Kevin Smith - Financial & Investment Advisor
Kevin
has been involved in the financial services industry since 1983. He
sits on several Boards and is certified for Federal Employee retirement
planning. Kevin has provided
financial counseling to individuals and families including Life,
Health, Securities and Annuities. His past responsibilities including
recruiting, training, and setting production goals for company
representatives.
Kevin holds the following licenses: FINRA, Series 7, Series 63, Series 66, Life and Health, and Property & Casualty licenses
Fran Heazlit - Assistant Financial Adviser
Fran has over seventeen
years of experience in the financial and banking industries. She has
achieved consistent high scores on monthly performance ratings and
meeting specific company goals. Fran has been an Assistant Para Planner
who has helped with complex individual financial plans. She is a
specialist in life insurance case design. Fran has significant
experience in preparing and completing annuity, mutual fund and life
insurance applications and following through with policy delivery.
Customer Service has included problem solving, withdrawals, and RMD.
Fran has also assisted hosts for retirement seminars and appointment
setting. Fran has been a Notary Public since 1983.
Fran holds a Series 6, Life, Health & Annuities License.
