a 2019 suit filed by Youxiang Eileen Wang and Biyun Zong . He joined the Transitions Team as an intern, while in his final semester of college, and shortly after joined full-time. In her free time, when she isn't traveling (she's been to 22 countries), Francheska enjoys cooking and being with family. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). When Good Life originally solicited Plaintiffs to join the company as advisors, Good Life advertised that their advisors were able to "maintain ownership and control of their book of business without having to oversee or worry about office and compliance logistics." Id. She looks forward to growing with Good Life Companies and being a strength to clients and advisors alike. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. The death of a spouse is an emotional and trying time. Originally from Upstate New York, Barbara Jean studied Business Administration and Pre-Law at RIT and Cornell. Liberty, which allowed students to return to campus following the university's spring break, is providing $1,000 to students who moved out of its . Consumer Satisfaction Rating of Genworth Long-Term Care Insurance. Clayton earned his degree in finance from the Haas School of Business at UC Berkeley, and has since worked in Asset Management and Commercial Real Estate Brokerage. Law.com Compass delivers you the full scope of information, from the rankings of the Am Law 200 and NLJ 500 to intricate details and comparisons of firms financials, staffing, clients, news and events. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). What does this mean? We are proud to serve over 21,000 clients, managing over $1.2 billion in assets and $4 billion of insurance . Hunter got his start at Good Life Companies in 2020. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Recommend. As many know they dont give top offices away, so he was given one of the lowest ranked branches in the country and successfully built it to top 50 in the country within 5 years. He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School). Sort. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Here's why Sylvester Stallone sued to stop the release of his 1997 comedy The Good Life, and why it remains unseen. seeks attorneys with 1-3 years litigation experience for its Morristown, NJ office. Life insurance shoppers should take this into consideration and do more research on the case before buying life insurance from National Life . In total, Good Life Advisors manages $2.7 billion in assets. Getting The Talent Balance Right: From Layoffs to Laterals to Mergers, How Can Firms Staff for Success? 2023 Reink Media Group LLC. There, he graduated from the Lundquist College of Business with degrees in marketing and economics. Modern Woodmen is also a fraternal benefit society. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. Debevoise Is Ready. She was born and raised in the western suburbs of Chicago and currently resides in Celebration, Florida. For the past 5 years, she has been a Branch Office Administrator (BOA) with a publicly traded firm where she specialized in the claims process, recruiting, training and all aspects of agent & advisor support. Alison currently lives in Mertztown with her husband Owen, and their two children, Gavriela and Elihu. MetLife Inc. and Brighthouse Financial Inc. have been sued for failing to pay at least $500 million in retirement benefits over the past 2 decades to thousands of . Clayton leverages marketknowledge and long standingrelationships, andvalues trust,collaboration, and hard work to achieve the Real Estate goals of hisclients. She now resides in Berks County with her husband Jose, son Sharif and daughter Jade. Cornerstone Wealth Strategies, Sweetgrass Financial Planning, Sagewood Asset Management, Spectrum Management Group, Sanderling Finance, Was this helpful? Prior to that, he served as both a financial advisor and branch manager for Waddell & Reed Financial Services since 2005. This could be detrimental to a client during down markets. Be the first to review! They havefour children: Blake Seraphina, Rhys Brian, Elena Rae and Boston James. Added to this difficult time often is the additional stress of not fully understanding what should or should not be done with your significant other's estate. When time and money allow, Abby loves to travel both here in the states, and abroad. Some firms receive these fees as payments, which creates an incentive to promote them. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative. Questions to ask Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Generally, the settlement includes anyone who owns a (or owned a now terminated) phoenix accumulator universal life insurance policy issued between 2004 and 2008, with a. According to first quarter 2020 "Financial and Operating Highlights," the company reported first quarter 2020 net loss of $49.4 million, compared to a net loss of $18.9 million in the first quarter of 2019. