Who We Are
Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota.
Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest.
Over the past decade, Retallick Financial Group has grown by double digits, year after year, while maintaining a small office feel for our Clients. We attribute our growth to two factors: our personal approach to each client, and client satisfaction with the solutions we offer that respond to ever changing environments.
Retallick Financial Group offers a variety of Client Educational Events to keep our clients sharp on changing trends. We also encourage our clients to give back to our communities by hosting a variety of charitable events. We appreciate the opportunity to become a culture where our clients truly feel like family.
Meet the team that will help you to take control of your financial future!
Client Relations Coordinator
Zoe was born and raised in Chicago, IL, but after moving to Fort Myers to complete a degree in Biochemistry she realized that she would definitely prefer the sand rather than the snow!
Zoe helps with seminar preparation and fields most calls that come into our office.
In her free time she enjoys spending time outside biking, relaxing on the beach, and hanging out with her cat named Plop.
Client Account Manager
Eric graduated from Ave Maria University with a BS in Exercise Science and Minor in Business. Eric played professional basketball for three years in Spain and Finland. Licensed for health and life insurance, Eric works with Retallick clients to safely move their money from company to company.
Savannah was born and raised in Naples, FL and attended FSW to play softball. She has her insurance license and will be helping our clients with their Medicare needs.
Thomas joined Retallick Financial in 2020 as a Client Services & licensed Life Insurance Specialist. He takes care of preparing materials for our educational seminars and provides clients with the information they need regarding our insurance products. Thomas also stays connected with our event registrants and clients, helping them to get the most from their retirement educational experience. In addition, he also makes sure that new clients have all the informational documents they need before their first meeting with the firm.
With his Nebraska small town work ethic, education in business (degree from Hastings College), and experience with large-scale events on the Las Vegas strip, Thomas brings lots of energy to his work and our clients. He loves watching sports as well as deep-sea fishing. Looking to attend an upcoming event? Reach out to Thomas.
Since early 2020, Peggy Pinterich has acted as General Manager for Retallick Financial. In addition to performing HR and payroll tasks, she is also responsible for the general operations of our educational events. She sets up all the logistics onsite for our events, including setting up materials, coordinating with venues, and assisting guests with their seminar experience. Additionally, she assists in client service work, making sure their needs are met.
Peggy has an extensive background in banking and studied economics at Florida Southwestern State College, (formerly Edison College )as well as experience serving on two different boards. She comes from a large family (she’s 1 of 12 siblings), and enjoys sporting events such as hockey, baseball, and football. In addition, she loves spending time with her family and spends time outside walking or hiking as much as she can. Questions about our educational seminars? Peggy is here to help.
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Let’s get started planning for the retirement you deserve.