Our Team
Chris Holcomb, CFP®, CKA®, CRPS®
Certified Financial Planner (TM)
Credentials
- CERTIFIED FINANCIAL PLANNER (TM)
- Certified Kingdom Advisor (R)
- Chartered Retirement Plans Specialist (R)
- Series 7 - General Securities Representative
- Series 66 – Investment Advisor Representative
- Life, Health and Long-Term Care Insurance Licenses
Experienced In
- Rollover (IRA and Roth IRA) Planning
- Retirement Planning
- Retirement Income Strategies
- Insurance Planning
- Long-Term Care Planning
Managed Accounts
Rob Hinson, CFA(R) - Director of Investment Operations and Trading
David Rosenblatt* - Director of Investment Strategies
Compliance
Kimberli Casner, Esquire - Senior Vice President and General Counsel
Client Services
Jacqueline Trezza -Chief Operating Officer
Kayte Kocher - Advisory Operations Manager
*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.