Our Team
Experience, Insight and Long-Term Perspective
A team built to navigate complexity, protect outcomes and support confident decision-making.
RetyrOne was built around a simple belief:
Retirement decisions require experience, perspective, and judgment developed over time.
Our team brings decades of leadership and real-world experience focused specifically on the retirement years; particularly the transition from accumulation to distribution, where decisions behave differently and consequences compound.
This page is not about sales roles or titles.
It’s about stewardship.
A Shared Philosophy
While backgrounds and roles differ, the team at RetyrOne is aligned around a common philosophy:
Retirement decisions must be viewed as a connected system
Distribution requires a different mindset than accumulation
Clarity should come before action
Guidance should evolve as life changes
This philosophy shapes every conversation and every relationship.
Co-Founder
Burke Anglin began his career in the financial services industry in Sacramento, California in 1988 with Northwestern Mutual. In 1994, he moved into a field leadership role and, over the next two decades, served in various leadership positions with major multi-billion-dollar financial services organizations.
Throughout his career, Burke has held multiple industry registrations and designations, including General Securities Representative, General Securities Principal, Registered Representative, and Investment Adviser Representative.
In this season of his career, Burke’s focus is dedicated to working directly with clients — helping them gain peace of mind and security as they navigate retirement decisions. What began as a leadership-driven career has evolved into a deeply personal commitment to serving individuals and families during one of the most important transitions of their lives.
Burke has been married to his wife, Karen, for 50 years. They have five daughters and twenty-three grandchildren, and enjoy life in the country surrounded by a very active and growing family.
Co-Founder
Rick began his career in the financial services industry in Fort Lauderdale, Florida, in 1987 after serving ten years in the United States Navy Submarine Service. Over the years, he has held multiple industry registrations, including General Securities Representative, General Securities Principal, Options Principal, and Investment Advisor Representative.
Following the financial crisis of 2008–2010, Rick shifted his focus exclusively to working with retirees and pre-retirees. During that period, he recognized a critical but often overlooked reality: the transition from accumulation to distribution is immediate and significant, and strategies that work well while building wealth can quietly undermine a retirement plan once income replaces paychecks.
Since then, Rick has dedicated his practice to helping people understand how retirement decisions interact over time. His work focuses on addressing the interconnected risks that emerge in retirement, including income sustainability, taxes, market risk, inflation, and legacy considerations, before timing limits available choices. His approach emphasizes structure, coordination, and clarity so individuals and families can make informed decisions with confidence.
Rick has been married to his wife, Violy, for 40 years. They have two children and two grandsons.
Erica Anglin is a versatile administrative and insurance professional with over 13 years of experience supporting high-volume offices, managing client relationships, and ensuring smooth operational processes. She brings more than two years of experience in insurance, including Medicare, helping clients navigate complex coverage options. Erica is currently pursuing her Certified Estate Planner (CEP) designation to further expand her expertise in estate planning and client financial wellness.
Throughout her career, Erica has held key roles in administrative support, escrow, and customer service across the real estate, technology, and hospitality industries. Her experience includes positions such as Escrow Assistant and Funder at Pioneer Title, Administrative HR at Pinnacle Technologies, and Front Desk Concierge at Haymax Hotels. She is known for her strong work ethic, exceptional organizational skills, and ability to manage multiple responsibilities while consistently delivering excellent client service.
Outside of her professional life, Erica is a proud mother of three, one son and two daughters, and grew up in Idaho. She enjoys cooking, staying active, and has a passion for running, having completed two marathons and several half marathons. Erica brings the same dedication and discipline she applies personally into her professional work, providing thoughtful and compassionate service to every client.
Tia West is a paralegal with over 30 years of experience, primarily in the areas of estate planning, probate, and trust administration. Throughout her career, she has worked closely with attorneys and families to guide them through some of life’s most important decisions, helping ensure their wishes are clearly documented and their loved ones are protected.
She is passionate about building lasting relationships and takes great pride in helping families create plans that preserve their legacy and provide true peace of mind for the future. Tia believes estate planning is not just about documents, but about caring for people and giving them confidence that their affairs are in order.
Tia is married and the proud mother of two grown children. Outside of her professional work, she enjoys coaching archery, reading, crocheting, and diamond painting.
Trent Heppler is an author, personal development coach, and change professional who helps individuals and families navigate important life decisions with clarity and peace of mind. He holds a bachelor’s degree in business management and is passionate about helping others transform and elevate their lives; the foundation of his first book. Born in Canada and having spent much of his life in the Northwestern United States, Trent brings a broad perspective shaped by diverse experiences across healthcare, training, nonprofit, and business leadership, including his own consulting and life coaching work.
Today, Trent supports clients in organizing and preparing essential estate documents, guiding them through the process with care, transparency, and respect. Known for his approachable, extroverted nature and ability to connect easily with others, he creates space for thoughtful conversations about the future. Outside of his professional work, Trent enjoys mid-Missouri country life on his acreage, serving others and God, and sharing plenty of laughter with his extended family of ten children and many grandchildren—values that ground his work in preparation, honesty, and human connection.
Karen Anglin began her career in 1984, serving as an executive assistant to an agency leader at a multi-billion dollar company. Her early career took her from Pocatello, Idaho, to Sacramento, California, where she became the top executive assistant for one of the organization's leading agencies. She eventually transitioned into private practice, supporting top producers and traveling across the United States to locations such as San Francisco, Laguna Beach, New York, and Indiana. During this time, she attended numerous conferences, including programs at Notre Dame, and earned several professional certifications.
Karen later chose to step away from her professional career to raise her five daughters. Her family has since grown to include 23 grandchildren and 11 great-grandchildren. Recently, she decided to return to the workforce to sharpen her skills, joining RetyrOne home of Simple Estate Docs as an executive assistant to one of its founders. At this stage in her life, she continues to prioritize her family and enjoys spending time outdoors gardening, painting, and exploring the woods.
Diony Heppler, RN, BSN, is a retired registered nurse who was known for her genuine love of caring for others and her calm, compassionate presence. She is also an author with more than 17 years of experience writing books that encourage personal growth and spiritual connection. Raised in Alaska, Diony has lived in several states and overseas, experiences that have shaped her perspective, adaptability, and appreciation for diverse life journeys.
Known as a thoughtful communicator who leads by example, Diony brings warmth, clarity, and integrity to every role she takes on. Alongside her writing and nursing background, she supports business operations, offering a steady, people-first presence. Outside of her professional work, she enjoys traveling, hiking, baking, and spending meaningful time with friends and family; especially her grandchildren, who bring extra joy and purpose to her life.
Vanessa Schardan is a professional with over 18 years of experience in operations, client relations, and team leadership. She brings a proven track record of streamlining processes, managing cross-functional teams, and enhancing service delivery through exceptional organizational and communication skills.
Vanessa’s expertise spans administrative management, sales, and vendor coordination, supported by a background in criminal justice administration and a long-standing commitment to community advocacy.
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