Through The RichLife Retirement Success Strategy™, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is to help you create a life well lived and align all your assets toward achieving that vision.
Beau Henderson, RICP®, CLTC®, Certified Financial Fiduciary®
Founder & Visionary | Lead Retirement Planning Specialist
Beau Henderson is a retirement planning specialist, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose. Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the six components a successful retirement:
- Maximizing income (including Social Security)
- Optimizing assets for long-term growth
- Paying less in taxes
- Planning for healthcare
- Protecting the people and things that they care about the most and
- Addressing non-financial considerations to ultimately living their unique definition of a RichLife in retirement
Beau has a passion for financial education—both in serving as a go-to educational resource and continuing his professional development. He has a degree in psychology from the University of Georgia as well as the designations of Retirement Income Certified Professional (RICP®), Certification for Long-Term Care (CLTC®), National Social Security Advisor Certificate Holder, Certified Financial Fiduciary® , Certified Professional Retirement Coach (CPRC), Certified Bucket Plan Advisor, Master Certified Success Coach and Certified Master Behavioral Analyst. He is also an active member of Ed Slott’s Elite IRA Advisor Group℠—an organization dedicated to the ongoing education and mastery of the latest retirement tax laws. Through a strict commitment to ongoing training as well as access to America’s IRA Experts, Beau stays current on the latest strategies to help clients keep as much of their hard-earned savings from unnecessary taxes as possible.
Beau’s message of the RichLife has been featured in media outlets, including The Huffington Post, The Wall Street Journal, Reuters, CNBC, MarketWatch and as a contributor to Forbes. He is radio host of The Retirement Resource and published author of ten books, including The RichLife - Ten Investments for True Wealth, The RoadMap to a RichLife: Success with Life, Relationships, and Money, Customized Social Security and 12 Steps to a Successful Retirement.
Beau’s passion for helping others organize their finances comes from a deeply personal experience—the loss of his father to lung cancer at the age of 49. He felt helpless as he watched his mother, who had been married to his father since she was 18, struggle with financial decisions and helped her piece her life together. Through his family’s heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone’s life by helping them navigate important financial decisions. His interest in psychology, coupled with his newfound interest in financial matters, led him to a career he loves. Now, more than 20 years later, he has never stopped learning and growing through his work and helping others create a Retirement by Design.
Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business Radio X. He was recognized as Junior Achievement’s Business Partnership of the Year in 2016 for his efforts and commitment to increasing financial literacy in the community. In his free time, Beau loves to spend time with his family, including toddler, Gwendolyn, and time in the mountains of Murphy, NC.
Fun Facts:
- Prior to his career in finance, Beau was a personal banker and an intake specialist at a mental health hospital
- He played defensive end for UGA’s football team
- His favorite vacation spot is the outer banks of North Carolina
- Beau was named 2020 National Social Security Advisor of the year
Bob Bartoldus, MBA - National Social Security Advisor Certificate Holder
Associate Advisor
Bob Bartoldus, MBA
Associate advisor
Bob Bartoldus is an Associate Advisor at RichLife Advisors. As a part of the RichLife Retirement Success Strategy™, he works with clients to develop appropriate retirement strategies that support their unique goals, retirement timeline, and asset allocation. Bob also provides paraplanning for RichLife Advisors.
Bob completed his bachelor’s degree in Business Administration from the State University of New York at Fredonia and has a Master’s in Business Administration (MBA) from Winthrop University. He is a licensed insurance agent in the State of Georgia.
By re-joining the RichLife team in 2019, Bob brings nearly a decade of experience in the financial industry. He is also a founding member of the BNI – Suwanee/Duluth chapter and serves as the Treasurer on the HOA Board of his subdivision. When not working, he enjoys walking, theater, reading, and spending quality time with his wife, Jill.
Fun Facts
- Ordained as a Minister of the Gospel
- Founded a non-profit business in 2019
- A fan of all Atlanta sports teams
Jordan Santiago
Office Manager
Jordan Santiago
Office Manager
Jordan Santiago joined the RichLife Advisors team in March of 2020 as our client care associate. She is now the Office Manager as well as Event Coordinator. She assists the team with all day-to-day functions as well as organizing our educational and client events.
She enjoys serving people and being a part of a team that aligns with her values. Jordan also oversees the coordination of events for the exclusive RichLife Advisory Board.
Jordan graduated with a business management degree from the University of North Georgia. Jordan and Hector have been married 2 years and had a daughter in 2022.
Fun Facts:
- Jordan has 3 cats Coco, Mochi & Meeko.
- She enjoys cooking and trying new recipes.
Ana Aldaco Otero
Workshop/CCA Intern
Ana Aldaco Otero
WORKSHOP/CCA INTERN
Ana Aldaco Otero joined RichLife Advisors in January 2023 as a workshop intern and slowly picked up some client care associate tasks. After graduating, she is looking forward to working full-time with the team.
She has a deep passion for positively impacting people's lives and is eager to pursue a career that will allow her to help others.
Fun Facts:
- Ana was born in Guanajuato, Mexico, but has lived most of her life in Georgia. She has been fortunate to experience the best of both cultures!
- She enjoys traveling, reading, and running.
- Loves spending time with her dog Luke, a two year old Beaski!
- She plans to complete a bachelor's in Finance from the University of North Georgia in Dahlonega in December 2024.
- Growing up, she played Basketball.
Mason Mitchell
Associate Service Advisor
Mason Mitchell
ASSOCIATE SERVICE ADVISOR
Mason recently graduated from the University of North Georgia in Dahlonega with a major in General Management. He recently accepted a full-time Client Care Associate and Service Advisor position with RichLife Advisors.
Fun Facts:
- Mason is an avid Cincinnati Bengals fan
- He used to live in Texas around the Austin area