- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Fwpam||6 years, 6 months||Jun 2013 - Present|
|Whitney, Wetzel, Kuether, LLC||4 years, 4 months||Feb 2009 - Jun 2013|
|LPL Financial LLC||16 years, 4 months||Aug 2003 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Investment Management Consultants AssociationMembershipIMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Certified Investment Management AnalystDesignationThis designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.