- -Defined Benefit
- -Other Pension Consulting
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Financial Advocates Advisory Services, LLC||8 years, 6 months||Dec 2010 - Present|
|Lpl Financial, LLC||8 years, 7 months||Nov 2010 - Present|
|Nrp Financial Inc||3 years, 7 months||Apr 2007 - Nov 2010|
|The Heestand Company||34 years, 5 months||Jan 1985 - Present|
Designations & Memberships
Centre for Fiduciary ExcellenceMembershipCEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Chartered Life UnderwriterDesignationA prestigious 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.
Articles and Answers
Licenses & Conducts
$175.0MTotal Assets Under Management
$0Total Assets Under Advisement
40number of clients
$4.4MEstimated Average Account Balance Per Client