Our Team
Mark Ricklefs, CLU ChFC
Certified Financial Planner Professional
Mark entered the financial services industry in 1980. His financial planning practice has emphasized planning for individuals and businesses. Mark uses a goal-focused approach through personal evaluation of all individual and business...
Paul Rosell, CFP
Paul Rosell began his financial services career in 1984. Paul has a Bachelor’s Degree in Advertising, Public Relations and Marketing from Wichita State University (1983). He holds the Series 6,7,22 and 63 securities registrations...
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