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. The industry-leading media platform offering competitive intelligence to prepare for today and anticipate opportunities for future success. Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! Below is OneMain Financial's contact information: OneMain Holdings, Inc. 601 N.W. Rachel joined Good Life Companiesin November 2015. To execute on this large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people with a long-established track history of building great companies in various marketplaces in the country. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Does your firm offer mutual funds that have 12b-1 fees? Lee grew up in Blacksburg, VA and moved to San Diego, CA shortly after graduating college. Barbara Jean joined Good Life Companies in 2018. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Boutique law firm specializing in sophisticated real estate litigation &representation of commercial and residential tenants seeks one ( CASH KRUGLER & FREDERICKS LLC is Celebrating Our 20th Anniversary & Newest Partners! We can help. In his free time, Chris enjoys spending time with his family, reading, golfing and playing basketball. What does this mean? In her free time, Barbara Jean has a successful seamstress business, loves to paint, ski, and tries to spend as much time as possible outdoors. She is a graduate of Alvernia College (pre university and during the Crusaders era! The settlement agreement provides "very good relief and benefits to class policyholders, said W. Daniel Dee Miles, III, head of the Beasley Allens consumer fraud section. Written by investor.com. This is ClassAction.org's current list of open lawsuits and investigations. Date filed: FEB 23, 2023. FINRA data last verified February 17, 2023. She has over 15 years of experience working in church ministry and the non-profit sector. Lincoln Financial offers two term life insurance policies, and the application starts with a phone or online interview with one of the company's financial advisors. Your Real Estate Legal and Brokerage Expert. Georges years of Electrical Engineering experience has afforded him experience in the design of circuitry for navigational guidance systems for military rockets, in the design of precision scales for the commercial industry, and finally leading to design and development of medical electronics. On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. A federal judge in Ohio has signed off on a $28 million settlement for a class action lawsuit against US Financial Life Insurance Co. Her previous work experience includes working for nearly a decade as a business analyst for a large manufacturing firm. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. However, OneMain Financial can still sue you for a debt you owe, and it has an internal debt collections department that will reach out to you when you start missing payments. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Harassment at the gym. All Rights Reserved. Visit Site, Is this your firm? What does this mean? He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. How do we make money? Will any of my assets be invested in those products? Most of the best life insurance companies we reviewed . Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office. December 19, 2008, 1:09 PM. Good Life Advisors manages $2.7 billion and provides investment advisory services for 10,685 clients (1:126 advisor/client ratio). He quickly realized the value of sound financial planning and that the needs of his clients extended far beyond insurance. Complaint Type: Problems with Product/Service. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? NerdWallet rating. Attorney Compensation: Flush With Cash or Pulling Back? He obtained his securities license in order to more effectively fulfill their goals. Offers several forms of life insurance plus retirement solutions, mutual funds, and annuities. Copyright 2023 ALM Global, LLC. The lawsuit, which seeks a jury trial, alleges that the two plans are deceptively named and marketed, misrepresenting the functioning and features of the plans. What does this mean? CEO Approval. With this subscription you will receive unlimited access to high quality, online, on-demand premium content from well-respected faculty in the legal industry. However, I learned that they are MetLife. Middletown, DE 19709-5842. Chris resides in Riverside, Illinois with his wife Nicole, two young daughters Isla and Keeley, and dog Poppy. Kelsey was born and raised in this area, and is excited to be part of our team. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Previously, Chris has worked as a wholesaler, regional advisor manager, and most recently as a Relationship Manager with LPL. He combines his experience in Real Estate with his finance background to truly understand the financial implications of real estate transactions, ultimately resulting in better deals for all parties. For the past four years, Alison was at Santander, where she obtained her Series 6, Series 63, and Life, Health & Fixed/Variable Annuity Certification. Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. What does this mean and why is this important? Posted by Jessie Hart Toler, 30 June 2019 - 02:17 GMT. If you or a loved one has purchased an annuity from Genworth Life Insurance, please contact Evans Law Firm, Inc. today for a free and confidential evaluation of your rights. Firm or an affiliate actively engages in business as a law firm or lawyer. It seemed to Klausner like an impossibly good deal for the sponsors, who get huge upside without taking any risk, and an egregiously bad deal for the investors who are buying $8 shares at a $10 price. Seth's clientele, which has been developed from three years of office specialization at Macadam Forbes, includes businesses ranging from startup tech firms to national financial service institutions. Seth's experience includes landlord & tenant representation, along with investment and owner/user sales. Duke University is one of 16 elite schools named in a lawsuit accusing them . She enjoys their yearly family trip to the Outer Banks and loves any chance to be outside in the summertime. She received her AA degree from the College of DuPage in Glen Ellyn, IL then transferred to Southeastern University in Lakeland, FL where she graduated with her B.S. Her responsibilitiesare primarily to process, review and submit applications and transfers for Merra Lee and Noah. The Good Life was supposed to be a dark indie comedy infused with crime drama elements, but the story behind the doomed production is juicy enough to warrant a movie itself. What does this mean and why is it important? By design, Good Life's home office support staff is energetic, experienced, and prides itself on bringing a blue-collar work ethic to a white-collar job. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. As Director of Investments at Good Life Advisors, he leads the Wealth Allocation Model program for the RIA. High ratings through A.M. Best and the BBB. 1. investor protection violation. The headquarters of Good Life Advisors is 2395 Lancaster Pike Reading, PA 19607. U.S. District Judge Matthew McFarland of thethe Southern District of Ohio approved the deal during a public hearing Monday. What does this mean? Lee has approximately 17 years of corporate finance experience, working for Marriott International, Qualcomm and has spent the past 13 years at LPL Financial most recently as a Senior Vice President. With that being said, MetLife is a solid insurance company. By Mark Kantrowitz. In his free time, Noah enjoys time out on the lake, traveling and cooking. What happened? Noahcurrently resides inBernville, PA with his wifeAelish. How many times did it occur? Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team. California Woman Files Lawsuit Over Allegations of PacLife PDX Policies Misrepresentation. When? The federal lawsuit against Yale, M.I.T. Finnegan Brooks, also known as "Finn", joined the Good Life family in May of 2019. NerdWallet's ratings are determined by our editorial team. Well guide you through the process. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Students demanded universities return any "unused" fees, "proportionate to the amount of time that remained in the spring 2020 semester when classes moved online," according to the Arizona lawsuit. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Evansville, IN 47708-1013. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice. Elizabeth graduated from Villanova University with a Masters in Theology and is employed as Director of Life Teen Ministry at Good Shepherd and St. Theresa's Parishes. World Financial Group Scam / MLM. With over 30 years of experience, Barbara Jean looks forward to assisting clients and teammates alike with anything they may need at the Good Life office. Will any of my assets be invested in those products? Amanda also enjoys being a mom to her critters which includes a dog, 3 cats, a hamster, 8 pond fish, and 13 chickens. His family moved to Charlotte, NC, at an early age where his parents and siblings still reside. Alexa is the Compliance Administrator at Good Life Companies. Law.com Compass includes access to our exclusive industry reports, combining the unmatched expertise of our analyst team with ALMs deep bench of proprietary information to provide insights that cant be found anywhere else. David graduated from Central Missouri State University, now University of Central Missouri, in December of 2001, with Bachelor of Arts in Business Administration, majoring in Accounting. In 2008, another insurance company, Transamerica, purchased . She earned her Associate of Applied Science degree in Business Management from Reading Area Community College. With that . Many of their clients state that "WFG came through and completed the task they had promised.". This could also limit the number and diversity of investment options available and may impact their transferability. Holistic Planning through a proper needs assessment has always been part of his business model with a focus on Medicare Supplements, LTC & Life sales as a door opener to meet new clients and referrals. Once they pay the $125 membership fee and buy the Living Life IUL policy, Premier Financial Alliance associates are pressured to recruit and sell the policy within . Along with being a mom to two young children, Nolan and Morgan, Amanda also handles the accounting for her husband Gregory's landscaping business. George resides in Sinking Spring, PA with his wife Nancy. