AT OUR CORE, YOU’LL FIND INTEGRITY
Integrity is the quality of being honest and having strong moral principles; moral uprightness. Our company was founded on a strong value system, at our core you will find integrity. We are consistent and complete in our words, actions, and decisions, regardless of circumstance or consequence.
THE BACKBONE OF OUR Office Operations
Daniel Rey
CEO and Wealth Manager
Daniel Rey
CEO and Wealth Manager
Daniel Rey is the founder, president and wealth manager at Voyage Retirement Solutions. Born and raised in New York, where both his mother and father worked on Wall Street, Daniel developed an interest in the financial industry at an early age. Coupled with his desire to help others, working with individuals and families to work towards their long-term financial goals became his life’s passion. A believer in the value of integrity, Daniel’s business philosophy is to always put the needs of clients first. He understands that not only is the financial landscape ever-changing, but personal circumstances change as well. Therefore, it is important for individuals to be educated throughout the retirement and investment planning process, so they can feel truly confident about their retirement strategies.
"The only way to gauge my success is by measuring the success of my clients,” Daniel says.
Daniel is also a regular contributor to Kiplinger online. Read some of his articles here.
Courtney Casey
Director of Operations
Courtney Casey
Director of Operations & Impressions
Courtney Casey works hand in hand with Voyage Retirement Solutions’ CEO in creating a world-class experience for clients. She has played a critical role in the success of the firm over the years and, although her official role has evolved, her commitment to clients’ wellbeing hasn’t wavered. Courtney has enjoyed working in multiple facets within the retirement planning industry, including field agent, training agent, office manager and currently as the director of operations and impressions. She believes in living a religious life, centered on virtues of loyalty and honesty, and proudly imbeds those same qualities in her daily work.
Joel Marquez
Director of Medicare
Joel Marquez
Director of Medicare
Joel is one of those rare Florida born-and-raised folks you meet once in a while. He and his lovely wife Aimee live in the central Florida area. They enjoy traveling the world together and combined have traveled to over 30 countries. Joel is a huge sports fan who spends as much time as possible on the golf course. At one point, he was a high school official for basketball and football. In fact, he won 'Rookie of the Year' in his first year with the Florida High School Association. He has been in the finance and insurance field for over ten years and thoroughly enjoys his work. The relationships he builds with his clients is the aspect of the business he enjoys the most.
Danielle Camargo
Director of Marketing
Danielle Camargo
Director of Marketing
Danielle Camargo is dedicated to helping the futures of those who are shaping our children’s futures. She enjoys helping K-12 teachers learn about their benefits offered through the Florida Retirement System and is committed to making sure they feel secure in their financial future.
Danielle currently works throughout the Volusia area and is always ready to assist the staff of that county with anything they might need, whether it is teaching about retirement programs or even helping out in a volunteer capacity at the various schools.
Outside of work, Danielle enjoys doing her volunteer ministry as well as spending time with her husband and friends. She also likes to spend as much time as she can at the beach or working on a new project around the house.
Candice Thorne
Director of Impressions
Candice Thorne
Director of Impressions
Candice's bio coming soon!
Abigail Buono
Administrative Assistant
Abigail Buono
Administrative Assistant
With years of experience in professional administration, personal assistant, and management positions, Abigail works closely with the CEO and Wealth Manager of Voyage Retirement Solutions. In this position, she ensures the smooth operation of the firm by assisting the CEO with his tasks and daily responsibilities. Abigail is skillful in organizing, planning, and is detail oriented. She is ambitious, fluent in English and Spanish, and is passionate about helping others, which makes her a great addition to our team.
Aimee Marquez
Administrative Assistant
Aimee Marquez
Administrative Assistant
Aimee is an assistant to our Medicare Director, Joel. Aside from being his assistant, she is also his better half. They got married in November 2020, surrounded by some of their closest friends and family, during a small intimate wedding in Wilmington, NC. Prior to jumping into the Medicare world, she was working for the past 12 years as a Dental Assistant. She and Joel enjoy traveling the world and hope that one day they will visit all the countries on their ever growing 'bucket list.' Her favorite countries she has been to are Portugal and Thailand. She has a true passion for cooking all different cuisines, which won her way into Joel's heart and stomach. She has volunteered in kitchen services in areas that have been affected by natural disasters. She is very close to her to large family, especially her almost two year old niece, Stella, and 8 month old niece, Lily.
