Fostoria, Ohio, United States
Started Financial Design Agency in 1991 and have been a licensed agent for 35 years. Currently a Branch Manager with LPL Financial and hold licenses in Life, Health, Series 6 and Series 26. designation. Continued attendance to the annual Fi360 Fiduciary Conference, as well as, all LPL Financial retirement related conferences ensures up to date information on the most recent regulatory and market items. Also a member of the LPL Financial retirement plan program RPCP (Retirement Plan Consulting Program). Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Stratos Wealth Partners, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA & SIPC, please refer to the "Contact Info" section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am registered to do business, please visit www.financialdesignohio.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Oversee all of the retirement plan business and individual fee based advisory business for Financial Design Agency. As a firm, we take pride in the fact that we still manage the first 401k client ever brought to the firm in 1991.