About Retallick Financial Group

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Don Retallick head shot

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.

Retallick Financial Group Building

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.

Numbers Speak
for Themselves

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Satisfied Clients
Combined Years of Experience

Meet the team that will help you to take control of your financial future!


Wendy Spivy
Director of Marketing

Wendy Spivy grew up in Michigan and has lived in Southwest Florida for 9 years. She is the proud mother of two grown sons, Zakery and Jacob. She is a retired elementary teacher and administrator for 26 years.

Wendy has been with Retallick financial for 6 years and has a life and annuities license. She schedules all events, seminars and appointments and manages the office.

In her spare time Wendy enjoys traveling, boating, being outside, and spending time with her family.

Eric Richardson

Eric Richardson
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.

Alyssa Fontaine

Alyssa Fontaine
Client Services

Alyssa was born and raised in Fort Myers, FL and graduated from Florida Gulf Coast University with a B.S. in Forensic Studies. After graduation she joined Retallick Financial Group’s Customer Relations and Client Services Department. She prepares materials for client appointments and can help clients with any changes or policy services they may need.

Alyssa is a Black Belt in Tae Kwon Do, loves to be doing anything outdoors, and enjoys spending time with her family.

Zoe Daverin

Zoe Daverin
Sales Assistant

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. 

Savannah Retallick

Savannah Retallick

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Yes, I would like a complimentary discovery meeting!

Let’s get started planning for the retirement you deserve.

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