About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Insurance Licenses
Life insurance: IL,WI,CT,NJ,NY,PA,FL,OH,MI,IA,ME,MO,NC,VA,AZ, Health/disability insurance: IL,WI,CT,NJ,NY,PA,FL,OH,MI,IA,ME,MO,NC,VA,AZ, Fixed annuities: IL,WI,CT,NJ,NY,PA,FL,OH,MI,IA,ME,MO,NC,VA,AZ, Variable annuities: IL,WI,CT,NJ,NY,PA,FL,OH,MI,IA,KY,ME,MO,NC,VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, MBA
Broker-Dealer Affiliation
Hornor, Townsend & Kent, Inc.
Broker-Dealer Disclaimer
Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC. 8770 W. Bryn Mawr, Suite 1200, Chicago, IL 60631. 773-380-8000. The Pinnacle Planning Group is a division of THG Financial Strategies, LLC. The Pinnacle Planning Group, LLC and THG Financial Strategies, LLC are independent of HTK. HTK does not offer tax or legal advice. A3YK-0312-05E2
Considerations: A3YK-0312-05E2
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