Robin West
Administrative Assistant
Robin West
Administrative Assistant
Robin joins Voyage as Samuel Alfred’s executive assistant and brings a strong background in supportive and administrative services. As a mother of three, she understands the value of financial security and is happy to assist Samuel in helping clients to achieve their goals. She strives for 100% client satisfaction and hopes to put a smile on everyone’s face. In her spare time, she enjoys being with family and friends whether in the pool, at the beach, or at one of the many theme parks in the Central Florida area.
MEET SOME OF OUR INVESTMENT AND INSURANCE PROFESSIONALS Representatives
Austin Eddy
Austin Eddy
Financial Professional
Austin Eddy believes there is nothing better than someone who is genuine. His goal is to help people who help people. Austin became a firefighter at the young age of 19 but has always had a passion for finance. Actually, he has a passion for life. No grass grows beneath his feet!
Because retirement is a big part of life, Austin wants to be sure people are able to enjoy it. He has his Florida life and health insurance licenses and works hard to help our clients take care of their insurance needs and get the most out of our retirement plan.
In addition to being passionate about finances, Austin is a licensed boat captain who spends some of his spare time at the helm sharing his knowledge of local wildlife with tourists.
Ben Bliss
Ben Bliss
Wealth Manager
Ben Bliss is a wealth manager here at Voyage. He was born in Michigan but has called Florida home for most of his life. As a professional firefighter for over 15 years, Ben enjoys helping others when they need it the most - this mindset has translated well into his position as a wealth manager where he likes to help individuals and their families plan for retirement. He likes to help people navigate the murky waters of their finances and prides himself on having the "heart of a teacher, not a salesman." When Ben isn't working, he enjoys spending time with his wife Alesha traveling to beautiful parts of the world. They love most outdoor activities and have enjoyed their trips to Iceland and New Zealand the most.
Bob Forton
Bob Forton
Bob's bio coming soon!
Brittany Bazemore
Brittany Bazemore
Brittany Bazemore has been servicing the Tampa Bay area for the last 15 years. Her passion is people! She strives for success of others to not only achieve personal goals but also financial goals. Brittany is extremely outgoing, tenacious and strongly believes in integrity. In her free time, you can catch her volunteering to help give back to others and the community. She loves her other half, family and friends and spending time with them as much as she can. Her hobbies include decorating, fishing, boating and catching sun rays!
Cory Huggins
Cory Huggins
Cory Huggins is a former service member of the United States Navy. After serving, he graduated from USF with degrees in Biomedical Science and Health Science. His dedication to his faith, and helping others are major aspects of his life. He lives every day with honor, courage, and commitment. Cory is committed to helping others achieve their health and financial security goals. He enjoys spending time with his other half at the beach, as well as fishing and playing golf with friends and family. He loves to volunteer and do educational events for people in the Tampa Bay area.
Cynthia McClure
CYNTHIA MCCLURE
Cynthia's bio coming soon!
Kamla Shiwlochan
Kamla Shiwlochan
Financial Professional
Kamla Shiwlochan has been in the financial services industry since 2012 and currently works as a retirement agent in Orange County Public Schools. In an effort to serve clients to the best of her ability, she spends a majority of her time simply getting to know them and building strong personal relationships with them. It’s her desire to fully understand clients’ needs so that she can help them go where they want to go.
Happily married and a mother of four, Kamla enjoys singing and playing the harmonium in her free time. She also enjoys sports, her favorite being tennis.
Kevin Keefer
Kevin Keefer
Wealth Manager
As a Wealth Manager with Voyage Retirement Solutions, Kevin has a passion for helping people. He implements a comprehensive, client-focused approach that is built to encompass each client’s financial goals, time frames and risk tolerance.
He conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Kevin takes an active role in educating clients about matters concerning retirement and doing so with integrity and superior ethics.
He relocated to Florida from Michigan in 2014 with his wife of 30 years, Lisa and his 15 year old son Zach. His love of sports is shown by his actively playing basketball, football, tennis and golf. Kevin also enjoys volunteering his time to do community work along with his family.
Liz Baker
Elizabeth Baker
Elizabeth Baker joined Voyage Retirement Solutions to help individuals develop a plan for achieving financial security. As a representative at the firm, she saw the opportunity to help others and further her career while being able to enjoy a family life away from the office. Originally from Lake Mary, Florida, Elizabeth enjoys spending time with her loved ones. She is also passionate about painting with acrylics, and her favorite artist is Claude Monet.
