Senior Vice President, Financial Advisor
ChFC
Five Star Professional
Five Star Wealth Manager (2021)
Awarded 9/01/21 for the period of 11/30/20 - 6/25/21.
Award recipients
Senior Vice President, Financial Advisor
CFP®, CLU®, CEPA®, CPWA®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CRPC®, EA
Senior Vice President, Financial Advisor
CFP®, BFA
Senior Vice President, Financial Advisor and Director of Investments
CFA®, CFP®
Team recipients
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Koenig Team
Burnsville, MN
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MACRO Team
Parsippany, NJ
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Sandy Springs Team
Atlanta, GA