Senior Vice President, JD, CLU®
MaxFacts Education: Conneticut College BA English and Government, University of Conneticut School of Law Juris Doctor Degree Specialties: Estate, tax risk & tax management and charitable planning Licenses: Series 6, 7, 24, 26, 63, 66...
VP Investments, Program Manager, LPL Wealth Advisor
"My biggest professional rewards come from knowing that I can make a real difference in the outcome of a well thought-out retirement plan for my clients." MaxFacts Chartered Retirement Planning Counselor® Specialties: Financial...
LPL Financial Advisor
"An investment in knowledge pays the best interest." MaxFacts Specialties: Holistic Planning and Portfolio Review Licenses: Series 7, 63, 66 held with LPL Financial About Daniel Helping clients ensure they have the right knowledge and...
"My mission is to provide you with a sense of financial confidence through a mutual relationship built on trust, communication, consistent advice, and guidance." MaxFacts Specialties: Chartered Retirement Planning Counselor®,...
"When it comes to crafting financial plans for my clients, I take a collaborative approach where I listen first and work with you every step of the way to deliver a plan that is crafted for your financial goals" MaxFacts Specialties:...
“My satisfaction comes from building complete plans and watching them come to fruition.” MaxFacts Specialties: Retirement planning, Long Term Care planning Licenses: Series 7, 63, 66 held with LPL Financial. MI Life Health...
Wealth Management Assistant Manager II
Christine is very willing to help our members with great care. She assists our LPL Financial Advisors to be more efficient while providing our members great customer service. She has obtained her series 6 and 7 securities...
“I value trust and understanding and seek this as a foundation with all my clients.” MaxFacts Specialties: Financial planning, retirement planning Licenses: Series 7 and 66 held through LPL Financial and Michigan Life,...
I’ve been in the financial industry since 2010. I’ve held a variety of roles at LMCU, providing excellent customer service at every opportunity. I pride myself on going above and beyond to give you one-on-one...
My passion is to work with and educate others to help them strive for financial independence and become debt free.