Our Team
How We Work
The Retirement Income Group (TRIG) was born out of a simple but powerful observation: too many people approaching or living in retirement were being left behind by the financial‑advice world. The founder saw that retirees often lacked access to clear, straightforward, and truly impartial guidance—leading to confusion, misinformation, and missed opportunities. Determined to change that, TRIG was created to focus exclusively on the unique needs of retirees, helping them feel confident and in control of their financial future. Over the years, TRIG has built trusted partnerships across the industry, allowing the team to deliver holistic, personalized financial advice that retirees can count on.
Our team approach adds a broader perspective to everything we do, giving our clients more thoughtful, comprehensive guidance and meaningful long‑term benefits.
Your Retirement Team, Up Close
Steven Floyd , EA, CEP
Founder
Steven has over 25 years of experience assisting retirees and Investors save thousands of dollars with simple, clear and concise financial/tax plans. His passion is to inform, educate and assist people manage their financial affairs so...
Mark DiOrio , CFA
Investment Research, Brookstone Capital Management
Dean Zayed , JD, LLM, CFP
CEO, Brookstone Capital Management
Jennifer N. Eseed
Estate Attorney Brookstone Capital Management
Adrienne Jacks
Administration Assistant