Brian Ormord

Focusing on employers and retirement planning since 1990, Brian started his career working for one of the 401(k) industry's leading retirement plan providers. In 2004, he joined LPL Financial to assist employers, participants, and individuals, working with them as they pursue their retirement and financial goals. His career focus is to assist individuals so that they can retire with dignity and to educate companies and their employees about retirement plans.

Brian has been securities registered since September of 1994.  Because Brian believes that the success of the participant is central to the success of the plan, he has provided many live and web based education meetings in the past twenty years.  Additionally, he has significant experience meeting with investment committees and plan sponsors guiding them on their fiduciary responsibilities. Finally, Brian has helped plan sponsors design and tailor their plans to the needs of the individual company and participants within the plan. This means that plan sponsors don’t have to just rely on the plan design ideas of compliance administrators, which are often not completely familiar with the business and the employees.

Brian earned the Chartered Retirement Plans Specialist® (CRPS®) designation from The College for Financial Planning. In 2005, Brian completed the Accredited Investment Fiduciary® (AIF®) program through the Center for Fiduciary Studies. This designation along with the education received and commitment to the AIF® ethical policy has prepared Brian to assist plan sponsors with the selection and ongoing monitoring of the investment offerings in their plan. In many cases, Brian can serve as a 3(21) fiduciary to the plan. He earned the Professional Plan Consultant™ designation, also from the Center for Fiduciary Studies.  He holds the FINRA Series 6, 7, 63 and 66 registrations with LPL Financial and is an Investment Advisor Representative operating under the Registered Investment Advisor of RetireRight LLC.

Henry (Dan) Kinney

Dan started in the Financial Services business on September 1st 1987, the third generation of his family to do so and is dedicated to developing and implementing processes for his clients that work towards improving personal and corporate retirement plans. He holds the FINRA 6,7,and 63 registrations with LPL Financial and is an Investment Advisor Representative operating under the Registered Investment Advisor of RetireRight LLC.  Dan has been affiliated with LPL since 1998 and prior to that worked with one of the nation’s leading pension companies. He is also an Accredited Investment Fiduciary® (AIF®).

Dan works with his clients as an ERISA 3(21) Co-fiduciary and is always seeking out new ways to improve his clients' experience.

A 1986 Graduate of the University of Iowa, and a 1984 Graduate of New Mexico Military Institute.  He served as an Officer in the Iowa National Guard, 1/133rd, as an Infantry Platoon Leader, Company Commander and Battalion Staff Officer.  In 1991 Dan spent the year in Moscow, Russia as the head of a trade organization between Iowa and Russia called JB DeMos.  He is also a graduate of the Greater Des Moines Leadership Institute and was awarded the '40 under 40' designation by the Des Moines Business Record.

Dan and his family are very involved in the community.   Dan and is wife Ellen have been married since 1995 and enjoy traveling.  His daughter is a teacher in Shawnee KS and his son Tripp, is a member of the PGA, Korn Ferry Tour. Dan also enjoys spending time with family, playing and watching golf.

Dirk Dixon

Although Dirk’s well acquainted and experienced in many tax and financial advisory issues, there are a few particulars that set him apart. He is a Certified Plan Fiduciary Advisor (CPFA®), an Accredited Investment Fiduciary (AIF®), as well as an Enrolled Agent (EA).

He graduated in 1997 with a Bachelor of Business Administration from Grand View University. He began working that same year at Farm Bureau Financial and later at New England Financial before arriving to LPL Financial.   He holds the FINRA 6 and 63 through LPL Financial and 65 registration with Retire Right.  From April of 2016 through May of 2019 Dirk was appointed by Governor Terry Branstad to the Iowa Accountancy Board. 

Dirk has written financial advisory articles in publications like “The Register”. Dirk also has presented educational tax seminars to The Iowa Chiropractic Society, Des Moines’s Northwest Senior Center, Two Rivers Real Estate Investors Group, Urbandale Senior Center, Clive Chamber of Commerce, Carlisle Chamber of Commerce, New Iowa Entrepreneurs Coalition, Iowa Biz Group, REMAX Real Estate Agents Group, SCORE (Small Business Mentoring and Training), and the West Des Moines Senior Center.

Dirk lives in West Des Moines with his wife Jodi, they have two daughters, Cassidy, and Calista, and one grandson Kalijha. 

Kyle Lippold

Passionate about helping people realize their financial goals, Kyle began his career as a financial planning professional 15 years ago with a major national financial services company. Corporate retirement plans, along with helping individual employees plan for their short and long-term financial goals, are among his specialties. He has extensive experience consulting with; business owners to evaluate retirement and 401(k) plan designs, plan sponsors in monitoring the ongoing administration of retirement plans, and employees to help them understand the importance of saving for retirement.

