Our History
Sam and Debbie Payne are a husband-and-wife team who have worked together most of their married life. They began focusing on Retirement Income planning in 2009 and are passionate about helping individuals and families plan for the retirement they’ve always imagined.
Sam and Debbie both hold the Retirement Income Certified Professional - RICP® designation, they understand the many important decisions retirees face as they plan for long-term financial confidence. From creating dependable income to addressing inflation, taxes, and rising healthcare costs, these choices can have a lasting impact. Because many of their clients are retirees, the knowledge, deep experience and thoughtful guidance they bring to retirement challenges is invaluable.
Educate
Collaborate
Plan and Build
WHY CHOOSE US
At Payson Wealth Management, we know how important it is to have someone you trust—someone who listens, understands your goals, and puts your needs first. That’s the kind of relationship we work hard to build with every client we serve.
SAMUEL PAYNE, RICP®Investment Advisor Representative
Sam@PaysonWealth.com
888-285-5859
Sam is the Managing Partner of Payson Wealth Management and brings more than 40 years of experience in the Insurance and Financial Services industry. Throughout his career—as an agency owner, manager, product wholesaler, and business consultant—he has gained an exceptionally broad and practical understanding of how financial products work, how they’re designed, and how they are often misunderstood.
Sam is an Investment Advisor Representative and holds a Series 65 license. He has earned the Retirement Income Certified Professional® (RICP®) designation and is a National Social Security Association certificate holder. In addition, he maintains Life, Health, Property, and Casualty licenses in the state of California.
DEBBIE PAYNE, RICP®Investment Advisor Representative
Debbie@PaysonWealth.com
888-285-5859
Debbie is a well-rounded and seasoned professional in the area of business management and administration. Debbie and Sam have worked side by side for over 35 years. Debbie is an Investment Advisor Representative holding a series 65 License in California and has received the Retirement Income Certified Professional Designation (RICP®). In addition, Debbie holds Life, Health, Property and Casualty Licenses.
As one of the original founding partners of Payson Wealth Management, she has spent many years managing the day-to-day operations, as well as designing and updating systems and procedures to ensure that Payson Wealth Management provides a memorable client experience. In addition to managing the company’s finances and operations, Debbie also oversees the firm’s marketing and client experience events.
Vivian CruzOffice Manager
Vivian@PaysonWealth.com
Florida Office: 305-945-7630
With over 20 years of experience in the financial services industry, Vivian has worked closely with advisors to provide consistent support and care throughout every stage of a client’s experience. From tracking the progress of new accounts, overseeing client services and requests, and coordinating annual client reviews, Vivian is committed to ensuring everything is handled accurately and efficiently.
With Vivian’s deep knowledge, organization, and familiar presence to her role, many clients have come to know and rely on her attention to detail, responsiveness, and genuine commitment to making sure their needs are met. As clients transition to Payson Wealth Management, Vivian maintains a presence in Florida and continues to provide the same level of support and personalized service clients have always received.
Outside of work, Vivian enjoys spending time with her family and pets. She and her husband, Marco, are proud parents of two grown sons, have two adorable little dogs, and especially love time with their 3 grandchildren.
DEAN ZAYEDFounder & CEO of Brookstone Capital Management LLC
Dean is the Founder and CEO of Brookstone Capital Management, LLC (BCM). He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program, the Undergraduate Leadership Program, and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a Master’s degree in Taxation from Chicago-Kent College of Law and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
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