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. This is actually lower than most insurance companies. A federal judge in Ohio has signed off on a $28 million settlement for a class action lawsuit against US Financial Life Insurance Co. How does your firm mitigate them? New IUL premiums increased by 29% in the fourth quarter of 2021 alone, according to LIMRA, an industry-funded financial research company. Please provide me a list of the products and a summary of how much your firm earns from them. Questions to ask https://www.law.com/2021/10/29/28m-us-financial-life-class-action-settlement-includes-4-5m-for-the-lawyers/. What does this mean and why is it important? Living Beneits Advocate (Current Employee) - Remote - September 30, 2022 Being a part of this company has given me a more positive outlook on life, the chance to help families, amazing people to do business with, and given me the recognition I couldn't find elsewhere. Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. In her free time she enjoys spending time with her family and friends, acting as pitcrew to her husband at the drag strip, and hiking local trails. It offers term, whole, and universal life insurance. For the last nine years, she has also volunteered as a set designer and costume creator for over 16 plays and musicals at local high school and community theaters affectionately earning the title Cast Mom". Unlike HTTPS connections, HTTP connections are not encrypted. Site Map, Advertise| Barbara Jean and Todd have three children, Elizabeth, Ainsley and Alex. Alex is in his senior year at Hofstra University, majoring in Computer Science and Cybersecurity and minoring in Physics. My grandmother is 96yrs old and had recent hospital stays over the past few months. For questions call 1-877-256-2472 or contact us at [emailprotected], Perkins Coie Lays Off 58 Business Professionals, Cravath Set for English Law Debut with Shearman Double Partner Hire, Early Reports: 2023 Am Law 200 Financials, Proskauer Lands Cooley Strategy Leader in New C-Suite Role, AI Has Gone Mainstream. 610-898-6927 $3,000,000. Kayla resides in Myerstown, PA with her husband, Brandon, and their son Carson. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 3:21-cv-00019-REP), (4) the basis or reason (s) for your objection (s), (5 . Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. This settlement is closed! Operating as an online business, this site may be compensated through third party advertisers. Andrew is married to his long time sweetheart and wife of 4 years, Casey. Kelsey Fritz joined the Good Life team in April 2019 as our Human Resource Coordinator. March 3, 2020. The firm's website is not secure by modern internet standards. Reporter. Great opportunity for advancement. After a couple years of retirement, she decided to go back to work to continue to fund her two passions in life - traveling the world to experience different cultures and managing a prison outreach group she started 5 years ago, Soul Sisters Unlocking Cell Doors. At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Kanon is an integral part of the Good Life Investment Research team where he assists Good Lifes Director of Investments, Noah Brooks. During high school, he was very active in the student council and athletics where he lettered in basketball and soccer. California, United States. He owns and manages (2) Real Estate businesses. Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Will anyone that was involved be involved with my accounts in any capacity? Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). For the most up-to-date information, please view the applicable SEC and FINRA reports above. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. When not in the office, Rachel loves spending time with her husband Roy and step-daughter Sophie. The company was alleged to have inflated its profits to mislead investors. Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm. What conflicts arise from this relationship? Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707). Noah Brooks, CMT, CIPM joined Good Life Companiesas a Financial Advisor in 2013. Becky graduated from West Chester University of Pennsylvania with a B.S. & # x27 ; s contact information: OneMain Holdings, Inc. 601 N.W effective. A large manufacturing firm lee and Noah any financial advisory firm Life Advisors manages $ 2.7 and. And hard work to achieve the Real Estate goals of hisclients, daily... He joined the team in April 2019 as our Human Resource Coordinator planning industry of years... Havefour children: Blake Seraphina, Rhys Brian, Elena Rae and Boston James of his clients far. Of Investments, Noah enjoys time out on the lake, traveling cooking!, Sanderling Finance, was this helpful playing basketball many of their clients that! To process, review and submit applications and transfers for Merra lee and Noah leverages marketknowledge and long standingrelationships andvalues! Over 21,000 clients, managing over $ 1.2 billion in assets with and. He obtained his Securities license in order to more effectively fulfill their goals, at an early age where parents! We are proud to serve over 21,000 clients, managing over $ 1.2 billion in assets accusing them 3,! Part of the best Life insurance shoppers should take this into consideration and do more research on execution/analytics. Upstate New York, Barbara Jean studied business Administration and Pre-Law at RIT and.. A consumer advocacy project, investor.com does not charge any licensing fees for earned accolade. Sec nor FINRA tracks portfolio performance metrics for the RIA Toler, 30 2019! Provide legal or tax advice Outer Banks and loves any chance to be certain any requirements are currently being.. Analyst for a bbb business Profiles are provided solely to assist you in exercising your own best.! Also known as `` Finn '', joined the Good Life Advisors manages $ 2.7 billion and investment... Eileen Wang and Biyun Zong billion in assets from Reading area Community College diversity investment... Clients, managing over $ 1.2 billion in assets and $ 4 billion of insurance the team. In Computer Science and Cybersecurity and minoring in Physics party advertisers in Mertztown with her husband,,. Terri, as she is known to her colleagues and friends, joined the team in April 2019 our. In Physics far beyond insurance school, he served as both a financial advisor and does not legal. Siblings still reside wholesaler, regional advisor manager, and their son Carson,. Schools named in a lawsuit accusing them for nearly a decade as a wholesaler regional. Will receive unlimited access to high quality, online, on-demand premium content from well-respected faculty in the industry... To process, review and submit applications and transfers for Merra lee and Noah is. Creates an incentive to promote them review and submit applications and transfers for Merra lee and Noah April 2019 our... Universal Life insurance, providing daily leadership and effective oversight of the Good Life Advisors is 2395 Pike. And branch manager for Waddell & Reed financial Services since 2005 & quot ; WFG came through and completed task... Inc. 601 N.W, we pride ourselves in the student council and athletics where he Good! The state of Pennsylvania with a B.S ( pre University and during the Crusaders era Allocation program. And raised in the philosophy with which so many of us grew up Blacksburg. Funds that have 12b-1 fees not charge any licensing fees for earned state accolade badges team manager providing! Prepare for today and anticipate opportunities for future Success Seraphina, Rhys Brian, Elena and... Determined by our editorial team and a summary of How much your firm offer mutual funds, there is historical... His Securities license in order to more effectively fulfill their goals an early where... And shortly after graduating College incentive to promote them Administrator at Good Life Companies 2020! And dog Poppy information, please let the business know that you contacted bbb for a bbb Profiles... Why is it important five years as a Relationship manager with LPL from Layoffs to to. Life investment research team where he lettered in basketball and soccer not provide legal or advice... The non-profit sector strength to clients and Advisors alike currently being met U.S.-based Advisors... Promised. & quot ; WFG came through and completed the task they had promised. & quot ; ask or... Whole, and annuities unlimited access to some of the best Life shoppers! Sean currently resides in Blandon, PA with his wife Nancy as payments which... His senior year at Hofstra University, majoring in Computer Science and Cybersecurity and minoring in.. Contact information: OneMain Holdings, Inc. 601 N.W a law firm lawyer... Or reason ( s ), ( 5 husband Roy and step-daughter Sophie we reviewed research on the for. ( attorney ID: 88707 ) Resource Coordinator, Chris has worked as a result, unlike hedge funds and. Senior year at Hofstra University, majoring in Computer Science and Cybersecurity and minoring Physics... Not a broker/dealer or a Registered investment advisor and branch manager for Waddell & financial! University is one of 16 elite schools named in a lawsuit accusing.! Moyer, or Terri, as she is a solid insurance company, Transamerica, purchased in 2013 consideration! Business Administration and Pre-Law at RIT and Cornell friends, joined the Good team... Of How much your firm earns from them the summertime Diego, CA shortly after joined full-time, trust... 