Stephen Haidt founded Retirement Advisors, Inc. in 1996 in order to provide Fee-Only, financial planning and investment advice. For over 25 years, he has specialized in helping people have a successful retirement. Stephen graduated from the University of South Alabama with a Bachelor of Science in Business Management in 1981. Steve is a member of the National Association of Personal Financial Advisors (NAPFA). He is also authorized to use the Certified Financial Planner (CFP®) and the Certified Private Wealth Advisor (CPWA®) designations. His hobbies include boating, fishing and golf.
After completing high school at St. Paul’s Episcopal School, Matthew also went on to earn a Bachelor of Science in Business Administration from the University of South Alabama in 2014. He began working part-time at Retirement Advisors, Inc. in 2011, while he was finishing school. Matthew saw the impact that his father was having on the lives of his clients and decided to follow the same path. He realized how significant of a role a financial advisor can play in families’ lives and wanted to help people avoid costly, life-changing mistakes. Matt is a client service advisor and is currently completing the coursework required to earn his Certified Financial Planner (CFP®) designation.
Outside of the office, Matt enjoys hunting, fishing and camping. He also enjoys spending time with his family and their lab, Hank.
Daniel is a graduate of St. Paul’s Episcopal School and an active member of their alumni association. He began working part time at Retirement Advisors, Inc. in 2013, while pursuing a Bachelor of Science in Business Administration at the University of South Alabama. After earning his degree in May of 2017 he transitioned into full time and is responsible for operation, technology support and client service. Daniel’s hobbies include scuba diving, fishing and mountain biking.
Sharon joins us as our new Administrative Assistant. She has an Associate’s Degree in Computer Programming from Southeast College of Technology. Sharon’s background includes many years of experience in project management, software training and support, and customer relationship management. She is a member of the Women’s Business Alliance and Dining for Women. Writing, cooking, and spending time with family are ways she enjoys spending her time.