As a financial planning consultant, Kyle enjoys partnering with his clients to organize their financial lives, plan for their futures, and feel secure in the present. He takes great care in helping clients to construct and implement a strategy tailored to their unique financial, investment, tax, charitable, and estate planning goals. Kyle builds solid long-term relationships with his clients, allowing him to fully understand their individual needs and objectives. Now joining RetireRight, he gains the additional resources necessary to effectively manage his clients’ wealth, build tailored plans, and tap into an array of knowledge as needed.

Kyle graduated from Loras College where he received Bachelor of Arts and master’s degrees. He holds the FINRA Series 6, 7, 63  through LPL Financial and 65 registration through RetieRight LLC.

When not spending time helping his clients protect and grow their wealth, Kyle enjoys traveling and eating good food with his wife Tasha, coaching sports for their sons Jackson and Owen, and staying active with his dog, Oscar. Kyle participates with several non-profit organizations and charities.   

Team Members

Noah Brooks, CMT CIPM | Director of Investments

Noah Brooks, CMT, CIPM joined Good Life Companies as a Financial Advisor in 2013. As Director of Investments at Good Life Advisors, he leads the Wealth Allocation Model program for the RIA. He works directly with professional partners to develop and create sustainable portfolios for the company's IARs. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm.

Prior to joining Good Life Companies, Noah was a Senior Financial Advisor at Wells Fargo. Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office.

Noah currently resides in Bernville, PA with his wife Aelish. In his free time, Noah enjoys time out on the lake, traveling and cooking.

Chris Needs | Research Analyst

Chris Needs joined Good Life Companies in 2021. He graduated from Temple University in 2013 with a Bachelor of Administration in Finance and Economics. Prior to joining Good Life Companies, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. Chris began his career with CUNA Brokerage Services Inc, providing investment services to credit union members as an associate advisor.

On a daily basis, Chris researches equity and fixed income investments, develops research and performance reports, and performs due diligence for current and prospective investment allocations for the WAM investment models.

Chris currently resides in Orwigsburg, PA with his wife, Elexa and son, Nolan. In his free time, Chris enjoys spending time with his family, reading, golfing and playing basketball.

Kanon Ream | Research Analyst

Kanon Ream joined Good Life Companies in May 2018. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. Kanon is an integral part of the Good Life Investment Research team where he assists Good Life’s Director of Investments, Noah Brooks.

On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM.

Rachel Sheeler | Investment Assistant

Rachel joined Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative.

When not in the office, Rachel loves spending time with her husband Roy and 3 children, Sophie, Jared and Allison. She also enjoys traveling and hunting.

Terri Moyer | Virtual Practice Manager

Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor.

Sean Mest | Virtual Practice Team Manager

Sean Mest joined Good Life Companies in February 2022. He graduated from Penn State University in 2013 with a Bachelor of Science in Business. Prior to joining Good Life Companies, Sean worked in agency consulting and investment operations for Park Avenue Securities. Sean has also worked as an independent Financial Advisor clearing through LPL Financial and Wells Fargo Advisors.

Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team. 

Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. In his free time Sean enjoys spending time with his family, serving in his local church and community, hunting, cooking, as well as playing and watching sports.

Dan Rome | Compliance Consultant & Legal Counsel

Mr. Rome is a compliance professional with over twenty (20) years of practical industry experience.  He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. In addition, he maintains an ownership position in multiple independent compliance consulting companies.  He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School).  Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707).

Mr. Rome has previously held the following FINRA licenses: FINRA Series 7 – General Securities Representative, Series 24 – General Securities Principal, FINRA Series 66 - Uniform Combined State Law Examination, FINRA Series 55 – Equity Trader and FINRA Series 79 – Investment Banking.

Kayla Gettle | Marketing Manager

Kayla Gettle joined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. She was immediately tasked with building out a service offering for advisors during their transition. As the Marketing Manager, she is in charge of the brand development, social media, and web design for advisors, as well as the communication and business development efforts of the multiple companies within Good Life.

Kayla attended The Art Institute of Pittsburgh for Design. She was raised on a small farm in Womelsdorf, Pennsylvania where she gained a strong work ethic, learned responsibility and the value of working hard. Kayla resides in Myerstown, PA with her husband, Brandon, and their son Carson. In her free time, she enjoys spending time with her family and friends, acting as pit crew to her husband at the drag strip, and hiking local trails.

Becky Nye | Marketing Coordinator

Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company.

Becky graduated from West Chester University of Pennsylvania with a B.S. in Marketing and a minor in Studio Arts. She resides in Schuylkill County, PA with her husband Chris, and daughter Remi. Outside of work, she enjoys yoga, hiking, and nature photography.