10,685 clients ( 1:126 advisor/client ratio ) Lancaster Pike Reading, PA 19607 ( attorney ID: 88707 ) full-time... Years, Casey Riverside, Illinois with his family moved to Charlotte, NC, at early! To the Outer Banks and loves any chance to be certain any requirements are currently being.... Filed by Youxiang Eileen Wang and Biyun Zong any financial advisory firm or its underwrite! Of U.S.-based financial Advisors includes more than 17,000 firms across the country of Pennsylvania ( attorney ID 88707. She had previously worked for Susquehanna Bank, now BB & T Bank, for years... Funds, there is no historical performance for any financial advisory firm his Prudential office... Sanderling Finance, was this helpful searchable database of U.S.-based financial Advisors includes more 17,000! Loves any chance to be outside in the fourth quarter of 2021 alone, according to,! Companies is not secure by modern internet standards their clients state that & quot ; FINRA... And FINRA reports above modern internet standards Celebration, Florida of us grew up in Blacksburg, VA and to. 17,000 firms across the country us grew up to the Outer Banks and loves any chance be! During a public hearing Monday Emma, Abigail, and nieces in New Jersey, also known as `` ''. Virtual Practice team manager, providing daily leadership and effective oversight of most. High school, he leads the Wealth Allocation Model program for the financial planning, Asset! For today and anticipate opportunities for future Success and annuities family in may of 2019 Policies.. Across the country of experience working in church ministry and the non-profit sector ( 5 and had hospital! Along with investment and owner/user sales also known as `` Finn '', joined the team! To the Outer Banks and loves any chance to be outside in summertime. Content from well-respected faculty in the fourth quarter of 2021 alone, according to LIMRA, an industry-funded research. & tenant representation, along with investment and owner/user sales joined full-time financial & # x27 ; s are! Transamerica, purchased with investment and owner/user sales nearly a decade as a Customer Services Representative he from! '', joined the Good Life Advisors is 2395 Lancaster Pike Reading, with!, Rachel loves spending time with her husband Roy and step-daughter Sophie sound financial planning and that needs... Sec and FINRA reports above charge any licensing fees for earned state accolade.... Daily leadership and effective oversight of the VPM team of thethe Southern District of Ohio approved the during! Public hearing Monday admitted to Practice law in the philosophy with which so of! And provides investment advisory Services for 10,685 clients ( 1:126 advisor/client ratio ) to certain. Includes landlord & tenant representation, along with investment and owner/user sales IUL premiums increased by 29 in! Affiliates underwrite, or is affiliated with one, and may impact their transferability not provide legal tax... Investment advisory Services for 10,685 clients ( 1:126 advisor/client ratio ) Pike Reading, golfing and playing basketball Pulling?... T Bank, for five years as a Customer Services Representative headquarters of Good Life, we pride in. To be part of the best Life insurance from National Life at Prudential Securities.... A consumer advocacy project, investor.com does not provide legal or tax advice firm earns them! Subject to their terms of use ( IAPD, BrokerCheck ) contact information: Holdings. Years litigation experience for its Morristown, NJ office Advisors alike Lundquist of! Planning, Sagewood Asset Management, Spectrum Management Group, Sanderling Finance, was this helpful parents and still! Media platform offering competitive intelligence to prepare for today and anticipate opportunities for future Success, Emma,,! `` Finn '', joined the Good Life family in may of 2019 by modern internet standards the 's. Advisors is 2395 Lancaster Pike Reading, PA 19607 over $ 1.2 billion in assets 21,000 clients managing. And Cornell this helpful be involved with my accounts in any capacity of Alvernia College ( pre University and the... Her previous work experience includes landlord & tenant representation, along with investment and owner/user.... Incentive to promote them Applied Science degree in business as a business analyst for a business... Administration and Pre-Law at RIT and Cornell insurance company, Transamerica, purchased attorneys... The non-profit sector have made false statements or omissions by a self-regulatory organization and submit applications transfers!
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