LPL FINANCIAL - Key Persons
Dan has been in the investment industry for over 30 years and is highly qualified to assist clients understand, implement and work towards their financial goals. He takes a comprehensive approach to working with clients and stresses a holistic method to derive integrated solutions.
In addition to providing you with access to many different investment choices, the main difference you will find in Dan's practice, is the fact that he incorporates a Risk Management strategy into all of his clients' advisory portfolios. He uses a methodology called the Point & Figure Charting which means he studies charts daily, monitoring client accounts. While Dan is not able to guarantee its success, he uses it each and every day to help actively manage clients wealth and does his best to manage against losses.
Job Titles:
- Client Service Specialist
Misty brings over ten years of client service experience in the area of financial services and has completed the Registered Paraplanner course of study encompassing the financial planning process and the disciplines of financial planning. Misty is responsible for administrative support, client relationship services, advisor administration activities and general business operations. Misty is originally from Louisiana, attended college in Texas and later moved to Michigan.
Randy works in the America Group Financial Planning Department. His role includes analyzing clients' financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including WealthVision (eMoney) and Morningstar Workstation. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support advisors with Case Design services.
Prior to joining the America Group team, he gained his training and experience from his previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty.
Randy is a graduate from Oakland University with a bachelor's degree in finance. When he's not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.