About Us
Rob Beeler
Founder | Retirement & Benefits Strategist
With over 30 years of experience in corporate employee benefits, Rob Beeler brings a rare combination of industry expertise, strategic insight, and genuine compassion to every client relationship. His career began in the corporate sector, working closely with HR teams and executive leadership to enhance employee education, engagement, and the overall benefits experience.
Recognizing a growing need for more personalized retirement guidance, Rob founded Retire Wise with a clear mission: to deliver clear, customized, and caring support for individuals and businesses navigating the complexities of retirement planning.
Rob is known for his ability to simplify complex financial topics—such as retirement income strategies and tax-efficient planning—and communicate them in a way that leaves clients feeling informed, empowered, and confident in their decisions.
Jake Havran
Independent Agent | Medicare & Retirement Planning Specialist
Jake Havran is a passionate and driven professional dedicated to helping individuals retire with clarity and confidence. At just 24, Jake has already made a meaningful impact in the financial services space—recognized for his energy, work ethic, and commitment to client success.
Specializing in Medicare guidance, retirement income planning, and financial education, Jake brings a fresh perspective to modern retirement challenges. He has a natural ability to connect with clients of all ages, particularly those navigating the critical transition into Medicare and Social Security.
Jake is known for his approachable style, deep care for people, and clear communication. His mission is simple: to build long-term, trusted relationships and serve as a reliable guide on the path to financial freedom.
Retire Wise Difference
At Retire Wise, we take pride in delivering personalized, results-driven financial strategies tailored to the distinct goals and circumstances of each client. Rather than relying on one-size-fits-all solutions, we collaborate with individuals, businesses, and organizations to design retirement plans that reflect their unique needs. With over 30 years of expertise in benefits and financial planning, we integrate healthcare, asset management, 401(k) rollovers, and retirement income planning into a seamless, strategic approach—helping our clients retire with clarity and confidence.
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