FINANCIAL ADVOCATES - Key Persons
Job Titles:
- Advisor
- Financial Planner
Matt has been a licensed advisor since 2015 and has his CERTIFIED FINANCIAL PLANNER™ Certification (CFP®). He is passionate about the financial planning process, investment management, and developing genuine, meaningful relationships with his clients.
Steve is responsible for the training and future enhancements of WealthVision as well as assisting LPL representatives with case design and illustrations. Prior to joining LPL's home office in June of 2006, Steve was an LPL registered representative for over 5 years. As an LPL OSJ he was responsible for overseeing eleven Advisors and the compliance oversight of several successful FIS programs.
As a life long student Steve has earned a BS in Psychology, an MBA, a Graduate Certificate in Personal Financial Planning, an MBSA: Financial and Tax Planning, and a Graduate Certificate in Human Resource Management. He is CFP® Practitioner and is NASD securities licensed 7, 66, and 24 held through LPL Financial, as well as SC Life insurance.
Job Titles:
- Senior Planning Consultant
Susy specializes in comprehensive financial planning, investment strategies, real estate ownership and financing issues, estate and philanthropic planning. She works with advisors who are adding fee based planning and hourly consulting to their business models with practice development and management ideas. Susy joined the Financial Planning Group in 2008. Her experience includes over 15 years as a successful independent financial planner/OSJ principal, and over 7 years working for financial services corporations as Field Director, Sales Manager, Manager of Wealth Management Solutions, and Regional Financial Planning Director, plus 3 years in residential lending.