CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Representative of LPL Financial
Chris is a registered representative of LPL Financial and has been working in the financial services industry since 1994. He is the founder of Perspective Financial Group and has focused most of his career on assisting companies design, implement, and operate their group retirement plans. In 2008, Chris expanded his focus to include holistic financial planning and wealth management for individual investors.
Shawnda has been working with individual wealth management clients since 2007 and helped establish Perspective Financial Group in 2019. Although a large part of her role is to provide support and assistance to individual wealth management clients, Shawnda is an advisor to employers regarding their retirement plan and is also involved in forming new wealth management relationships.
Prior to her work with Perspective, she worked with other financial consulting teams in the Indianapolis area. This experience enabled her to become acquainted with other firms and bring those best practices to the client experience at Perspective Financial Group. Shawnda is a registered representative with Series 7 and 66 registrations held at LPL Financial. She is also licensed in insurance and a Chartered Retirement Plan Counselor (CRPC®).
Born and raised in the Hoosier state, she resides with her husband and son in Fairland, Indiana. She holds an Associate's degree from Ivy Tech and a Bachelor's degree from IUPUI. Her husband Travis is a career Firefighter for Decatur Township Fire Department. Her son Landon is proud to be a Triton Central Tiger! The Sparks family motto is: ‘Adventures are fun! So, let's have some fun!!!!!' (Written by Landon at age 7!)