We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org

● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.

Personal Financial Planning Firm

BCLS BD Services is a sister company to the broker-dealer Monadnock Capital Management then to its successor, MCM Intrepid. Managed the technology projects and the operational support for the broker-dealer.

As Westover’s Client Services Director, I serve as a vital connection with our clients. I help ensure that the entire Westover client experience is as smooth and easy as possible and that our clients’ needs are met on a daily basis.

We are a full-service Accounting firm with locations in Delaware, Pennsylvania, and Florida. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Contact us to schedule a free consultation!

HFM Investment Advisors is an independent, fee-only financial planning and investment management firm that utilizes education based on Nobel prize-winning academic research to help clients invest to achieve their goals. We are dedicated to providing the professional advice and strategies to help guide your family’s financial future. Our clients are never database entries, but families and individuals that we have known and served for decades. We are personally involved in their lives as they are in ours. We are your guide to managing your family’s or company’s financial plan for the long-term. Focusing on the intersection of the things that matter to you and the things you can control, we align your family values with your capital and, if appropriate provide, you with a financial and action plan to follow. _____________________________________________________ HFM Investment Advisors, LLC (HFM) is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. HFM does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Wealth management is evolving, and Black Diamond aims to keep its clients ahead of the curve.

I have over ten years of experience in the financial services industry. I graduated from the University of Delaware with degrees in Economics and Political Science. Prior to joining Genesis Advisors, I was a Vice President for the J.P. Morgan Private Bank. While there, I was part of a team that managed the assets of High Net Worth individuals and families. I reside in Middletown, DE with my wife Dana and our children, Shane, Gabriella and Brennan. I specialize in working with the retirees and pre-retirees who struggle to develop a retirement income strategy. Developing a strategy that balances your needs and wants against your resources is critical as you transition into retirement. Maintaining and adjusting your strategy throughout retirement is also necessary as your needs change. We provide wealth management services for individuals and companies. We specialize in retirement income and legacy planning. Securities and advisory services offered through Centaurus Financial, Inc, Member FINRA & SIPC. Supervisory Branch: 2300 E Katella Ave, Suite 200, Anaheim CA 92806 Telephone: (800) 880-4234 Genesis Advisors and Centaurus Financial, Inc are not affiliated Companies. I am licensed to sell securities in DE, PA, MD, NJ.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Vizionary Wealth Management, we strive to create a personalized financial roadmap that guides you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities. Please visit our website for full disclosures. Third-party comments may not be representative of all customer experiences.

Compass Investment Advisors is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service. Our mission is to be a positive and meaningful force in our clients life journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Compass Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.