by Dynamic Directions | May 20, 2021 | 10 Questions
Joe Rettig CFP®, CRPC®, CLTC® Private Wealth Advisor The Rettig Group – Retirement Wealth Advisors Clearwater, FL Joe Rettig reaches 35 years of service with Ameriprise on May 21, 2021. How did you become a financial advisor? I went to Temple University and was...
by Dynamic Directions | Apr 22, 2021 | 10 Questions
Mike Kendra General Manager FP Solutions RI Cranston, RI Mike Kendra is a member of Inner Circle Entrepreneur (ICE), D2’s intensive entrepreneurial coaching program. He and his wife Heather have been married for almost 21 years, and their son Chris is 16. What is your...
by Dynamic Directions | Apr 2, 2021 | 10 Questions
Bryan Grisak CFP®, BFA™, APMA®, ChFC® Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner Grisak and Associates, Blue Ash, Ohio Bryan Grisak is reaching 21 years of service with Ameriprise on April 5, 2021. He and his wife Jess have three...
by Dynamic Directions | Feb 25, 2021 | 10 Questions
James B McLean MBA, RICP®, CLTC® Financial Advisor Franchise Owner Jim reached 30 years of service with Ameriprise on February 20, 2021. He has been married to his wife Townsend for 34 years, and they have three children: Shelby (28), James (25), and Harris (22)....
by Dynamic Directions | Jan 21, 2021 | 10 Questions
Christine Emond, MPASSM, MSFP, BFA™, CRPC®, APMA®, CLTC® Private Wealth Advisor Master Planner Advanced Studies EBA Wealth Strategies, a Private Wealth Advisory Practice Christine reached 30 years of service with Ameriprise in December of 2020. She is married...