Lizzy Milner
Lizzy Milner
Financial Professional
As a retirement representative for Voyage Retirement Solutions in Orange, Seminole and Lake Counties, Lizzy Milner, has been in the financial services/insurance industry since 2010. She is dedicated in helping her clients solve their financial problems and helping them work towards their retirement goals.
Growing up in the FL public school system, Lizzy has a special place in her heart for educators who were a strong influence in her formative years. Lizzy assists her clients in navigating the Florida Retirement System Pension and Investment Plans, DROP Program, 401(a) Special Pay, 403(b) plans, IRA and Roth IRA plans, survivor benefits and legacy planning.
Lizzy lives in Central Florida with her husband, Brix. They have two daughters; one in college and one in middle school and are proud of the people that they are becoming. They love spending family time enjoying the weather, food and beautiful locations that Florida has to offer.
Marcellous Fletcher
Marcellous Fletcher
Financial Professional
Marcellous Fletcher is a financial professional with a passion for helping others. “Being able to watch the growth someone goes through from our discovery meeting to the implementation phase is truly rewarding," he likes to say. "They may come in with a limited understanding of their finances but will leave with knowledge they may not have gained otherwise. It means a lot to me, to be able to constantly add value to other people’s lives.” Marcellous has spent much of his life in the Orlando area and is a graduate of the University of Central Florida. Beyond work, Marcellous likes to work on cars, play basketball, and work out.
Melissa Pfeiffer
Melissa Pfeiffer
Former National Board Certified Social Science teacher specializing in working with at-risk students, I was elected as the president of my district’s education
association. I then began my next career as a public school advocate and bargaining business agent negotiating and enforcing the employment for the 6th
largest school district in Florida.
Through this work, I realized the benefit of assisting employees of Florida schools to better understand their retirement benefit options. I joined the Voyage
Retirement Solutions team because I believed in their mission of providing world class services that had once been reserved for a select few.
I have 2 daughters. One finishing her last year at the University of North Florida and the other entering the 4th grade at the school where my husband is currently the principal. I am motivated by learning and growing and have a passion for selfdevelopment, nutrition, and fitness.
Nancy Wilkins
Nancy Wilkins
Financial Professional
Nancy's bio coming soon!
Pebbles Carson
Pebbles Carson
As an authorized retirement representative for Voyage Retirement Solutions, Pebbles Carson focuses 100 percent of her time on client satisfaction. She specializes in 401(a), 457(b), 403(b) and special pay plans, which she provides for Florida County Schools.
A native of Charlotte, North Carolina, Pebbles moved to Florida in 2007. She holds a Florida property and casualty insurance license and has achieved certification as a personal banker.
Samuel Alfred
Samuel Alfred
Financial Professional
Sam looks forward to helping people to pursue their goals for retirement and financial stability. Sam became an insurance agent in early 2014 and he has been working with individuals in the Florida Retirement System ever since. Every year Sam helps retire dozens of individuals from the FRS. In addition to his financial background, Sam spent 5 years working with Emergency Medical Services (EMS). His love for helping others with their medical needs has transitioned into a love for helping others with their financial needs. Sam’s goal is to help the men and women of his generation become knowledgeable about their financial needs and gain financial freedom.
Sam married his best friend Kayla in December of 2018. Although both of them were born and raised outside of Central Florida, they both decided to make this their home to be close to their loved ones. In their free time, they love to do anything outdoors, especially on the water. Most of their days not working are spent with friends, playing basketball and lacrosse, and spending time with their Dobermans, Zoey & Roman.
Shawn Wethington
Shawn Wethington
Shawn Wethington has been successfully self-employed for the past 25 years, but he wanted to engage in a new challenge. Therefore, Shawn entered the financial services industry in 2016 and currently works in the Seminole County School District as a retirement agent for Voyage Retirement Solutions.
As a representative of Voyage Retirement Solutions, Shawn is experienced in helping families understand the importance of planning for their future goals for retirement and working to help put them on a path toward attaining their goals.
Away from the office, Shawn enjoys spending time with his wife, going to church, working out at the gym and meeting up with friends at tai chi and wushu.
A native of The Bronx, New York, Shawn moved to Orlando, Florida, in 1998 and has lived and worked in the community ever since.
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