I created The Untaxable Wealth Transformation Process to help people like you discover how to survive multiple threats to your wealth and financial well-being. After listening to your concerns, answering your questions, and exploring your goals, I’ll use my customized process to fine-tune a money blueprint architected around your risk tolerance, financial goals, and relationship to money.  My goal is to craft a finely-tuned plan that will allow you to maximize every penny of your savings and turn your tax liability into wealth.

When you decide to work with me, we will navigate each challenge together and you will attain greater peace of mind. My aim is to make it so you never again have to toss and turn at night, worrying about future tax increases, market risk, or other erosive forces that could destroy your finances. Together, we will create your ultimate Untaxable Lifestyle by maximizing the benefits that can come from your most significant lifetime expense- the taxes you pay.

Alex Huey’s goal is to help maximize clients’ economic opportunities. He believes in helping provide secure opportunities for clients to hold and grow their retirement, rather than taking on unnecessary risks.

Alex has a bachelor’s degree in mathematics from the University of Cincinnati. Additionally, he is insurance licensed in multiple states to work with clients throughout the Midwest. Alex has lived his entire life in Columbus, Ohio, and enjoys spending his free time with family and playing intramural sports.

Shawna joined Living Wealthy® Financial Group in 2023 and became our Client Relations Manager in early 2024.

Shawna is a licensed life insurance producer and before she came to Living Wealthy® Financial Group, she worked with clients through her own independent practice.

Outside of work, she is an avid gardener of herbs, veggies, and flowers. She is mother to eight fabulous children, 4 biological and 4 step, and she volunteers with their school and extracurricular activities.

Debra joined Living Wealthy® Financial Group in 2024 as a Client Relations Manager. She brings with her 14 years of life insurance case management, focusing on high-premium cases and annuities.

Debra is licensed for Life, Health, and Disability Insurance and has worked previously as an independent producer as well as in new business development and service with large firms.

In her free time, Debra enjoys walks with her dog, camping, water skiing, and spending time with her husband and their two grown children. She has worked in her community as a Red Cross disaster responder and delivery for Meals on Wheels.

Susan Malachowski is the Client Relation’s Assistant for Living Wealthy® Financial Group and joined the staff in November 2010. She grew up and went to school in San Diego, California.

She went on to a successful career as a Contract Administrator for two major construction companies. Duties included all administrative aspects of Contract Administration as well as insurance for several multi-million dollar construction projects.

When she’s not working, Susan loves to cook, read and go for long walks. She currently lives in Austin, TX with her husband and two children.

Shane started working with Living Wealthy® Financial Group as our Client Services specialist in early 2024.

Her extensive experience with a major insurance carrier prior to coming on board provides a deep understanding of the underwriting process, so she is able to navigate the various systems to keep our clients’ application and service processes on track. She takes a special interest in attention to detail and is our primary point of communication with multiple carriers.

Outside of work, Shane spends time with her young daughter. She also enjoys singing and reading a good book with a cup of tea.