Tag: FREE

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.

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.

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).

The Family Man. Walk into Wealth Advisors, Ltd. and you will be greeted by the welcoming smile of...

As the first woman in her home to graduate from a four-year American college, Desmond entered the workplace a shy young woman, but one determined to earn a fair living in what was, and still is, a male-dominated industry. Her resolve found her as the first female Rookie of the Year in the 50-year history of First Investors Corporation.