INSURANCE PLANNING - Key Persons
Job Titles:
- Registered Representative
Cameron has been with Insurance Planning since the summer of 2014. He became a full time registered representative after graduating from Illinois State University where he earned a Bachelor's of Science in finance & a minor in insurance. He specializes in Medicare, retirement planning, employer sponsored plans, & life insurance. He does this by putting your needs first. As a fiduciary, Cameron has the legal responsibility to put your needs ahead of his own and is held to a higher ethical standard than non-fiduciary advisors.
David M. Lewandowski financial advisor at Insurance Planning found his passion in the financial service industry at a young age. His father David R. Lewandowski introduced him to Squawk Box a morning weekday show on CNBC when he was just 8 years old. It would then become an obsession for him to follow & track the markets daily movements.
As an intern in 2012 he was able to witness first hand the difference he could make in people's lives. After graduating from Illinois State University in 2013 with a degree in finance, minor in insurance he joined Insurance Planning. He became securities licensed in 2014 & an investment advisor representative in 2015. David educates his clients on investing early & the power of compound interest over time. "You can only work so hard; you need to have your money work as hard as you do".