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Our Team

Here are professionals that serve as a resource for advisors and clients on tax and legal issues:

Bianca Noiseux, Lead Advisor

Bianca Noiseux, Lead Advisor
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For over two decades, Bianca has worked with individuals and families to create lasting, sustainable lifetime income plans that will complement their Social Security income. Most of her career has been with a large banking institution and now she brings that expertise to the AAA Retire Program. Beyond her vast experience, she has a dedication and drive to help people. Retirement is one of the most exciting and potentially terrifying times in a person’s life. As a Retirement Coach© she can help you create a plan to help you feel confident to relax and enjoy the next phase of your life. You can contact Bianca at:

Daphne Roberson, Lead Advisor

Daphne Roberson, Lead Advisor
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Daphne Roberson has over 35 years of experience in the insurance and financial services field. Compassion, patience along with a full understanding of the challenges folks face in retirement are key. These qualities allow individuals that work with her a feeling of gratitude and appreciation for the relationship they are forging. She works to create a retirement plan that will fulfill retirees' needs and keep them on their path. You can contact Daphne at:

Joseph Knudsen, CIC, Lead Advisor

Joseph Knudsen, CIC, Lead Advisor
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Joseph Knudsen has specialized in working with retirees to secure adequate health insurance and retirement financial planning since 1973. He does this by being a Certified Insurance Counselor and having a full understanding of the health insurance options available to retirees. He also helps retirees understand their Social Security retirement benefits and how proper planning can help a retiree create a comfortable lifetime retirement income. In addition, Mr. Knudsen has been a featured educator on the topic of Social Security and Medicare for AAA Northeast. These workshops help retirees learn strategies to get the most out of Social Security retirement benefits and understand their Medicare health insurance options. He puts client financial education and awareness on financial planning matters as a top priority. This helps his clients make informed and purposeful decision about their financial future. You can contact Joseph at:

David L. Cowan, Lead Advisor

David L. Cowan, Lead Advisor
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Dave is a much sought after Retirement Planner. He looks to empower middle class Americans to pick when and how to apply for Social Security benefits and to properly coordinate them with their retirement savings so they can feel comfortable in retirement. He shows them an easy to understand written plan. Dave’s teachings have helped his clients to increase their lifetime Social Security benefits on an average of $50,000 by following his advice. By increasing Social Security benefits just 10%, it reduces the amount of retirement savings needed by 25%. It all starts with attending a “Social Security Maximization Workshop.”

Sharon Sax, Lead Advisor

Sharon Sax, Lead Advisor
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Sharon is an independent insurance agent, consultant and advisor who focuses on helping people with Retirement Income Planning. She has earned her National Social Security Advisor designation and specializes in assisting those who are retired or planning to retire navigate the complexities of Social Security and Medicare.

Sharon takes pride in giving personal attention to each of her clients and was recognized with an "Above and Beyond" award from a network of professional colleagues. By addressing individual needs with integrity and professionalism, she has built trusting relationships that are the core of her business.

Sharon recognizes that each person has unique needs and circumstances. She spends quality time with all clients to ensure an understanding of available options, empowering them to make sound decisions.

She believes that there are no unimportant questions; if something concerns a client then it concerns her as well. Sharon lives by the motto (a quote credited to Theodore Roosevelt) "Nobody cares how much you know until they know how much you care." Sharon can be reached at:

Tammy Schneider, Lead Advisor

Tammy Schneider, Lead Advisor
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Tammy has been in the insurance industry for more than a decade with Medicare and retirement income planning being her main areas of expertise.

She helps to make transitioning to Medicare a seamless and enjoyable time for retirees. Her dedication to helping people responsibly distribute a lifetime of savings into an income that will last for their lifetime has helped countless retirees. An invaluable resource to teachers in her local community, she has helped them navigate their unique retirement planning needs.

To contact Tammy please call or email her:

Jody Goss, CEP, RFC, Director of Planning

Jody Goss, CEP, RFC, Director of Planning
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As our director of planning, Jody Goss has been in the financial services business for nearly three decades and has helped hundreds of individuals and families transition from working to retirement. By helping to develop a plan that creates peace of mind for retirement income a retiree is better able to enjoy retirement and be less anxious about it. Jody also teaches CPA’s, financial advisors and attorneys on strategies for sustainable, predictable and reliable retirement planning. You can contact Jody at:

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