Jeff Solinsky has been in the financial services industry for over 27 years and provides financial services to successful individuals and businesses. Jeff focuses on two distinct areas: 1. Comprehensive Financial Planning; covering all four cornerstones of a complete financial plan. He specializes in liquid savings, comprehensive investment plans, and risk management through the use […]
Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction […]
Tom Meyer began his financial services career in 1995 and is Vice-President of Benefit Planning Group Insurance & Wealth Management; offices in Metairie, Louisiana and Nashville, Tennessee. He is a graduate of Loyola University, New Orleans, and holds the Chartered Retirement Planning Counselor designation from The College of Financial Planning. He is securities registered through […]
Patrick began his financial services and insurance career in 1983 after attending LSU where he studied petroleum engineering and minored in mathematics. Patrick is professionally licensed as a Series 6 and 63 representative through LPL Financial & hold his Series 65 license with Strategic Financial Concepts. He is an Investment Advisor Representative and Series 26 […]
Ryan Bubela is a CERTIFIED FINANCIAL PLANNERTM practitioner and founder of Bubela Wealth Management, with over 20 years of industry experience. He holds firm to his philosophy of truly doing what’s best for the client, making sure clients understand often complex financial issues, and building personal, not transactional, relationships. As he puts it, “My clients […]
Wayne N. Schwartz is the owner of CAPITAL RETIREMENT PLANNING GROUP, a firm specializing in investment management for retirement plans, business owners, and high net worth individuals. With 46 years of advanced financial planning experience, Wayne is familiar with thedynamics of capital formation within a business, as an inheritance, and in generalinvesting for reliable income […]
