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Members Celebrating Anniversaries

Sunday, October 1, 2017  
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Members Celebrating Anniversaries in October, November & December 2017

 

30 Years

  

Jeff Shkolnick, CFP® - Texas Advantage Insurance Brokerage

 

 

20 Years

  

Tim Satre, CFP® - Ameriprise Financial Services, Inc.

 

Richard Grbac, CFP® - Strategic Advisory Servicewws, LLC

 

Patricia Barrett, CFP®, CDFA - Lifetime Planning, LLC 

 

10 Years


John O'Mahoney, RHU, CLU, ChFC

 

J. Derek Finley, CFP® - Mercer Advisors 

 


5 Years


Susan Strong

 

 

 





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