A collection of achievements and noteable events from those in the annuity.com community and beyond.
Rick Dennis Professional Credentials Rick Dennis, CFF (Certified Financial Fiduciary®), is the President of Conservative Retirement Solutions, LLC, a Houston-based retirement planning company. Rick started his company in 2004 after. . .
Michael Battalini Professional Credentials As CEO of The Pittsburgh Wealth Management Group, Michael is dedicated to guiding people in protecting their assets and growing what they have earned over their. . .
Leslie Davis Professional Credentials Leslie is passionate about putting her client’s needs first and keeps business ethics at the heart of her decision-making. Her approach has made it possible to. . .
Joe Brown Professional Credentials Joe Brown has over 30 years of experience working with people near retirement or already in retirement. Not one single client of Joe’s has ever lost. . .
Doug Voss Professional Credentials Doug established his company on the belief that independence, integrity, and family should be the foundation of everything. Doug is an expert at Principal Protected Retirement. . .
Casey Marx Professional Credentials A trailblazer, Casey has been acknowledged by Forbes Magazine as one of America’s Financial Leaders, a recognized member of the National Ethics Association, and is a. . .
Ed Slott, long considered America’s IRA Expert, just announced the selection of Brad Pistole CFF®, CAS®; and Hunter Pistole as Guest IRA Experts in his long-standing monthly publication. This is. . .
Marty Becker Named Contributing Author for ThinkAdvisor Marty Becker has been named a contributing author for the admired industry publication, ThinkAdvisor. In addition to his expanding authorship, Marty is a. . .
Brad Rhodes Perspectives Thank you for requesting my FREE newsletter, “Brad Rhodes Perspectives.” I’ll send you valuable information you can use twice a month. Simply fill out the short form. . .
Ben Kunes Achieves CFF® Advisor Certificate Ben Kunes, President and Founder of Safe Money Retirement Group LLC, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group. . .
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