Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE TEAM
The team behind Aloha Life & Retirement, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
LARRY MCCABE
FINANCIAL ADVISOR/FOUNDER
Larry McCabe founded Aloha Life & Retirement, Inc. to help his friends and neighbors work toward their retirement income dreams. An industry veteran with more than three decades’ experience, Larry skillfully guides clients through building smart strategies for retirement income that match their own unique goals.
Larry entered the financial services industry in 1988. He is a Registered Financial Consultant (RFC) and Life Underwriter Training Council Fellow (LUTCF), holding life and health as well as variable life and variable annuities licenses in Hawaii, Oregon, Washington and California.
In his free time, Larry enjoys playing the guitar, paddle boarding and riding his road bike on Queen Kaahumanu Highway. He and his wife, Wanee, have eight terrific grandkids and are blessed to call Kailua-Kona their home.
ZACH POITRA
FINANCIAL ADVISOR
Zach spent ten years working on Wall Street as an institutional stockbroker and two years as a retirement advisor with Allstate. He then founded and ran a successful personal development business.
Zach recognized that family, friends, and clients often struggled to plan effectively for retirement. They clearly needed effective financial advice, which he is well equipped to provide. He was drawn to Insight Folios and its unique approach to financial planning and income investing as the best way to help those around him.
When Zach is not working with clients to develop retirement plans, he enjoys outdoor activities such as hiking and mountain biking. He is also a student of scripture and loves spending time with his young son, Bodhi.
KYLE MORGAN
FINANCIAL ADVISOR
With more than 15 years of leading and coaching individuals and teams, Kyle has always had a heart for serving and helping people achieve their goals. He is highly personable with a passion for developing lasting relationships, which has lead to success in his roles as Financial Advisor and Coach for Planning Made Simple.
Prior to Insight Folios, Kyle has held several sales and marketing positions with some of the top names in beverage and hospitality throughout the United States. As a native North Carolinian and graduate of Mars Hill University, he is passionate about all things Southern.
Kyle is a lover of music, cooking, beverages, and travel, and is proud to call Charlotte home along with his wife and three children.
KIMBERLY TOWNSEND
OPERATIONS MANAGER
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today.