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Category: Peer-To-Peer

FREE 8.1 Q&A – Judy Beckman

What APFS affiliated advisor Judith Beckman knows is that women are capable of dictating the direction of their financial future. In fact, she built her business on that precept. Having served on a number of boards, including The Long Island Center for Business and Professional Women, The National Association of Women Business Owners (NAWBO) and, most recently, The Long Island Small Business Assistance Corporation— which provides funding for female business owners—Beckman personifies the feminist spirit. With a mission to empower the female investor, she is changing the lives of generations of women to come, one client at a time.

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FREE 7.3 Q&A – Mark Huntley

The Green Mountains of Vermont are old and wise, bearing witness for centuries to the tears and joys of those who call it home. In winter, hidden sorrows whisper faintly through raw pine and maple, yet are kindly muted by fresh, fallen snow. And in summer a verdant lushness covers the scars of devastation with prolific, dense renewal, changing shortly thereafter to glorious harvest hues. It is one of many places where life unfolds. “Wherever you are, there you are,” ponders AP affiliated colleague Mark Huntley, and it is the Green Mountain State where his life and work firmly remain.

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FREE 7.2 Q&A – Carla Goedtke

Small town girl Carla Goedtke of Investors Choice Financial Services, Inc., claims true independence is the key to success. A bona fide Jack of all trades, she has an extensive resume behind her, playing roles in advertising, newspaper editing, banking, bookkeeping and baking before joining the financial services industry in 1996. The rural location of Slayton, Minn., makes for a diverse client base and with two offices to run, she’s no stranger to wearing many hats. Take a peek into Carla’s background, her eclectic group of clients that span four generations, and what her and husband, APFS Due Diligence Analyst and Product Manager Jim Goedtke, have learned from one another.

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FREE 7.1 Q&A – Douglas Schiffmiller

Born and raised in New York’s southernmost borough, APFS advisor Douglas Schiffmiller of Retirement Help Group lives and breathes Brooklyn. He champions independence with a quiet determination to not only succeed, but thrive in the community that’s afforded him so much joy. As one of the premier, independent financial planners in the area, he continues to build his practice on the streets he walked as a child. For Schiffmiller, there really is no place like home.

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FREE 7.1 Feature – Ralph Angelo

For colleague Ralph Angelo of Angelo Planning Group (APG), loyalty is a two-way street. After 14 years working at the firm that gave him his start in financial services never was that value tested more fervently—both personally and professionally—than in December 2010 when he and his entire group of 15 financial advisors left their former broker/dealer to join American Portfolios Financial Services, Inc. (APFS).

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