Broker Check

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...

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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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