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Updating Financial Advisors
I fix things. My specialties are financial planning, financial literacy education, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Michael has worked with families and individuals for over a decade building comprehensive plans. He has always enjoyed strategizing with clients to identify the best solutions and opportunities. Michael’s experience... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
I and my staff are ready, willing and able to serve you and your account needs in a pleasant and professional manner. With Securities America, Inc. as your broker/dealer and... show more
Specialties: Annuities‚ Retirement Planning
Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
The retirement transition and modern aging are complex matters with a lot of moving parts. Too many folks fail to plan properly and make unsalvageable retirement and investment decisions. I... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Retirement Planning‚ Tax Planning
Guy’s experience in the business and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally... show more
Specialties: Asset Management‚ Life Insurance‚ Retirement Planning
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.... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Linda Jacob is a Certified Financial Planner (r) and Accredited Financial Counselor (r) , doing business out of Des Moines, IA
Specialties: Comprehensive Financial Planning
Kathleen brings nearly 30 years of investment and financial services experience to her work with clients at FBB, and has been a Certified Financial Planner™ practitioner since 1992. She is... show more
Specialties: Comprehensive Financial Planning
Brandon M. Schoeppler is licensed as a financial advisor and is based out of Tampa, FL. He actively holds the following credentials: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP),... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning