatening medical condition. Her passion for children is at the heart of throwing ‘wish parties’, a party that organizes the reveal of a child’s wish. Ryan, Greg, and Chelsea’s enthusiasm for helping others navigate the complexity of their financial landscape is the true spirit of Retirement Solutions Group. Nothing blesses them more than serving others to impact families with a peace knowing as they pass down their most precious assets to protect the next generation, that Retirement Solutions Group will always be alongside them to help them in all aspects of their financial planning.
Roy N. Carlson gained experience in financial services as the Investment Specialist in the South Florida region for a major financial services firm. His responsibilities included teaching and training hundreds of Advisors the essentials of investing, implementing asset allocation strategies for high net worth clients and implementing corporate educational programs. Roy has been an independent Wealth Manager since 1996. Roy, his wife Vivian and their daughters have made Raleigh, North Carolina their home since December 2003.
Relevant Experience: While in Florida, Roy designed and implemented the pension plan to 401k option for Blue Cross and Blue Shield of Florida. Along with that he also supervised and participated in educational support programs for major corporate retirement programs including Burger King and IBM.
Responsibilities: Plan Assessment, Investment Policy Statement, Investment Analysis, Enrollment Team Leader, Education Speaker, Employee Advisor, Client Service Supervisor and Servicing Advisor
Scott Bergman is a 40-year veteran of the insurance and financial services industry. He is a member of the National Institute of Certified Estate Planners and has extensive experience in insurance product design. As a partner of ADCO Re-Insurance Services, a New England based marketing firm in the mid 1980’s, Scott helped develop one of the first Universal Life contracts for Pennsylvania Life Insurance Company. Scott is the current owner and President of Retirement Planning Associates, LLC, a national brokerage firm managing and servicing General Agents across the country. Additionally, Scott is President and Co-Founder of Equity for Life, LLC, a comprehensive Personal and Business Financial Planning firm specializing in successful equity management of real estate. Scott is renowned for his inspirational approach and as one of the best field trainers in the business today. He uses his extensive experience in life insurance and annuity product design to teach his national course, EDGE On Life (Education & Disclosure Generates Excellence) to agents throughout the United States. An advocate of full disclosure, Scott designs financial strategies to help his clients accumulate money on a tax-favored basis and achieve the highest possible net spendable income using the industry’s most competitive products.
Thomas J. Elmlinger
Attorney at Law, Elmlinger Law Office
Tom Elmlinger has been helping Tennesseans with their legal needs since 1986. He handles clients’ Estate Planning and Probate needs, including drafting wills, trusts, powers of attorney, living wills and forming family limited partnerships and family LLC’s. In addition, Tom assists clients with settling estates and establishing and maintaining conservatorships and guardianships.
Tom Elmlinger is a graduate of the University of Tennessee School of Law where he was on the Dean’s List and Law Review. With substantial law firm and corporate experience, he has been meeting the legal needs of individuals in Middle Tennessee for over thirty years.
With accessible offices in the Westgate Center in Brentwood, Tom is able to meet with clients both in his office, or, when necessary, in their homes. He is a long-time member of the Tennessee Bar Association and the Williamson County Bar Association. When he is not practicing law, he enjoys spending time with his wife and three sons and volunteering with the Boy Scouts, at his church and for various charities benefiting the homeless.
Certified Public Accountant
Michael is a graduate of Middle Tennessee Scare University where he majored in Business Administration. After working with Glenn Hardison and Bill Gavin in their practice for several years, Michael established his own firm. Michael is committed to providing area residents with the highest level of professional expertise and personal attention for all tax, accounting, audit and financial planning needs. His success is measured by his clients’ financial achievements and satisfaction.
Michael’s wife, Annette, is a Lewisburg native and graduated from Marshall County High School. Micheal and Annette have two active daughters, Marilyn and Marti, and they enjoy spending their free time in extracurricular and outdoor activities.
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 615.467.6300 today!
*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.
**Life-time income may be part of a base annuity contract, or may be offered as an enhanced benefit through the purchase of a rider for an additional premium.
^ Ryan Moore and Retirement Solutions Group are not affiliated with nor endorsed by any government agency, including the Social Security Administration and Centers for Medicare and Medicaid.