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Adam Pearce, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
(877) 469-7377
adam@retirement-professionals.com
My life story shaped who I am as an Advisor. These are my experiences...
Clifford T. Hudson
Financial Advisor
(877) 469-7377
Clifford Hudson takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several...
Jeffrey Wilhelms
Investment Adviser Representative
(877) 469-7377
jwilhelms@LincolnInvestment.com
Jeffrey takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such...
Michael Renner
Investment Adviser Representative
(877) 469-7377
Michael Renner started in the insurance business in 1985 and shortly there after got his securities license. He spent the largest portion of his career serving the airline industry, education field, and non-profit organizations....
Nicole Meehan
Senior Registered Associate, Client Services
(877) 469-7377
nicolemeehan@legendequities.com
Peggie Pellham
Financial Advisor
ppellham@lincolninvestment.com
I grew up in Eugene, OR loving the outdoors. I moved to Austin to further my tech career, became burned out after about 15 years and was ready for something new. I was inspired to become a financial advisor because of the relationship...
Robert Cates
CA Insurance Lic #0799839
Financial Advisor
(877) 469-7377
Robert Cates earned his Masters Degree in Education from Azusa Pacific University. He currently holds series 7 and 63 licenses and specializes in portfolio management and retirement counseling. Robert enjoys playing a central role in...
Robert Horstman, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
877-469-7377
robert.horstman@retirement-professionals.com
I can help you create a personalizedfinancial plan to help you reach yourshort- and long-term financial goals.We will discuss your current financialsituation and your financial goals,and together design a plancustomized to your needs....