Tuesday, May 21, 2013
My Bio and Team
When it comes to decisions that impact your financial security, you want to know who you're working with. Please take this opportunity to get to know me a little better.
LICENSES/CERTIFICATIONS/DESIGNATIONS
Licensed in
CO
, FL
, IL
and MO
CERTIFIED FINANCIAL PLANNER professional™
Chartered Life Underwriter
Chartered Mutual Fund Counselor
COMMUNITY INVOLVEMENT
My Team
Shannon Grimsey
Office Assistant
Tracie Fitch
Production Assistant