| | RETIREMENT |  | |  | | ESTATE |  | | | | INVESTMENT |  | | | | INSURANCE |  | | | | EDUCATION |  | | | | | | |
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| | | | | Wealth Manager Profile Spotlight | | | | Fitzgerald Charlier | | | Well known for his innovative and comprehensive financial strategies, Fitzgerald “Fito” Charlier has been a financial professional since 1998. His loyalty to his client’s desires has earned him the stunning retention rate of 100%* for clients remaining in the state. | | | Full Profile & Contact Information... | |
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| | | Leslie Strebel | | | Comprehensive financial plans for clients who wish to implement strategies for reaching goals in the areas of retirement, education, estate tax, income tax, risk management and investments. I also work extensively with business owners to create high quality and affordable employee benefits programs. | | | Full Profile & Contact Information... | |
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| | | | Perry Sykes | | | Perry is co-owner and Vice President of Investor Resources, Inc. Following nine years of management with the Boeing Company, Perry‘s interests in financial services resulted in him founding a tax planning firm. | | | Full Profile & Contact Information... | |
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| | | Ed Kohlhepp | | | Ed is the Owner and President of Kohlhepp Investment Advisors, Ltd. He heads the investment committee for the firm and specializes in retirement and distribution planning. Ed's credentials include the following: CFP®, ChFC, CLU, CPC, MSPA and he is an Enrolled Actuary. | | | Full Profile & Contact Information... | |
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| | | Paul Strebel | | | My extensive background includes experience working for a “big eight” accounting firm, two large brokerage firms, two large insurance companies, as well as tax manager for a large international manufacturing corporation. | | | Full Profile & Contact Information... | |
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| | | Wealth Manager Spotlight Blog | |
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