Kortney-Christensen_sm-horizontal

Kortney J. Christensen, CFP®

Executive Vice President, Director of Sales and Marketing
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Interview topics:

• Financial Planning
• Investing
• Personal Finance Management
• Tax-Efficient Investing
• Tax Planning Strategies

 

Theresa A. FryTheresa A. Fry
Vice President and Manager, IRAs and Retirement Planning
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Interview topics:

• Department of Labor Fiducary Rule for Retirement Accounts
• Education Planning Strategies
• Financial Planning
• IRAs
• Retirement Planning Strategies
• Social Security Planning and Benefit Maximization
• Tax Planning Strategies

 

Chris-Keller_sm-horizontalChristopher M. “Chris” Keller
Executive Vice President, Director of Operations & Technology
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Interview topics:

• Information Security
• Information Technology
• Operations Platform and Services

 

Ed-ONeal_sm-horizontalEdward V. “Ed” O’Neal
Vice President and Manager, Retirement Plans Social Security
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Interview topics:

• Department of Labor Fiduciary Rule for Retirement Accounts
• Employer Sponsored Retirement Plans

 

Douglas D. RubensteinDouglas D. “Doug” Rubenstein
Executive Vice President, Director of Capital Markets and Business Strategy
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Interview topics:

• Business Owner Services, Valuations and Trends
• Investment Banking Services and Strategies

 


Dan_Schulte
Daniel J. “Dan” Schulte
Vice President and Manager, Annuities and Insurance
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Interview topics:

• Annuities
• Disability Insurance
• Life Insurance
• Long-Term Care

 

Joanne-Welker_sm-horizontalJoanne M. Welker, CFA
Senior Vice President and Manager, Advisory Services
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Interview topics:

• Advisory/Managed/Wrap Accounts
• Model Portfolios
• Third Party Managers/Separately Managed Accounts

 

Jeff-Wolfe_sm-horizontalJeffrey R. “Jeff” Wolfe
Vice President and Manager, Estate Planning Strategies & Affluent Client Services
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Interview topics:

• Affluent Client Services
• Charitable Giving Strategies
• Education Planning Strategies
• Estate Planning Services and Strategies
• Tax Planning Strategies
• Trust Services

 

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