How To Help Your Family

Transcription

1 Shaena L. Miller, Financial Advisor Shaena Welsh Miller is an Financial Advisor with Ameriprise Financial and President of the Welsh Miller Financial Group, which currently manages over $90 million dollars in assets. Shaena graduated in 1999 from John Carroll University with a Bachelor of Science degree in Biology. She worked at the Cleveland Clinic in the Molecular Cardiology Research Department before deciding to join her father s accounting and investing practice. Shaena has been with the business now for 12 years, and has become an integral part in all areas of the business. She has her Series 6, 7, and 63 licenses, as well as an Ohio life, accident, and health insurance and variable annuity license. Shaena specializes in investment analysis, retirement planning, wealth preservation, and women s financial strategies. Shaena spends the majority of her time and expertise building client relationships within the investment and insurance practice, and also assists Gene with personal income tax preparation. Shaena and her husband Chad and daughter Shaunee reside in Medina. Shaena has been a member of St. Joseph church since 1977, and is a graduate of Sts. Joseph and John School. She currently serves as a member of the St. Joseph Finance Council.

2 EDWARD PALISIN CLTC MYADVISORVIDEOS.COM/RETIRESAFE MY PRIMARY MISSION IS TO BUILD LONG TERM LASTING RELATIONSHIPS AND TO PROVIDE PRODUCTS THAT GUARANTEE FINANCIAL GROWTH, STABILITY, AND PEACE OF MIND TO OUR CLIENTS PERSONAL BACKGROUND STRONGSVILLE RESIDENT FOR 38 YEARS MARRIED 38 YEARS TO WIFE VICKI AVID SPORTS FAN OF ALL CLEVELAND TEAMS PRE CANA PRESENTER FOR 37 YEARS, PAST MEMBER OF PARISH COUNCIL, 1 ST GIRLS ATHLETIC DIRECTOR AT ST. JOES & JOHN, CURRENT WEDDING CO-ORDINATOR, ACTIVE IN MINISTRY OF ASSISTANCE PROFESSIONAL BACKGROUND OHIO CERTIFIED LONG TERM CARE AND ANNUITIES SPECIALIST ( CLTC DESIGNATION ) LICENSED IN OHIO FOR LIFE & HEALTH INSURANCE B.S. FROM THE UNIVERSITY OF AKRON IN INDUSTRIAL MANAGEMENT SERVICES WE PROVIDE MEDICARE SUPPLEMENTS FINAL EXPENSE LIFE INSURANCE TERM LIFE INSURANCE WHOLE LIFE INSURANCE UNIVERSAL LIFE INSURANCE LONG TERM CARE INSURANCE SPECIAL PATENTED INDEXED FIXED ANNUITY

3 Mark Pinzone Pinzone Financial Services Mark Pinzone, owner and president of Pinzone Financial Services, has over 19 years of investment and financial advising experience. He is a registered representative. Pinzone Financial Services is based out of Strongsville, and Mark is a seasoned financial advisor. His personal goal and his company s mission is to provide custom-tailored advice to help clients meet their specific goals and requirements. His firm is committed to developing solutions that are on target with the client s needs, and to implement them competently, responsibly and with confidence. Pinzone Financial Services focuses on providing sound financial advice for businesses and for individuals while taking an integrated approach that takes into consideration what is most prudent and beneficial for the client. Since 1995, Pinzone Financial Services has offered expertise in helping clients to develop a sound financial portfolio. Mark is a: Licensed Series 7 General Securities Representative State of Ohio Licensed Life Insurance Agent State of Ohio Licensed Variable Life and Variable Annuities Agent Law School Graduate of Cleveland Marshall School of Law Law & Finance Teacher at Brunswick Senior High School Head Varsity Football Coach at Buckeye High School Securities Offered Through: PrimeSolutions Securities, Inc W. 130th Street, Suite 7 North Royalton, Ohio (440)

4 George D. Smith Mr. Smith entered the financial services industry in Prior to joining Vantage Financial Group in 1993, Mr. Smith was a Vice President and District Manager for a large Cleveland based bank. During the past 30+ years he has worked extensively with professionals, pre-retirees, retirees, family s, and closely held businesses in an advisory capacity. Mr. Smith is a full service financial counselor providing debt management, comprehensive financial, investment, and insurance planning advice, wealth management strategies, and retirement planning guidance. A 1982 graduate of Heidelberg University, Mr. Smith earned an MBA from Case Western Reserve University in He is active in regional and national professional groups and is a board member for the Society of Financial Services Professionals. My philosophies are simple. My role is to help clients identify financial priorities, assist in setting realistic goals and provide ongoing advice and counsel. Ultimately, it is my responsibility to see that those goals are met and as partner and advisor to see my clients grow and prosper. Mr. Smith is married and resides in Strongsville with his wife. His interests include following local and national sports, reading, exercising, golf, and travelling. He is an active member of St. Joseph church in Strongsville.

5 Gene Welsh, Financial Advisor, CPA, PFS Gene Welsh is a Financial Advisor with Ameriprise Financial, as well as Certified Public Accountant (CPA), a Certified Professional Business Consultant (CPBC) and a Certified Personal Financial Specialist (PFS). Gene holds several investment licenses including Series 6, 7, 53 and 63 licenses. He holds an Ohio life, accident, health insurance including variable annuity licensing. Gene s business background includes over 35 years of experience as a CPA and financial advisor to physicians and dentists and has accumulated years of knowledge dealing with wealth management, estate planning, tax planning, and retirement plans. Gene has been recognized as one of the top 150 financial advisors for doctors and dentists for over 10 years. He has written numerous articles on financial planning in medical professional publications. He also serves on an AICPA Personal Financial Specialist task force designing and verifying exam questions for CPAs who wish to become an AICPA certified PFS. Gene resides in Strongsville with his wife Sandy. He has served as a board member of the Certified Professional Business Society and presided on the local Ohio CPA finance and investments committee. Gene attends St. Joseph Church in Strongsville where he chaired both the finance committee and school board for eight years. Gene enjoys golf and Ohio State football, and is an avid Cleveland sports fan.