Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. Before opening his own practice, he served as a Sr. Advisor and Vice-President of Investments with two nationally known firms. Greg also holds a Masters degree in Biblical Studies and Theology from Abilene Christian University, Abilene, TX. Before his business career he served nine years in Christian ministry, mostly in Kenya and Uganda. Greg has served on numerous boards and currently serves on the Board of Trustees for Carpenter Place, "Rebuilding Families, Restoring Lives." If you need to develop a retirement or legacy plan, get a second opinion on your investments, or simply rollover an IRA, give Greg a call. He'll be happy to answer your questions or set up a complimentary consultation.…show more
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role as the group’s Wealth Manager, Brandon’s developed a process that superimposes an individual’s circumstances & goals and then layers them atop a proprietary system that reveals the majority of opportunities many financial professionals may miss. This process can highlight opportunities to minimize risk and taxation, create more income in retirement and greater financial security.…show more
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas. He received his J.D. (Juris Doctor) from The University of Tulsa College of Law in Tulsa, Oklahoma, and his LL.M. (Master of Laws) in Taxation from The University of Florida Levin College of Law in Gainesville, Florida. Ryan holds law licenses in Texas, Oklahoma and Florida. Prior to joining Ifrah Financial Services, he practiced corporate law, tax law, and estate planning for a law firm in Tulsa, Oklahoma, followed by a position as Chief Legal Officer for an insurance marketing agency in Dallas, Texas. Additionally, he has experience as a tax consultant where he helped small and mid-size business owners with entity restructuring, asset protection, corporate retirement plans, employee benefits planning, health care planning, succession planning, and estate planning. Ryan and his wife, Saretta, live in the Dallas area. They have one daughter, Laila. Ryan is a member of the Addison Midday Rotary Club and he enjoys playing golf in his spare time.…show more
Hi, I'm Larry McClanahan, Principal of SecondHalf Planning &, Investment. SecondHalf is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half. If you're within 5 years of retirement or recently retired, I can help you: - Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources, - Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and - Manage and protect your wealth through tactical portfolio management, freeing you from the burden of research and watching markets.…show more
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in Economics from Miami University and a MBA from the Ohio State University.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
At Bridgewater Asset Management, Chris assists in developing clients’ financial plans and designing and managing their investment portfolios. Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved to Edward Jones, where he traded and analyzed packaged bond investments, and helped clients build their fixed income portfolios. Chris has earned an Honors BS in Business Administration (Finance) and an Honors BA in English from Saint Louis University, a certificate in Financial Planning from DePaul University, an MBA from Webster University, and a Graduate Certificate in Portfolio Management program from the College for Financial Planning. Additionally, Chris is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation was granted after extensive training in financial and estate planning, insurance, investments, taxes, employee benefits and retirement planning, and passing a rigorous national exam. This professional designation requires continuing education and adhering to the CFP Board’s Standards of Professional Conduct.…show more
Comparing financial advisors can be tough. But you've got the knowledgeable WalletHub community on your side. Other consumers have a wealth of knowledge to share, and we encourage everyone to do so while respecting our content guidelines. Please keep in mind that editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
Ad Disclosure: Certain professionals and companies that appear on this site are paying advertisers, and this will be noted on their profile page using the designation "Sponsored", where applicable. Advertising may impact how and where listings appear on this site (including, for example, the order in which they appear). At WalletHub we try to present a wide array of options, but our listings do not represent all companies or products.
Regardless of advertiser status, none of the information displayed on WalletHub constitutes a referral or endorsement by WalletHub of the respective company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by any third party company. In addition, it is not any company's responsibility to ensure all posts and/or questions are answered.
Your web browser (Internet Explorer) is out of date and no longer supported.
Please download one of these up-to-date, free and excellent browsers: