"My desire is to make our clients feel comfortable in their financial future; to chart a course then periodically review that course to make sure their destination has not changed."
 CFP® (CERTIFIED FINANCIAL PLANNER) Practitioner- Active Securities Licenses (Series 6, 7, 63 and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
- Life and Health Insurance Licensed
- Long-Term Care Insurance Licensed
- B.S. in Industrial Technology Management at Berea College (KY)
- More than 16 combined years experience in Management and Insurance
Areas of expertise include: |
- Retirement Planning
- Individual Retirement Accounts (IRAs)
- Life Insurance (including disability and long-term care)
- College Education Planning (529s)
|
- 401(k) Rollovers
- Mutual Funds
- Brokerage Services
- Estate Planning
|
Contact me by email at scritz@allegacyfcu.org or by phone 336.794.7058 or 800.782.4670 ext. 7058.
|
