Through our relationship with FSC Securities Corporation and Advisor Group, Inc., we have access to an experienced and credentialed retirement plan support team. Here are a few of those experienced team members:
David has over 40 years of experience in the financial services industry, specializing in working with business owners in the areas of life insurance and qualified retirement plans. David helps closely-held businesses realize the wealth their business has created while also allowing the business operations to continue through generations. David received a Bachelor’s degree from Michigan State University. Since his playing days on the Michigan State Football Team, Dave has been an avid fan of Michigan State Athletics and regularly attends football games. He is a board member of the MSU Varsity Club, a club created for athletic letter winners of the program. He has been involved in Legatus and the Fellowship of Christian Athletes. David has earned his CHFC and CLU designations and is a securities representative.
Bradley has specialized in retirement income planning since entering the financial services business in 2005. Through client interaction and industry knowledge, Brad builds customized portfolios that are designed to generate “consistent and sustainable” cash flow. In 2015, Bradley earned the CERTIFIED FINANCIAL PLANNER™ designation. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Bradley received a Bachelor’s degree from Northwood University. He is an Investment Advisor Representative and is a Series 7 securities representative.
Peter has been with Advisor Group for 21 years, starting with SunAmerica Securities in Phoenix, AZ. He spent 11 years in the Product Development department supporting Retirement Plans and College Savings Plans.
Peter holds an MBA from WP Carey Business School at Arizona State University, and a Bachelor in Secondary Education (Concentration Mathematics) from Kansas State University. He holds FINRA Series 7, 24, 63, 65, 53 and 4 licenses, and ERISA Fiduciary Designations (AIFA®, PPC™, GFS™).