Broker Check

Our Team

How We Work

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

310-461-8400

steven@stevenfloyd.net

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...

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Mark DiOrio , CFA

Investment Research, Brookstone Capital Management

The Retirement Income Group relies on a team of seasoned investment professionals for the research and intelligence behind our portfolio construction. Mark DiOrio leads that team.Mark joined Brookstone Capital Management as the Chief...
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Dean Zayed , JD, LLM, CFP

CEO, Brookstone Capital Management

Dean is the founder and CEO of Brookstone Capital Management, LLC. (BCM). BCM is an advisory firm with over $8 billion in assets under management and clients in all 50 states. As an independent firm, BCM is able to utilize a vast array...
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Jennifer N. Eseed

Estate Attorney Brookstone Capital Management

Jennifer N. Eseed is licensed to practice in California and several other jurisdictions, and has extensive training in advanced and highly personalized estate planning techniques that include living trusts, dynasty trusts for asset...
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Adrienne Jacks

Administration Assistant

Adrienne's primary background was spent as a facilities manager at UCLA, where she learned the importance of organization and process management. After 30 years at UCLA, she retired in 2022 and currently assists in educational class...
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