Meet Our Team
Raising the Standard of Retirement Planning for K-12 Professionals
Our Mission
Life Gateway was built with a clear mission: to bring a higher level of focus, care, and clarity to the way K-12 education professionals are served. Our team works closely with educators to simplify complex retirement decisions — from pensions and 403(b)s to income planning — so they can move forward with confidence. We don't believe in one-size-fits-all advice. We believe in clear guidance, thoughtful planning, and doing what's right for the people we serve.
Leadership
Alberto Crespo
Alberto leads a team dedicated to helping K-12 education professionals build clear, confident retirement strategies. He spent 13 years as a public school teacher and administrator, giving him firsthand insight into the gaps educators face when planning for retirement.
Prior to launching Life Gateway, Alberto served as a bank manager at Washington Mutual and later became securities licensed, representing national firms including AXA Equitable, Prudential, and Allstate Financial Services.
Outside of work, Alberto enjoys time with his wife, Jessica, and their three children on or around the water, or hiking in the mountains.
James Mathis
James is the Retirement Income Planning Director at Life Gateway, where he supports K-12 education professionals while overseeing the firm's operational and compliance functions.
With over 25 years of operational management experience, much of it with large multinational companies including Anheuser-Busch, James brings a high level of discipline, efficiency, and attention to detail to the team.
Outside of work, James enjoys golfing and spending time boating with his family.
Our Specialists
Jeremy Sharrock
Retirement Planning Specialist
Jeremy works closely with K-12 education professionals to simplify retirement planning and build clear, personalized strategies around their pension, savings, and long-term financial goals. He is known for making complex concepts easy to understand and guiding clients through decisions with clarity and confidence.
Enjoys community service, martial arts, and time with his dog, Indie.
Trina Finch
Retirement Planning Specialist
After more than 20 years as an educator, Trina saw firsthand how confusing and often overlooked retirement planning can be, which led her to transition into this field. She is passionate about helping clients gain clarity, make informed decisions, and feel confident in their financial future.
Enjoys music, spending time with family, and bringing creativity into everything she does.
Johanna Aragon
Retirement Planning Specialist
Johanna helps K-12 education professionals and public sector employees build a secure financial future. With a background in business and over 15 years of experience in budgeting and negotiations, she provides guidance in life insurance, long-term care, and trust strategies, with a special focus on supporting families with children who have special needs.
Enjoys spending time with her son, traveling, and reading.
Andres Fernandez
Retirement Planning Specialist
Andres helps K-12 education professionals better understand their retirement benefits, life insurance options, and long-term financial planning so they can move forward with clarity and confidence. He entered the field after recognizing the need for more honest, personalized support for educators navigating complex financial choices.
An entrepreneur who enjoys building community and helping others grow.
Corbin McCan
Retirement Planning Specialist
With over 20 years of experience as a ballroom instructor, Corbin brings a unique perspective shaped by entrepreneurship and a lifelong commitment to his craft. As a fellow educator, he is passionate about helping clients make informed decisions and feel confident about their financial future.
Enjoys golfing, fly fishing, and exploring his creativity in the kitchen.
Rod Davenport
Retirement Planning Specialist
After more than 30 years as an educator and administrator, Rod saw firsthand how confusing and often overlooked retirement planning can be, which led him to transition into this field. He is passionate about helping clients gain clarity, make informed decisions, and feel confident in their financial future.
Enjoys music, jogging, and spending time with family and friends.
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