Alicia has over nine several years of encounter from the customer care market in addition to a qualifications in graphic and Website design. Initially from France, she is fluent in French and English and it has a enthusiasm for baking and encouraging Many others.
Brett serves a wide spectrum of active persons and families who would like to take Charge of their financial upcoming and are trying to find a associate to guide them. He strives to put clientele first by using modern imagining and it is committed to making sure purchasers really feel They may be creating development toward their financial objectives.
Moreover, we work along with you to recognize an investment decision plan and select investment procedures that can help you accumulate property, maintain property through hazard management and distribute retirement income.
His expertise and knowledge obtained from the financial products and services field function a useful useful resource in serving to consumers reach their financial aims. Brandon and Landmark Financial Group look forward to supporting you bring your financial targets to actuality.
Jay lives in Orlando, Florida together with his spouse, two kids, and two canines. When he’s not Performing, you’ll discover him with the gym or taking pleasure in a spherical on the golfing training course. The two he and his spouse share a appreciate for mountaineering, fueling his ambition to go to each and every national park in the United States.
Susan is a dedicated financial advisor who will take a shopper-centered method of her function. She develops individualized financial investment strategies that align with Each and every clients’ special requirements.
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Considering the fact that joining Landmark Financial Team in 2021, Burke holds the FINRA Collection six, sixty three and 65 Experienced licenses. For a lifelong learner, Burke is keen about continuing to sharpen his financial commitment information and being latest with the most recent investment decision methods. Previous to his financial products and services occupation, Burke worked during the telecommunications discipline for approximately a few a long time and it has led teams in just income operations, facts technology, and undertaking management.
Christine attained her Bachelor of Science diploma from Sam Houston and put in 7 several years educating elementary college. She has considering the fact that transitioned her organizational, conversation, and educating abilities to guidance her group in aiding people and men and women attain their financial objectives.
Brandon graduated from Georgia Point out College in 1996 and it has more than 20 years of experience during the financial services market. Brandon has built it a precedence to help customers in every single phase in their financial journey, including the accumulation, preservation, and distribution phases.
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Trusts could be a powerful estate setting up tool. Should you’re not accurately sure whatever they are, you’re not alone. In this article, we stick with the basics to give you a superior-level overview.
He acquired his bachelor’s degree in enterprise administration from Oglethorpe University in Brookhaven, Ga, where he performed collegiate soccer. This knowledge taught him the values of effort and self-discipline, which he brings to his position as being a financial advisor today.
Simply put, Landmark Financial Team is devoted to supporting men and women and modest firms accomplish their financial targets. Our experiences and financial insights are shared along with you as a way to help you handle important questions about investing.
Jay can be a dynamic and driven Skilled who loves helping persons and families acquire charge of their financial upcoming. His enthusiasm for financial services grew outside of his individual ordeals and the precious classes he learned about what to not do with money. From an early phase, he regarded that comprehension personal finance is The main element to creating an actual variance on the earth.
John is married to his spouse Jennifer and they have 2 sons, Jackson and Coleman. John is actively involved with his church and enjoys traveling together with his family. John can be an avid Red Sox baseball enthusiast and enjoys college or university football.