FREDERICKS & ASSOCIATES - Key Persons
Job Titles:
- Investment Advisor
- Representative
Allen is an Investment Advisor Representative, which gives him the fiduciary responsibility to handle, protect, and optimize his customers assets. He plans to continue his education to further his goal of offering the best service possible.
Art Fredericks has been helping over 2,000 families establish, conserve, and optimize their retirement planning since 1971. Through the years, he has maintained a relationship with many of his well-established, satisfied customers, from whom he continues to receive many referrals. Mr. Fredericks has received many retirement planning industry awards and is the well-known author of a highly publicized retirement planning newsletter.
He networks with other experienced and concerned professionals who specialize in taxes, wills and trusts, long term care, estate planning, and insurance. There is NEVER a charge or fee for the services Mr. Fredericks provides, and his customers appreciate that he enjoys appointments with them from early morning, through the afternoon, and into late evening. The high level of concern he has for his customers is the reason they refer their family, friends, and associates to him.
Blaine is available at no charge to assist the search for long-term care plans. Long-Term Care (LTC) policies can be complicated and uncertain, and Blaine has years of experience and knowledge to help you navigate and understand the information.
Charles R. Alton, J.D., L.L.M., M.L.T., Attorney at Law, has an advanced tax law degree from Georgetown University. He worked in the office of the Chief Counsel of the Internal Revenue Service in the area of income taxation of trusts and estates from 1984 - 1991, and also as Assistant Branch Chief in the estate and gift tax subject area. He has been in private practice in the Winchester area since 1992.
Gregg has over 10 years of mortgage originating experience in the local market. Gregg is Nationally licensed, as well as licensed in Virginia and West Virginia.
His specialty is refinancing customers with negative equity in their home.
Heather has earned her B.A and M.A. from Bob Jones University, and she is a Notary Public.
John is a US Navy veteran, who proudly served his country for 4 years. Currently, he is a member of the Frisco Chamber of Commerce and serves as the secretary for his Master Networks chapter. Licensed in the state of Texas as an insurance agent, John proudly opened the Texas branch of Fredericks and Associates LLC to share his expertise in social security maximization, retirement income strategies, and more.
John brings his years of experience working with professionals to better help the needs of the clients he serves. He assists clients in setting, reaching, and potentially surpassing their financial goals. He wants every client to have a retirement they did not think was possible.
In his spare time, John enjoys spending time with his family and friends, going camping and volunteering with the Boy Scouts of America.
Job Titles:
- Certified Public Accountant
Laura graduated from Shenandoah University in 1997 with a Bachelor of Accountancy, summa cum laude. She has maintained close relationships with her clients, who come mainly from referrals of her other satisfied customers.
Steve is a '71 graduate of Virginia Tech. He has been registered with the Securities and Exchange Commission for over 25 years; most of which he provided compliance and oversight as a Regional Manager for Fortis Financial Services' registered representatives. For several years, Steve developed Continuing Education classes for the state of Virginia and educated insurance agents state wide. Now as Vice President and Independent Advisor Representative with First American National Registered Investment Advisor, Steve enjoys working with and introducing clients to a dozen of the top professional money managers who manage billions of private assets. Steves' knowledge, experience and integrity are exemplified as a Certified Financial Planner with the American College. Steve and his wife Deb have lived in Frederick County for most of 30 years.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.