Our Team

Meet the Advisors Behind Your Financial Security

Every member of our team is licensed in all 50 states, contracted with 65+ carriers, and committed to finding you the highest contractual guarantees in the market.

William Rapp, CFF

William Rapp, CFF

Founder & President

MDRT CertifiedHall of Fame Red Jacket AdvisorCFF

William Rapp founded Exclusive Annuities with a clear mission: give every American access to the highest contractual guarantees available in the annuity market. Before launching the firm, William built Reigning Legacy, a nonprofit dedicated to teaching youth financial literacy. That same commitment to education and transparency drives every client interaction at Exclusive Annuities. Licensed in all 50 states and contracted with 65+ carriers, William has built a firm with a 5-star Google rating and over $100 million in annuity placements.

Specialties

Advanced Market Case DesignGrowth, Preservation & DistributionRoth Conversions
Brady Pelzer

Brady Pelzer

Executive Vice President

Brady Pelzer brings a wealth of experience from his previous role as Annuity Sales Director at a leading Insurance Agency & Wealth Management Group. In that capacity, Brady worked with thousands of financial representatives to design optimal retirement planning solutions. His deep understanding of distribution planning and asset utilization makes him an invaluable resource for clients approaching or already in retirement.

Specialties

Distribution PlanningAsset UtilizationIncome PlanningRoth Conversion Implementation
Patrick Esposito

Patrick Esposito

Senior Advisor

With over 8 years of industry experience, Patrick Esposito works exclusively with top A+ rated institutions to deliver the strongest possible guarantees for his clients. Patrick has handled thousands of cases ranging from advanced market life insurance to fixed and fixed indexed annuities. His methodical approach to strategic portfolio design ensures every client receives a customized plan built for their specific goals and timeline.

Specialties

Strategic Portfolio DesignPre & Post-Retirement Income PlanningStrategic Deployment for Financial Independence
Dylan Bangs

Dylan Bangs

Senior Advisor | Executive VP of Exclusive Strategic | President of WealthMax Solutions

Dylan Bangs transforms complex financial strategies into powerful, accessible solutions for his clients. With a deep focus on tax-efficient approaches and generational wealth preservation, Dylan specializes in helping clients maximize their income while minimizing their tax burden. His expertise in asset distribution optimization and Roth conversion implementation has made him a trusted advisor for clients seeking sophisticated retirement strategies.

Specialties

Advanced Tax-Efficient Wealth AccumulationIncome MaximizationAsset Distribution OptimizationRoth Conversion Implementation
Somia Coaxum

Somia Coaxum

Senior Advisor

Somia Coaxum is the founder of The Legacy Circle and a top-performing advisor at Exclusive Annuities. She is an expert in indexed annuities and legacy/distribution planning, serving both early and existing retirees. Somia's passion for protecting her clients' wealth and creating lasting legacies drives her to deliver exceptional results. Her approach combines deep technical knowledge with genuine care for every client's financial future.

Specialties

Tax-Efficient Wealth ProtectionIncome Maximization & Legacy ProtectionAsset Distribution OptimizationRoth Conversion Strategies
Jonathan Barajas

Jonathan Barajas

Senior Advisor

Jonathan Barajas is an elite financial practitioner specializing in income distribution and legacy planning. His expertise spans IUL/Cash Value Life Insurance and Index Annuity Planning, making him a versatile advisor for clients with complex financial needs. Beyond his client work, Jonathan serves as an educator and mentor within Exclusive Annuities, helping to elevate the entire team's capabilities.

Specialties

Tax-Offsetting Wealth ProtectionAsset Enhancement & Legacy ProtectionLegacy Distribution StructuringHigh-Level Income Strategies

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