Resumes
Resumes
Vice President Wealth Management At Strategic Financial Group, Llc
View pageLocation:
101 east 90Th Dr, Merrillville, IN 46410
Industry:
Financial Services
Work:
Strategic Financial Group, Llc
Vice President Wealth Management at Strategic Financial Group, Llc
Vice President Wealth Management at Strategic Financial Group, Llc
Education:
Purdue University Krannert School of Management 1988 - 1991
Bachelors, Bachelor of Science, Financial Management, Finance Elston High School Michigan City Indiana
Purdue University
The American College of Financial Services
Bachelors, Bachelor of Science, Financial Management, Finance Elston High School Michigan City Indiana
Purdue University
The American College of Financial Services
Skills:
Wealth Management Services
Retirement Planning
Estate Planning
Financial Advisory
Strategic Financial Planning
Wealth Management
Financial Goals
Investment Advisory
Investment Management
Portfolio Management
High Net Worth Individuals
Successful Business Owner
Retirement Planning
Estate Planning
Financial Advisory
Strategic Financial Planning
Wealth Management
Financial Goals
Investment Advisory
Investment Management
Portfolio Management
High Net Worth Individuals
Successful Business Owner
Interests:
Animal Welfare
Children
Arts and Culture
Health
Children
Arts and Culture
Health
Certifications:
License 064764
Accredited Investment Fiduciary
Certified Financial Planner
Accredited Investment Fiduciary
Certified Financial Planner