COBBLESTONE FINANCIAL SERVICES - Key Persons
Job Titles:
- Associate
- Case Manager
- Paraplanner / Case Manager
Professional: David is registered with the Series 7 (General Securities Registered Representative), and Series 66 (Uniform Combined State Law). Finally, David is a Licensed Insurance Producer, Licensed as a Life, Disability, Long-Term Care & Health Insurance. David Graduated from Oakland University with a Bachelors Degree in Political Science & Minor in Business.
Personal: My girlfriend, Erika, and I live in Oakland Township. Erika is a Registered Nurse at Corewell Health Hospital in Troy. In my free time, I enjoy going to the park with Erika and our Golden Doodle June. As well as playing basketball and tennis. I also enjoy officiating high school football, as well as high school and college basketball.
As the Paraplanner, David is dedicated to having a keen eye for detail and passion for helping clients with their financial futures. David is committed to understanding clients' unique circumstances and advocating for their best interest while navigating financial challenges. With a strong foundation in financial planning and a commitment to staying current with industry trends, David collaborates with the Advisor who creates effective financial strategies.
As the Case Manager, David manages documentation, records, and procedural workflows to ensure seamless case progression. David maintains meticulous attention to detail which allows him to navigate intricate financial scenarios while upholding the highest standards of accuracy and compliance. David leverages proficiency in administrative processes to contribute to delivering comprehensive solutions and a seamless client experience
Job Titles:
- Associate
- Paraplanner / Case Manager
Qualifications:
Jeremy has passed both The General Securities Representative Series 7 Examination and The NASAA Uniform Combined State Law Series 66 Examination. He is also a licensed Insurance agent in the following fields:
Job Titles:
- Associate
- Benefits Coordinator / Licensed Agent
Laura is the Cobblestone Financial Services Benefit Coordinator. She is fully licensed in Health in the state of Michigan. She has worked in the benefits arena for over 15 years assisting businesses of all sizes. She also helps families and individuals of all ages.
She enjoys helping business owners, families, and individuals under 65 and over 65 find great plans that meet their healthcare and budget needs. Her clients appreciate her dedication and competence.
Laura graduated from Calvin College in Grand Rapids, MI with a Bachelors of Arts in Political Science with a minor in American History
Personal:
I live in Troy with my husband Darrell. We are blessed with four wonderful, grown children. I am pleased to join the world of grandmotherhood and spend time with my new grandson.