- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Other Financial Planning
- -Tax Planning
- -Defined Benefit
- -Life Insurance
- -Long-Term Care Insurance
- -Other Insurance
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|LPL Financial LLC||7 years||Mar 2010 - Present|
|B.C. Ziegler and Company||1 year||Feb 2009 - Mar 2010|
|Ameriprise Financial Services, Inc.||2 years, 9 months||May 2006 - Feb 2009|
Designations & Memberships
Association of African American Financial AdvisorsMembership
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.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Divorce Financial AnalystDesignationIndividuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.
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.
Chartered Retirement Planning CounselorDesignationThe CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
Articles and Answers
Licenses & Conducts
LPL Financial LLC
$112.1BTotal Assets Under Management
N/ATotal Assets Under Advisement
$211.0KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees