Spotlight: Adam Young, RLP®
Dragonfly operates from Beckenham, just outside of South London. The company started trading in 1984, and I joined in 1988 from Barclays Bank. We operate …
Spotlight: Jeremy Deedes, MBA, MPFS, CFP®, FIFP, RLP®
Jeremy Deedes is the owner of Planning for Life Ltd, based in Helmsley, North Yorkshire, UK. He has worked in financial services for most of …
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Spotlight: Lisa Kirchenbauer, CFP®, CeFT®
Omega Wealth Management, LLC is based in Arlington, VA just outside Washington, DC. Lisa has been in the industry since 1985, and had her own …
Spotlight: Louis Vollebregt, RLP®
Louis Vollebregt’s company is located in EDE in the Netherlands. He has worked there for more than four years together with his wife Anita and …
Spotlight: Martin Siesta, CFP®, ChFC, RLP®
Q: How did you get involved in financial Life Planning? A: A number of years ago while I was working at the insurance company MetLife …
Spotlight: Phil Dyer, CFP®, RLP®
– Started in 2002 (fee-only financial planner since 1996)– Employees: 1 (currently hiring a VA)– Areas of Expertise: Employee financial education, advising small business owners/entrepreneurs, …
Spotlight: Reed C. Fraasa, CFP®, RLP®
Q: How did you get involved in financial Life Planning? I started in financial services in 1989. HIGHLAND is an independent registered investment adviser firm …
Spotlight: Gerard van der Made
Gerard van der Made (gerardvandermade.com) is a cheerful and enthusiastic person. All over the world he guides and trains teams and organisations in changing- and growing …
