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Al Martinez  |  Retirement Planning Specialist

Al Martinez is a native of Denver, Colorado. He attended Colorado State University and earned a Bachelor of Science degree in Forestry. Al joined the Forest Service working initially on fire crews.  He advanced to hot-shot crews and eventually became a Smoke Jumper. His responsibilities expanded, and Al was promoted to Fire Safety Manager, working on many fires including the deadly South Canyon fire in Glenwood Springs where 14 firefighters died while fighting fire. After 30 years, Al ended his career as the rocky mountain Regional Fire Safety Manager which covers 5 states.

Al had always had a natural ability to meet and make people feel comfortable, that became important as he moved to the second stage of his life as a financial advisor.

For more than two decades, Al Martinez has been an advisor and general agent in the financial services industry, helping clients to make sound financial decisions in the areas of insurance and retirement planning.

As the host of the Retirement & Income Radio Show, Al’s focus is on providing safe money retirement strategies and solutions, exploring ways to protect retirement money, increase income, and protect against potential market losses and economic volatility, including health circumstances, taxes, and those unforeseen situations that can be devastating to principal assets in retirement.

Al’s background as a fire specialty was protecting firefighters through developing and implementing fire safety training and oversight. This same concept of protection is extended into Al’s approach in helping people retire with safety and security.
Al’s approach is to find financial solutions to protect his client’s hard-earned and precious retirement assets.
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Al is the proud father of three daughters and enjoys rafting, hiking, biking, and fishing in the great state of Colorado.
Click here to learn more about Al.
meet with Al

Lisa Cassidy  |  Financial Planner

Lisa Cassidy, a native of Michigan, moved west to San Diego for college and stayed. Lisa was very proficient in computers, designing programs, managing databases and specializing in medical imaging systems. During her technological career, she held positions such as Director of Technology Services, Director of Regulatory Affairs and Senior Product Manager.

Because of her desire to work closely with people and work with them in their transition to retirement, Lisa decided to also transition to her lifelong goal of becoming a financial planner. Her long-standing desire to help and impact businesses carries over to helping her clients understand and find solutions to their financial needs in retirement. She joined the firm, America’s Financial Solutions Group, to better serve the Colorado and Wyoming areas providing retirement planning services alongside Al Martinez, Owner, and Host of Retirement and Income Radio.

Lisa Cassidy is known for educating and supporting clients as they develop an understanding of strategies that preserve retirement money and create income in both rising and falling markets. With a passion for listening, she is quickly attuned to the challenges clients face in retirement guiding and helping them to make decisions that ensure they will have lifetime income.

Lisa has served as a member of Business Network International and is a registered member of National Ethics Association. She was recently recognized as a top advisor by The Woman Program and is an expert contributor to Annuity.com.
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When Lisa is not meeting with clients, you can find her spending time with her family or volunteering for Hospice. She also enjoys an active Colorado lifestyle outdoors camping, biking, and hiking. As an active outdoorswoman, Lisa has climbed 26 of Colorado’s 14,000 ft. mountains.

Lisa is the proud mother of a son and a daughter and has one granddaughter.
Click here to learn more about Lisa.
schedule a meeting with lisa
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Adrianne Reichelderfer
Client Service Specialist

​Adrianne with her positive nature and willingness to help provides on-going support to clients. Over the past 5 years,  she’s enjoyed running the back-office, maintaining client relationships and providing excellent customer service.  She attended Front Range Community College where she studied business. Adrianne is married and has two children. She loves the outdoors and stays active in sports.


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Melinda Harris
Client Service Specialist

​Melinda Harris has been with America’s Financial Solution’s Group for over 5 years and is first responder to hundreds of inquires that our firm receives throughout the year.  

​Originally, from Washington D.C. she moved to Colorado at an early age and then attended college in Texas.  She has an extensive background in telemarketing communications and strives to create a pleasant customer service experience with all who interact with her.
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She is the proud mother of a son and daughter and enjoys and active lifestyle that includes outdoor activities and volunteering for people with cancer. 
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Heather Schreiber  |  HLS Retirement Consulting
Heather Schreiber, RICP®, founder of HLS Retirement Consulting is a strategic partner and consultant to our firm. With 27 years of industry experience, she advises on complex strategies and helps develop customized solutions to meet the needs of our clients. 
 
Heather has worked among the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and some of the largest field marketing organizations in the country. 
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She is frequently asked to speak at industry events, on radio, TV programs, or webinars and has been quoted in USA Today, Forbes, and other financial publications including Ed Slott's IRA Advisor and Retirement Daily. Heather is also the creator of Social Security Advisor, a monthly newsletter designed to provide financial professionals and consumers critical information on this important income source.
 
She is an instructor for Surgent McCoy CPE, an educational partner of National Association of Fixed Annuities (NAFA) and is a panelist on the All Star Tax Series sponsored by Edward Jones. She is a sought after keynote speaker on the topic of Social Security and other retirement-related topics.
 
Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues.
 
Heather is married to Eric and is also the proud mom of two athletic boys who live for football, track, and basketball both in season and out. She is also blessed to have two beautiful stepdaughters who gratefully help her balance the family equation. In her spare time, Heather loves to spend time with her family and friends, volunteer in her community with her family, commune with nature in any and every way possible, and rescue wayward animals.
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(888) 418-3358  |  info@americasfsg.com

*Lisa Cassidy is an investment adviser representative of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. America’s Financial Solutions Group and AFSG Wealth Management are not affiliated and no other employee or associate of America's Financial Solutions Group is registered as an investment adviser representative of Aegis Wealth Management Inc. or any other investment adviser. Content should not be viewed as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Aegis Wealth Management Inc. is not engaged in the practice of law or accounting. Aegis Wealth Management Inc., America's Financial Solutions Group and AFSG Wealth Management are all unaffiliated entities. Form CRS
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