The Westerman Group, LLC since Apr 2005
Vice President
Education:
Cleveland State University - Cleveland-Marshall College of Law 1995 - 1998
JD, estate and income tax/planningLicensed Attorney-at-Law in the State of Ohio
Ohio University 1990 - 1994
BS, Communications, Business, Psychology
Orange High School 1986 - 1990
Skills:
Investments Strategic Financial Planning Estate Planning Portfolio Management Retirement Financial Advisory Insurance Investment Advisory Life Insurance Mutual Funds Insurance Captives Guaranteed Lifetime Income 401K Fixed Annuities Private Placement Life Insurance Iras Financial Services Securities Analysis Retirement Planning Series 7 Management Investment Management Finance Asset Management Money Management Asset Managment Strategy Series 63 High Net Worth Individuals Financial Planners Long Term Care Insurance Wealth Management Services Project Planning Small Business Wealth Management Asset Allocation Investment Strategies Series 6 Variable Annuities Wealth Retirement Plan Consulting Planning Wealth Preservation Pension Analysis Finra Financial Planning Social Security Maximization Retirement Income Optimization
Interests:
See 1+See Less Skiing Jogging Weight Training Problem Solving Charitable Poker Events Live Concerts Reading Hiking Music Travel Time With Family Health
Languages:
English
Certifications:
Life & Health & Variable Annuity Series 7, 63 Licensed Attorney at Law
David Millet (1980-1983), Eric Dey (1980-1984), Steve Davis (1975-1979), Michell Scott (1961-1965), Tania Treminio (1993-1995), Katharine Gardiner (1999-2003)