Advanced Planner and Marketing Director at Strategic Planning Concepts, Member and owner of DuMont Financial llc at DuMont Financial, Business and Individual financial planning at DuMont Financial LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work:
Strategic Planning Concepts - 3310 West Big Beaver rd.Suite 105 Troy,Michigan 48084 since Mar 2013
Advanced Planner and Marketing Director
DuMont Financial - Greater Detroit Area since Nov 2005
Member and owner of DuMont Financial llc
DuMont Financial LLC - Livonia,Mi. since Nov 2005
Business and Individual financial planning
Lincoln Financial Advisors ( Sagemark ) - Southfield,Michigan Jan 2001 - Nov 2005
Agent and Registered representative
Knights of Columbus 1981 - Jan 1997
General Agent
Education:
Lansing Community, Schoolcraft,and online courses 1973 - 2010
FICF,LUTC,and many courses over the years., Management ,Kinder Brothers(estate planning) Economics,Advanced Planning,and Insurance
Skills:
Investments Estate Planning Strategic Planning Problem Solving Retirement Planning Income Protection Health Insurance Disability Insurance Long-term Care creative planning Group Benefit Plans Life Insurance Business Planning Succession Planning Financial Analysis High Net Worth Individuals Strategic Financial Planning Indexed Annuities Fixed Annuities
Interests:
I 'm family person,married 38years, 5 children,5 grandchildren-have been very blessed. Like most all sports and hunting,fishing,travel and more
2003 to 2000 Licensed Plumber - Building Tradesman JourneymanDetroit Plumbers Local
1998 to 2003 Apprentice PlumberInternational Brotherhood of Teamsters Detroit, MI 1997 to 1998 Teamster/RiggerWright's Hardware Livonia, MI 1992 to 1997 Small Engine Mechanic/Equipment Salesman