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New Members and Member Anniversaries

Thursday, July 31, 2014 3:59 PM | Brian Frederick

Welcome New Members!


Kevin Berglund, CFP® - Berglund Financial Group

Noel Ferlen

Alexander Koury

Rob Huish

Ryan Ricedorff, CFP® - Tribecca Financial, LLC

David Sears – Secure Financial Solutions Group, LLC

Marcus Waddell

David A. Dietz – Midas Financial

Kenneth Haycraft, CFP® - USAA

Heather McClain, CFP® - LearnVest

Christopher Vaughn – Charles Schwab

Laura Trindl

George Lydford – Lydford Financial PLC

Vanessa Lee, CPA, MBA

Robin Faison – Open Mortgage LLC

Michael Peterson – Thrivent Financial

Jeanette Ellison – Aventa Senior Care

Will Bohannan – Walton International Group

Jacob Gold, CFP®  - Jacob Gold & Associates

John Nielsen – Wells Fargo Advisors

Anita Nickerson, CFP® - College for Financial Planning

Dan Owens – CoBiz Wealth/Arizona Business Bank

Fred Bowman

Julia McCray

Todd Muncy, CFP® – Wells Fargo Advisors

Jared Williams – BCI Capital

Jose Olivares, CFP® - Olivares Business Group, LLC

Kim DeVoss, CFP® - Wells Fargo Advisors

Quamrul Arefeen

Daniel King, CFP® - Charles Schwab

Don R. Wilde – W. Financial, LLC

Kimberly Rollins – United Planners

Eileen Paddock – Elderflower Group, LLC

Jared McLaughlin

Scarlet Filmore

Jennifer Vamvakias – Intelligent Capitalworks

Alan Baskin – Baskin Richards

Brad Mayer, CFP® – BMO Private Bank

Desaree Venema

Mark S. Hall – HF Capital Group, LLC

Laura Ebert – Willis Personal Lines, LLC

Jenna Biancavilla – Berthel Fisher & Co. Financial

Natalie Romano, CFP®, MBA

Shane Farina, CFP® – Fidelity Investments

Reynaldo Martinez – New England Financial


Member Anniversaries!


30 YEARS


Sue Larkin, CFP® – Larkin Associates/Cetera Networks

Michael Black, CFP® – Michael Phillips Black Wealth Management

Donald Hughes

Allan Rosen


25 YEARS


Marty Henne, CFP® – The Henne Financial Group


15 YEARS


Randy Huston, CFP® – Yellowstone Trust Administration

Rick Shaw, CFP® – Lincoln Financial Network

Patrick Ertz, CFP® – United Planners/Guardian Fin’l. Svcs.

Jon Ford, CFP® – CF Financial Planning Solutions, Inc.

Michael Hughes, ChFC®

Jay Penney, CFP® – J.R. Penney, LLC


10 YEARS


James Shoultz, CFP® – Charles Schwab


5 YEARS


Cody Amis, CFP®, CFA – Stoker Ostler Wealth Advisors

Cheryl Bodwin, CFP® – Charles Schwab

Phillis Pilvinis – PSP & Associates

Bruce Hosler, CFP®, EA, AIF® – Hosler Wealth Management, LLC

Michelle Buonincontri, CFP® – Schwab Private Client

Marie Burns, CFP® – Clifton Larson Allen


Congratulations!


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