PROFILE INFORMATION Licenses and Education Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Disability, Annuities (TN, MS, AR, OK)
Other Licenses and Designations (CFP®, CPA, etc.): CLU,
ChFEBC
Education/Area of Study: BA (Psychology), MA (Psychology),
MA (Economics)
Associations and Affiliations: primary affiliation GPM
Life
Experience
I have been providing financial and/or related advice
to clients for 26 years.
How I/we charge clients for services (please select one):
__
Fee for Financial Planning (initial, hourly, and/or
retainer)
__
Fee based on percentage of assets managed; percentage ranges
X
Commissions, trail fees, redemption fees,
account fees, etc.
__
Other (please specify):
Financial Services Provided
__
Tax preparation
X
Comprehensive financial planning
__
Investment and asset management
X
Insurance
__
Elder and long-term care planning
__
Estate planning
X
Retirement planning
__
Cash management and budgeting
__
Stock and bond brokerage
__
Other (please specify):
Specialty: Help Federal Employees coordinate
government benefits with their personal assets through personalized individual
analysis and education.
I am or my firm is registered with the SEC as an investment adviser. No If so, in what states?
Number of employees who work in your office/firm (please select one):
X
1-5
__
6-10
__
11-50
__
51-99
__
100 or more
My affiliation with the office/firm:
X
Owner/Partner
__
Employee
__
Independent Contractor
__
Other: _____________________________________
Broker/Dealer Affiliation:
X
No affiliation
__
Affiliated with
The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net.
