FINANCIAL DESIGNS - Key Persons
Job Titles:
- Investment Operations Coordinator
Buzzy Coleman is chairman of Coleman-Adams Construction, Inc. Two of his children, Clif and David, also work with their dad, and together they operate as a family business with a strong focus on their customers. Concerned with the future plans of the company, Clif and David asked their father, "What do you want to see happen with the business? What's your continuity plan?" Buzzy knew he wanted to stay in the company and work, while his son Clif transitioned to the presidency. Rick Scruggs, a financial professional, who has worked with the company and the family for over 20 years, came in to help put a plan in place to make this happen. "Rick has been a great facilitator in numerous meetings that we've had regarding succession planning and transition," says Clif.
Job Titles:
- Executive Director, Legacy Advisors Network
Job Titles:
- Client Relations Coordinator
Job Titles:
- Advisor, Qualified Plans Manager
Job Titles:
- President, Abundance Business Coach
Job Titles:
- Insurance Operations Manager