Broker Check

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



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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.