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F. William Griffin, Jr., CFP™ Bill is also quick to point out the significance of his Bachelor of Arts Education obtained from Catawba College in Salisbury, North Carolina. “Catawba is a small Liberal Arts School in the Piedmont region of North Carolina that provides a good education in many areas of a young man’s life. They know that a well-rounded religious background will give you a good base to build your life upon.” Bill still believes that today and is very active in his church and related activities. His wife, Alice, has been a faithful supporter and major contributor to Bill’s success. She’s always there to pick him up when he falls. Bill thanks God for her and for all the client relationships that have come his way over the years. Professional DesignationsCertified Financial Planner (CFP™) Graduate Estate Planning Consultant (GEPC) Retirement Distribution Specialist
Mark D. VanderHagen, CFP™ Mark’s mantra has withstood the test of time as he still promotes the keys to financial success, which are to plan, work and invest. Those principals have not only served him well but also his loyal clients who count on him to help them build financially secure futures. After 20 plus years of practical financial planning experience, Mark has added a few more keys to his definition of success - family time and charity. With a wife and four active children, Mark knows all too well that that time goes by quickly and is a precious commodity. He spends as much time being involved with their activities as possible and cherishes their family vacations while they last. Giving back to the community with time and treasure has always been important to Mark. Evidence of this commitment is witnessed by his involvement with St. Vincent de Paul Catholic Church, Bishop Dwenger High School, and Erin’s House for Grieving Children. In the future, he hopes to invest even more time performing charity work as the family nest begins to empty. Professional Designations Memberships
Joseph DeWald, CFP™ Joe attended Bishop Luers High School and went on to gain his BS in Computer Science and Marketing from Purdue University. His career started at IBM, as a Systems Engineer, where he received excellent business training. Later, as an entrepreneur, he proved his acquired skills while running his own successful small business. These skills have served as a foundation for providing the sound advice his clients have come to rely on when making their financial decisions. Joe believes taking the time to fully understand the client and then developing a financial plan based on their values, is the key to helping them. As a husband and father of three, Joe understands the importance of knowing where your values and priorities lie. For him it is Faith, Family and Helping others. He realizes, that as his parents age, and his children grow older, taking time to enjoy them both, is so important. You can usually find Joe and his family in the woods or on the lake, being part of nature and the great outdoors. Being of service to others by sharing his time, talent and treasure is a value that was instilled in him by his parents at an early age. Whether at church, with friends, at work or in the community, he is always willing to take time to help. This is one of the reasons why Joe is so passionate about this profession, because it allows him the ability to help others. Professional Designations
Laura Bourquin She is excited about new challenges at The Advisors Group and looks forward to getting to know all of our clients. Please feel free to contact her directly for your service related needs. Her areas of responsibility are handling customer payouts, account transfers and opening new accounts, as well as, helping with tax preparation for some of our clients. Michele Bracken Michele is dedicated to performing to her highest potential and seeks to honor God by utilizing all of the gifts and talents to the fullest. She strives to bring a positive, winning attitude into every business experience. Moreover, she is committed to maintaining the highest level of business and personal ethics. Most of her spare time is dedicated to her family, but she also enjoys shopping (aka “retail therapy”) and cooking. Lauren Meyer Patrick O'Connell Brad Steenport top^ |
Securities offered through LPL Financial member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, FL, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NV, NY, OH, PA, SC, TX, VA, WA, WI, WY. Copyright © 2008 The Advisors Group, All Rights Reserved. Disclosure |
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